Latest Institutional Sells of Wisdomtree Tr U.S (DHS)
This list provides information on the latest institutional transactions involving Wisdomtree Tr U.S (DHS) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-106- 9.13% |
$8.89K - $9.95K
|
1.06K
$102K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-97- 26.36% |
$8.14K - $9.1K
|
271
$26.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-78- 2.64% |
$6.54K - $7.32K
|
2.87K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-52- 0.29% |
$4.36K - $4.88K
|
17.9K
$1.74M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-50- 0.85% |
$4.2K - $4.69K
|
5.86K
$568K
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-34- 0.32% |
$2.85K - $3.19K
|
10.6K
$1.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-30- 0.38% |
$2.52K - $2.81K
|
7.88K
$764K
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-26- 0.86% |
$2.18K - $2.44K
|
3.01K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-11- 0.3% |
$923 - $1.03K
|
3.68K
$356K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-10- 0.19% |
$839 - $938
|
5.29K
$513K
|
|
| Q2 2024 | |||||||
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-70.6K- 99.1% |
$5.79M - $6.16M
|
640
$62K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.1K- 29.49% |
$989K - $1.05M
|
28.9K
$2.8M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-7.8K- 62.96% |
$639K - $680K
|
4.59K
$445K
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.5K- 50.0% |
$204K - $218K
|
2.5K
$242K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.16K- 32.11% |
$177K - $188K
|
4.56K
$442K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-824- 20.78% |
$67.5K - $71.9K
|
3.14K
$304K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-680- 3.96% |
$55.7K - $59.3K
|
16.5K
$1.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-413- 0.89% |
$33.8K - $36K
|
46.1K
$4.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-293- 4.36% |
$24K - $25.6K
|
6.43K
$623K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-214- 40.92% |
$17.5K - $18.7K
|
309
$29.9K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-200- 3.78% |
$16.4K - $17.4K
|
5.09K
$493K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-152- 3.78% |
$12.5K - $13.3K
|
3.86K
$374K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-37- 2.99% |
$3.03K - $3.23K
|
1.2K
$116K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-10- 0.13% |
$819 - $872
|
7.48K
$725K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4- 0.02% |
$328 - $349
|
20.8K
$2.02M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-27.7K- 81.37% |
$2.21M - $2.4M
|
6.34K
$614K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-13.1K- 82.01% |
$1.04M - $1.13M
|
2.87K
$278K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.16K- 3.5% |
$731K - $794K
|
252K
$24.4M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.42K- 35.64% |
$193K - $210K
|
4.37K
$424K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.06K- 94.74% |
$84.7K - $92K
|
59
$5.72K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-600- 19.32% |
$47.9K - $52K
|
2.51K
$243K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-383Closed |
$30.6K - $33.2K
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-312- 9.56% |
$24.9K - $27K
|
2.95K
$286K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-163- 22.54% |
$13K - $14.1K
|
560
$54.3K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-157- 13.48% |
$12.5K - $13.6K
|
1.01K
$97.7K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-110- 32.74% |
$8.77K - $9.53K
|
226
$21.9K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-92- 2.03% |
$7.34K - $7.97K
|
4.45K
$431K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-15- 78.95% |
$1.2K - $1.3K
|
4
$388
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.51K- 49.94% |
$185K - $208K
|
2.51K
$244K
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-859- 19.88% |
$63.3K - $71.3K
|
3.46K
$336K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-615- 19.85% |
$45.3K - $51K
|
2.48K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-528- 53.82% |
$38.9K - $43.8K
|
453
$43.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-252- 7.21% |
$18.6K - $20.9K
|
3.24K
$314K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-198- 1.7% |
$14.6K - $16.4K
|
11.4K
$1.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-168- 6.37% |
$12.4K - $13.9K
|
2.47K
$239K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-143- 3.48% |
$10.5K - $11.9K
|
3.96K
$384K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.48K- 45.67% |
$193K - $206K
|
2.95K
$286K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.05K- 27.71% |
$160K - $170K
|
5.35K
$519K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.14K- 24.9% |
$88.5K - $94.4K
|
3.43K
$332K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-733- 40.72% |
$57K - $60.8K
|
1.07K
$103K
|
|