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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
67New |
$4.94K - $5.56K
|
67
$6.75K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.48KNew |
$183K - $206K
|
2.48K
$250K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
130New |
$9.58K - $10.8K
|
130
$13.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
508New |
$37.4K - $42.2K
|
508
$51.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.41KNew |
$104K - $117K
|
1.41K
$142K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.51KNew |
$185K - $208K
|
2.51K
$252K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
4.12KNew |
$304K - $342K
|
4.12K
$415K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.54% |
$73.7 - $83
|
66
$6.65K
|
|
|
Jan 26, 2024
Q4 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-252- 7.21% |
$18.6K - $20.9K
|
3.24K
$327K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
155+ 0.25% |
$11.4K - $12.9K
|
61.3K
$6.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-198- 1.7% |
$14.6K - $16.4K
|
11.4K
$1.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
39New |
$2.87K - $3.24K
|
39
$3.93K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.51K- 49.94% |
$185K - $208K
|
2.51K
$253K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-138- 37.91% |
$10.7K - $11.5K
|
226
$22.8K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.48K- 45.67% |
$193K - $206K
|
2.95K
$297K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.05KNew |
$81.8K - $87.2K
|
1.05K
$106K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
12K+ 35.13% |
$934K - $997K
|
46.2K
$4.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
216New |
$16.8K - $17.9K
|
216
$21.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
4.01KNew |
$312K - $333K
|
4.01K
$404K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-103- 80.47% |
$8.01K - $8.55K
|
25
$2.52K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
514New |
$40K - $42.7K
|
514
$51.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
79+ 69.3% |
$6.15K - $6.56K
|
193
$19.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-654- 99.54% |
$50.9K - $54.3K
|
3
$302
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.05K- 27.71% |
$160K - $170K
|
5.35K
$539K
|
|
|
Nov 01, 2023
Q3 2023
|
Pacific Wealth Management
|
BUY
|
- |
3.1K+ 6.74% |
$241K - $257K
|
49.1K
$4.94M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
124K+ 899.51% |
$9.62M - $10.3M
|
137K
$13.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
408+ 1.04% |
$31.7K - $33.9K
|
39.7K
$4M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.14K- 24.9% |
$88.5K - $94.4K
|
3.43K
$345K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
1.74KNew |
$135K - $145K
|
1.74K
$175K
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
6.62KNew |
$505K - $555K
|
6.62K
$667K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
83+ 11.58% |
$6.33K - $6.96K
|
800
$80.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-275- 8.41% |
$21K - $23.1K
|
3K
$302K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
3.92KNew |
$299K - $329K
|
3.92K
$395K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.22K- 25.54% |
$92.7K - $102K
|
3.54K
$357K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-65- 13.49% |
$4.96K - $5.45K
|
417
$42K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
20+ 1.06% |
$1.53K - $1.68K
|
1.91K
$192K
|
|
| Q1 2023 | |||||||
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-20Closed |
$1.57K - $1.78K
|
0
$0
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.86KNew |
$225K - $255K
|
2.86K
$288K
|
|
|
May 15, 2023
Q1 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
5.8KNew |
$456K - $517K
|
5.8K
$584K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.08% |
$78.7 - $89.2
|
1.3K
$130K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5.94K- 6.03% |
$467K - $530K
|
92.6K
$9.32M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-12.9K- 51.56% |
$1.02M - $1.15M
|
12.1K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
6.22K+ 27.0% |
$489K - $555K
|
29.3K
$2.95M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.62KNew |
$443K - $501K
|
5.62K
$567K
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
53.1KNew |
$4.18M - $4.73M
|
53.1K
$5.35M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.55K- 18.74% |
$122K - $138K
|
6.72K
$677K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-588- 2.94% |
$46.3K - $52.4K
|
19.4K
$1.95M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1New |
$78.7 - $89.2
|
1
$101
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
8.14KNew |
$640K - $725K
|
8.14K
$819K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
1.05KNew |
$82.2K - $93.2K
|
1.05K
$105K
|
|