Latest Institutional Purchases of Wisdomtree Tr U.S (DHS)
This list provides information on the latest institutional transactions involving Wisdomtree Tr U.S (DHS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
103K+ 607.04% |
$9.07M - $10.2M
|
120K
$11.8M
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
95.4KNew |
$8.36M - $9.38M
|
95.4K
$9.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
47.8K+ 57.0% |
$4.19M - $4.7M
|
132K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
45.4K+ 240.9% |
$3.98M - $4.47M
|
64.2K
$6.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
35.4K+ 9.57% |
$3.1M - $3.48M
|
405K
$39.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.9K+ 465.78% |
$2.45M - $2.75M
|
33.9K
$3.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.7K+ 603.75% |
$2.34M - $2.63M
|
31.1K
$3.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
24.5K+ 62.8% |
$2.15M - $2.41M
|
63.6K
$6.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.3K+ 25.85% |
$1.87M - $2.09M
|
104K
$10.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.1K+ 83.43% |
$1.33M - $1.49M
|
33.2K
$3.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
14.4K+ 21.41% |
$1.26M - $1.42M
|
81.6K
$8.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.8K+ 297.42% |
$1.03M - $1.16M
|
15.7K
$1.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.4K+ 64.88% |
$1M - $1.12M
|
29K
$2.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.66K+ 18.51% |
$584K - $655K
|
42.6K
$4.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.53K+ 59381.82% |
$573K - $643K
|
6.54K
$643K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.03K+ 61.25% |
$529K - $593K
|
15.9K
$1.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
5.43K+ 2.69% |
$476K - $534K
|
207K
$20.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.29K+ 7.19% |
$464K - $521K
|
78.9K
$7.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.81KNew |
$421K - $473K
|
4.81K
$472K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.21KNew |
$370K - $415K
|
4.21K
$414K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.02KNew |
$352K - $395K
|
4.02K
$394K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.24KNew |
$284K - $319K
|
3.24K
$318K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3KNew |
$263K - $295K
|
3K
$295K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3K+ 25.33% |
$263K - $295K
|
14.8K
$1.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
2.99KNew |
$263K - $294K
|
2.99K
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.84K+ 5.74% |
$249K - $279K
|
52.3K
$5.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.84K+ 14.07% |
$249K - $279K
|
23K
$2.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.71K+ 37.31% |
$237K - $266K
|
9.96K
$978K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.64K+ 53.11% |
$232K - $260K
|
7.62K
$748K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.4KNew |
$210K - $236K
|
2.4K
$235K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.36K+ 361.5% |
$207K - $232K
|
3.01K
$295K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.29KNew |
$201K - $225K
|
2.29K
$225K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.27K+ 6.47% |
$199K - $223K
|
37.3K
$3.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.22K+ 0.6% |
$195K - $219K
|
376K
$36.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.21KNew |
$194K - $217K
|
2.21K
$217K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.09KNew |
$183K - $205K
|
2.09K
$205K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.93K+ 9.52% |
$169K - $189K
|
22.1K
$2.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.85K+ 58.47% |
$162K - $182K
|
5.01K
$492K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.83K+ 55.15% |
$161K - $180K
|
5.15K
$506K
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.78K+ 66.22% |
$156K - $175K
|
4.47K
$439K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 26.96% |
$117K - $131K
|
6.26K
$615K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.31KNew |
$115K - $129K
|
1.31K
$129K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.09K+ 4.75% |
$95.3K - $107K
|
24K
$2.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.06K+ 31.7% |
$92.5K - $104K
|
4.38K
$430K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
944+ 1.0% |
$82.8K - $92.9K
|
95.1K
$9.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
889+ 7.68% |
$78K - $87.5K
|
12.5K
$1.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
707New |
$62K - $69.5K
|
707
$69.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
608+ 5.7% |
$53.3K - $59.8K
|
11.3K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
600New |
$52.6K - $59K
|
600
$58.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
521+ 1.44% |
$45.7K - $51.3K
|
36.7K
$3.6M
|