Purchases and Sales Made in Q3 2025 in Wisdomtree Tr U.S (DHS)
This table provides information about the institutional ownership of Wisdomtree Tr U.S (DHS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
550+ 1.17% |
$53K - $56K
|
47.5K
$4.79M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
500+ 4166.67% |
$48.2K - $50.9K
|
512
$51.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
418New |
$40.3K - $42.6K
|
418
$42.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
357+ 3.37% |
$34.4K - $36.3K
|
10.9K
$1.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
335+ 2.87% |
$32.3K - $34.1K
|
12K
$1.21M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
331+ 30.51% |
$31.9K - $33.7K
|
1.42K
$143K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
329+ 5.26% |
$31.7K - $33.5K
|
6.59K
$664K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
320+ 1.29% |
$30.9K - $32.6K
|
25.1K
$2.53M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
312+ 2.76% |
$30.1K - $31.8K
|
11.6K
$1.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
295New |
$28.4K - $30K
|
295
$29.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
244New |
$23.5K - $24.8K
|
244
$24.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
242New |
$23.3K - $24.6K
|
242
$24.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
218+ 6.83% |
$21K - $22.2K
|
3.41K
$344K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
212+ 5.42% |
$20.4K - $21.6K
|
4.12K
$415K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
175+ 3.72% |
$16.9K - $17.8K
|
4.88K
$491K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
164+ 136.67% |
$15.8K - $16.7K
|
284
$28.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
144New |
$13.9K - $14.7K
|
144
$14.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
143+ 11.82% |
$13.8K - $14.6K
|
1.35K
$136K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
136+ 1.23% |
$13.1K - $13.8K
|
11.2K
$1.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
130+ 3.08% |
$12.5K - $13.2K
|
4.34K
$438K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
121+ 2.85% |
$11.7K - $12.3K
|
4.37K
$440K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
116+ 0.27% |
$11.2K - $11.8K
|
42.8K
$4.31M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
100New |
$9.64K - $10.2K
|
100
$10.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
86+ 2.2% |
$8.29K - $8.76K
|
3.99K
$402K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
82+ 0.1% |
$7.91K - $8.35K
|
79.9K
$8.05M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
53+ 0.33% |
$5.11K - $5.4K
|
15.9K
$1.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
36+ 0.84% |
$3.47K - $3.67K
|
4.33K
$436K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
29+ 0.78% |
$2.8K - $2.95K
|
3.73K
$375K
|
|
|
Nov 07, 2025
Q3 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
26+ 0.81% |
$2.51K - $2.65K
|
3.25K
$328K
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
26+ 0.84% |
$2.51K - $2.65K
|
3.12K
$314K
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
26+ 0.74% |
$2.51K - $2.65K
|
3.52K
$355K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
21+ 0.86% |
$2.02K - $2.14K
|
2.46K
$248K
|
|
|
Nov 14, 2025
Q3 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
15+ 0.53% |
$1.45K - $1.53K
|
2.83K
$285K
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9+ 0.39% |
$868 - $916
|
2.33K
$235K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4+ 0.95% |
$386 - $407
|
427
$43K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4New |
$386 - $407
|
4
$403
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
3+ 0.14% |
$289 - $305
|
2.2K
$221K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.8% |
$289 - $305
|
377
$38K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.11% |
$193 - $204
|
1.79K
$180K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$193 - $204
|
3.74K
$377K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.52% |
$193 - $204
|
389
$39.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.24% |
$193 - $204
|
836
$84.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$193 - $204
|
6.08K
$613K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7- 2.62% |
$675 - $713
|
260
$26.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-8- 0.08% |
$771 - $815
|
10.3K
$1.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9- 0.28% |
$868 - $916
|
3.25K
$328K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-12- 2.83% |
$1.16K - $1.22K
|
412
$41.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-13- 0.59% |
$1.25K - $1.32K
|
2.21K
$223K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-17- 0.11% |
$1.64K - $1.73K
|
15.8K
$1.59M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-35- 1.43% |
$3.37K - $3.56K
|
2.42K
$244K
|
|