Purchases and Sales Made in Q4 2025 in Wisdomtree Tr U.S (DHS)
This table provides information about the institutional ownership of Wisdomtree Tr U.S (DHS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Tfc Financial Management
|
BUY
|
- |
3.81K+ 87.17% |
$372K - $385K
|
8.17K
$823K
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
3KNew |
$293K - $303K
|
3K
$302K
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
2.72KNew |
$266K - $276K
|
2.72K
$274K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.94K+ 29.5% |
$190K - $197K
|
8.53K
$859K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
711+ 6.03% |
$69.4K - $71.9K
|
12.5K
$1.26M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
187+ 2.51% |
$18.3K - $18.9K
|
7.64K
$769K
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
89+ 0.72% |
$8.69K - $9K
|
12.4K
$1.25M
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
84+ 2.25% |
$8.2K - $8.5K
|
3.81K
$384K
|
|
|
Jan 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
43+ 0.99% |
$4.2K - $4.35K
|
4.37K
$440K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
30+ 0.62% |
$2.93K - $3.03K
|
4.87K
$491K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20+ 1.82% |
$1.95K - $2.02K
|
1.12K
$112K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10+ 0.21% |
$976 - $1.01K
|
4.89K
$492K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
6+ 0.99% |
$586 - $607
|
614
$61.8K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 1.06% |
$390 - $405
|
381
$38.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$293 - $303
|
4.35K
$438K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
2+ 0.09% |
$195 - $202
|
2.2K
$221K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11- 0.24% |
$1.07K - $1.11K
|
4.59K
$462K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-11- 0.09% |
$1.07K - $1.11K
|
11.6K
$1.17M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-23- 0.59% |
$2.25K - $2.33K
|
3.86K
$389K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-28- 1.0% |
$2.73K - $2.83K
|
2.77K
$279K
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-93- 0.85% |
$9.08K - $9.41K
|
10.8K
$1.09M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-107- 3.56% |
$10.4K - $10.8K
|
2.9K
$292K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-115- 4.5% |
$11.2K - $11.6K
|
2.44K
$246K
|
|
|
Jan 20, 2026
Q4 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-199- 3.86% |
$19.4K - $20.1K
|
4.96K
$500K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-254- 6.17% |
$24.8K - $25.7K
|
3.87K
$389K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-257- 0.32% |
$25.1K - $26K
|
79.7K
$8.02M
|
|
|
Jan 12, 2026
Q4 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-388- 0.9% |
$37.9K - $39.3K
|
42.7K
$4.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-550- 7.38% |
$53.7K - $55.6K
|
6.9K
$695K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-589- 7.18% |
$57.5K - $59.6K
|
7.62K
$768K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-968- 1.61% |
$94.5K - $97.9K
|
59K
$5.94M
|
|
|
Jan 13, 2026
Q4 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-2.58K- 1.62% |
$252K - $261K
|
157K
$15.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-2.93K- 9.08% |
$286K - $296K
|
29.3K
$2.95M
|
|
|
Jan 07, 2026
Q4 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
SELL
|
- |
-3.66K- 3.81% |
$357K - $370K
|
92.5K
$9.32M
|
|