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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
5.8KNew |
$456K - $517K
|
5.8K
$547K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
6.22K+ 27.0% |
$489K - $555K
|
29.3K
$2.76M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.46KNew |
$351K - $398K
|
4.46K
$421K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-12.9K- 51.56% |
$1.02M - $1.15M
|
12.1K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5.94K- 6.03% |
$467K - $530K
|
92.6K
$8.73M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
500New |
$39.3K - $44.6K
|
500
$47.1K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.62KNew |
$443K - $501K
|
5.62K
$530K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-11.4K- 3.48% |
$897K - $1.02M
|
316K
$29.8M
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
53.1KNew |
$4.18M - $4.73M
|
53.1K
$5M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.55K- 18.74% |
$122K - $138K
|
6.72K
$634K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-588- 2.94% |
$46.3K - $52.4K
|
19.4K
$1.83M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.02KNew |
$159K - $180K
|
2.02K
$190K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1New |
$78.7 - $89.2
|
1
$94.3
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
8.14KNew |
$640K - $725K
|
8.14K
$767K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
1.05KNew |
$82.2K - $93.2K
|
1.05K
$98.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$15.7K - $17.8K
|
200
$18.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
584New |
$46K - $52.1K
|
584
$55.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
79+ 3.07% |
$6.22K - $7.04K
|
2.65K
$250K
|
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-140K- 96.65% |
$11M - $12.5M
|
4.86K
$458K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-304- 64.96% |
$23.9K - $27.1K
|
164
$15.5K
|
|
| Q4 2022 | |||||||
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
32.6KNew |
$2.53M - $2.91M
|
32.6K
$3.07M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
4KNew |
$310K - $358K
|
4K
$377K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1New |
$77.6 - $89.4
|
1
$94.3
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-553K- 98.84% |
$42.9M - $49.5M
|
6.5K
$613K
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-783- 21.34% |
$60.8K - $70K
|
2.89K
$272K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.62KNew |
$747K - $860K
|
9.62K
$907K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.75K- 63.34% |
$369K - $425K
|
2.75K
$259K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.09KNew |
$84.5K - $97.3K
|
1.09K
$103K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.38KNew |
$107K - $123K
|
1.38K
$130K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
960New |
$74.5K - $85.8K
|
960
$90.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
4KNew |
$310K - $358K
|
4K
$377K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-257- 3.99% |
$19.9K - $23K
|
6.18K
$582K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-510- 4.63% |
$39.6K - $45.6K
|
10.5K
$990K
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.84KNew |
$220K - $254K
|
2.84K
$268K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
238New |
$18.5K - $21.3K
|
238
$22.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
100+ 3.35% |
$7.76K - $8.94K
|
3.09K
$291K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
470+ 1205.13% |
$36.5K - $42K
|
509
$48K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
76New |
$5.9K - $6.79K
|
76
$7.17K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
20New |
$1.55K - $1.79K
|
20
$1.89K
|
|
|
Jan 03, 2023
Q4 2022
|
Red Spruce Capital, LLC
|
BUY
|
- |
2.5KNew |
$194K - $223K
|
2.5K
$236K
|
|
| Q3 2022 | |||||||
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2K- 45.93% |
$152K - $174K
|
2.35K
$222K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 1.26% |
$152 - $174
|
161
$15.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.25K- 17.85% |
$474K - $544K
|
28.7K
$2.71M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-430- 81.75% |
$32.6K - $37.5K
|
96
$9.05K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
261+ 6.34% |
$19.8K - $22.7K
|
4.38K
$412K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
53New |
$4.02K - $4.62K
|
53
$5K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
504New |
$38.2K - $43.9K
|
504
$47.5K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.38KNew |
$181K - $208K
|
2.38K
$225K
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-265Closed |
$21.2K - $24.2K
|
0
$0
|
|
|
Jul 28, 2023
Q2 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-569- 8.58% |
$45.5K - $51.9K
|
6.06K
$572K
|
|