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 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.07KClosed |
$148K - $238K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-200Closed |
$9.66K - $15.5K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-609Closed |
$29.4K - $47.2K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-99Closed |
$4.78K - $7.67K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
37New |
$2.68K - $2.86K
|
37
$3.49K
|
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-205Closed |
$14.8K - $15.9K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
West Bancorporation Inc
|
BUY
|
- |
750New |
$54.2K - $58K
|
750
$70.7K
|
|
|
Feb 05, 2020
Q4 2019
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-186Closed |
$13.4K - $14.4K
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.15KClosed |
$228K - $244K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Oakworth Capital, Inc.
|
SELL
|
- |
-613Closed |
$44.3K - $47.4K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-628Closed |
$45.4K - $48.6K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-268Closed |
$19.4K - $20.7K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-386Closed |
$27.9K - $29.9K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-702Closed |
$50.8K - $54.3K
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-151Closed |
$10.9K - $11.7K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-115Closed |
$8.44K - $8.59K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Daido Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-492KClosed |
$36.1M - $36.7M
|
0
$0
|
|
|
Oct 23, 2019
Q3 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-400Closed |
$29.4K - $29.9K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-300Closed |
$22K - $22.4K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-660Closed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-900Closed |
N/A
|
0
$0
|
|
|
Jul 16, 2019
Q2 2019
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.16KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Aug 16, 2019
Q1 2019
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-90Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-5.31KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-5.44KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-3KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-1.47KClosed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-90Closed |
N/A
|
0
$0
|
|
|
Apr 24, 2019
Q1 2019
|
Sterling Investment Management, LLC
|
SELL
|
- |
-3.69KClosed |
N/A
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Kwmg, LLC
|
SELL
|
- |
-272Closed |
N/A
|
0
$0
|
|
|
Apr 19, 2019
Q1 2019
|
Regions Financial Corp
|
SELL
|
- |
-400Closed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.11KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.08KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-9.83KClosed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.41KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-3.63KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Trilogy Capital Inc.
|
SELL
|
- |
-23Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-420Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
54New |
N/A
|
54
$5.09K
|
|
|
Nov 14, 2018
Q3 2018
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-575Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-98Closed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.03KClosed |
N/A
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Lincoln National Corp
|
SELL
|
- |
-3.64KClosed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-143Closed |
N/A
|
0
$0
|
|
|
Oct 16, 2018
Q3 2018
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.71KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 16, 2018
Q2 2018
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.96KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-17.2KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-608Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2018
Q2 2018
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-5.4KClosed |
N/A
|
0
$0
|
|