Purchases and Sales Made in Q2 2021 in Wisdomtree Tr U.S (DHS)
This table provides information about the institutional ownership of Wisdomtree Tr U.S (DHS) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 04, 2021
Q2 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
294K+ 1592.27% |
$22.5M - $23.8M
|
312K
$29.4M
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
235KNew |
$18M - $19.1M
|
235K
$22.2M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.8KNew |
$2.97M - $3.14M
|
38.8K
$3.66M
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.2K+ 85.38% |
$855K - $904K
|
24.2K
$2.28M
|
|
Aug 13, 2021
Q2 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.2KNew |
$779K - $823K
|
10.2K
$957K
|
|
Aug 16, 2021
Q2 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.79KNew |
$673K - $712K
|
8.79K
$827K
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.69K+ 39.78% |
$666K - $704K
|
30.5K
$2.87M
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.55K+ 77.32% |
$502K - $531K
|
15K
$1.42M
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.41K+ 23.51% |
$491K - $519K
|
33.7K
$3.17M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.37K+ 5.71% |
$487K - $516K
|
118K
$11.1M
|
|
Jul 19, 2021
Q2 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.02KNew |
$385K - $407K
|
5.02K
$473K
|
|
Aug 10, 2021
Q2 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
3.34KNew |
$256K - $271K
|
3.34K
$314K
|
|
Jul 30, 2021
Q2 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.22KNew |
$246K - $261K
|
3.22K
$303K
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.21K+ 19.34% |
$246K - $260K
|
19.8K
$1.86M
|
|
Aug 16, 2021
Q2 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
3.05KNew |
$234K - $247K
|
3.05K
$287K
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
3K+ 22.09% |
$230K - $243K
|
16.6K
$1.56M
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.83K+ 2.01% |
$217K - $229K
|
143K
$13.5M
|
|
Aug 12, 2021
Q2 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.65K+ 34.27% |
$203K - $215K
|
10.4K
$978K
|
|
Jul 27, 2021
Q2 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.61KNew |
$200K - $211K
|
2.61K
$246K
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.48K+ 13.42% |
$190K - $201K
|
21K
$1.98M
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.28K+ 11.56% |
$174K - $184K
|
21.9K
$2.07M
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.26K+ 9.14% |
$173K - $183K
|
27K
$2.54M
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.21K+ 31.11% |
$169K - $179K
|
9.32K
$877K
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2K+ 37.09% |
$153K - $162K
|
7.4K
$697K
|
|
Aug 16, 2021
Q2 2021
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
1.33KNew |
$102K - $108K
|
1.33K
$125K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.1K+ 9.24% |
$84.2K - $89.1K
|
13K
$1.23M
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.09K+ 0.54% |
$83.5K - $88.3K
|
203K
$19.1M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
990+ 1.7% |
$75.8K - $80.2K
|
59.1K
$5.57M
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
968+ 28.32% |
$74.1K - $78.4K
|
4.39K
$413K
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
709+ 27.33% |
$54.3K - $57.4K
|
3.3K
$311K
|
|
Jul 08, 2021
Q2 2021
|
First Hawaiian Bank
|
BUY
|
- |
418+ 11.47% |
$32K - $33.9K
|
4.06K
$382K
|
|
Jul 23, 2021
Q2 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
400New |
$30.6K - $32.4K
|
400
$37.7K
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
391+ 22.84% |
$29.9K - $31.7K
|
2.1K
$198K
|
|
Aug 09, 2021
Q2 2021
|
Cadence Bank Na
|
BUY
|
- |
356+ 3.0% |
$27.3K - $28.8K
|
12.2K
$1.15M
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
246+ 1.22% |
$18.8K - $19.9K
|
20.5K
$1.93M
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
212+ 0.87% |
$16.2K - $17.2K
|
24.6K
$2.32M
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
188+ 6.64% |
$14.4K - $15.2K
|
3.02K
$284K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
153+ 20.05% |
$11.7K - $12.4K
|
916
$86.3K
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
121+ 18.33% |
$9.27K - $9.8K
|
781
$73.5K
|
|
Aug 05, 2021
Q2 2021
|
Simmons Bank
|
BUY
|
- |
58+ 0.63% |
$4.44K - $4.7K
|
9.3K
$876K
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
57+ 0.29% |
$4.37K - $4.62K
|
19.8K
$1.87M
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
55New |
$4.21K - $4.45K
|
55
$5.18K
|
|
Mar 12, 2024
Q2 2021
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
43+ 0.78% |
$3.29K - $3.48K
|
5.54K
$521K
|
|
Jul 13, 2021
Q2 2021
|
Cva Family Office, LLC
|
BUY
|
- |
14+ 0.8% |
$1.07K - $1.13K
|
1.77K
$167K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
14New |
$1.07K - $1.13K
|
14
$1.32K
|
|
Aug 16, 2021
Q2 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
13+ 0.12% |
$996 - $1.05K
|
11.3K
$1.06M
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
5+ 0.18% |
$383 - $405
|
2.83K
$266K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 1.04% |
$153 - $162
|
194
$18.3K
|
|
Aug 13, 2021
Q2 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.11% |
$76.6 - $81
|
896
$84.4K
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$76.6 - $81
|
3.72K
$350K
|