Purchases and Sales Made in Q2 2023 in Wisdomtree Tr U.S (DHS)
This table provides information about the institutional ownership of Wisdomtree Tr U.S (DHS) during Q2 2023. 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 11, 2023
Q2 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
86.9KNew |
$6.63M - $7.29M
|
86.9K
$8.73M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
54.1K+ 5.25% |
$4.13M - $4.54M
|
1.08M
$109M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35.3K+ 398.57% |
$2.69M - $2.96M
|
44.2K
$4.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35.3K+ 398.57% |
$2.69M - $2.96M
|
44.2K
$4.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26.5K+ 137.34% |
$2.02M - $2.22M
|
45.8K
$4.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
23.2KNew |
$1.77M - $1.95M
|
23.2K
$2.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
13.7KNew |
$1.05M - $1.15M
|
13.7K
$1.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.9K+ 11.36% |
$905K - $995K
|
116K
$11.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.56K+ 32.4% |
$729K - $802K
|
39.1K
$3.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.53K+ 25.74% |
$650K - $715K
|
41.7K
$4.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.94K+ 6.0% |
$453K - $498K
|
105K
$10.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.47KNew |
$417K - $459K
|
5.47K
$550K
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
5.43KNew |
$414K - $455K
|
5.43K
$546K
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.81KNew |
$367K - $403K
|
4.81K
$483K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.53K+ 3.28% |
$346K - $380K
|
143K
$14.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
3.92KNew |
$299K - $329K
|
3.92K
$394K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.45K+ 4.65% |
$264K - $290K
|
77.7K
$7.81M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.33KNew |
$254K - $279K
|
3.33K
$334K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.96K+ 10.5% |
$226K - $248K
|
31.2K
$3.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.95KNew |
$225K - $248K
|
2.95K
$297K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.83K+ 100.57% |
$216K - $237K
|
5.64K
$566K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.58K+ 20.6% |
$197K - $217K
|
15.1K
$1.52M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.95K+ 9.44% |
$149K - $163K
|
22.6K
$2.27M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.49K+ 3.96% |
$114K - $125K
|
39.1K
$3.93M
|
|
|
Jul 20, 2023
Q2 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
1.28K+ 4.05% |
$97.7K - $107K
|
32.9K
$3.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.24K+ 14.07% |
$94.8K - $104K
|
10.1K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.08K+ 30.63% |
$82.1K - $90.3K
|
4.59K
$461K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
947+ 14.75% |
$72.2K - $79.4K
|
7.37K
$740K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
863+ 14.88% |
$65.8K - $72.4K
|
6.66K
$670K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
852+ 20.27% |
$65K - $71.5K
|
5.06K
$508K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
457+ 16.76% |
$34.9K - $38.3K
|
3.18K
$320K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
437+ 2.84% |
$33.3K - $36.7K
|
15.8K
$1.59M
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
414+ 1.06% |
$31.6K - $34.7K
|
39.3K
$3.95M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
250+ 2.52% |
$19.1K - $21K
|
10.2K
$1.02M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
213+ 5.25% |
$16.2K - $17.9K
|
4.27K
$429K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
161+ 0.72% |
$12.3K - $13.5K
|
22.5K
$2.27M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
146+ 0.97% |
$11.1K - $12.2K
|
15.2K
$1.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
125+ 4.08% |
$9.54K - $10.5K
|
3.19K
$320K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
83+ 11.58% |
$6.33K - $6.96K
|
800
$80.4K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
64New |
$4.88K - $5.37K
|
64
$6.43K
|
|
|
Mar 12, 2024
Q2 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
63+ 1.07% |
$4.81K - $5.28K
|
5.97K
$600K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
59New |
$4.5K - $4.95K
|
59
$5.93K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
51+ 50.0% |
$3.89K - $4.28K
|
153
$15.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
42+ 0.99% |
$3.2K - $3.52K
|
4.29K
$431K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
22+ 0.62% |
$1.68K - $1.85K
|
3.57K
$359K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
20+ 1.06% |
$1.53K - $1.68K
|
1.91K
$192K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
10+ 0.45% |
$763 - $839
|
2.25K
$226K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10+ 0.35% |
$763 - $839
|
2.84K
$285K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4+ 0.03% |
$305 - $336
|
11.6K
$1.17M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
3+ 0.04% |
$229 - $252
|
7.1K
$713K
|