Purchases and Sales Made in Q2 2021 in Wisdomtree Tr U.S (DHS)
This table provides information about the institutional ownership of Wisdomtree Tr U.S (DHS) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2021
Q2 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
1+ 0.01% |
$76.6 - $81
|
20K
$1.87M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1+ 0.03% |
$76.6 - $81
|
3.16K
$294K
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1- 0.05% |
$76.6 - $81
|
1.84K
$171K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2- -0.0% |
$153 - $162
|
77.2K
$7.21M
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-3- 0.04% |
$230 - $243
|
6.71K
$626K
|
|
Jul 28, 2021
Q2 2021
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-10- 0.27% |
$766 - $810
|
3.7K
$345K
|
|
Aug 10, 2021
Q2 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-23- 0.41% |
$1.76K - $1.86K
|
5.65K
$527K
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-24- 0.23% |
$1.84K - $1.94K
|
10.6K
$991K
|
|
Aug 03, 2021
Q2 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-42- 0.33% |
$3.22K - $3.4K
|
12.7K
$1.18M
|
|
Jul 08, 2021
Q2 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-43Closed |
$3.29K - $3.48K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-100- 1.02% |
$7.66K - $8.1K
|
9.66K
$902K
|
|
Jul 20, 2021
Q2 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-103- 13.22% |
$7.89K - $8.34K
|
676
$63.1K
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-108- 19.05% |
$8.27K - $8.75K
|
459
$42.8K
|
|
Aug 03, 2021
Q2 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-122- 2.83% |
$9.34K - $9.88K
|
4.19K
$391K
|
|
Aug 16, 2021
Q2 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-190- 5.54% |
$14.6K - $15.4K
|
3.24K
$302K
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-194- 2.89% |
$14.9K - $15.7K
|
6.51K
$608K
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-204- 0.63% |
$15.6K - $16.5K
|
32.4K
$3.02M
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-211- 67.2% |
$16.2K - $17.1K
|
103
$9.61K
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-222- 1.37% |
$17K - $18K
|
15.9K
$1.49M
|
|
Aug 13, 2021
Q2 2021
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-238- 4.27% |
$18.2K - $19.3K
|
5.33K
$497K
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-251- 1.31% |
$19.2K - $20.3K
|
18.9K
$1.77M
|
|
Jul 21, 2021
Q2 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-262- 5.45% |
$20.1K - $21.2K
|
4.55K
$424K
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-400- 3.02% |
$30.6K - $32.4K
|
12.8K
$1.2M
|
|
Jul 23, 2021
Q2 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-437- 8.23% |
$33.5K - $35.4K
|
4.87K
$455K
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-450- 8.19% |
$34.5K - $36.4K
|
5.05K
$471K
|
|
Aug 10, 2021
Q2 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-481- 0.74% |
$36.8K - $39K
|
64.9K
$6.05M
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-637- 9.56% |
$48.8K - $51.6K
|
6.03K
$563K
|
|
Jul 30, 2021
Q2 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-651- 10.42% |
$49.9K - $52.7K
|
5.6K
$522K
|
|
Jul 12, 2021
Q2 2021
|
Cooper Financial Group
|
SELL
|
- |
-834- 8.55% |
$63.9K - $67.5K
|
8.92K
$832K
|
|
Aug 03, 2021
Q2 2021
|
Community Bank, N.A.
|
SELL
|
- |
-838- 4.69% |
$64.2K - $67.9K
|
17K
$1.59M
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-955Closed |
$73.1K - $77.3K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.33K- 23.45% |
$102K - $108K
|
4.34K
$405K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.38KClosed |
$106K - $112K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.41K- 3.46% |
$108K - $114K
|
39.2K
$3.66M
|
|
Jul 08, 2021
Q2 2021
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.48K- 4.81% |
$113K - $119K
|
29.2K
$2.73M
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.53K- 18.36% |
$117K - $124K
|
6.79K
$633K
|
|
Aug 18, 2021
Q2 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.53K- 3.34% |
$117K - $124K
|
44.4K
$4.15M
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.54K- 27.75% |
$118K - $125K
|
4.01K
$375K
|
|
Jul 23, 2021
Q2 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2.62KClosed |
$201K - $212K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-3.04K- 58.55% |
$233K - $246K
|
2.15K
$201K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.47K- 83.71% |
$266K - $281K
|
675
$63K
|
|
Jul 15, 2021
Q2 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.72KClosed |
$285K - $301K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-3.9K- 21.4% |
$298K - $316K
|
14.3K
$1.34M
|
|
Jul 14, 2021
Q2 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.71K- 3.72% |
$361K - $382K
|
122K
$11.4M
|
|
Aug 06, 2021
Q2 2021
|
Acg Wealth
|
SELL
|
- |
-4.73K- 36.89% |
$362K - $383K
|
8.09K
$755K
|
|
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-5.23K- 22.0% |
$401K - $424K
|
18.5K
$1.73M
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-11.3K- 8.78% |
$869K - $918K
|
118K
$11M
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.5K- 97.2% |
$880K - $931K
|
331
$30.9K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-12.1K- 4.82% |
$928K - $981K
|
239K
$22.3M
|
|
Aug 11, 2021
Q2 2021
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-14.4KClosed |
$1.1M - $1.16M
|
0
$0
|