Purchases and Sales Made in Q4 2024 in Wisdomtree Tr U.S (DHS)
This table provides information about the institutional ownership of Wisdomtree Tr U.S (DHS) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14- 0.34% |
$1.3K - $1.41K
|
4.14K
$406K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-18- 0.48% |
$1.67K - $1.81K
|
3.77K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-22- 0.13% |
$2.04K - $2.21K
|
16.5K
$1.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-30- 0.28% |
$2.78K - $3.02K
|
10.5K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-37- 0.33% |
$3.43K - $3.72K
|
11.3K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-40- 3.23% |
$3.71K - $4.02K
|
1.2K
$118K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-64- 1.21% |
$5.93K - $6.44K
|
5.23K
$512K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-66- 6.27% |
$6.12K - $6.64K
|
986
$96.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-93- 4.97% |
$8.62K - $9.35K
|
1.78K
$174K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-94- 1.52% |
$8.71K - $9.45K
|
6.09K
$596K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-101- 18.04% |
$9.36K - $10.2K
|
459
$44.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-102- 0.05% |
$9.45K - $10.3K
|
217K
$21.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-112- 4.25% |
$10.4K - $11.3K
|
2.53K
$247K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-139- 3.33% |
$12.9K - $14K
|
4.04K
$395K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-156- 1.47% |
$14.5K - $15.7K
|
10.5K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-172- 15.97% |
$15.9K - $17.3K
|
905
$88.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-200- 2.67% |
$18.5K - $20.1K
|
7.28K
$713K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-202- 4.3% |
$18.7K - $20.3K
|
4.49K
$440K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-204- 1.74% |
$18.9K - $20.5K
|
11.5K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-265- 1.2% |
$24.6K - $26.7K
|
21.9K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-285- 1.87% |
$26.4K - $28.7K
|
15K
$1.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-319- 0.85% |
$29.6K - $32.1K
|
37.3K
$3.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-333- 1.86% |
$30.9K - $33.5K
|
17.6K
$1.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-354- 5.74% |
$32.8K - $35.6K
|
5.82K
$570K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-400- 1.98% |
$37.1K - $40.2K
|
19.8K
$1.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-459- 15.38% |
$42.5K - $46.2K
|
2.53K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-464- 6.18% |
$43K - $46.7K
|
7.04K
$689K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-483- 4.18% |
$44.8K - $48.6K
|
11.1K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-536- 8.35% |
$49.7K - $53.9K
|
5.89K
$576K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-716- 10.11% |
$66.3K - $72K
|
6.36K
$623K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-975- 31.04% |
$90.3K - $98.1K
|
2.17K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-991- 11.07% |
$91.8K - $99.7K
|
7.96K
$780K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1K- 10.28% |
$92.7K - $101K
|
8.73K
$855K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.03K- 2.74% |
$95.8K - $104K
|
36.7K
$3.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.18K- 76.2% |
$109K - $118K
|
368
$36K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.19K- 6.32% |
$110K - $120K
|
17.6K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.48K- 2.95% |
$137K - $149K
|
48.6K
$4.76M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.49K- 29.25% |
$138K - $150K
|
3.6K
$353K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.73K- 6.68% |
$161K - $174K
|
24.2K
$2.37M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.91K- 4.14% |
$177K - $192K
|
44.2K
$4.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.06K- 37.84% |
$191K - $207K
|
3.38K
$331K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.26K- 2.76% |
$210K - $228K
|
79.7K
$7.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.52K- 3.69% |
$234K - $254K
|
65.9K
$6.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.82K- 32.24% |
$353K - $384K
|
8.02K
$785K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.09K- 4.79% |
$379K - $411K
|
81.3K
$7.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.89K- 1.24% |
$453K - $492K
|
388K
$38M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.37K- 13.59% |
$590K - $641K
|
40.5K
$3.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.9K- 99.91% |
$639K - $694K
|
6
$588
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-14.2K- 15.72% |
$1.32M - $1.43M
|
76.3K
$7.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-30.8K- 74.17% |
$2.86M - $3.1M
|
10.7K
$1.05M
|