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 |
---|---|---|---|---|---|---|---|
Apr 28, 2021
Q1 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.07K- 38.93% |
N/A
|
4.81K
$406K
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.36K- 2.33% |
N/A
|
141K
$11.9M
|
|
Apr 27, 2021
Q1 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-3.48K- 16.04% |
N/A
|
18.2K
$1.54M
|
|
May 07, 2021
Q1 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.03K- 11.0% |
N/A
|
32.6K
$2.75M
|
|
Apr 26, 2021
Q1 2021
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-5.19KClosed |
N/A
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Cadence Bank Na
|
SELL
|
- |
-5.86K- 33.08% |
N/A
|
11.9K
$1M
|
|
Apr 21, 2021
Q1 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-6.75K- 26.77% |
N/A
|
18.5K
$1.56M
|
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-8K- 48.56% |
N/A
|
8.48K
$716K
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.44K- 12.68% |
N/A
|
58.1K
$4.91M
|
|
May 21, 2021
Q1 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-13.4K- 22.54% |
N/A
|
46K
$3.88M
|
|
May 13, 2021
Q1 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-14KClosed |
N/A
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-17.6K- 6.56% |
N/A
|
251K
$21.2M
|
|
Apr 21, 2021
Q1 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-18.4K- 56.02% |
N/A
|
14.5K
$1.22M
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-18.7K- 96.59% |
N/A
|
660
$55.7K
|
|
May 17, 2021
Q1 2021
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-18.7KClosed |
N/A
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-37.7K- 62.09% |
N/A
|
23K
$1.94M
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-85.3K- 15.31% |
N/A
|
472K
$39.8M
|
|
May 12, 2021
Q1 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-743K- 62.88% |
N/A
|
438K
$37M
|