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
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.22K+ 6.06% |
$178K - $203K
|
38.9K
$3.78M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.03K+ 5.56% |
$163K - $185K
|
38.6K
$3.75M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2K+ 84.96% |
$160K - $182K
|
4.35K
$423K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.99K+ 59.12% |
$159K - $181K
|
5.36K
$520K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.9K+ 441.96% |
$152K - $173K
|
2.33K
$226K
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.58K+ 7.6% |
$126K - $144K
|
22.3K
$2.17M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.23K+ 1.75% |
$98.5K - $112K
|
71.7K
$6.96M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.15K+ 17.31% |
$92.3K - $105K
|
7.82K
$760K
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.1K+ 1.12% |
$88.3K - $101K
|
100K
$9.71M
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
955New |
$76.4K - $87.1K
|
955
$92.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
800+ 1.25% |
$64K - $73K
|
65K
$6.31M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
737+ 11.51% |
$59K - $67.2K
|
7.14K
$694K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
658+ 3.17% |
$52.6K - $60K
|
21.4K
$2.08M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
636+ 9.0% |
$50.9K - $58K
|
7.7K
$748K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
600+ 12.14% |
$48K - $54.7K
|
5.54K
$538K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
526New |
$42.1K - $48K
|
526
$51.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
525New |
$42K - $47.9K
|
525
$51K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
519+ 76.89% |
$41.5K - $47.3K
|
1.19K
$116K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
468New |
$37.4K - $42.7K
|
468
$45.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
406+ 11.44% |
$32.5K - $37K
|
3.96K
$384K
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
405+ 6.89% |
$32.4K - $36.9K
|
6.28K
$610K
|
|
|
Aug 15, 2022
Q2 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
404+ 1.08% |
$32.3K - $36.8K
|
37.7K
$3.66M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
368+ 3.46% |
$29.4K - $33.6K
|
11K
$1.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
356+ 1.37% |
$28.5K - $32.5K
|
26.3K
$2.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
258+ 7.4% |
$20.6K - $23.5K
|
3.74K
$364K
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
232+ 9.27% |
$18.6K - $21.2K
|
2.74K
$266K
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
174+ 2.5% |
$13.9K - $15.9K
|
7.14K
$693K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
114+ 1.39% |
$9.12K - $10.4K
|
8.29K
$806K
|
|
|
Aug 16, 2022
Q2 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
107New |
$8.56K - $9.76K
|
107
$10.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
70+ 2.21% |
$5.6K - $6.38K
|
3.23K
$314K
|
|
|
Mar 12, 2024
Q2 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
61+ 1.08% |
$4.88K - $5.56K
|
5.73K
$556K
|
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
54+ 0.99% |
$4.32K - $4.92K
|
5.51K
$535K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
43+ 1.21% |
$3.44K - $3.92K
|
3.6K
$349K
|
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
37+ 1.11% |
$2.96K - $3.37K
|
3.36K
$327K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
25+ 4.78% |
$2K - $2.28K
|
548
$53.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
24+ 0.74% |
$1.92K - $2.19K
|
3.25K
$316K
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
19+ 1.05% |
$1.52K - $1.73K
|
1.83K
$178K
|
|
|
Jul 11, 2022
Q2 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
13+ 0.11% |
$1.04K - $1.19K
|
11.8K
$1.14M
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
13+ 0.06% |
$1.04K - $1.19K
|
22.6K
$2.19M
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
9+ 0.21% |
$720 - $821
|
4.24K
$412K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8+ 0.08% |
$640 - $730
|
10.7K
$1.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4+ 0.05% |
$320 - $365
|
8.34K
$810K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3+ 0.06% |
$240 - $274
|
4.88K
$474K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.21% |
$160 - $182
|
954
$92.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 1.01% |
$160 - $182
|
200
$19.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1+ 0.02% |
$80 - $91.2
|
4.11K
$400K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.86% |
$80 - $91.2
|
117
$11.4K
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1- 0.01% |
$80 - $91.2
|
12.3K
$1.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-7- 0.24% |
$560 - $638
|
2.95K
$287K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13- 0.12% |
$1.04K - $1.19K
|
10.5K
$1.02M
|