Latest Institutional Purchases of Wisdomtree Tr U.S (DHS)
This list provides information on the latest institutional transactions involving Wisdomtree Tr U.S (DHS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
83+ 11.58% |
$6.33K - $6.96K
|
800
$80.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
20+ 1.06% |
$1.53K - $1.68K
|
1.91K
$192K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
53.1KNew |
$4.18M - $4.73M
|
53.1K
$5.35M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
8.14KNew |
$640K - $725K
|
8.14K
$819K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
6.22K+ 27.0% |
$489K - $555K
|
29.3K
$2.95M
|
|
|
May 15, 2023
Q1 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
5.8KNew |
$456K - $517K
|
5.8K
$584K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.62KNew |
$443K - $501K
|
5.62K
$567K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.86KNew |
$225K - $255K
|
2.86K
$288K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
1.05KNew |
$82.2K - $93.2K
|
1.05K
$105K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
584New |
$46K - $52.1K
|
584
$58.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$15.7K - $17.8K
|
200
$20.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
79+ 3.07% |
$6.22K - $7.04K
|
2.65K
$267K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1New |
$78.7 - $89.2
|
1
$101
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.62KNew |
$747K - $860K
|
9.62K
$969K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
4KNew |
$310K - $358K
|
4K
$403K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
4KNew |
$310K - $358K
|
4K
$403K
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.84KNew |
$220K - $254K
|
2.84K
$286K
|
|
|
Jan 03, 2023
Q4 2022
|
Red Spruce Capital, LLC
|
BUY
|
- |
2.5KNew |
$194K - $223K
|
2.5K
$252K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.38KNew |
$107K - $123K
|
1.38K
$139K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.09KNew |
$84.5K - $97.3K
|
1.09K
$110K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
960New |
$74.5K - $85.8K
|
960
$96.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
470+ 1205.13% |
$36.5K - $42K
|
509
$51.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
238New |
$18.5K - $21.3K
|
238
$24K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
100+ 3.35% |
$7.76K - $8.94K
|
3.09K
$311K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
76New |
$5.9K - $6.79K
|
76
$7.66K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
20New |
$1.55K - $1.79K
|
20
$2.01K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1New |
$77.6 - $89.4
|
1
$101
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.38KNew |
$181K - $208K
|
2.38K
$240K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
504New |
$38.2K - $43.9K
|
504
$50.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
261+ 6.34% |
$19.8K - $22.7K
|
4.38K
$441K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 1.26% |
$152 - $174
|
161
$16.2K
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
5K+ 9087.27% |
$400K - $456K
|
5.05K
$509K
|
|
|
Aug 11, 2022
Q2 2022
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
3.1KNew |
$248K - $283K
|
3.1K
$312K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
525New |
$42K - $47.9K
|
525
$52.9K
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
232+ 9.27% |
$18.6K - $21.2K
|
2.74K
$275K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
13+ 0.06% |
$1.04K - $1.19K
|
22.6K
$2.27M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 1.01% |
$160 - $182
|
200
$20.1K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
22.1KNew |
$1.82M - $1.96M
|
22.1K
$2.23M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
270New |
$22.3K - $24K
|
270
$27.2K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
10KNew |
$768K - $825K
|
10K
$1.01M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.21KNew |
$169K - $182K
|
2.21K
$222K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.29KNew |
$99K - $106K
|
1.29K
$130K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
184+ 4.34% |
$14.1K - $15.2K
|
4.43K
$446K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$76.8 - $82.5
|
3.71K
$374K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
43KNew |
$3.31M - $3.49M
|
43K
$4.33M
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
3.34KNew |
$256K - $271K
|
3.34K
$336K
|
|
| Q4 2020 | |||||||
|
Jan 19, 2021
Q4 2020
|
Journey Advisory Group, LLC
|
BUY
|
- |
5.62KNew |
$339K - $401K
|
5.62K
$567K
|
|
|
Feb 03, 2021
Q4 2020
|
West Coast Financial LLC
|
BUY
|
- |
3KNew |
$181K - $214K
|
3K
$302K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5+ 0.85% |
$270 - $345
|
595
$59.9K
|
|
| Q4 2019 | |||||||
|
Feb 10, 2020
Q4 2019
|
West Bancorporation Inc
|
BUY
|
- |
750New |
$54.2K - $58K
|
750
$75.5K
|
|