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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 26.96% |
$117K - $131K
|
6.26K
$611K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
390+ 18.88% |
$34.2K - $38.4K
|
2.46K
$240K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
49New |
$4.3K - $4.82K
|
49
$4.78K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
30+ 0.59% |
$2.63K - $2.95K
|
5.12K
$500K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
20+ 0.19% |
$1.75K - $1.97K
|
10.6K
$1.03M
|
|
| Q1 2025 | |||||||
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
102KNew |
$9.36M - $10.2M
|
102K
$9.99M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
51.4KNew |
$4.71M - $5.13M
|
51.4K
$5.02M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.2K+ 12.66% |
$4.5M - $4.91M
|
438K
$42.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
38.9K+ 14.58% |
$3.56M - $3.88M
|
306K
$29.8M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.5K+ 6.79% |
$2.15M - $2.35M
|
370K
$36.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.4K+ 6.38% |
$2.05M - $2.23M
|
373K
$36.4M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.2K+ 3.92% |
$1.76M - $1.92M
|
509K
$49.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.8K+ 64.9% |
$1.72M - $1.88M
|
47.8K
$4.66M
|
|
|
May 14, 2025
Q1 2025
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
11K+ 90.35% |
$1.01M - $1.1M
|
23.2K
$2.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
10.9KNew |
$1M - $1.09M
|
10.9K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
8.64K+ 74.96% |
$791K - $862K
|
20.2K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.71K+ 11.7% |
$706K - $769K
|
73.6K
$7.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.98K+ 31.94% |
$639K - $697K
|
28.8K
$2.82M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.46KNew |
$591K - $644K
|
6.46K
$630K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.17K+ 11.95% |
$565K - $615K
|
57.8K
$5.64M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.45K+ 104.33% |
$499K - $544K
|
10.7K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.4K+ 6.88% |
$494K - $539K
|
83.8K
$8.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
4.63KNew |
$424K - $462K
|
4.63K
$452K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.21KNew |
$386K - $420K
|
4.21K
$411K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.09K+ 13.19% |
$374K - $408K
|
35.1K
$3.42M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.91KNew |
$358K - $390K
|
3.91K
$381K
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
3.2KNew |
$293K - $319K
|
3.2K
$312K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.16K+ 22.8% |
$289K - $315K
|
17K
$1.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.05K+ 5.15% |
$279K - $304K
|
62.3K
$6.08M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.69KNew |
$246K - $268K
|
2.69K
$263K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.5KNew |
$228K - $249K
|
2.5K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.42KNew |
$221K - $241K
|
2.42K
$236K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.41KNew |
$220K - $240K
|
2.41K
$235K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.82K+ 22.68% |
$167K - $182K
|
9.84K
$961K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.35KNew |
$124K - $135K
|
1.35K
$132K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.09K+ 5.56% |
$99.8K - $109K
|
20.7K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.05K+ 14.88% |
$95.9K - $104K
|
8.08K
$789K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
974+ 4.45% |
$89.2K - $97.1K
|
22.9K
$2.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
939New |
$86K - $93.7K
|
939
$91.7K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
823+ 1.69% |
$75.3K - $82.1K
|
49.5K
$4.83M
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
761+ 0.48% |
$69.7K - $75.9K
|
159K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
687+ 4.89% |
$62.9K - $68.5K
|
14.7K
$1.44M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
580+ 5.16% |
$53.1K - $57.8K
|
11.8K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
556+ 3.37% |
$50.9K - $55.5K
|
17K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
536+ 1.15% |
$49.1K - $53.5K
|
47K
$4.59M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
480+ 86.64% |
$43.9K - $47.9K
|
1.03K
$101K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
456New |
$41.7K - $45.5K
|
456
$44.5K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
440+ 2.22% |
$40.3K - $43.9K
|
20.2K
$1.97M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
432New |
$39.5K - $43.1K
|
432
$42.2K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
410+ 14.25% |
$37.5K - $40.9K
|
3.29K
$321K
|
|