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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-538- 1.14% |
$42.9K - $46.6K
|
46.6K
$4.54M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-600- 33.33% |
$47.9K - $52K
|
1.2K
$117K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-600- 19.32% |
$47.9K - $52K
|
2.51K
$244K
|
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-605- 5.43% |
$48.3K - $52.4K
|
10.5K
$1.03M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-721- 9.68% |
$57.5K - $62.5K
|
6.73K
$656K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-734- 6.32% |
$58.6K - $63.6K
|
10.9K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-825- 18.97% |
$65.8K - $71.5K
|
3.53K
$344K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-895- 5.23% |
$71.4K - $77.6K
|
16.2K
$1.58M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-943- 4.09% |
$75.2K - $81.7K
|
22.1K
$2.16M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.02K- 11.66% |
$81.6K - $88.7K
|
7.75K
$756K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.06K- 94.74% |
$84.7K - $92K
|
59
$5.75K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.2K- 11.0% |
$95.3K - $104K
|
9.67K
$942K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.3K- 3.5% |
$104K - $113K
|
35.9K
$3.49M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.52K- 7.2% |
$121K - $131K
|
19.5K
$1.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.71K- 35.22% |
$136K - $148K
|
3.14K
$306K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.73K- 14.03% |
$138K - $150K
|
10.6K
$1.03M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.12K- 6.59% |
$169K - $184K
|
30.1K
$2.93M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.34K- 0.69% |
$186K - $202K
|
338K
$32.9M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.42K- 35.64% |
$193K - $210K
|
4.37K
$426K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.48K- 22.19% |
$198K - $215K
|
8.7K
$848K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.15K- 0.85% |
$251K - $273K
|
367K
$35.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.54K- 11.27% |
$282K - $307K
|
27.9K
$2.72M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.58K- 8.72% |
$286K - $310K
|
37.5K
$3.66M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.91K- 59.38% |
$312K - $339K
|
2.67K
$261K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.1K- 16.22% |
$407K - $442K
|
26.3K
$2.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.21K- 14.22% |
$416K - $451K
|
31.4K
$3.06M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.04K- 4.67% |
$481K - $523K
|
123K
$12M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-6.55K- 0.64% |
$523K - $568K
|
1.02M
$99.7M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.27K- 35.62% |
$580K - $630K
|
13.1K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.16K- 3.5% |
$731K - $794K
|
252K
$24.6M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-12.1K- 63.96% |
$962K - $1.05M
|
6.8K
$663K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-13.1K- 82.01% |
$1.04M - $1.13M
|
2.87K
$280K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-14.1K- 16.98% |
$1.12M - $1.22M
|
68.9K
$6.71M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.9K- 15.09% |
$1.19M - $1.29M
|
83.8K
$8.17M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.4K- 48.94% |
$1.39M - $1.51M
|
18.2K
$1.77M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-21.4K- 34.29% |
$1.7M - $1.85M
|
40.9K
$3.99M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-23.6K- 69.39% |
$1.89M - $2.05M
|
10.4K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-27.7K- 81.37% |
$2.21M - $2.4M
|
6.34K
$617K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-33.1K- 11.33% |
$2.64M - $2.87M
|
259K
$25.3M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-33.1K- 11.33% |
$2.64M - $2.87M
|
259K
$25.3M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-70.4K- 49.26% |
$5.62M - $6.1M
|
72.6K
$7.07M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-228K- 32.13% |
$18.2M - $19.8M
|
483K
$47M
|