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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-67- 2.59% |
$6.46K - $6.82K
|
2.52K
$253K
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-76- 0.13% |
$7.33K - $7.74K
|
60K
$6.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-80- 3.27% |
$7.71K - $8.15K
|
2.37K
$239K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-86- 1.13% |
$8.29K - $8.76K
|
7.55K
$761K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-92- 1.11% |
$8.87K - $9.37K
|
8.21K
$827K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-97- 98.98% |
$9.35K - $9.88K
|
1
$101
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-100- 0.58% |
$9.64K - $10.2K
|
17.2K
$1.73M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-100- 8.33% |
$9.64K - $10.2K
|
1.1K
$111K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-103- 1.96% |
$9.93K - $10.5K
|
5.16K
$520K
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-115- 9.73% |
$11.1K - $11.7K
|
1.07K
$107K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-118- 0.99% |
$11.4K - $12K
|
11.8K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-132- 3.29% |
$12.7K - $13.4K
|
3.88K
$391K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-143- 5.96% |
$13.8K - $14.6K
|
2.26K
$227K
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-145- 0.98% |
$14K - $14.8K
|
14.6K
$1.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-175- 26.32% |
$16.9K - $17.8K
|
490
$49.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-181- 4.71% |
$17.5K - $18.4K
|
3.66K
$369K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-185- 2.07% |
$17.8K - $18.8K
|
8.76K
$883K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-201- 93.49% |
$19.4K - $20.5K
|
14
$1.41K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-218- 4.23% |
$21K - $22.2K
|
4.93K
$497K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-236- 7.34% |
$22.8K - $24K
|
2.98K
$300K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-240- 2.38% |
$23.1K - $24.4K
|
9.84K
$991K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-251- 1.82% |
$24.2K - $25.6K
|
13.6K
$1.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-275- 5.37% |
$26.5K - $28K
|
4.84K
$488K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-284- 9.21% |
$27.4K - $28.9K
|
2.8K
$282K
|
|
|
Oct 23, 2025
Q3 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-287- 4.96% |
$27.7K - $29.2K
|
5.5K
$554K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-289- 92.63% |
$27.9K - $29.4K
|
23
$2.32K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-296- 95.79% |
$28.5K - $30.1K
|
13
$1.31K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-300- 9.38% |
$28.9K - $30.5K
|
2.9K
$292K
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-305- 6.22% |
$29.4K - $31.1K
|
4.6K
$463K
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-348- 1.0% |
$33.6K - $35.4K
|
34.6K
$3.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-409- 9.53% |
$39.4K - $41.6K
|
3.88K
$391K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
SELL
|
- |
-414- 8.66% |
$39.9K - $42.2K
|
4.37K
$440K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-422- 8.81% |
$40.7K - $43K
|
4.37K
$440K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-441- 1.28% |
$42.5K - $44.9K
|
34.1K
$3.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-456- 4.09% |
$44K - $46.4K
|
10.7K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-490- 6.13% |
$47.2K - $49.9K
|
7.51K
$756K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-566- 9.63% |
$54.6K - $57.6K
|
5.31K
$535K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-601- 1.77% |
$57.9K - $61.2K
|
33.3K
$3.35M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-644- 2.75% |
$62.1K - $65.6K
|
22.8K
$2.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-680- 0.43% |
$65.6K - $69.2K
|
159K
$16M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-863- 23.83% |
$83.2K - $87.9K
|
2.76K
$278K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.13K- 21.36% |
$109K - $115K
|
4.16K
$419K
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.18K- 19.92% |
$113K - $120K
|
4.73K
$476K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.23K- 16.22% |
$119K - $125K
|
6.35K
$640K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.3K- 4.3% |
$125K - $132K
|
28.8K
$2.91M
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.41K- 4.18% |
$136K - $143K
|
32.3K
$3.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.47K- 1.55% |
$142K - $150K
|
93.6K
$9.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.78K- 39.84% |
$172K - $181K
|
2.69K
$271K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.11K- 32.2% |
$203K - $215K
|
4.44K
$447K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.12K- 2.12% |
$205K - $216K
|
98.1K
$9.88M
|
|