Latest Institutional Purchases of Wisdomtree Tr U.S (DHS)

DHS Quotes by TradingView

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
Aug 14, 2025 Q2 2025
Glenmede Investment Management, LP

Philadelphia, PA
BUY
 -
600
New
$52.6K - $59K
600 $60.4K
Aug 11, 2025 Q2 2025
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
408
New
$35.8K - $40.1K
408 $41.1K
Jul 25, 2025 Q2 2025
North Rock Partners, LLC

BUY
 -
330
+ 157.89%
$28.9K - $32.5K
539 $54.3K
Aug 08, 2025 Q2 2025
Good Life Advisors, LLC

BUY
 -
267
+ 0.54%
$23.4K - $26.3K
49.4K $4.98M
Aug 08, 2025 Q2 2025
Avantax Advisory Services, Inc.

BUY
 -
242
+ 6.25%
$21.2K - $23.8K
4.11K $414K
Sep 22, 2025 Q2 2025
Caldwell Trust CO

Venice, FL
BUY
 -
150
New
$13.2K - $14.8K
150 $15.1K
Jul 17, 2025 Q2 2025
Hanson & Doremus Investment Management

BUY
 -
135
New
$11.8K - $13.3K
135 $13.6K
Aug 29, 2025 Q2 2025
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
129
New
$11.3K - $12.7K
129 $13K
Jul 17, 2025 Q2 2025
Halbert Hargrove Global Advisors, LLC

BUY
 -
94
+ 9.33%
$8.24K - $9.25K
1.1K $111K
Jul 07, 2025 Q2 2025
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
49
New
$4.3K - $4.82K
49 $4.94K
Aug 08, 2025 Q2 2025
Creative Planning

Overland Park, KS
BUY
 -
11
+ 0.05%
$965 - $1.08K
20.1K $2.03M
Jul 28, 2025 Q2 2025
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
5
+ 1.07%
$439 - $492
472 $47.5K
Aug 13, 2025 Q2 2025
Transce3nd, LLC

Kyle, TX
BUY
 -
4
+ 400.0%
$351 - $393
5 $504
Jul 17, 2025 Q2 2025
Beacon Capital Management, LLC

BUY
 -
2
+ 0.82%
$175 - $197
246 $24.8K
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
Apr 23, 2025 Q1 2025
Win Advisors, Inc

BUY
 -
102K
New
$9.36M - $10.2M
102K $10.3M
May 13, 2025 Q1 2025
One Capital Management, LLC

Westlake Village, CA
BUY
 -
51.4K
New
$4.71M - $5.13M
51.4K $5.18M
Apr 25, 2025 Q1 2025
Saxon Interests, Inc.

BUY
 -
10.9K
New
$1M - $1.09M
10.9K $1.1M
May 12, 2025 Q1 2025
Waterloo Capital, L.P.

Austin, TX
BUY
 -
6.46K
New
$591K - $644K
6.46K $651K
Apr 28, 2025 Q1 2025
Revisor Wealth Management LLC

Akron, OH
BUY
 -
2.5K
New
$228K - $249K
2.5K $251K
Apr 25, 2025 Q1 2025
Citizens National Bank Trust Department

BUY
 -
939
New
$86K - $93.7K
939 $94.6K
Apr 16, 2025 Q1 2025
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
456
New
$41.7K - $45.5K
456 $45.9K
Apr 22, 2025 Q1 2025
Friday Financial

Dubuque, IA
BUY
 -
260
+ 10.43%
$23.8K - $25.9K
2.75K $277K
May 02, 2025 Q1 2025
First Command Advisory Services, Inc.

BUY
 -
58
+ 9.06%
$5.31K - $5.78K
698 $70.3K
Q4 2024
Feb 14, 2025 Q4 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
18.4K
New
$1.71M - $1.85M
18.4K $1.86M
Feb 13, 2025 Q4 2024
Optivise Advisory Services LLC

Franklin, TN
BUY
 -
17.9K
New
$1.66M - $1.8M
17.9K $1.8M
Feb 11, 2025 Q4 2024
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
6.1K
New
$565K - $613K
6.1K $614K
Jan 14, 2025 Q4 2024
Goldstone Financial Group, LLC

Oakbrook Terrace, IL
BUY
 -
4.5K
New
$417K - $452K
4.5K $453K
Jan 29, 2025 Q4 2024
Avestar Capital, LLC

BUY
 -
4.44K
New
$411K - $446K
4.44K $447K
Feb 07, 2025 Q4 2024
Independent Advisor Alliance

BUY
 -
3.65K
New
$338K - $367K
3.65K $367K
Jan 23, 2025 Q4 2024
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
2.94K
New
$272K - $295K
2.94K $296K
Mar 24, 2025 Q4 2024
Fulcrum Equity Management

BUY
 -
2.34K
New
$217K - $235K
2.34K $236K
Jan 13, 2025 Q4 2024
City Center Advisors, LLC

Troy, MI
BUY
 -
2.34K
New
$217K - $235K
2.34K $236K
Feb 14, 2025 Q4 2024
Parvin Asset Management, LLC

Sioux Falls, SD
BUY
 -
938
New
$86.9K - $94.3K
938 $94.5K
Feb 14, 2025 Q4 2024
Fiduciary Trust CO

Boston, MA
BUY
 -
702
+ 20.1%
$65K - $70.6K
4.2K $423K
Jan 23, 2025 Q4 2024
Crews Bank & Trust

Port Charlotte, FL
BUY
 -
469
New
$43.5K - $47.2K
469 $47.2K
Feb 14, 2025 Q4 2024
Mai Capital Management

BUY
 -
282
New
$26.1K - $28.4K
282 $28.4K
Feb 06, 2025 Q4 2024
Synergy Investment Management, LLC

Altamonte Springs, FL
BUY
 -
182
New
$16.9K - $18.3K
182 $18.3K
Feb 07, 2025 Q4 2024
Rialto Wealth Management, LLC

Syracuse, NY
BUY
 -
125
New
$11.6K - $12.6K
125 $12.6K
Jan 30, 2025 Q4 2024
Bordeaux Wealth Advisors LLC

BUY
 -
62
+ 0.99%
$5.74K - $6.24K
6.35K $639K
Jan 05, 2026 Q4 2024
Catherine Avery Investment Management LLC

Longboat Key, FL
BUY
 -
32
New
$2.97K - $3.22K
32 $3.22K
Q3 2024
Nov 15, 2024 Q3 2024
M&T Bank Corp

BUY
 -
3.36K
New
$282K - $315K
3.36K $338K
Nov 12, 2024 Q3 2024
J. L. Bainbridge & Co., Inc.

BUY
 -
2.31K
New
$193K - $216K
2.31K $232K
Nov 04, 2024 Q3 2024
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
2.24K
New
$188K - $210K
2.24K $225K
Nov 13, 2024 Q3 2024
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
600
New
$50.3K - $56.3K
600 $60.4K
Oct 15, 2024 Q3 2024
Baldwin Brothers LLC

BUY
 -
520
New
$43.6K - $48.8K
520 $52.4K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
324
New
$27.2K - $30.4K
324 $32.6K
Apr 01, 2025 Q3 2024
Talon Private Wealth, LLC

The Villages, FL
BUY
 -
160
New
$13.4K - $15K
160 $16.1K
Q2 2024
Aug 07, 2024 Q2 2024
Pfg Advisors

BUY
 -
3.42K
New
$280K - $299K
3.42K $345K

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