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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
250+ 72.67% |
$20.6K - $22.2K
|
594
$56K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
236New |
$19.5K - $21K
|
236
$22.3K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
164+ 21.49% |
$13.5K - $14.6K
|
927
$87.4K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
159New |
$13.1K - $14.1K
|
159
$15K
|
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
134New |
$11.1K - $11.9K
|
134
$12.6K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
125New |
$10.3K - $11.1K
|
125
$11.8K
|
|
|
Apr 13, 2022
Q1 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
119+ 0.32% |
$9.82K - $10.6K
|
37.3K
$3.52M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
116New |
$9.57K - $10.3K
|
116
$10.9K
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
110+ 0.29% |
$9.08K - $9.77K
|
37.6K
$3.54M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
100+ 1.09% |
$8.25K - $8.88K
|
9.24K
$871K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
72+ 1.07% |
$5.94K - $6.39K
|
6.79K
$640K
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
65+ 1.56% |
$5.36K - $5.77K
|
4.23K
$399K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
58+ 2.04% |
$4.79K - $5.15K
|
2.9K
$273K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
57+ 6.37% |
$4.7K - $5.06K
|
952
$89.8K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
45New |
$3.71K - $4K
|
45
$4.24K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24+ 0.51% |
$1.98K - $2.13K
|
4.75K
$448K
|
|
|
Mar 12, 2024
Q1 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
18+ 0.32% |
$1.49K - $1.6K
|
5.67K
$534K
|
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
16+ 0.29% |
$1.32K - $1.42K
|
5.46K
$514K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
10+ 0.3% |
$825 - $888
|
3.33K
$314K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 0.33% |
$495 - $533
|
1.81K
$171K
|
|
|
May 16, 2022
Q1 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
5+ 0.14% |
$413 - $444
|
3.55K
$335K
|
|
|
May 12, 2022
Q1 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
4+ 0.12% |
$330 - $355
|
3.23K
$304K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.14% |
$82.5 - $88.8
|
697
$65.7K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.32% |
$82.5 - $88.8
|
317
$29.9K
|
|
|
Apr 21, 2022
Q1 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-10- 0.27% |
$825 - $888
|
3.64K
$343K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13- 0.3% |
$1.07K - $1.15K
|
4.29K
$404K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-28- 0.23% |
$2.31K - $2.49K
|
12.3K
$1.16M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-30- 0.97% |
$2.48K - $2.66K
|
3.06K
$288K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-33- 0.31% |
$2.72K - $2.93K
|
10.6K
$995K
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-41- 0.74% |
$3.38K - $3.64K
|
5.47K
$515K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-41Closed |
$3.38K - $3.64K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-50- 0.19% |
$4.13K - $4.44K
|
26.4K
$2.48M
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-56- 5.89% |
$4.62K - $4.97K
|
895
$84.4K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-70- 0.36% |
$5.78K - $6.22K
|
19.3K
$1.82M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-80- 1.06% |
$6.6K - $7.1K
|
7.5K
$707K
|
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-81- 1.9% |
$6.68K - $7.19K
|
4.18K
$394K
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-91- 2.96% |
$7.51K - $8.08K
|
2.99K
$282K
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-92- 0.42% |
$7.59K - $8.17K
|
22K
$2.07M
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100Closed |
$8.25K - $8.88K
|
0
$0
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-104- 1.98% |
$8.58K - $9.24K
|
5.14K
$485K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-115- 14.82% |
$9.49K - $10.2K
|
661
$62.3K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-115- 14.82% |
$9.49K - $10.2K
|
661
$62.3K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-121- 1.25% |
$9.98K - $10.7K
|
9.56K
$902K
|
|
|
Jul 28, 2023
Q1 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-173- 2.54% |
$14.3K - $15.4K
|
6.63K
$625K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-199- 2.33% |
$16.4K - $17.7K
|
8.33K
$785K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-245- 0.66% |
$20.2K - $21.8K
|
36.7K
$3.46M
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-270- 9.74% |
$22.3K - $24K
|
2.5K
$236K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-275- 8.73% |
$22.7K - $24.4K
|
2.88K
$271K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-282- 2.58% |
$23.3K - $25K
|
10.7K
$1.01M
|
|
|
May 11, 2022
Q1 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-288- 7.02% |
$23.8K - $25.6K
|
3.82K
$360K
|