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 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.72K- 8.3% |
$151K - $169K
|
19K
$1.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.2K- 17.57% |
$193K - $217K
|
10.3K
$1.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.21K- 3.54% |
$193K - $217K
|
60.1K
$6.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.98K- 55.36% |
$261K - $293K
|
2.4K
$242K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.48K- 1.14% |
$305K - $342K
|
302K
$30.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-6K- 40.6% |
$527K - $591K
|
8.78K
$886K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-6.07K- 15.27% |
$532K - $597K
|
33.7K
$3.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.19K- 1.22% |
$543K - $609K
|
503K
$50.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.89K- 1.96% |
$604K - $678K
|
345K
$34.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-7.23K- 60.75% |
$634K - $712K
|
4.67K
$471K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.35K- 28.96% |
$733K - $822K
|
20.5K
$2.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.41K- 11.33% |
$825K - $925K
|
73.6K
$7.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-9.41K- 55.2% |
$825K - $925K
|
7.64K
$770K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-10.1K- 1.18% |
$884K - $991K
|
844K
$85.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-10.7K- 61.49% |
$936K - $1.05M
|
6.68K
$674K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.5K- 3.3% |
$1.27M - $1.42M
|
423K
$42.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.3K- 34.16% |
$1.43M - $1.61M
|
31.5K
$3.17M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-40.2K- 62.63% |
$3.53M - $3.96M
|
24K
$2.42M
|