Latest Institutional Purchases of Wisdomtree Tr U.S (DHS)
This list provides information on the latest institutional transactions involving Wisdomtree Tr U.S (DHS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
113KNew |
$10.5M - $11.4M
|
113K
$10.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
62.7K+ 14.68% |
$5.81M - $6.31M
|
490K
$47.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.4K+ 10.05% |
$2.26M - $2.45M
|
267K
$25.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
21.4KNew |
$1.98M - $2.15M
|
21.4K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
18.4KNew |
$1.71M - $1.85M
|
18.4K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
17.9KNew |
$1.66M - $1.8M
|
17.9K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.2K+ 576.43% |
$1.6M - $1.73M
|
20.2K
$1.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
15.4KNew |
$1.43M - $1.55M
|
15.4K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15K+ 210.2% |
$1.39M - $1.51M
|
22.1K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.5K+ 47.08% |
$1.16M - $1.26M
|
39.2K
$3.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.4KNew |
$1.15M - $1.25M
|
12.4K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.2K+ 30.87% |
$1.13M - $1.22M
|
51.6K
$4.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
11.2K+ 304.51% |
$1.04M - $1.13M
|
14.9K
$1.43M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.1K+ 24.21% |
$936K - $1.02M
|
51.8K
$4.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
9.58KNew |
$888K - $964K
|
9.58K
$924K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.56KNew |
$886K - $961K
|
9.56K
$921K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.56K+ 6.57% |
$701K - $760K
|
123K
$11.8M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
7.41KNew |
$686K - $745K
|
7.41K
$714K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6.1KNew |
$565K - $613K
|
6.1K
$588K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.23K+ 60.47% |
$484K - $526K
|
13.9K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.21KNew |
$483K - $524K
|
5.21K
$502K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.75KNew |
$440K - $478K
|
4.75K
$458K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.65K+ 135.64% |
$431K - $467K
|
8.07K
$778K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.5KNew |
$417K - $452K
|
4.5K
$433K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
4.44KNew |
$411K - $446K
|
4.44K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.29K+ 1.25% |
$397K - $431K
|
346K
$33.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.03K+ 5.41% |
$373K - $405K
|
78.4K
$7.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.65KNew |
$338K - $367K
|
3.65K
$351K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.61K+ 13.2% |
$335K - $363K
|
31K
$2.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.25K+ 22.7% |
$301K - $327K
|
17.6K
$1.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.18KNew |
$294K - $319K
|
3.18K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.18K+ 31.09% |
$294K - $319K
|
13.4K
$1.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.02K+ 0.85% |
$280K - $304K
|
360K
$34.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.94KNew |
$272K - $295K
|
2.94K
$283K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.87KNew |
$266K - $289K
|
2.87K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.65KNew |
$245K - $266K
|
2.65K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.6K+ 10.84% |
$241K - $262K
|
26.6K
$2.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.52K+ 171.27% |
$233K - $253K
|
3.99K
$384K
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
2.49KNew |
$231K - $251K
|
2.49K
$240K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.34KNew |
$217K - $235K
|
2.34K
$226K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.26KNew |
$209K - $227K
|
2.26K
$217K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.23KNew |
$207K - $224K
|
2.23K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.92K+ 9.32% |
$178K - $193K
|
22.5K
$2.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.84K+ 5.82% |
$170K - $185K
|
33.4K
$3.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.63K+ 9.16% |
$151K - $164K
|
19.4K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.46K+ 10.91% |
$135K - $146K
|
14.8K
$1.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.01KNew |
$93.4K - $101K
|
1.01K
$97.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
953+ 1.96% |
$88.3K - $95.9K
|
49.6K
$4.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
938New |
$86.9K - $94.3K
|
938
$90.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
702+ 20.1% |
$65K - $70.6K
|
4.2K
$404K
|