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 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.55KNew |
$246K - $260K
|
2.55K
$257K
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-80- 3.27% |
$7.71K - $8.15K
|
2.37K
$239K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-296- 95.79% |
$28.5K - $30.1K
|
13
$1.31K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.85K- 13.59% |
$757K - $799K
|
49.9K
$5.03M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-100- 8.33% |
$9.64K - $10.2K
|
1.1K
$111K
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
6.76KNew |
$652K - $689K
|
6.76K
$681K
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-115- 9.73% |
$11.1K - $11.7K
|
1.07K
$107K
|
|
|
Nov 07, 2025
Q3 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
26+ 0.81% |
$2.51K - $2.65K
|
3.25K
$328K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-409- 9.53% |
$39.4K - $41.6K
|
3.88K
$391K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
500+ 4166.67% |
$48.2K - $50.9K
|
512
$51.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
121+ 2.85% |
$11.7K - $12.3K
|
4.37K
$440K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.13K+ 81.65% |
$784K - $828K
|
18.1K
$1.82M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
556+ 12.69% |
$53.6K - $56.6K
|
4.94K
$498K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.54K+ 6.43% |
$149K - $157K
|
25.5K
$2.57M
|
|
|
Nov 05, 2025
Q3 2025
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
6.21K+ 70.71% |
$599K - $632K
|
15K
$1.51M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7.56K- 2.19% |
$729K - $770K
|
338K
$34M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-289- 92.63% |
$27.9K - $29.4K
|
23
$2.32K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$193 - $204
|
3.74K
$377K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
86+ 2.2% |
$8.29K - $8.76K
|
3.99K
$402K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-441- 1.28% |
$42.5K - $44.9K
|
34.1K
$3.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-601- 1.77% |
$57.9K - $61.2K
|
33.3K
$3.35M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
53+ 0.33% |
$5.11K - $5.4K
|
15.9K
$1.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.4K+ 11.95% |
$1.19M - $1.26M
|
116K
$11.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-240- 2.38% |
$23.1K - $24.4K
|
9.84K
$991K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
242New |
$23.3K - $24.6K
|
242
$24.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
2.39K+ 12.59% |
$230K - $243K
|
21.4K
$2.15M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
26+ 0.84% |
$2.51K - $2.65K
|
3.12K
$314K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-863- 23.83% |
$83.2K - $87.9K
|
2.76K
$278K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-644- 2.75% |
$62.1K - $65.6K
|
22.8K
$2.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
244New |
$23.5K - $24.8K
|
244
$24.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.68K+ 13.45% |
$162K - $171K
|
14.1K
$1.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
608New |
$58.6K - $61.9K
|
608
$61.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.52K- 42.83% |
$242K - $256K
|
3.36K
$338K
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.18K- 19.92% |
$113K - $120K
|
4.73K
$476K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4New |
$386 - $407
|
4
$403
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-35- 1.43% |
$3.37K - $3.56K
|
2.42K
$244K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.64KNew |
$351K - $371K
|
3.64K
$367K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
2KNew |
$193K - $204K
|
2K
$201K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.52KNew |
$243K - $257K
|
2.52K
$254K
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-348- 1.0% |
$33.6K - $35.4K
|
34.6K
$3.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.37K+ 6.7% |
$132K - $140K
|
21.9K
$2.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
SELL
|
- |
-414- 8.66% |
$39.9K - $42.2K
|
4.37K
$440K
|
|
|
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 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-181- 4.71% |
$17.5K - $18.4K
|
3.66K
$369K
|
|
|
Oct 23, 2025
Q3 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-287- 4.96% |
$27.7K - $29.2K
|
5.5K
$554K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
912New |
$87.9K - $92.9K
|
912
$91.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
5.17K+ 77.39% |
$499K - $527K
|
11.9K
$1.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.07K- 8.21% |
$296K - $312K
|
34.3K
$3.45M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.7K+ 11.44% |
$164K - $173K
|
16.5K
$1.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.11% |
$193 - $204
|
1.79K
$180K
|
|