Latest Institutional Transactions on Wisdomtree Tr U.S (DHS)
This table provides information on the latest institutional transactions involving Wisdomtree Tr U.S (DHS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-107- 3.56% |
$10.4K - $10.8K
|
2.9K
$292K
|
|
|
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 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
43+ 0.99% |
$4.2K - $4.35K
|
4.37K
$440K
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
2.72KNew |
$266K - $276K
|
2.72K
$274K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$293 - $303
|
4.35K
$438K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20+ 1.82% |
$1.95K - $2.02K
|
1.12K
$112K
|
|
|
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
|
Evanson Asset Management, LLC
|
SELL
|
- |
-257- 0.32% |
$25.1K - $26K
|
79.7K
$8.02M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-115- 4.5% |
$11.2K - $11.6K
|
2.44K
$246K
|
|
|
Jan 12, 2026
Q4 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-388- 0.9% |
$37.9K - $39.3K
|
42.7K
$4.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-2.93K- 9.08% |
$286K - $296K
|
29.3K
$2.95M
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
89+ 0.72% |
$8.69K - $9K
|
12.4K
$1.25M
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
3KNew |
$293K - $303K
|
3K
$302K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-550- 7.38% |
$53.7K - $55.6K
|
6.9K
$695K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
711+ 6.03% |
$69.4K - $71.9K
|
12.5K
$1.26M
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
30+ 0.62% |
$2.93K - $3.03K
|
4.87K
$491K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-28- 1.0% |
$2.73K - $2.83K
|
2.77K
$279K
|
|
|
Jan 07, 2026
Q4 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
SELL
|
- |
-3.66K- 3.81% |
$357K - $370K
|
92.5K
$9.32M
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-93- 0.85% |
$9.08K - $9.41K
|
10.8K
$1.09M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-968- 1.61% |
$94.5K - $97.9K
|
59K
$5.94M
|
|
|
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 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-254- 6.17% |
$24.8K - $25.7K
|
3.87K
$389K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.32K- 47.61% |
$609K - $643K
|
6.95K
$700K
|
|
|
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 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-201- 93.49% |
$19.4K - $20.5K
|
14
$1.41K
|
|
|
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 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-566- 9.63% |
$54.6K - $57.6K
|
5.31K
$535K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-185- 2.07% |
$17.8K - $18.8K
|
8.76K
$883K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25.4K+ 511.4% |
$2.44M - $2.58M
|
30.3K
$3.05M
|
|
|
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
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.84K- 17.09% |
$274K - $289K
|
13.8K
$1.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-8- 0.08% |
$771 - $815
|
10.3K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.3K+ 39.49% |
$1.19M - $1.25M
|
43.4K
$4.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.7K+ 4.12% |
$1.61M - $1.7M
|
422K
$42.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.59K+ 1.85% |
$539K - $570K
|
308K
$31M
|
|
|
Nov 14, 2025
Q3 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
2.62KNew |
$253K - $267K
|
2.62K
$264K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-13- 0.59% |
$1.25K - $1.32K
|
2.21K
$223K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-143- 5.96% |
$13.8K - $14.6K
|
2.26K
$227K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.42K+ 59.91% |
$908K - $959K
|
25.1K
$2.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.83K+ 5.19% |
$658K - $695K
|
138K
$13.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.05KNew |
$197K - $208K
|
2.05K
$206K
|
|
|
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
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$193 - $204
|
6.08K
$613K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-218- 4.23% |
$21K - $22.2K
|
4.93K
$497K
|
|
|
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
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.3K- 4.3% |
$125K - $132K
|
28.8K
$2.91M
|
|
|
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 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
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.56K+ 21.26% |
$247K - $261K
|
14.6K
$1.47M
|
|