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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-383Closed |
$30.6K - $33.2K
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
225+ 4.05% |
$17.9K - $19.5K
|
5.77K
$555K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1KNew |
$79.8K - $86.7K
|
1K
$96K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-312- 9.56% |
$24.9K - $27K
|
2.95K
$283K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
456New |
$36.4K - $39.5K
|
456
$43.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
12.3K+ 201.29% |
$981K - $1.07M
|
18.4K
$1.77M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
36+ 0.45% |
$2.87K - $3.12K
|
8.07K
$775K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
395New |
$31.5K - $34.2K
|
395
$37.9K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 1.3% |
$147 - $166
|
156
$15K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-143- 3.48% |
$10.5K - $11.9K
|
3.96K
$380K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-528- 53.82% |
$38.9K - $43.8K
|
453
$43.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-615- 19.85% |
$45.3K - $51K
|
2.48K
$238K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
300New |
$22.1K - $24.9K
|
300
$28.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.83KNew |
$282K - $318K
|
3.83K
$368K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
67New |
$4.94K - $5.56K
|
67
$6.43K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
15+ 1.45% |
$1.11K - $1.25K
|
1.05K
$101K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
130New |
$9.58K - $10.8K
|
130
$12.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.48KNew |
$183K - $206K
|
2.48K
$238K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
508New |
$37.4K - $42.2K
|
508
$48.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
412New |
$30.4K - $34.2K
|
412
$39.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.41KNew |
$104K - $117K
|
1.41K
$135K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.51KNew |
$185K - $208K
|
2.51K
$241K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-168- 6.37% |
$12.4K - $13.9K
|
2.47K
$237K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
4.12KNew |
$304K - $342K
|
4.12K
$396K
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-859- 19.88% |
$63.3K - $71.3K
|
3.46K
$333K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.54% |
$73.7 - $83
|
66
$6.34K
|
|
|
Jan 26, 2024
Q4 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-252- 7.21% |
$18.6K - $20.9K
|
3.24K
$311K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
120New |
$8.84K - $9.96K
|
120
$11.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-198- 1.7% |
$14.6K - $16.4K
|
11.4K
$1.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
155+ 0.25% |
$11.4K - $12.9K
|
61.3K
$5.89M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
39New |
$2.87K - $3.24K
|
39
$3.75K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.51K- 49.94% |
$185K - $208K
|
2.51K
$241K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-138- 37.91% |
$10.7K - $11.5K
|
226
$21.7K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.48K- 45.67% |
$193K - $206K
|
2.95K
$283K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
12K+ 35.13% |
$934K - $997K
|
46.2K
$4.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.05KNew |
$81.8K - $87.2K
|
1.05K
$101K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
514New |
$40K - $42.7K
|
514
$49.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-103- 80.47% |
$8.01K - $8.55K
|
25
$2.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
4.01KNew |
$312K - $333K
|
4.01K
$385K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
216New |
$16.8K - $17.9K
|
216
$20.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
79+ 69.3% |
$6.15K - $6.56K
|
193
$18.5K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.05K- 27.71% |
$160K - $170K
|
5.35K
$514K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-654- 99.54% |
$50.9K - $54.3K
|
3
$288
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
7+ 0.24% |
$545 - $581
|
2.99K
$287K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
124K+ 899.51% |
$9.62M - $10.3M
|
137K
$13.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Pacific Wealth Management
|
BUY
|
- |
3.1K+ 6.74% |
$241K - $257K
|
49.1K
$4.71M
|
|
|
Nov 01, 2023
Q3 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
408+ 1.04% |
$31.7K - $33.9K
|
39.7K
$3.81M
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
55.7KNew |
$4.33M - $4.62M
|
55.7K
$5.35M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.14K- 24.9% |
$88.5K - $94.4K
|
3.43K
$329K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-13- 52.0% |
$1.01K - $1.08K
|
12
$1.15K
|
|