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 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
707New |
$62K - $69.5K
|
707
$71.3K
|
|
|
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
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
600New |
$52.6K - $59K
|
600
$60.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
521+ 1.44% |
$45.7K - $51.3K
|
36.7K
$3.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
508+ 1.48% |
$44.6K - $50K
|
34.9K
$3.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
435+ 0.27% |
$38.2K - $42.8K
|
160K
$16.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
424+ 5.97% |
$37.2K - $41.7K
|
7.53K
$759K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
408New |
$35.8K - $40.1K
|
408
$41.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
400+ 9.3% |
$35.1K - $39.3K
|
4.7K
$474K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
395+ 3.69% |
$34.6K - $38.9K
|
11.1K
$1.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
390+ 18.88% |
$34.2K - $38.4K
|
2.46K
$248K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
378+ 3.9% |
$33.2K - $37.2K
|
10.1K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
330+ 157.89% |
$28.9K - $32.5K
|
539
$54.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
267+ 0.54% |
$23.4K - $26.3K
|
49.4K
$4.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
242+ 6.25% |
$21.2K - $23.8K
|
4.11K
$415K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
215New |
$18.9K - $21.1K
|
215
$21.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
200New |
$17.5K - $19.7K
|
200
$20.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
191+ 21.1% |
$16.8K - $18.8K
|
1.1K
$111K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
150+ 3.24% |
$13.2K - $14.8K
|
4.78K
$482K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
135New |
$11.8K - $13.3K
|
135
$13.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
134+ 3.76% |
$11.8K - $13.2K
|
3.7K
$373K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
129New |
$11.3K - $12.7K
|
129
$13K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
115+ 10.78% |
$10.1K - $11.3K
|
1.18K
$119K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
94+ 9.33% |
$8.24K - $9.25K
|
1.1K
$111K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
65+ 26.32% |
$5.7K - $6.39K
|
312
$31.5K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
51+ 4.93% |
$4.47K - $5.02K
|
1.09K
$109K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
49New |
$4.3K - $4.82K
|
49
$4.94K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
43+ 1.01% |
$3.77K - $4.23K
|
4.29K
$433K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
38+ 0.48% |
$3.33K - $3.74K
|
8K
$807K
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
31+ 0.9% |
$2.72K - $3.05K
|
3.49K
$352K
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
31+ 0.97% |
$2.72K - $3.05K
|
3.23K
$326K
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
31+ 1.01% |
$2.72K - $3.05K
|
3.09K
$312K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
30+ 0.59% |
$2.63K - $2.95K
|
5.12K
$516K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
25+ 1.03% |
$2.19K - $2.46K
|
2.44K
$246K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
20+ 0.56% |
$1.75K - $1.97K
|
3.62K
$365K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
20+ 0.19% |
$1.75K - $1.97K
|
10.6K
$1.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
19+ 1.88% |
$1.67K - $1.87K
|
1.03K
$104K
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
16+ 0.57% |
$1.4K - $1.57K
|
2.82K
$284K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
14+ 0.24% |
$1.23K - $1.38K
|
5.88K
$593K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12+ 0.38% |
$1.05K - $1.18K
|
3.19K
$322K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12+ 2.91% |
$1.05K - $1.18K
|
424
$42.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11+ 0.05% |
$965 - $1.08K
|
20.1K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11+ 0.48% |
$965 - $1.08K
|
2.33K
$234K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 0.08% |
$614 - $689
|
8.3K
$837K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5+ 1.07% |
$439 - $492
|
472
$47.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4+ 400.0% |
$351 - $393
|
5
$504
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 1.08% |
$351 - $393
|
374
$37.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4+ 0.95% |
$351 - $393
|
423
$42.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.36% |
$263 - $295
|
834
$84.1K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.11% |
$175 - $197
|
1.78K
$180K
|