Purchases and Sales Made in Q2 2022 in Wisdomtree Tr U.S (DHS)
This table provides information about the institutional ownership of Wisdomtree Tr U.S (DHS) during Q2 2022. 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 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-32- 0.33% |
N/A
|
9.65K
$814K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-34- 0.79% |
N/A
|
4.25K
$359K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-50- 0.4% |
N/A
|
12.5K
$1.06M
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-62- 3.33% |
N/A
|
1.8K
$152K
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-90- 13.62% |
N/A
|
571
$48.2K
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-90- 13.62% |
N/A
|
571
$48.2K
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-91- 3.55% |
N/A
|
2.47K
$208K
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-99- 3.41% |
N/A
|
2.8K
$236K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-103Closed |
N/A
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-121- 2.21% |
N/A
|
5.34K
$451K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-125Closed |
N/A
|
0
$0
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-130- 17.04% |
N/A
|
633
$53.5K
|
|
Jul 19, 2022
Q2 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-134Closed |
N/A
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-155- 0.41% |
N/A
|
37.4K
$3.16M
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-236Closed |
N/A
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-252- 4.57% |
N/A
|
5.26K
$444K
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-265Closed |
N/A
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-275- 7.21% |
N/A
|
3.54K
$299K
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-317Closed |
N/A
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-369- 8.82% |
N/A
|
3.82K
$322K
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-406- 1.85% |
N/A
|
21.6K
$1.82M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-495- 1.83% |
N/A
|
26.6K
$2.24M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-564- 2.92% |
N/A
|
18.7K
$1.58M
|
|
Jul 28, 2023
Q2 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-569- 8.58% |
N/A
|
6.06K
$512K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-582- 19.03% |
N/A
|
2.48K
$209K
|
|
Jul 12, 2022
Q2 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-650- 5.23% |
N/A
|
11.8K
$994K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-668Closed |
N/A
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-680- 14.32% |
N/A
|
4.07K
$344K
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-697Closed |
N/A
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-736- 21.78% |
N/A
|
2.64K
$223K
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-813- 8.5% |
N/A
|
8.75K
$739K
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-830Closed |
N/A
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-910- 23.38% |
N/A
|
2.98K
$252K
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-932- 2.23% |
N/A
|
40.9K
$3.46M
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.03K- 6.81% |
N/A
|
14.1K
$1.19M
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-1.04K- 5.36% |
N/A
|
18.3K
$1.55M
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.1K- 13.38% |
N/A
|
7.12K
$601K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.26KClosed |
N/A
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.01K- 27.52% |
N/A
|
5.29K
$446K
|
|
Aug 04, 2022
Q2 2022
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-2.31KClosed |
N/A
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-2.38KClosed |
N/A
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.54KClosed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.5K- 0.81% |
N/A
|
428K
$36.1M
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.72KClosed |
N/A
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
SELL
|
- |
-3.78K- 45.59% |
N/A
|
4.51K
$381K
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-4.52KClosed |
N/A
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.14KClosed |
N/A
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.82KClosed |
N/A
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-8.49K- 22.92% |
N/A
|
28.6K
$2.41M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.85KClosed |
N/A
|
0
$0
|