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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.67K- 5.74% |
$140K - $157K
|
27.4K
$2.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-802- 1.36% |
$67.3K - $75.3K
|
58.3K
$5.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.35K- 2.83% |
$281K - $314K
|
115K
$10.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.89KNew |
$410K - $459K
|
4.89K
$461K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-416- 50.98% |
$34.9K - $39K
|
400
$37.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
31+ 0.27% |
$2.6K - $2.91K
|
11.3K
$1.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
40+ 3.33% |
$3.36K - $3.75K
|
1.24K
$117K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.36K- 5.43% |
$282K - $315K
|
58.6K
$5.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
721+ 1.51% |
$60.5K - $67.7K
|
48.6K
$4.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
613+ 4.47% |
$51.4K - $57.5K
|
14.3K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
29+ 0.85% |
$2.43K - $2.72K
|
3.44K
$324K
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-300- 2.99% |
$25.2K - $28.1K
|
9.73K
$917K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.25KNew |
$189K - $211K
|
2.25K
$212K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-777- 33.45% |
$65.2K - $72.9K
|
1.55K
$146K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.99K+ 40.51% |
$167K - $187K
|
6.91K
$651K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
520New |
$43.6K - $48.8K
|
520
$49K
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-395- 6.01% |
$33.1K - $37.1K
|
6.17K
$582K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
142+ 0.69% |
$11.9K - $13.3K
|
20.6K
$1.94M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-220- 8.06% |
$18.5K - $20.6K
|
2.51K
$237K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-879- 16.88% |
$73.7K - $82.5K
|
4.33K
$408K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
2.14KNew |
$180K - $201K
|
2.14K
$202K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-45.1K- 4.72% |
$3.79M - $4.23M
|
911K
$85.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-34- 0.32% |
$2.85K - $3.19K
|
10.6K
$997K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
89+ 0.1% |
$7.47K - $8.35K
|
85.4K
$8.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
278+ 2.67% |
$23.3K - $26.1K
|
10.7K
$1.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-168- 5.99% |
$14.1K - $15.8K
|
2.64K
$249K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-680- 3.96% |
$55.7K - $59.3K
|
16.5K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.6KNew |
$295K - $314K
|
3.6K
$340K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
70New |
$5.74K - $6.11K
|
70
$6.6K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-200- 3.78% |
$16.4K - $17.4K
|
5.09K
$480K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
740New |
$60.6K - $64.6K
|
740
$69.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
289+ 11.05% |
$23.7K - $25.2K
|
2.9K
$274K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.1K- 29.49% |
$989K - $1.05M
|
28.9K
$2.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
792+ 5.48% |
$64.9K - $69.1K
|
15.3K
$1.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-214- 40.92% |
$17.5K - $18.7K
|
309
$29.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.16KNew |
$95K - $101K
|
1.16K
$109K
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.5K- 50.0% |
$204K - $218K
|
2.5K
$235K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.08KNew |
$88.2K - $94K
|
1.08K
$102K
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
5.28KNew |
$432K - $460K
|
5.28K
$497K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
3.42KNew |
$280K - $299K
|
3.42K
$323K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-293- 4.36% |
$24K - $25.6K
|
6.43K
$607K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4- 0.02% |
$328 - $349
|
20.8K
$1.97M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-7.8K- 62.96% |
$639K - $680K
|
4.59K
$433K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
165New |
$13.5K - $14.4K
|
165
$15.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.73KNew |
$469K - $500K
|
5.73K
$540K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
413New |
$33.8K - $36K
|
413
$38.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
416New |
$34.1K - $36.3K
|
416
$39.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
470New |
$38.5K - $41K
|
470
$44.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
26New |
$2.13K - $2.27K
|
26
$2.45K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-70.6K- 99.1% |
$5.79M - $6.16M
|
640
$60.3K
|
|