Purchases and Sales Made in Q2 2025 in Wisdomtree Tr U.S (DHS)
This table provides information about the institutional ownership of Wisdomtree Tr U.S (DHS) during Q2 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR U.S.
| 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
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 1.08% |
$351 - $393
|
374
$36.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-36- 0.62% |
$3.16K - $3.54K
|
5.78K
$564K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-57- 2.53% |
$5K - $5.61K
|
2.19K
$214K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-63- 1.59% |
$5.53K - $6.2K
|
3.91K
$381K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-100- 1.17% |
$8.77K - $9.84K
|
8.47K
$826K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-147- 1.22% |
$12.9K - $14.5K
|
11.9K
$1.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-385- 28.37% |
$33.8K - $37.9K
|
972
$94.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-573- 9.77% |
$50.3K - $56.4K
|
5.29K
$516K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-765- 5.25% |
$67.1K - $75.3K
|
13.8K
$1.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.15K- 1.42% |
$101K - $113K
|
79.8K
$7.79M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.2K- 17.57% |
$193K - $217K
|
10.3K
$1.01M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-6.07K- 15.27% |
$532K - $597K
|
33.7K
$3.29M
|