Purchases and Sales Made in Q1 2022 in Wisdomtree Tr U.S (DHS)
This table provides information about the institutional ownership of Wisdomtree Tr U.S (DHS) during Q1 2022. The information is specifically focused on institutions that hold shares of WISDOMTREE TR U.S.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
159K+ 90.15% |
$13.1M - $14.1M
|
334K
$31.5M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
137K+ 56.75% |
$11.3M - $12.2M
|
379K
$35.8M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
105K+ 14.41% |
$8.7M - $9.36M
|
837K
$78.9M
|
|
May 10, 2022
Q1 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
103KNew |
$8.53M - $9.18M
|
103K
$9.75M
|
|
May 13, 2022
Q1 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
83.6KNew |
$6.9M - $7.43M
|
83.6K
$7.89M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
59K+ 42.93% |
$4.87M - $5.24M
|
196K
$18.5M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
57K+ 68.6% |
$4.7M - $5.06M
|
140K
$13.2M
|
|
Apr 13, 2022
Q1 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
37.3KNew |
$3.08M - $3.31M
|
37.3K
$3.52M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.6K+ 72.43% |
$2.36M - $2.54M
|
68.1K
$6.42M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
22.1KNew |
$1.82M - $1.96M
|
22.1K
$2.08M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.3K+ 52.12% |
$1.26M - $1.36M
|
44.6K
$4.21M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
15K+ 115.13% |
$1.24M - $1.33M
|
28K
$2.64M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
15K+ 165.83% |
$1.24M - $1.33M
|
24K
$2.26M
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
14.5K+ 3.47% |
$1.19M - $1.28M
|
431K
$40.7M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.5K+ 5.57% |
$1.12M - $1.2M
|
256K
$24.2M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.2K+ 75.76% |
$924K - $994K
|
26K
$2.45M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.68K+ 14.05% |
$716K - $771K
|
70.5K
$6.64M
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.32KNew |
$687K - $739K
|
8.32K
$785K
|
|
May 13, 2022
Q1 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
8.27K+ 32.33% |
$683K - $735K
|
33.9K
$3.19M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
8.15K+ 43.05% |
$672K - $724K
|
27.1K
$2.55M
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
6.82KNew |
$563K - $606K
|
6.82K
$643K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
6.4KNew |
$528K - $569K
|
6.4K
$604K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
6.12K+ 5.19% |
$505K - $544K
|
124K
$11.7M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.81K+ 460.71% |
$479K - $516K
|
7.07K
$666K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.22K+ 251.59% |
$431K - $463K
|
7.29K
$687K
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.06K+ 16.06% |
$418K - $449K
|
36.6K
$3.45M
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
4.94KNew |
$408K - $439K
|
4.94K
$466K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.38K+ 12.69% |
$362K - $389K
|
38.9K
$3.67M
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.14KNew |
$342K - $368K
|
4.14K
$391K
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.72KNew |
$307K - $331K
|
3.72K
$351K
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.56KNew |
$293K - $316K
|
3.56K
$335K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.3KNew |
$273K - $293K
|
3.3K
$311K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.24K+ 12.3% |
$267K - $287K
|
29.6K
$2.79M
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.16KNew |
$261K - $281K
|
3.16K
$298K
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.38KNew |
$197K - $212K
|
2.38K
$225K
|
|
May 06, 2022
Q1 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
2.31KNew |
$190K - $205K
|
2.31K
$217K
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
1.81K+ 8.71% |
$149K - $160K
|
22.5K
$2.13M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.45K+ 15.8% |
$120K - $129K
|
10.6K
$1M
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
BUY
|
- |
1.2K+ 6.62% |
$99.2K - $107K
|
19.4K
$1.82M
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
830New |
$68.5K - $73.7K
|
830
$78.3K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
627+ 3.11% |
$51.7K - $55.7K
|
20.8K
$1.96M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
593+ 3.17% |
$48.9K - $52.7K
|
19.3K
$1.82M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
523New |
$43.2K - $46.4K
|
523
$49.3K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
460+ 1.8% |
$38K - $40.9K
|
26K
$2.45M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
423+ 4.57% |
$34.9K - $37.6K
|
9.68K
$912K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
423+ 14.37% |
$34.9K - $37.6K
|
3.37K
$317K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
407New |
$33.6K - $36.1K
|
407
$38.4K
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
349+ 6.09% |
$28.8K - $31K
|
6.08K
$573K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
270New |
$22.3K - $24K
|
270
$25.5K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
265New |
$21.9K - $23.5K
|
265
$25K
|