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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
410+ 14.25% |
$37.5K - $40.9K
|
3.29K
$307K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
395+ 8.88% |
$36.2K - $39.4K
|
4.85K
$453K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
301+ 1.76% |
$27.6K - $30K
|
17.4K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
267+ 6.62% |
$24.4K - $26.6K
|
4.3K
$402K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
260+ 8.95% |
$23.8K - $25.9K
|
3.16K
$296K
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
260+ 10.43% |
$23.8K - $25.9K
|
2.75K
$257K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
258+ 6.91% |
$23.6K - $25.7K
|
3.99K
$373K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
250+ 62.19% |
$22.9K - $24.9K
|
652
$60.9K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
212+ 605.71% |
$19.4K - $21.1K
|
247
$23.1K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
209New |
$19.1K - $20.8K
|
209
$19.5K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
201+ 7.59% |
$18.4K - $20K
|
2.85K
$266K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
156+ 8.17% |
$14.3K - $15.6K
|
2.07K
$193K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
114+ 1.19% |
$10.4K - $11.4K
|
9.7K
$906K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
99+ 2.63% |
$9.06K - $9.87K
|
3.87K
$361K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
98New |
$8.97K - $9.77K
|
98
$9.15K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
79+ 1.1% |
$7.23K - $7.88K
|
7.25K
$677K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
75+ 2.97% |
$6.87K - $7.48K
|
2.6K
$243K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
64+ 0.91% |
$5.86K - $6.38K
|
7.1K
$663K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
58+ 9.06% |
$5.31K - $5.78K
|
698
$65.2K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
40+ 0.51% |
$3.66K - $3.99K
|
7.96K
$743K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
21+ 0.59% |
$1.92K - $2.09K
|
3.56K
$333K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
20+ 0.39% |
$1.83K - $1.99K
|
5.09K
$475K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
20+ 0.66% |
$1.83K - $1.99K
|
3.06K
$286K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
20+ 0.18% |
$1.83K - $1.99K
|
11.3K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13+ 0.36% |
$1.19K - $1.3K
|
3.6K
$337K
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
12+ 0.11% |
$1.1K - $1.2K
|
10.6K
$986K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
11+ 0.39% |
$1.01K - $1.1K
|
2.8K
$262K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 16.67% |
$916 - $997
|
70
$6.54K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7+ 0.3% |
$641 - $698
|
2.31K
$216K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
4+ 0.16% |
$366 - $399
|
2.53K
$236K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4+ 0.18% |
$366 - $399
|
2.26K
$211K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3+ 0.65% |
$275 - $299
|
467
$43.6K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3+ 18.75% |
$275 - $299
|
19
$1.77K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.48% |
$183 - $199
|
419
$39.1K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.24% |
$183 - $199
|
831
$77.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.83% |
$183 - $199
|
244
$22.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.54% |
$183 - $199
|
370
$34.6K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.06% |
$91.6 - $99.7
|
1.78K
$166K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.26% |
$91.6 - $99.7
|
385
$36K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1+ 0.02% |
$91.6 - $99.7
|
4.89K
$457K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
18.4KNew |
$1.71M - $1.85M
|
18.4K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
17.9KNew |
$1.66M - $1.8M
|
17.9K
$1.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6.1KNew |
$565K - $613K
|
6.1K
$569K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.5KNew |
$417K - $452K
|
4.5K
$420K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
4.44KNew |
$411K - $446K
|
4.44K
$415K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.65KNew |
$338K - $367K
|
3.65K
$340K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.25K+ 22.7% |
$301K - $327K
|
17.6K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.94KNew |
$272K - $295K
|
2.94K
$274K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.87KNew |
$266K - $289K
|
2.87K
$268K
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
2.34KNew |
$217K - $235K
|
2.34K
$219K
|
|