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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
21+ 0.86% |
$2.02K - $2.14K
|
2.46K
$248K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-490- 6.13% |
$47.2K - $49.9K
|
7.51K
$756K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.52% |
$193 - $204
|
389
$39.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.13K- 21.36% |
$109K - $115K
|
4.16K
$419K
|
|
|
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
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4+ 0.95% |
$386 - $407
|
427
$43K
|
|
|
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
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
550+ 1.17% |
$53K - $56K
|
47.5K
$4.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
814+ 5.14% |
$78.5K - $82.9K
|
16.6K
$1.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
700New |
$67.5K - $71.3K
|
700
$70.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.12K- 2.12% |
$205K - $216K
|
98.1K
$9.88M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
136+ 1.23% |
$13.1K - $13.8K
|
11.2K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
804+ 402.0% |
$77.5K - $81.9K
|
1K
$101K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.24% |
$193 - $204
|
836
$84.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.29KNew |
$510K - $539K
|
5.29K
$533K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
218+ 6.83% |
$21K - $22.2K
|
3.41K
$344K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.2K- 16.24% |
$212K - $224K
|
11.3K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.7K+ 3.1% |
$1.12M - $1.19M
|
387K
$39M
|
|
|
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
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
144New |
$13.9K - $14.7K
|
144
$14.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-236- 7.34% |
$22.8K - $24K
|
2.98K
$300K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.09K+ 3.91% |
$298K - $315K
|
82K
$8.26M
|
|
|
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
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9+ 0.39% |
$868 - $916
|
2.33K
$235K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.4K+ 6.44% |
$3.12M - $3.29M
|
535K
$53.9M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
331+ 30.51% |
$31.9K - $33.7K
|
1.42K
$143K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
418New |
$40.3K - $42.6K
|
418
$42.1K
|
|
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-175- 26.32% |
$16.9K - $17.8K
|
490
$49.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
12.6K+ 15.48% |
$1.22M - $1.29M
|
94.2K
$9.49M
|
|
|
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
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-14.6K- 7.04% |
$1.4M - $1.48M
|
192K
$19.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.83K- 2.35% |
$273K - $288K
|
118K
$11.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-86- 1.13% |
$8.29K - $8.76K
|
7.55K
$761K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.05K+ 83.59% |
$391K - $412K
|
8.9K
$896K
|
|
|
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 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
320+ 1.29% |
$30.9K - $32.6K
|
25.1K
$2.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.75K- 36.04% |
$265K - $280K
|
4.87K
$491K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.59K+ 8.23% |
$250K - $264K
|
34K
$3.43M
|
|
|
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 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-422- 8.81% |
$40.7K - $43K
|
4.37K
$440K
|
|
|
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
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.17K- 43.3% |
$209K - $221K
|
2.84K
$286K
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.95K+ 17.18% |
$381K - $403K
|
27K
$2.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.52K+ 20.22% |
$147K - $155K
|
9.05K
$912K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
143+ 11.82% |
$13.8K - $14.6K
|
1.35K
$136K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.04K+ 4.34% |
$101K - $106K
|
25.1K
$2.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.79K+ 5.96% |
$366K - $386K
|
67.4K
$6.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-97- 98.98% |
$9.35K - $9.88K
|
1
$101
|
|