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 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.17K- 43.3% |
$209K - $221K
|
2.84K
$286K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.2K- 16.24% |
$212K - $224K
|
11.3K
$1.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
SELL
|
- |
-2.34K- 2.37% |
$225K - $238K
|
96.1K
$9.68M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.52K- 42.83% |
$242K - $256K
|
3.36K
$338K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.75K- 36.04% |
$265K - $280K
|
4.87K
$491K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.83K- 2.35% |
$273K - $288K
|
118K
$11.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.84K- 17.09% |
$274K - $289K
|
13.8K
$1.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.88K- 27.84% |
$277K - $293K
|
7.45K
$751K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.07K- 8.21% |
$296K - $312K
|
34.3K
$3.45M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.32K- 47.61% |
$609K - $643K
|
6.95K
$700K
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7.56K- 2.19% |
$729K - $770K
|
338K
$34M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.85K- 13.59% |
$757K - $799K
|
49.9K
$5.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.42K- 1.99% |
$812K - $857K
|
415K
$41.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-11.4K- 52.35% |
$1.1M - $1.16M
|
10.4K
$1.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-14.6K- 7.04% |
$1.4M - $1.48M
|
192K
$19.4M
|
|
|
Nov 13, 2025
Q3 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-32.6K- 34.18% |
$3.14M - $3.32M
|
62.8K
$6.32M
|
|