Purchases and Sales Made in Q1 2024 in Wisdomtree Tr U.S (DHS)
This table provides information about the institutional ownership of Wisdomtree Tr U.S (DHS) during Q1 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
360K+ 13477.89% |
$28.7M - $31.2M
|
363K
$36.5M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
70.6K+ 10847.62% |
$5.63M - $6.12M
|
71.3K
$7.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
62.9KNew |
$5.02M - $5.45M
|
62.9K
$6.32M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
44.1K+ 28.63% |
$3.52M - $3.82M
|
198K
$19.9M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
39.3K+ 86.96% |
$3.13M - $3.4M
|
84.4K
$8.49M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.8K+ 457.61% |
$2.93M - $3.19M
|
44.8K
$4.5M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.3K+ 25.68% |
$982K - $1.07M
|
60.3K
$6.06M
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
12.3K+ 201.29% |
$981K - $1.07M
|
18.4K
$1.85M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12K+ 4.87% |
$959K - $1.04M
|
259K
$26M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
11.7KNew |
$935K - $1.02M
|
11.7K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.6KNew |
$928K - $1.01M
|
11.6K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.4K+ 97.18% |
$832K - $904K
|
21.2K
$2.13M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.3K+ 10.49% |
$818K - $889K
|
108K
$10.9M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.2K+ 13.74% |
$816K - $886K
|
84.6K
$8.5M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.83K+ 144.47% |
$704K - $765K
|
14.9K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.03K+ 15.36% |
$640K - $696K
|
60.3K
$6.06M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.5K+ 14.72% |
$518K - $563K
|
50.6K
$5.09M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
6.08K+ 14.96% |
$485K - $527K
|
46.7K
$4.69M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.99KNew |
$398K - $432K
|
4.99K
$501K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.81K+ 61.46% |
$384K - $417K
|
12.6K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.67K+ 27.13% |
$373K - $405K
|
21.9K
$2.2M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.93K+ 26.53% |
$313K - $340K
|
18.7K
$1.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.38K+ 184.14% |
$270K - $293K
|
5.21K
$524K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.28KNew |
$261K - $284K
|
3.28K
$329K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.21K+ 21.43% |
$256K - $279K
|
18.2K
$1.83M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
3.03KNew |
$242K - $263K
|
3.03K
$305K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.89KNew |
$230K - $250K
|
2.89K
$290K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.85KNew |
$228K - $247K
|
2.85K
$287K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.85KNew |
$227K - $247K
|
2.85K
$286K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.62KNew |
$209K - $227K
|
2.62K
$263K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.35KNew |
$188K - $204K
|
2.35K
$236K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.32KNew |
$185K - $201K
|
2.32K
$233K
|
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
2.2K+ 6.49% |
$175K - $191K
|
36.1K
$3.62M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.14K+ 10.21% |
$170K - $185K
|
23.1K
$2.32M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.12K+ 0.53% |
$169K - $184K
|
401K
$40.3M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.94K+ 15.48% |
$155K - $168K
|
14.5K
$1.45M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.55K+ 46.36% |
$124K - $135K
|
4.9K
$493K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.26K+ 10.15% |
$100K - $109K
|
13.6K
$1.37M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.2KNew |
$95.7K - $104K
|
1.2K
$121K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.14K+ 15.87% |
$91.1K - $99K
|
8.34K
$838K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.07KNew |
$85.5K - $92.9K
|
1.07K
$108K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1K+ 17.49% |
$79.8K - $86.7K
|
6.72K
$675K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1KNew |
$79.8K - $86.7K
|
1K
$100K
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
982+ 5.15% |
$78.3K - $85.1K
|
20.1K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
885New |
$70.6K - $76.7K
|
885
$88.9K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
851+ 0.89% |
$67.9K - $73.7K
|
96.7K
$9.72M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
760+ 0.86% |
$60.6K - $65.9K
|
88.8K
$8.92M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
679+ 177.75% |
$54.2K - $58.8K
|
1.06K
$107K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
500New |
$39.9K - $43.3K
|
500
$50.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
456New |
$36.4K - $39.5K
|
456
$45.8K
|