Purchases and Sales Made in Q2 2022 in Wisdomtree Tr U.S (DHS)
This table provides information about the institutional ownership of Wisdomtree Tr U.S (DHS) during Q2 2022. 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 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
329K+ 98.51% |
$26.4M - $30M
|
664K
$62.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
200K+ 86.2% |
$16M - $18.2M
|
431K
$40.7M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
171K+ 44.95% |
$13.6M - $15.5M
|
550K
$51.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
171K+ 44.95% |
$13.6M - $15.5M
|
550K
$51.8M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
80.7KNew |
$6.46M - $7.36M
|
80.7K
$7.61M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
71.6K+ 36.45% |
$5.73M - $6.53M
|
268K
$25.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
66.2K+ 254.78% |
$5.3M - $6.04M
|
92.2K
$8.69M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
58KNew |
$4.64M - $5.29M
|
58K
$5.47M
|
|
|
Aug 05, 2022
Q2 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
54.7K+ 65.36% |
$4.37M - $4.99M
|
138K
$13M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
50.1K+ 5.99% |
$4.01M - $4.57M
|
887K
$83.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
41.7K+ 613.24% |
$3.33M - $3.8M
|
48.4K
$4.57M
|
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
BUY
|
- |
34.2KNew |
$2.74M - $3.12M
|
34.2K
$3.22M
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
27.7KNew |
$2.21M - $2.52M
|
27.7K
$2.61M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
27K+ 21.73% |
$2.16M - $2.46M
|
151K
$14.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.9K+ 38.09% |
$2.08M - $2.37M
|
94.1K
$8.87M
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
21.7KNew |
$1.74M - $1.98M
|
21.7K
$2.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.5K+ 258.01% |
$1.72M - $1.96M
|
29.8K
$2.81M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21KNew |
$1.68M - $1.92M
|
21K
$1.98M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
20K+ 44.9% |
$1.6M - $1.83M
|
64.7K
$6.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.8K+ 30.47% |
$1.42M - $1.62M
|
76.2K
$7.19M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
17.8K+ 74.04% |
$1.42M - $1.62M
|
41.8K
$3.94M
|
|
|
Jul 20, 2022
Q2 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
15.9K+ 15.34% |
$1.27M - $1.45M
|
119K
$11.2M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
15.7K+ 545.77% |
$1.26M - $1.43M
|
18.6K
$1.75M
|
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
13.9KNew |
$1.11M - $1.27M
|
13.9K
$1.31M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
12.7K+ 305.28% |
$1.01M - $1.15M
|
16.8K
$1.58M
|
|
|
Aug 11, 2022
Q2 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
12.1KNew |
$964K - $1.1M
|
12.1K
$1.14M
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
10.9KNew |
$869K - $990K
|
10.9K
$1.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
10.8KNew |
$866K - $987K
|
10.8K
$1.02M
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10.5K+ 140.22% |
$842K - $959K
|
18K
$1.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.4K+ 1300.25% |
$829K - $945K
|
11.2K
$1.05M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1K+ 3.94% |
$808K - $921K
|
267K
$25.1M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.83K+ 297.49% |
$786K - $896K
|
13.1K
$1.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.45K+ 337.07% |
$756K - $862K
|
12.3K
$1.16M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.59K+ 44.45% |
$687K - $783K
|
27.9K
$2.63M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.4KNew |
$592K - $675K
|
7.4K
$698K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
7.18K+ 63.21% |
$575K - $655K
|
18.5K
$1.75M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
6.94K+ 24.74% |
$555K - $633K
|
35K
$3.3M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.26K+ 48.35% |
$501K - $571K
|
19.2K
$1.81M
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.53K+ 90.89% |
$442K - $504K
|
11.6K
$1.09M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.23K+ 3.73% |
$418K - $477K
|
145K
$13.7M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.14KNew |
$411K - $469K
|
5.14K
$485K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
5K+ 9087.27% |
$400K - $456K
|
5.05K
$476K
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
4.35KNew |
$348K - $397K
|
4.35K
$410K
|
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.18KNew |
$334K - $381K
|
4.18K
$394K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.88KNew |
$310K - $354K
|
3.88K
$366K
|
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
3.7K+ 10.92% |
$296K - $337K
|
37.6K
$3.54M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.56K+ 9.15% |
$285K - $325K
|
42.5K
$4M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.21K+ 10.86% |
$257K - $293K
|
32.8K
$3.09M
|
|
|
Aug 11, 2022
Q2 2022
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
3.1KNew |
$248K - $283K
|
3.1K
$292K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.22K+ 6.06% |
$178K - $203K
|
38.9K
$3.67M
|