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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
26+ 0.74% |
$2.51K - $2.65K
|
3.52K
$355K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.3K+ 63.05% |
$1.76M - $1.86M
|
47.2K
$4.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-103- 1.96% |
$9.93K - $10.5K
|
5.16K
$520K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
295New |
$28.4K - $30K
|
295
$29.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-456- 4.09% |
$44K - $46.4K
|
10.7K
$1.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
3+ 0.14% |
$289 - $305
|
2.2K
$221K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-92- 1.11% |
$8.87K - $9.37K
|
8.21K
$827K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
879+ 35.24% |
$84.8K - $89.5K
|
3.37K
$340K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
164+ 136.67% |
$15.8K - $16.7K
|
284
$28.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
29+ 0.78% |
$2.8K - $2.95K
|
3.73K
$375K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
14.9K+ 1.77% |
$1.44M - $1.52M
|
859K
$86.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-17- 0.11% |
$1.64K - $1.73K
|
15.8K
$1.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
329+ 5.26% |
$31.7K - $33.5K
|
6.59K
$664K
|
|
|
Oct 14, 2025
Q3 2025
|
Delta Capital Management LLC
|
BUY
|
- |
2KNew |
$193K - $204K
|
2K
$201K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.36K+ 257.02% |
$517K - $546K
|
7.45K
$751K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.8% |
$289 - $305
|
377
$38K
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-67- 2.59% |
$6.46K - $6.82K
|
2.52K
$253K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.84K+ 5.74% |
$249K - $279K
|
52.3K
$5.27M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
150New |
$13.2K - $14.8K
|
150
$15.1K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
129New |
$11.3K - $12.7K
|
129
$13K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-123- 28.47% |
$10.8K - $12.1K
|
309
$31.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
600New |
$52.6K - $59K
|
600
$60.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.31KNew |
$115K - $129K
|
1.31K
$132K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-186- 6.53% |
$16.3K - $18.3K
|
2.66K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.81KNew |
$421K - $473K
|
4.81K
$484K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.24KNew |
$284K - $319K
|
3.24K
$326K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3KNew |
$263K - $295K
|
3K
$302K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.4KNew |
$210K - $236K
|
2.4K
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4+ 400.0% |
$351 - $393
|
5
$504
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-54- 10.8% |
$4.74K - $5.31K
|
446
$44.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
408New |
$35.8K - $40.1K
|
408
$41.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11+ 0.05% |
$965 - $1.08K
|
20.1K
$2.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
242+ 6.25% |
$21.2K - $23.8K
|
4.11K
$414K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
267+ 0.54% |
$23.4K - $26.3K
|
49.4K
$4.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-293- 12.17% |
$25.7K - $28.8K
|
2.12K
$213K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-36- 51.43% |
$3.16K - $3.54K
|
34
$3.42K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.29KNew |
$201K - $225K
|
2.29K
$230K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5+ 1.07% |
$439 - $492
|
472
$47.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.21KNew |
$194K - $217K
|
2.21K
$223K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
330+ 157.89% |
$28.9K - $32.5K
|
539
$54.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-126- 0.87% |
$11.1K - $12.4K
|
14.3K
$1.44M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
19+ 1.88% |
$1.67K - $1.87K
|
1.03K
$103K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.93K+ 9.52% |
$169K - $189K
|
22.1K
$2.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-50- 2.15% |
$4.39K - $4.92K
|
2.28K
$229K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-673- 23.42% |
$59K - $66.2K
|
2.2K
$222K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
2.99KNew |
$263K - $294K
|
2.99K
$301K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
707New |
$62K - $69.5K
|
707
$71.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
135New |
$11.8K - $13.3K
|
135
$13.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.82% |
$175 - $197
|
246
$24.8K
|
|