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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-152- 3.78% |
$12.5K - $13.3K
|
3.86K
$364K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-37- 2.99% |
$3.03K - $3.23K
|
1.2K
$113K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
8New |
$656 - $698
|
8
$754
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
946New |
$77.5K - $82.5K
|
946
$89.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-824- 20.78% |
$67.5K - $71.9K
|
3.14K
$296K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-413- 0.89% |
$33.8K - $36K
|
46.1K
$4.35M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
130+ 5.25% |
$10.7K - $11.3K
|
2.61K
$246K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.69KNew |
$221K - $235K
|
2.69K
$254K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
700New |
$57.4K - $61.1K
|
700
$66K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-10- 0.13% |
$819 - $872
|
7.48K
$705K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
264New |
$21.6K - $23K
|
264
$24.9K
|
|
| Q1 2024 | |||||||
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-157- 13.48% |
$12.5K - $13.6K
|
1.01K
$95K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.07KNew |
$85.5K - $92.9K
|
1.07K
$101K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.85KNew |
$228K - $247K
|
2.85K
$269K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
500New |
$39.9K - $43.3K
|
500
$47.1K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.8% |
$79.8 - $86.7
|
126
$11.9K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-27.7K- 81.37% |
$2.21M - $2.4M
|
6.34K
$597K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.42K- 35.64% |
$193K - $210K
|
4.37K
$412K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
161New |
$12.8K - $14K
|
161
$15.2K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-92- 2.03% |
$7.34K - $7.97K
|
4.45K
$420K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.85KNew |
$227K - $247K
|
2.85K
$269K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
885New |
$70.6K - $76.7K
|
885
$83.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.16K- 3.5% |
$731K - $794K
|
252K
$23.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.3K+ 10.49% |
$818K - $889K
|
108K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-13.1K- 82.01% |
$1.04M - $1.13M
|
2.87K
$270K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.06K- 94.74% |
$84.7K - $92K
|
59
$5.56K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
167New |
$13.3K - $14.5K
|
167
$15.7K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.35KNew |
$188K - $204K
|
2.35K
$222K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-15- 78.95% |
$1.2K - $1.3K
|
4
$377
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-110- 32.74% |
$8.77K - $9.53K
|
226
$21.3K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-600- 19.32% |
$47.9K - $52K
|
2.51K
$236K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.2KNew |
$95.7K - $104K
|
1.2K
$113K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-383Closed |
$30.6K - $33.2K
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-163- 22.54% |
$13K - $14.1K
|
560
$52.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
225+ 4.05% |
$17.9K - $19.5K
|
5.77K
$544K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1KNew |
$79.8K - $86.7K
|
1K
$94.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-312- 9.56% |
$24.9K - $27K
|
2.95K
$278K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
456New |
$36.4K - $39.5K
|
456
$43K
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
12.3K+ 201.29% |
$981K - $1.07M
|
18.4K
$1.74M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
36+ 0.45% |
$2.87K - $3.12K
|
8.07K
$761K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
395New |
$31.5K - $34.2K
|
395
$37.2K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-143- 3.48% |
$10.5K - $11.9K
|
3.96K
$373K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 1.3% |
$147 - $166
|
156
$14.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-528- 53.82% |
$38.9K - $43.8K
|
453
$42.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-615- 19.85% |
$45.3K - $51K
|
2.48K
$234K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
300New |
$22.1K - $24.9K
|
300
$28.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.83KNew |
$282K - $318K
|
3.83K
$361K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
67New |
$4.94K - $5.56K
|
67
$6.32K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
15+ 1.45% |
$1.11K - $1.25K
|
1.05K
$99.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.48KNew |
$183K - $206K
|
2.48K
$234K
|
|