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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-441- 1.28% |
$42.5K - $44.9K
|
34.1K
$3.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-601- 1.77% |
$57.9K - $61.2K
|
33.3K
$3.35M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
53+ 0.33% |
$5.11K - $5.4K
|
15.9K
$1.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.4K+ 11.95% |
$1.19M - $1.26M
|
116K
$11.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-240- 2.38% |
$23.1K - $24.4K
|
9.84K
$991K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
242New |
$23.3K - $24.6K
|
242
$24.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
2.39K+ 12.59% |
$230K - $243K
|
21.4K
$2.15M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-863- 23.83% |
$83.2K - $87.9K
|
2.76K
$278K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-644- 2.75% |
$62.1K - $65.6K
|
22.8K
$2.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
26+ 0.84% |
$2.51K - $2.65K
|
3.12K
$314K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
244New |
$23.5K - $24.8K
|
244
$24.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.68K+ 13.45% |
$162K - $171K
|
14.1K
$1.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
608New |
$58.6K - $61.9K
|
608
$61.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.52K- 42.83% |
$242K - $256K
|
3.36K
$338K
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.18K- 19.92% |
$113K - $120K
|
4.73K
$476K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-35- 1.43% |
$3.37K - $3.56K
|
2.42K
$244K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4New |
$386 - $407
|
4
$403
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.88K- 27.84% |
$277K - $293K
|
7.45K
$751K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.64KNew |
$351K - $371K
|
3.64K
$367K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
2KNew |
$193K - $204K
|
2K
$201K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.52KNew |
$243K - $257K
|
2.52K
$254K
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-348- 1.0% |
$33.6K - $35.4K
|
34.6K
$3.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.37K+ 6.7% |
$132K - $140K
|
21.9K
$2.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
SELL
|
- |
-414- 8.66% |
$39.9K - $42.2K
|
4.37K
$440K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-251- 1.82% |
$24.2K - $25.6K
|
13.6K
$1.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
36+ 0.84% |
$3.47K - $3.67K
|
4.33K
$436K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
130+ 3.08% |
$12.5K - $13.2K
|
4.34K
$438K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-181- 4.71% |
$17.5K - $18.4K
|
3.66K
$369K
|
|
|
Oct 23, 2025
Q3 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-287- 4.96% |
$27.7K - $29.2K
|
5.5K
$554K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
912New |
$87.9K - $92.9K
|
912
$91.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
5.17K+ 77.39% |
$499K - $527K
|
11.9K
$1.19M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.7K+ 11.44% |
$164K - $173K
|
16.5K
$1.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.11% |
$193 - $204
|
1.79K
$180K
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
26+ 0.74% |
$2.51K - $2.65K
|
3.52K
$355K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.07K- 8.21% |
$296K - $312K
|
34.3K
$3.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.3K+ 63.05% |
$1.76M - $1.86M
|
47.2K
$4.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-103- 1.96% |
$9.93K - $10.5K
|
5.16K
$520K
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-275- 5.37% |
$26.5K - $28K
|
4.84K
$488K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
295New |
$28.4K - $30K
|
295
$29.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-456- 4.09% |
$44K - $46.4K
|
10.7K
$1.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
3+ 0.14% |
$289 - $305
|
2.2K
$221K
|
|
|
Oct 17, 2025
Q3 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
SELL
|
- |
-2.34K- 2.37% |
$225K - $238K
|
96.1K
$9.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
357+ 3.37% |
$34.4K - $36.3K
|
10.9K
$1.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
6.35K+ 17.31% |
$612K - $647K
|
43K
$4.34M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
879+ 35.24% |
$84.8K - $89.5K
|
3.37K
$340K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-92- 1.11% |
$8.87K - $9.37K
|
8.21K
$827K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
164+ 136.67% |
$15.8K - $16.7K
|
284
$28.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-17- 0.11% |
$1.64K - $1.73K
|
15.8K
$1.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
14.9K+ 1.77% |
$1.44M - $1.52M
|
859K
$86.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
29+ 0.78% |
$2.8K - $2.95K
|
3.73K
$375K
|
|