Purchases and Sales Made in Q1 2021 in Wisdomtree Tr U.S (DHS)
This table provides information about the institutional ownership of Wisdomtree Tr U.S (DHS) during Q1 2021. The information is specifically focused on institutions that hold shares of WISDOMTREE TR U.S.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
85.3K+ 18.08% |
N/A
|
557K
$46.9M
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
67.7K+ 281.18% |
N/A
|
91.8K
$7.73M
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
54.1K+ 94.35% |
N/A
|
111K
$9.4M
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.5KNew |
N/A
|
36.5K
$3.08M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25K+ 14.15% |
N/A
|
202K
$17M
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.2KNew |
N/A
|
20.2K
$1.71M
|
|
May 13, 2021
Q1 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
18.5KNew |
N/A
|
18.5K
$1.56M
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16.2K+ 1250.42% |
N/A
|
17.5K
$1.48M
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.1K+ 595.18% |
N/A
|
11.8K
$996K
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.31KNew |
N/A
|
8.31K
$700K
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
6.47K+ 91.1% |
N/A
|
13.6K
$1.14M
|
|
Apr 20, 2021
Q1 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5.57KNew |
N/A
|
5.57K
$469K
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
5.46K+ 4.41% |
N/A
|
129K
$10.9M
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.01K+ 18.88% |
N/A
|
31.5K
$2.66M
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.07KNew |
N/A
|
4.07K
$343K
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.97KNew |
N/A
|
3.97K
$334K
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.42KNew |
N/A
|
3.42K
$288K
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.84K+ 14.92% |
N/A
|
21.8K
$1.84M
|
|
May 05, 2021
Q1 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.62KNew |
N/A
|
2.62K
$221K
|
|
Apr 20, 2021
Q1 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.62KNew |
N/A
|
2.62K
$221K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.38KNew |
N/A
|
1.38K
$116K
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.37K+ 25.87% |
N/A
|
6.67K
$562K
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.35K+ 11.49% |
N/A
|
13.1K
$1.1M
|
|
Aug 10, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
850+ 20.91% |
N/A
|
4.92K
$414K
|
|
May 13, 2021
Q1 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
707+ 9.35% |
N/A
|
8.27K
$697K
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
694+ 36.53% |
N/A
|
2.59K
$219K
|
|
May 14, 2021
Q1 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
680+ 62.21% |
N/A
|
1.77K
$149K
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
591New |
N/A
|
591
$49.8K
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
584+ 2.19% |
N/A
|
27.3K
$2.3M
|
|
May 11, 2021
Q1 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
580+ 10.23% |
N/A
|
6.25K
$527K
|
|
May 14, 2021
Q1 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
567New |
N/A
|
567
$47.8K
|
|
Apr 29, 2021
Q1 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
528+ 11.05% |
N/A
|
5.31K
$447K
|
|
May 04, 2021
Q1 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
511New |
N/A
|
511
$43.1K
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
498+ 2.6% |
N/A
|
19.7K
$1.66M
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
472+ 4.13% |
N/A
|
11.9K
$1M
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
441New |
N/A
|
441
$37.2K
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
430+ 1.77% |
N/A
|
24.7K
$2.08M
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
223+ 3.44% |
N/A
|
6.71K
$565K
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
213+ 210.89% |
N/A
|
314
$26.5K
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
211+ 1.29% |
N/A
|
16.6K
$1.4M
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
198+ 2.24% |
N/A
|
9.05K
$763K
|
|
Apr 22, 2021
Q1 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
159New |
N/A
|
159
$13.4K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
149+ 19.53% |
N/A
|
912
$76.9K
|
|
Apr 20, 2021
Q1 2021
|
First Command Bank
|
BUY
|
- |
115+ 17.4% |
N/A
|
776
$65.4K
|
|
Apr 20, 2021
Q1 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
115+ 17.4% |
N/A
|
776
$65.4K
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
100+ 1.25% |
N/A
|
8.09K
$682K
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
75+ 0.38% |
N/A
|
19.8K
$1.67M
|
|
Mar 12, 2024
Q1 2021
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
44+ 0.81% |
N/A
|
5.49K
$463K
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
29+ 0.98% |
N/A
|
2.99K
$252K
|
|
May 11, 2021
Q1 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
17+ 0.33% |
N/A
|
5.19K
$437K
|