Purchases and Sales Made in Q1 2023 in Wisdomtree Tr U.S (DHS)
This table provides information about the institutional ownership of Wisdomtree Tr U.S (DHS) during Q1 2023. 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 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
1.05KNew |
$82.2K - $93.2K
|
1.05K
$105K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.03K+ 9.75% |
$81.2K - $92K
|
11.6K
$1.17M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1K+ 11.34% |
$78.7K - $89.2K
|
9.82K
$987K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
914+ 48.21% |
$71.9K - $81.5K
|
2.81K
$283K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
800New |
$63K - $71.3K
|
800
$80.5K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
612+ 7.45% |
$48.2K - $54.6K
|
8.83K
$888K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
587New |
$46.2K - $52.3K
|
587
$59K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
584New |
$46K - $52.1K
|
584
$58.7K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
500New |
$39.3K - $44.6K
|
500
$50.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
467+ 3.01% |
$36.7K - $41.6K
|
16K
$1.61M
|
|
|
May 11, 2023
Q1 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
392+ 1.02% |
$30.8K - $35K
|
38.9K
$3.91M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
384+ 2.61% |
$30.2K - $34.2K
|
15.1K
$1.52M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
329+ 79.66% |
$25.9K - $29.3K
|
742
$74.6K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
300+ 1.44% |
$23.6K - $26.8K
|
21.2K
$2.13M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
261+ 6.13% |
$20.5K - $23.3K
|
4.52K
$454K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$15.7K - $17.8K
|
200
$20.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
192+ 0.49% |
$15.1K - $17.1K
|
39.5K
$3.98M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
181+ 44.58% |
$14.2K - $16.1K
|
587
$59K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
135+ 1.08% |
$10.6K - $12K
|
12.6K
$1.27M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
120+ 2.85% |
$9.44K - $10.7K
|
4.33K
$435K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
114New |
$8.97K - $10.2K
|
114
$11.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
79+ 3.07% |
$6.22K - $7.04K
|
2.65K
$267K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
70+ 0.36% |
$5.51K - $6.24K
|
19.3K
$1.94M
|
|
|
Mar 12, 2024
Q1 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
60+ 1.03% |
$4.72K - $5.35K
|
5.91K
$594K
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
56+ 0.99% |
$4.41K - $4.99K
|
5.7K
$573K
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
56+ 0.36% |
$4.41K - $4.99K
|
15.5K
$1.56M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
54New |
$4.25K - $4.82K
|
54
$5.43K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
53+ 1.64% |
$4.17K - $4.73K
|
3.28K
$330K
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
51+ 0.92% |
$4.01K - $4.55K
|
5.57K
$560K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
22+ 0.62% |
$1.73K - $1.96K
|
3.55K
$357K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
19+ 1.01% |
$1.5K - $1.69K
|
1.89K
$190K
|
|
|
Apr 20, 2023
Q1 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
17+ 0.15% |
$1.34K - $1.52K
|
11.3K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9+ 0.32% |
$708 - $803
|
2.83K
$284K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
5+ 0.07% |
$393 - $446
|
7.09K
$713K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2+ 0.03% |
$157 - $178
|
6.69K
$672K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 1.68% |
$157 - $178
|
121
$12.2K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.99% |
$78.7 - $89.2
|
102
$10.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1New |
$78.7 - $89.2
|
1
$101
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.59% |
$78.7 - $89.2
|
64
$6.44K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.05% |
$78.7 - $89.2
|
1.94K
$195K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.08% |
$78.7 - $89.2
|
1.3K
$130K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-9- 0.99% |
$708 - $803
|
900
$90.5K
|
|
|
May 11, 2023
Q1 2023
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-11- 0.19% |
$866 - $981
|
5.7K
$573K
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-12- 0.14% |
$944 - $1.07K
|
8.7K
$875K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14- 0.13% |
$1.1K - $1.25K
|
10.9K
$1.1M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-20Closed |
$1.57K - $1.78K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-30- 0.97% |
$2.36K - $2.68K
|
3.06K
$308K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-39- 4.1% |
$3.07K - $3.48K
|
912
$91.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-50- 1.24% |
$3.93K - $4.46K
|
4K
$402K
|
|
|
May 11, 2023
Q1 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-82- 2.55% |
$6.45K - $7.31K
|
3.13K
$315K
|