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, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.24KNew |
$188K - $210K
|
2.24K
$218K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-158- 12.56% |
$13.3K - $14.8K
|
1.1K
$107K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-802- 1.36% |
$67.3K - $75.3K
|
58.3K
$5.69M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.35K- 2.83% |
$281K - $314K
|
115K
$11.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
520New |
$43.6K - $48.8K
|
520
$50.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.25KNew |
$189K - $211K
|
2.25K
$220K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-220- 8.06% |
$18.5K - $20.6K
|
2.51K
$245K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
740New |
$60.6K - $64.6K
|
740
$72.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
70New |
$5.74K - $6.11K
|
70
$6.83K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.6KNew |
$295K - $314K
|
3.6K
$352K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-214- 40.92% |
$17.5K - $18.7K
|
309
$30.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.16KNew |
$95K - $101K
|
1.16K
$113K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
3.42KNew |
$280K - $299K
|
3.42K
$334K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4- 0.02% |
$328 - $349
|
20.8K
$2.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
416New |
$34.1K - $36.3K
|
416
$40.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
413New |
$33.8K - $36K
|
413
$40.3K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
165New |
$13.5K - $14.4K
|
165
$16.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
26New |
$2.13K - $2.27K
|
26
$2.54K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
470New |
$38.5K - $41K
|
470
$45.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-152- 3.78% |
$12.5K - $13.3K
|
3.86K
$377K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
8New |
$656 - $698
|
8
$781
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
946New |
$77.5K - $82.5K
|
946
$92.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
700New |
$57.4K - $61.1K
|
700
$68.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.69KNew |
$221K - $235K
|
2.69K
$263K
|
|
| Q1 2024 | |||||||
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-157- 13.48% |
$12.5K - $13.6K
|
1.01K
$98.4K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
500New |
$39.9K - $43.3K
|
500
$48.8K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-27.7K- 81.37% |
$2.21M - $2.4M
|
6.34K
$618K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.42K- 35.64% |
$193K - $210K
|
4.37K
$427K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.3K+ 10.49% |
$818K - $889K
|
108K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.16K- 3.5% |
$731K - $794K
|
252K
$24.6M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
885New |
$70.6K - $76.7K
|
885
$86.4K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.85KNew |
$227K - $247K
|
2.85K
$278K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
161New |
$12.8K - $14K
|
161
$15.7K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
167New |
$13.3K - $14.5K
|
167
$16.3K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.06K- 94.74% |
$84.7K - $92K
|
59
$5.76K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.35KNew |
$188K - $204K
|
2.35K
$230K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-15- 78.95% |
$1.2K - $1.3K
|
4
$390
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-600- 19.32% |
$47.9K - $52K
|
2.51K
$245K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-110- 32.74% |
$8.77K - $9.53K
|
226
$22.1K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.2KNew |
$95.7K - $104K
|
1.2K
$117K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-383Closed |
$30.6K - $33.2K
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
225+ 4.05% |
$17.9K - $19.5K
|
5.77K
$564K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1KNew |
$79.8K - $86.7K
|
1K
$97.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-312- 9.56% |
$24.9K - $27K
|
2.95K
$288K
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
12.3K+ 201.29% |
$981K - $1.07M
|
18.4K
$1.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
36+ 0.45% |
$2.87K - $3.12K
|
8.07K
$788K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
395New |
$31.5K - $34.2K
|
395
$38.6K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 1.3% |
$147 - $166
|
156
$15.2K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-143- 3.48% |
$10.5K - $11.9K
|
3.96K
$387K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-528- 53.82% |
$38.9K - $43.8K
|
453
$44.2K
|
|