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 |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
404New |
$32.2K - $35K
|
404
$40.6K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
395New |
$31.5K - $34.2K
|
395
$39.7K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
300+ 2.83% |
$23.9K - $26K
|
10.9K
$1.09M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
225+ 4.05% |
$17.9K - $19.5K
|
5.77K
$580K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
188+ 0.33% |
$15K - $16.3K
|
56.9K
$5.72M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
167New |
$13.3K - $14.5K
|
167
$16.8K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
167+ 1.44% |
$13.3K - $14.5K
|
11.8K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
161New |
$12.8K - $14K
|
161
$16.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
158+ 14.36% |
$12.6K - $13.7K
|
1.26K
$126K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
155+ 4.59% |
$12.4K - $13.4K
|
3.53K
$355K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
155+ 5.43% |
$12.4K - $13.4K
|
3.01K
$302K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
74+ 9.97% |
$5.9K - $6.41K
|
816
$82K
|
|
|
May 14, 2024
Q1 2024
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
63+ 2.33% |
$5.03K - $5.46K
|
2.77K
$278K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
36+ 0.45% |
$2.87K - $3.12K
|
8.07K
$811K
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
36+ 0.74% |
$2.87K - $3.12K
|
4.92K
$495K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
28+ 0.08% |
$2.23K - $2.43K
|
35K
$3.51M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
22+ 0.66% |
$1.75K - $1.91K
|
3.37K
$339K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16+ 0.45% |
$1.28K - $1.39K
|
3.57K
$358K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
12+ 0.38% |
$957 - $1.04K
|
3.14K
$316K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8+ 0.35% |
$638 - $693
|
2.28K
$229K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.11% |
$160 - $173
|
1.83K
$184K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.24% |
$160 - $173
|
822
$82.6K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1+ 3.33% |
$79.8 - $86.7
|
31
$3.11K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.8% |
$79.8 - $86.7
|
126
$12.7K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1- 3.13% |
$79.8 - $86.7
|
31
$3.11K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-3- 0.01% |
$239 - $260
|
20.4K
$2.05M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-15- 0.07% |
$1.2K - $1.3K
|
20.9K
$2.1M
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-15- 78.95% |
$1.2K - $1.3K
|
4
$402
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-25- 0.26% |
$1.99K - $2.17K
|
9.67K
$971K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-49- 0.94% |
$3.91K - $4.25K
|
5.15K
$518K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-72- 0.35% |
$5.74K - $6.24K
|
20.3K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-92- 2.03% |
$7.34K - $7.97K
|
4.45K
$447K
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-97- 3.06% |
$7.74K - $8.41K
|
3.07K
$308K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-110- 32.74% |
$8.77K - $9.53K
|
226
$22.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-122- 5.0% |
$9.73K - $10.6K
|
2.32K
$233K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-132- 2.02% |
$10.5K - $11.4K
|
6.39K
$642K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-152- 5.78% |
$12.1K - $13.2K
|
2.48K
$249K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-157- 13.48% |
$12.5K - $13.6K
|
1.01K
$101K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-163- 22.54% |
$13K - $14.1K
|
560
$56.3K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-207- 4.9% |
$16.5K - $17.9K
|
4.02K
$404K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-216- 2.8% |
$17.2K - $18.7K
|
7.49K
$753K
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-290- 0.41% |
$23.1K - $25.1K
|
70.9K
$7.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-312- 9.56% |
$24.9K - $27K
|
2.95K
$297K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-383Closed |
$30.6K - $33.2K
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-400- 3.84% |
$31.9K - $34.7K
|
10K
$1.01M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-450- 3.87% |
$35.9K - $39K
|
11.2K
$1.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-478- 26.11% |
$38.1K - $41.4K
|
1.35K
$136K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-496- 14.37% |
$39.6K - $43K
|
2.96K
$297K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-498- 1.82% |
$39.7K - $43.2K
|
26.8K
$2.69M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-501- 2.57% |
$40K - $43.4K
|
19K
$1.91M
|