Latest Institutional Transactions on Wisdomtree Tr U.S (DHS)
This table provides information on the latest institutional transactions involving Wisdomtree Tr U.S (DHS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
158+ 14.36% |
$12.6K - $13.7K
|
1.26K
$106K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-163- 22.54% |
$13K - $14.1K
|
560
$47.3K
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-478- 26.11% |
$38.1K - $41.4K
|
1.35K
$114K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.54K- 11.27% |
$282K - $307K
|
27.9K
$2.35M
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
62.9KNew |
$5.02M - $5.45M
|
62.9K
$5.31M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.73K- 14.03% |
$138K - $150K
|
10.6K
$894K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-600- 33.33% |
$47.9K - $52K
|
1.2K
$101K
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-290- 0.41% |
$23.1K - $25.1K
|
70.9K
$5.98M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.04K- 4.67% |
$481K - $523K
|
123K
$10.4M
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.48K- 22.19% |
$198K - $215K
|
8.7K
$735K
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.99KNew |
$398K - $432K
|
4.99K
$421K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
188+ 0.33% |
$15K - $16.3K
|
56.9K
$4.81M
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
679+ 177.75% |
$54.2K - $58.8K
|
1.06K
$89.6K
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.71K- 35.22% |
$136K - $148K
|
3.14K
$265K
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
3.03KNew |
$242K - $263K
|
3.03K
$256K
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-400- 3.84% |
$31.9K - $34.7K
|
10K
$847K
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
225+ 4.05% |
$17.9K - $19.5K
|
5.77K
$488K
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1KNew |
$79.8K - $86.7K
|
1K
$84.4K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
155+ 4.59% |
$12.4K - $13.4K
|
3.53K
$298K
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-538- 1.14% |
$42.9K - $46.6K
|
46.6K
$3.93M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-152- 5.78% |
$12.1K - $13.2K
|
2.48K
$209K
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-312- 9.56% |
$24.9K - $27K
|
2.95K
$249K
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-49- 0.94% |
$3.91K - $4.25K
|
5.15K
$435K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-122- 5.0% |
$9.73K - $10.6K
|
2.32K
$196K
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
760+ 0.86% |
$60.6K - $65.9K
|
88.8K
$7.5M
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
22+ 0.66% |
$1.75K - $1.91K
|
3.37K
$285K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.2K- 11.0% |
$95.3K - $104K
|
9.67K
$816K
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
12.3K+ 201.29% |
$981K - $1.07M
|
18.4K
$1.55M
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
36+ 0.74% |
$2.87K - $3.12K
|
4.92K
$416K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
36+ 0.45% |
$2.87K - $3.12K
|
8.07K
$681K
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-216- 2.8% |
$17.2K - $18.7K
|
7.49K
$632K
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
456New |
$36.4K - $39.5K
|
456
$38.5K
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.89KNew |
$230K - $250K
|
2.89K
$244K
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
395New |
$31.5K - $34.2K
|
395
$33.4K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.55K+ 46.36% |
$124K - $135K
|
4.9K
$414K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-6.55K- 0.64% |
$523K - $568K
|
1.02M
$86.3M
|
|
Q4 2023 | |||||||
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-143- 3.48% |
$10.5K - $11.9K
|
3.96K
$334K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 1.3% |
$147 - $166
|
156
$13.2K
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-528- 53.82% |
$38.9K - $43.8K
|
453
$38.3K
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.73K- 41.36% |
$275K - $310K
|
5.29K
$447K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-2.15K- 11.1% |
$158K - $178K
|
17.2K
$1.45M
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-615- 19.85% |
$45.3K - $51K
|
2.48K
$210K
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
300New |
$22.1K - $24.9K
|
300
$25.3K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.83KNew |
$282K - $318K
|
3.83K
$323K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
67New |
$4.94K - $5.56K
|
67
$5.66K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
15+ 1.45% |
$1.11K - $1.25K
|
1.05K
$88.8K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
130New |
$9.58K - $10.8K
|
130
$11K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.48KNew |
$183K - $206K
|
2.48K
$209K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
508New |
$37.4K - $42.2K
|
508
$42.9K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
412New |
$30.4K - $34.2K
|
412
$34.8K
|