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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
232+ 9.27% |
$18.6K - $21.2K
|
2.74K
$258K
|
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-37.3KClosed |
$2.98M - $3.4M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
3.1KNew |
$248K - $283K
|
3.1K
$292K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-236Closed |
$18.9K - $21.5K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
525New |
$42K - $47.9K
|
525
$49.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
114+ 1.39% |
$9.12K - $10.4K
|
8.29K
$782K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-125Closed |
$10K - $11.4K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-495- 1.83% |
$39.6K - $45.1K
|
26.6K
$2.51M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.9K+ 441.96% |
$152K - $173K
|
2.33K
$219K
|
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.72KClosed |
$298K - $339K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 1.01% |
$160 - $182
|
200
$18.9K
|
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
SELL
|
- |
-3.78K- 45.59% |
$302K - $345K
|
4.51K
$425K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
5K+ 9087.27% |
$400K - $456K
|
5.05K
$476K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-668Closed |
$53.4K - $60.9K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-90- 13.62% |
$7.2K - $8.21K
|
571
$53.8K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-317Closed |
$25.4K - $28.9K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-90- 13.62% |
$7.2K - $8.21K
|
571
$53.8K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
13+ 0.06% |
$1.04K - $1.19K
|
22.6K
$2.13M
|
|
|
Jul 19, 2022
Q2 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-134Closed |
$10.7K - $12.2K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-252- 4.57% |
$20.2K - $23K
|
5.26K
$496K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-91- 3.55% |
$7.28K - $8.3K
|
2.47K
$233K
|
|
| Q1 2022 | |||||||
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.63KClosed |
$217K - $233K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-41Closed |
$3.38K - $3.64K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-441Closed |
$36.4K - $39.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-4K- 61.5% |
$330K - $355K
|
2.5K
$236K
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
22.1KNew |
$1.82M - $1.96M
|
22.1K
$2.08M
|
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-670- 14.95% |
$55.3K - $59.5K
|
3.81K
$359K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.3KClosed |
$107K - $115K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-3.5KClosed |
$289K - $311K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-67.9KClosed |
$5.6M - $6.03M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
270New |
$22.3K - $24K
|
270
$25.5K
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100Closed |
$8.25K - $8.88K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-676Closed |
$55.8K - $60K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-400Closed |
$33K - $35.5K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-2.99KClosed |
$246K - $265K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
200New |
$15.4K - $16.5K
|
200
$18.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.16KNew |
$89.1K - $95.7K
|
1.16K
$109K
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-442Closed |
$33.9K - $36.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
10KNew |
$768K - $825K
|
10K
$943K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.26KClosed |
$174K - $187K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.79KClosed |
$137K - $148K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$76.8 - $82.5
|
3.71K
$350K
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2.61KClosed |
$200K - $215K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.29KNew |
$99K - $106K
|
1.29K
$122K
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-2.82K- 49.42% |
$217K - $233K
|
2.89K
$272K
|
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
SELL
|
- |
-258Closed |
$19.8K - $21.3K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.21KNew |
$169K - $182K
|
2.21K
$208K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
184+ 4.34% |
$14.1K - $15.2K
|
4.43K
$417K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-1.33KClosed |
$102K - $108K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-3.05KClosed |
$235K - $247K
|
0
$0
|
|