Latest Institutional Transactions on Wisdomtree Tr U.S (DHS)
This table provides information on the latest institutional transactions involving Wisdomtree Tr U.S (DHS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3+ 18.75% |
$275 - $299
|
19
$1.85K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
99+ 2.63% |
$9.06K - $9.87K
|
3.87K
$378K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.91KNew |
$358K - $390K
|
3.91K
$381K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.4K+ 6.38% |
$2.05M - $2.23M
|
373K
$36.4M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.78K- 46.79% |
$346K - $377K
|
4.3K
$419K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
301+ 1.76% |
$27.6K - $30K
|
17.4K
$1.69M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.44K- 3.55% |
$131K - $143K
|
39.1K
$3.81M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.41KNew |
$220K - $240K
|
2.41K
$235K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.82K+ 22.68% |
$167K - $182K
|
9.84K
$961K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4+ 0.18% |
$366 - $399
|
2.26K
$220K
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-330- 6.26% |
$30.2K - $32.9K
|
4.95K
$483K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.26% |
$91.6 - $99.7
|
385
$37.6K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
58+ 9.06% |
$5.31K - $5.78K
|
698
$68.1K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-272- 25.37% |
$24.9K - $27.1K
|
800
$78.1K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-24.9K- 2.84% |
$2.28M - $2.49M
|
854K
$83.4M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-147- 5.18% |
$13.5K - $14.7K
|
2.69K
$263K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
114+ 1.19% |
$10.4K - $11.4K
|
9.7K
$947K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1+ 0.02% |
$91.6 - $99.7
|
4.89K
$478K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.3K- 32.88% |
$3.69M - $4.02M
|
82.3K
$8.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-144- 2.36% |
$13.2K - $14.4K
|
5.95K
$581K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-285- 1.75% |
$26.1K - $28.4K
|
16K
$1.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.09K+ 5.56% |
$99.8K - $109K
|
20.7K
$2.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.5KNew |
$228K - $249K
|
2.5K
$244K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
580+ 5.16% |
$53.1K - $57.8K
|
11.8K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-495- 1.4% |
$45.3K - $49.4K
|
34.8K
$3.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-261- 1.08% |
$23.9K - $26K
|
24K
$2.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
10.9KNew |
$1M - $1.09M
|
10.9K
$1.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
939New |
$86K - $93.7K
|
939
$91.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
21+ 0.59% |
$1.92K - $2.09K
|
3.56K
$348K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
4.63KNew |
$424K - $462K
|
4.63K
$452K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
102KNew |
$9.36M - $10.2M
|
102K
$9.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-5- 0.01% |
$458 - $499
|
34.4K
$3.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 16.67% |
$916 - $997
|
70
$6.83K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13+ 0.36% |
$1.19K - $1.3K
|
3.6K
$352K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
258+ 6.91% |
$23.6K - $25.7K
|
3.99K
$390K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-842- 6.77% |
$77.1K - $84K
|
11.6K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
267+ 6.62% |
$24.4K - $26.6K
|
4.3K
$420K
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
260+ 10.43% |
$23.8K - $25.9K
|
2.75K
$269K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.8K+ 64.9% |
$1.72M - $1.88M
|
47.8K
$4.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-725- 4.77% |
$66.4K - $72.3K
|
14.5K
$1.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.83% |
$183 - $199
|
244
$23.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.84K- 40.38% |
$718K - $782K
|
11.6K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
250+ 62.19% |
$22.9K - $24.9K
|
652
$63.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-141- 2.77% |
$12.9K - $14.1K
|
4.95K
$483K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-283- 1.61% |
$25.9K - $28.2K
|
17.3K
$1.69M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
79+ 1.1% |
$7.23K - $7.88K
|
7.25K
$708K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-425- 0.86% |
$38.9K - $42.4K
|
49.1K
$4.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.98K+ 31.94% |
$639K - $697K
|
28.8K
$2.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.05K+ 5.15% |
$279K - $304K
|
62.3K
$6.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
20+ 0.66% |
$1.83K - $1.99K
|
3.06K
$299K
|