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 28, 2026
Q4 2025
|
M&T Bank Corp
|
BUY
|
- |
34.5K+ 1027.63% |
$3.37M - $3.49M
|
37.9K
$3.82M
|
|
|
Jan 23, 2026
Q4 2025
|
Tfc Financial Management
|
BUY
|
- |
3.81K+ 87.17% |
$372K - $385K
|
8.17K
$823K
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
3KNew |
$293K - $303K
|
3K
$302K
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
2.72KNew |
$266K - $276K
|
2.72K
$274K
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.24K+ 13.54% |
$218K - $226K
|
18.8K
$1.89M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.94K+ 29.5% |
$190K - $197K
|
8.53K
$859K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.62K+ 15.17% |
$158K - $164K
|
12.3K
$1.24M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
711+ 6.03% |
$69.4K - $71.9K
|
12.5K
$1.26M
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
500+ 22.34% |
$48.8K - $50.6K
|
2.74K
$276K
|
|
|
Jan 29, 2026
Q4 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
490+ 16.37% |
$47.8K - $49.6K
|
3.48K
$351K
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
450+ 17.85% |
$43.9K - $45.5K
|
2.97K
$299K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
187+ 2.51% |
$18.3K - $18.9K
|
7.64K
$769K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
100+ 35.21% |
$9.76K - $10.1K
|
384
$38.7K
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
89+ 0.72% |
$8.69K - $9K
|
12.4K
$1.25M
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
84+ 2.25% |
$8.2K - $8.5K
|
3.81K
$384K
|
|
|
Jan 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
43+ 0.99% |
$4.2K - $4.35K
|
4.37K
$440K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
30+ 0.62% |
$2.93K - $3.03K
|
4.87K
$491K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20+ 1.82% |
$1.95K - $2.02K
|
1.12K
$112K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10+ 0.21% |
$976 - $1.01K
|
4.89K
$492K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
6+ 0.99% |
$586 - $607
|
614
$61.8K
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5+ 0.07% |
$488 - $506
|
6.96K
$701K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 1.06% |
$390 - $405
|
381
$38.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$293 - $303
|
4.35K
$438K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
2+ 0.09% |
$195 - $202
|
2.2K
$221K
|
|
| Q3 2025 | |||||||
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.4K+ 6.44% |
$3.12M - $3.29M
|
535K
$53.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25.4K+ 511.4% |
$2.44M - $2.58M
|
30.3K
$3.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.3K+ 63.05% |
$1.76M - $1.86M
|
47.2K
$4.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.7K+ 4.12% |
$1.61M - $1.7M
|
422K
$42.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.4K+ 11.95% |
$1.19M - $1.26M
|
116K
$11.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.3K+ 39.49% |
$1.19M - $1.25M
|
43.4K
$4.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.7K+ 3.1% |
$1.12M - $1.19M
|
387K
$39M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.42K+ 59.91% |
$908K - $959K
|
25.1K
$2.53M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.13K+ 81.65% |
$784K - $828K
|
18.1K
$1.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.83K+ 5.19% |
$658K - $695K
|
138K
$13.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
6.76KNew |
$652K - $689K
|
6.76K
$681K
|
|
|
Nov 05, 2025
Q3 2025
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
6.21K+ 70.71% |
$599K - $632K
|
15K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.59K+ 1.85% |
$539K - $570K
|
308K
$31M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.29KNew |
$510K - $539K
|
5.29K
$533K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
5.17K+ 77.39% |
$499K - $527K
|
11.9K
$1.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.05K+ 83.59% |
$391K - $412K
|
8.9K
$896K
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.95K+ 17.18% |
$381K - $403K
|
27K
$2.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.79K+ 5.96% |
$366K - $386K
|
67.4K
$6.79M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.64KNew |
$351K - $371K
|
3.64K
$367K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.09K+ 3.91% |
$298K - $315K
|
82K
$8.26M
|
|
|
Nov 14, 2025
Q3 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
2.62KNew |
$253K - $267K
|
2.62K
$264K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.59K+ 8.23% |
$250K - $264K
|
34K
$3.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.56K+ 21.26% |
$247K - $261K
|
14.6K
$1.47M
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.55KNew |
$246K - $260K
|
2.55K
$257K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
2.39K+ 12.59% |
$230K - $243K
|
21.4K
$2.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.05KNew |
$197K - $208K
|
2.05K
$206K
|
|