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 12, 2022
Q1 2022
|
Archer Investment Corp
|
SELL
|
- |
-300Closed |
$24.8K - $26.6K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-356- 5.71% |
$29.4K - $31.6K
|
5.88K
$554K
|
|
|
Apr 28, 2022
Q1 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-400Closed |
$33K - $35.5K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-408- 6.89% |
$33.7K - $36.2K
|
5.51K
$520K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-441Closed |
$36.4K - $39.2K
|
0
$0
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-448- 14.99% |
$37K - $39.8K
|
2.54K
$240K
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-566- 6.44% |
$46.7K - $50.3K
|
8.22K
$775K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-625- 8.57% |
$51.6K - $55.5K
|
6.67K
$629K
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-639- 7.16% |
$52.7K - $56.7K
|
8.29K
$781K
|
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-670- 14.95% |
$55.3K - $59.5K
|
3.81K
$359K
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-676Closed |
$55.8K - $60K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-689- 12.39% |
$56.9K - $61.2K
|
4.87K
$459K
|
|
|
Apr 29, 2022
Q1 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-700- 5.62% |
$57.8K - $62.2K
|
11.8K
$1.11M
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-710- 3.31% |
$58.6K - $63.1K
|
20.7K
$1.95M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-812- 19.37% |
$67K - $72.1K
|
3.38K
$319K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-909- 14.78% |
$75K - $80.7K
|
5.24K
$494K
|
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-920- 6.89% |
$75.9K - $81.7K
|
12.4K
$1.17M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.17K- 59.4% |
$96.2K - $104K
|
797
$75.1K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.3KClosed |
$107K - $115K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.38K- 28.4% |
$114K - $123K
|
3.49K
$329K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.52K- 37.32% |
$126K - $135K
|
2.56K
$241K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.62K- 2.46% |
$134K - $144K
|
64.2K
$6.05M
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.89K- 1.87% |
$156K - $168K
|
98.9K
$9.32M
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
SELL
|
- |
-1.94K- 21.77% |
$160K - $172K
|
6.96K
$656K
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-2.17K- 34.57% |
$179K - $193K
|
4.11K
$388K
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.63KClosed |
$217K - $233K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-2.99KClosed |
$246K - $265K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.3K- 8.18% |
$272K - $293K
|
37.1K
$3.49M
|
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-3.5KClosed |
$289K - $311K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-4K- 61.5% |
$330K - $355K
|
2.5K
$236K
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.48K- 61.52% |
$370K - $398K
|
2.8K
$264K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.76K- 39.41% |
$475K - $511K
|
8.85K
$835K
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-6.03K- 57.18% |
$498K - $536K
|
4.52K
$426K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6.37K- 62.05% |
$525K - $565K
|
3.89K
$367K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.05K- 35.27% |
$582K - $626K
|
12.9K
$1.22M
|
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-7.14K- 2.17% |
$589K - $634K
|
323K
$30.4M
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-7.18K- 38.73% |
$593K - $638K
|
11.4K
$1.07M
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-9.26K- 18.11% |
$764K - $822K
|
41.9K
$3.95M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-24.4K- 9.52% |
$2.01M - $2.17M
|
232K
$21.8M
|
|
|
May 05, 2022
Q1 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-67.9KClosed |
$5.6M - $6.03M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-68K- 53.8% |
$5.61M - $6.04M
|
58.4K
$5.51M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-171K- 31.01% |
$14.1M - $15.1M
|
379K
$35.8M
|