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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.89KNew |
$410K - $459K
|
4.89K
$464K
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
2.53K+ 7.2% |
$212K - $237K
|
37.6K
$3.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.25KNew |
$189K - $211K
|
2.25K
$213K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
2.14KNew |
$180K - $201K
|
2.14K
$203K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.99K+ 40.51% |
$167K - $187K
|
6.91K
$655K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.36K+ 23.87% |
$114K - $128K
|
7.05K
$669K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
721+ 1.51% |
$60.5K - $67.7K
|
48.6K
$4.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
613+ 4.47% |
$51.4K - $57.5K
|
14.3K
$1.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
551+ 1.97% |
$46.2K - $51.7K
|
28.5K
$2.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
520New |
$43.6K - $48.8K
|
520
$49.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
453+ 12.83% |
$38K - $42.5K
|
3.98K
$378K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
403New |
$33.8K - $37.8K
|
403
$38.2K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
312+ 4.05% |
$26.2K - $29.3K
|
8.02K
$761K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
278+ 2.67% |
$23.3K - $26.1K
|
10.7K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
246+ 1.12% |
$20.6K - $23.1K
|
22.1K
$2.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
142+ 0.69% |
$11.9K - $13.3K
|
20.6K
$1.95M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
89+ 0.1% |
$7.47K - $8.35K
|
85.4K
$8.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
67+ 4.13% |
$5.62K - $6.29K
|
1.69K
$160K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
40+ 3.33% |
$3.36K - $3.75K
|
1.24K
$118K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
31+ 0.27% |
$2.6K - $2.91K
|
11.3K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
29+ 0.85% |
$2.43K - $2.72K
|
3.44K
$326K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
18+ 0.54% |
$1.51K - $1.69K
|
3.33K
$316K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.3K+ 8.54% |
$2.81M - $2.99M
|
436K
$41.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.6K+ 157.43% |
$2.34M - $2.49M
|
46.7K
$4.43M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25.5KNew |
$2.09M - $2.23M
|
25.5K
$2.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.2K+ 17.96% |
$1.25M - $1.33M
|
99.8K
$9.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
13.8KNew |
$1.13M - $1.2M
|
13.8K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
13.6K+ 6.85% |
$1.11M - $1.18M
|
212K
$20.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.2K+ 52.77% |
$915K - $974K
|
32.3K
$3.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.84K+ 79.1% |
$724K - $771K
|
20K
$1.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.73K+ 10.41% |
$715K - $761K
|
92.5K
$8.78M
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
6.23KNew |
$510K - $543K
|
6.23K
$590K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.73KNew |
$469K - $500K
|
5.73K
$543K
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
5.28KNew |
$432K - $460K
|
5.28K
$500K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.77K+ 37.77% |
$391K - $416K
|
17.4K
$1.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.26K+ 22.73% |
$349K - $371K
|
23K
$2.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.6KNew |
$295K - $314K
|
3.6K
$342K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
3.42KNew |
$280K - $299K
|
3.42K
$325K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.3K+ 77.67% |
$270K - $288K
|
7.55K
$716K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.26KNew |
$267K - $284K
|
3.26K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.96K+ 90.27% |
$242K - $258K
|
6.24K
$592K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.69KNew |
$221K - $235K
|
2.69K
$255K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.19K+ 14.68% |
$180K - $191K
|
17.1K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.12K+ 2.92% |
$174K - $185K
|
74.7K
$7.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.76K+ 6.55% |
$144K - $153K
|
28.6K
$2.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.44K+ 14.88% |
$118K - $125K
|
11.1K
$1.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.39K+ 59.66% |
$114K - $121K
|
3.71K
$352K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.38K+ 26.47% |
$113K - $120K
|
6.59K
$625K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.32K+ 6.94% |
$108K - $115K
|
20.3K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.16KNew |
$95.1K - $101K
|
1.16K
$110K
|
|