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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-90- 2.75% |
$7.08K - $8.03K
|
3.18K
$320K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-119- 1.82% |
$9.36K - $10.6K
|
6.42K
$646K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-124- 2.54% |
$9.76K - $11.1K
|
4.76K
$478K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-147- 15.33% |
$11.6K - $13.1K
|
812
$81.7K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-215- 0.97% |
$16.9K - $19.2K
|
22K
$2.21M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-270- 1.19% |
$21.2K - $24.1K
|
22.4K
$2.25M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-304- 64.96% |
$23.9K - $27.1K
|
164
$16.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-306- 10.09% |
$24.1K - $27.3K
|
2.73K
$274K
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-323- 0.86% |
$25.4K - $28.8K
|
37.2K
$3.74M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-450- 11.41% |
$35.4K - $40.1K
|
3.49K
$351K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-588- 2.94% |
$46.3K - $52.4K
|
19.4K
$1.95M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-643- 3.2% |
$50.6K - $57.3K
|
19.5K
$1.96M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-701- 4.36% |
$55.2K - $62.5K
|
15.4K
$1.55M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-759- 9.95% |
$59.7K - $67.7K
|
6.87K
$691K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-875- 21.11% |
$68.9K - $78K
|
3.27K
$329K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-904- 10.86% |
$71.1K - $80.6K
|
7.42K
$747K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-950- 12.78% |
$74.8K - $84.7K
|
6.48K
$652K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.01K- 14.77% |
$79.1K - $89.6K
|
5.8K
$583K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.08K- 23.45% |
$84.7K - $95.9K
|
3.51K
$353K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.55K- 9.88% |
$122K - $138K
|
14.1K
$1.42M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.55K- 18.74% |
$122K - $138K
|
6.72K
$676K
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.58K- 2.94% |
$124K - $140K
|
52.1K
$5.24M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.72K- 16.37% |
$136K - $154K
|
8.8K
$886K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.79K- 33.77% |
$141K - $160K
|
3.51K
$353K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.86K- 2.95% |
$147K - $166K
|
61.4K
$6.17M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3K- 2.79% |
$236K - $268K
|
104K
$10.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-3.11K- 33.3% |
$244K - $277K
|
6.22K
$626K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.17K- 29.22% |
$407K - $461K
|
12.5K
$1.26M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.18K- 49.55% |
$408K - $462K
|
5.27K
$530K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-5.62K- 83.64% |
$443K - $501K
|
1.1K
$111K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.7K- 18.28% |
$448K - $508K
|
25.5K
$2.56M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5.94K- 6.03% |
$467K - $530K
|
92.6K
$9.31M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-6.25K- 5.13% |
$492K - $557K
|
116K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7.08K- 93.46% |
$557K - $631K
|
495
$49.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-7.9K- 11.1% |
$621K - $704K
|
63.3K
$6.36M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7.99K- 1.66% |
$629K - $712K
|
472K
$47.5M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-11.4K- 3.48% |
$897K - $1.02M
|
316K
$31.8M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-12.9K- 51.56% |
$1.02M - $1.15M
|
12.1K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-15.5K- 66.43% |
$1.22M - $1.38M
|
7.84K
$788K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.6K- 32.87% |
$1.54M - $1.75M
|
40K
$4.02M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19.6K- 68.86% |
$1.54M - $1.75M
|
8.86K
$891K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19.6K- 68.86% |
$1.54M - $1.75M
|
8.86K
$891K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-27.9K- 16.83% |
$2.2M - $2.49M
|
138K
$13.9M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-30.9K- 76.91% |
$2.43M - $2.75M
|
9.27K
$932K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32.2K- 24.58% |
$2.54M - $2.87M
|
98.9K
$9.95M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-34.4K- 17.42% |
$2.71M - $3.07M
|
163K
$16.4M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-36.1K- 6.37% |
$2.84M - $3.22M
|
530K
$53.3M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-40.2K- 23.13% |
$3.16M - $3.58M
|
133K
$13.4M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-44K- 73.65% |
$3.46M - $3.92M
|
15.7K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-51.8K- 12.3% |
$4.08M - $4.62M
|
370K
$37.2M
|