Purchases and Sales Made in Q3 2021 in Wisdomtree Tr U.S (DHS)
This table provides information about the institutional ownership of Wisdomtree Tr U.S (DHS) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
40+ 0.71% |
N/A
|
5.69K
$480K
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
21+ 0.24% |
N/A
|
8.94K
$755K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14+ 0.67% |
N/A
|
2.12K
$179K
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
10+ 0.05% |
N/A
|
21.4K
$1.81M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
6+ 0.21% |
N/A
|
2.83K
$239K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 1.03% |
N/A
|
196
$16.6K
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.22% |
N/A
|
898
$75.8K
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
2+ 0.39% |
N/A
|
513
$43.3K
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
1+ 0.01% |
N/A
|
8.79K
$742K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-3- 0.06% |
N/A
|
5.33K
$450K
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-11- 0.3% |
N/A
|
3.71K
$313K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-14Closed |
N/A
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-16- 0.15% |
N/A
|
10.6K
$895K
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-28- 0.86% |
N/A
|
3.21K
$271K
|
|
Nov 15, 2021
Q3 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-36- 0.25% |
N/A
|
14.3K
$1.21M
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-50- 0.52% |
N/A
|
9.61K
$811K
|
|
Oct 15, 2021
Q3 2021
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-51- 1.38% |
N/A
|
3.65K
$308K
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-58- 3.27% |
N/A
|
1.72K
$145K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-86- 1.04% |
N/A
|
8.18K
$691K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-100- 3.03% |
N/A
|
3.2K
$270K
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-108- 1.93% |
N/A
|
5.49K
$463K
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-122- 1.31% |
N/A
|
9.18K
$775K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-158- 3.13% |
N/A
|
4.89K
$413K
|
|
Oct 21, 2021
Q3 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-224- 4.93% |
N/A
|
4.32K
$365K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-270- 2.1% |
N/A
|
12.6K
$1.06M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-281- 1.37% |
N/A
|
20.2K
$1.71M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-337- 0.29% |
N/A
|
118K
$9.93M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-359- 78.21% |
N/A
|
100
$8.44K
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-390- 12.5% |
N/A
|
2.73K
$231K
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-396- 1.22% |
N/A
|
32K
$2.7M
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-400Closed |
N/A
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-405- 2.54% |
N/A
|
15.5K
$1.31M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-428- 6.38% |
N/A
|
6.28K
$530K
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-493- 15.32% |
N/A
|
2.72K
$230K
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-555- 11.29% |
N/A
|
4.36K
$368K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-633- 10.5% |
N/A
|
5.4K
$456K
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-790- 4.64% |
N/A
|
16.3K
$1.37M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-838- 4.23% |
N/A
|
19K
$1.6M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-847- 0.59% |
N/A
|
143K
$12M
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-875- 1.97% |
N/A
|
43.6K
$3.68M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-976- 3.62% |
N/A
|
26K
$2.19M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.3K- 29.62% |
N/A
|
3.09K
$261K
|
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-1.33KClosed |
N/A
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.48K- 3.78% |
N/A
|
37.7K
$3.19M
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-1.7K- 21.03% |
N/A
|
6.39K
$540K
|
|
Oct 05, 2021
Q3 2021
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.93K- 6.59% |
N/A
|
27.3K
$2.3M
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-2.15KClosed |
N/A
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.71K- 1.15% |
N/A
|
233K
$19.6M
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.8K- 26.97% |
N/A
|
7.58K
$640K
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-3.05KClosed |
N/A
|
0
$0
|