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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.75KNew |
$440K - $478K
|
4.75K
$456K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.5KNew |
$417K - $452K
|
4.5K
$432K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
4.44KNew |
$411K - $446K
|
4.44K
$426K
|
|
|
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
$305K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.94KNew |
$272K - $295K
|
2.94K
$282K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.87KNew |
$266K - $289K
|
2.87K
$276K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.34KNew |
$217K - $235K
|
2.34K
$225K
|
|
|
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
$214K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
953+ 1.96% |
$88.3K - $95.9K
|
49.6K
$4.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
630+ 1.08% |
$58.4K - $63.4K
|
59.2K
$5.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
469New |
$43.5K - $47.2K
|
469
$45K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
289+ 0.83% |
$26.8K - $29.1K
|
35.3K
$3.39M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
250+ 2.27% |
$23.2K - $25.1K
|
11.3K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
220+ 13.02% |
$20.4K - $22.1K
|
1.91K
$183K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
197+ 16.98% |
$18.3K - $19.8K
|
1.36K
$130K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
181+ 1.07% |
$16.8K - $18.2K
|
17.1K
$1.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
163+ 0.84% |
$15.1K - $16.4K
|
19.6K
$1.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
120+ 1.7% |
$11.1K - $12.1K
|
7.17K
$689K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
107+ 3.11% |
$9.91K - $10.8K
|
3.54K
$340K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
99+ 0.29% |
$9.17K - $9.96K
|
34.4K
$3.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
62+ 0.99% |
$5.74K - $6.24K
|
6.35K
$609K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
50+ 1.26% |
$4.63K - $5.03K
|
4.03K
$387K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
43+ 0.99% |
$3.98K - $4.32K
|
4.37K
$420K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
41+ 0.82% |
$3.8K - $4.12K
|
5.07K
$487K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
30+ 1.0% |
$2.78K - $3.02K
|
3.04K
$292K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
23+ 8.71% |
$2.13K - $2.31K
|
287
$27.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6+ 0.21% |
$556 - $603
|
2.84K
$273K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
5+ 0.22% |
$463 - $503
|
2.25K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4+ 0.99% |
$371 - $402
|
407
$39.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.83% |
$185 - $201
|
242
$23.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2+ 0.5% |
$185 - $201
|
402
$38.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1+ 0.02% |
$92.7 - $101
|
4.89K
$470K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
24.6K+ 143.48% |
$2.06M - $2.31M
|
41.7K
$4.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.3KNew |
$1.37M - $1.53M
|
16.3K
$1.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.2K+ 15.23% |
$1.28M - $1.43M
|
115K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.7K+ 3.24% |
$902K - $1.01M
|
342K
$32.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.35K+ 31.31% |
$533K - $596K
|
26.6K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.81K+ 93.07% |
$487K - $545K
|
12K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
4.91K+ 2.32% |
$412K - $460K
|
217K
$20.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.88KNew |
$326K - $364K
|
3.88K
$373K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.73K+ 45.97% |
$313K - $350K
|
11.8K
$1.14M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
3.36KNew |
$282K - $315K
|
3.36K
$323K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3K+ 10.49% |
$251K - $281K
|
31.6K
$3.03M
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
2.31KNew |
$193K - $216K
|
2.31K
$221K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.25KNew |
$189K - $211K
|
2.25K
$216K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.24KNew |
$188K - $210K
|
2.24K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.22KNew |
$186K - $208K
|
2.22K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.17K+ 4.52% |
$182K - $204K
|
50.1K
$4.81M
|
|