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 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-654- 99.54% |
$50.9K - $54.3K
|
3
$298
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-138- 37.91% |
$10.7K - $11.5K
|
226
$22.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-103- 80.47% |
$8.01K - $8.55K
|
25
$2.48K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-13- 52.0% |
$1.01K - $1.08K
|
12
$1.19K
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.22K- 25.54% |
$92.7K - $102K
|
3.54K
$351K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-275- 8.41% |
$21K - $23.1K
|
3K
$297K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-65- 13.49% |
$4.96K - $5.45K
|
417
$41.4K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-52- 8.58% |
$3.97K - $4.36K
|
554
$55K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-20- 37.04% |
$1.53K - $1.68K
|
34
$3.37K
|
|
| Q1 2023 | |||||||
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-140K- 96.65% |
$11M - $12.5M
|
4.86K
$482K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-12.9K- 51.56% |
$1.02M - $1.15M
|
12.1K
$1.2M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-11.4K- 3.48% |
$897K - $1.02M
|
316K
$31.3M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5.94K- 6.03% |
$467K - $530K
|
92.6K
$9.18M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.55K- 18.74% |
$122K - $138K
|
6.72K
$667K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-588- 2.94% |
$46.3K - $52.4K
|
19.4K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-450- 11.41% |
$35.4K - $40.1K
|
3.49K
$347K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-304- 64.96% |
$23.9K - $27.1K
|
164
$16.3K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-20Closed |
$1.57K - $1.78K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.08% |
$78.7 - $89.2
|
1.3K
$128K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-553K- 98.84% |
$42.9M - $49.5M
|
6.5K
$645K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.75K- 63.34% |
$369K - $425K
|
2.75K
$273K
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-783- 21.34% |
$60.8K - $70K
|
2.89K
$286K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-510- 4.63% |
$39.6K - $45.6K
|
10.5K
$1.04M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-257- 3.99% |
$19.9K - $23K
|
6.18K
$613K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.25K- 17.85% |
$474K - $544K
|
28.7K
$2.85M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2K- 45.93% |
$152K - $174K
|
2.35K
$234K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-430- 81.75% |
$32.6K - $37.5K
|
96
$9.52K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-37.3KClosed |
$2.98M - $3.4M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
SELL
|
- |
-3.78K- 45.59% |
$302K - $345K
|
4.51K
$447K
|
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.72KClosed |
$298K - $339K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-668Closed |
$53.4K - $60.9K
|
0
$0
|
|
|
Jul 28, 2023
Q2 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-569- 8.58% |
$45.5K - $51.9K
|
6.06K
$601K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-495- 1.83% |
$39.6K - $45.1K
|
26.6K
$2.64M
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-317Closed |
$25.4K - $28.9K
|
0
$0
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-265Closed |
$21.2K - $24.2K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-252- 4.57% |
$20.2K - $23K
|
5.26K
$522K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-236Closed |
$18.9K - $21.5K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-134Closed |
$10.7K - $12.2K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-125Closed |
$10K - $11.4K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-91- 3.55% |
$7.28K - $8.3K
|
2.47K
$245K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-90- 13.62% |
$7.2K - $8.21K
|
571
$56.6K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-90- 13.62% |
$7.2K - $8.21K
|
571
$56.6K
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-67.9KClosed |
$5.6M - $6.03M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-4K- 61.5% |
$330K - $355K
|
2.5K
$248K
|
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-3.5KClosed |
$289K - $311K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-2.99KClosed |
$246K - $265K
|
0
$0
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.63KClosed |
$217K - $233K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.3KClosed |
$107K - $115K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-676Closed |
$55.8K - $60K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-670- 14.95% |
$55.3K - $59.5K
|
3.81K
$378K
|
|