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 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.82% |
$175 - $197
|
246
$24.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.52% |
$175 - $197
|
387
$39K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-15- 0.15% |
$1.32K - $1.48K
|
10.3K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-17- 0.65% |
$1.49K - $1.67K
|
2.58K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-25- 0.17% |
$2.19K - $2.46K
|
14.7K
$1.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-34- 1.51% |
$2.98K - $3.34K
|
2.22K
$224K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-36- 51.43% |
$3.16K - $3.54K
|
34
$3.43K
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-36- 0.62% |
$3.16K - $3.54K
|
5.78K
$583K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-41- 0.24% |
$3.6K - $4.03K
|
17.3K
$1.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-43- 0.72% |
$3.77K - $4.23K
|
5.9K
$595K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-47- 0.95% |
$4.12K - $4.62K
|
4.9K
$494K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-49- 1.14% |
$4.3K - $4.82K
|
4.25K
$428K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-50- 2.15% |
$4.39K - $4.92K
|
2.28K
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-54- 10.8% |
$4.74K - $5.31K
|
446
$45K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-57- 2.53% |
$5K - $5.61K
|
2.19K
$221K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-63- 1.59% |
$5.53K - $6.2K
|
3.91K
$394K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-70- 2.13% |
$6.14K - $6.89K
|
3.22K
$324K
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-80- 3.16% |
$7.02K - $7.87K
|
2.45K
$247K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-100- 1.17% |
$8.77K - $9.84K
|
8.47K
$854K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-123- 28.47% |
$10.8K - $12.1K
|
309
$31.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-126- 0.87% |
$11.1K - $12.4K
|
14.3K
$1.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-140- 10.37% |
$12.3K - $13.8K
|
1.21K
$122K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-143- 34.88% |
$12.5K - $14.1K
|
267
$26.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-147- 1.22% |
$12.9K - $14.5K
|
11.9K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-172- 1.52% |
$15.1K - $16.9K
|
11.2K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-186- 6.53% |
$16.3K - $18.3K
|
2.66K
$269K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-190- 1.6% |
$16.7K - $18.7K
|
11.7K
$1.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-198- 7.36% |
$17.4K - $19.5K
|
2.49K
$252K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-200- 1.25% |
$17.5K - $19.7K
|
15.8K
$1.6M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-221- 2.41% |
$19.4K - $21.7K
|
8.95K
$902K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-254- 6.37% |
$22.3K - $25K
|
3.74K
$377K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-293- 12.17% |
$25.7K - $28.8K
|
2.12K
$213K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-294- 0.84% |
$25.8K - $28.9K
|
34.5K
$3.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-312- 4.88% |
$27.4K - $30.7K
|
6.08K
$614K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-385- 28.37% |
$33.8K - $37.9K
|
972
$98K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-390- 36.97% |
$34.2K - $38.4K
|
665
$67.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-402- 7.74% |
$35.3K - $39.5K
|
4.79K
$483K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-415- 10.28% |
$36.4K - $40.8K
|
3.62K
$365K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-500- 6.19% |
$43.9K - $49.2K
|
7.58K
$765K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-521- 2.17% |
$45.7K - $51.3K
|
23.5K
$2.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-573- 9.77% |
$50.3K - $56.4K
|
5.29K
$534K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-600- 12.26% |
$52.6K - $59K
|
4.29K
$433K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-635- 17.08% |
$55.7K - $62.5K
|
3.08K
$311K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-645- 2.53% |
$56.6K - $63.4K
|
24.8K
$2.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-673- 23.42% |
$59K - $66.2K
|
2.2K
$222K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-765- 5.25% |
$67.1K - $75.3K
|
13.8K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-866- 20.98% |
$76K - $85.2K
|
3.26K
$329K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.15K- 1.42% |
$101K - $113K
|
79.8K
$8.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-1.35K- 5.83% |
$118K - $133K
|
21.8K
$2.2M
|