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 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.25% |
$153 - $168
|
814
$81.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.05% |
$76.3 - $83.9
|
1.94K
$195K
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 5.56% |
$76.3 - $83.9
|
19
$1.91K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-20- 37.04% |
$1.53K - $1.68K
|
34
$3.42K
|
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-26- 0.23% |
$1.98K - $2.18K
|
11.3K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-52- 8.58% |
$3.97K - $4.36K
|
554
$55.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-63- 0.17% |
$4.81K - $5.28K
|
37.1K
$3.74M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-65- 13.49% |
$4.96K - $5.45K
|
417
$41.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-74- 0.11% |
$5.65K - $6.21K
|
67.9K
$6.82M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-83- 10.38% |
$6.33K - $6.96K
|
717
$72.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-84- 1.47% |
$6.41K - $7.05K
|
5.61K
$564K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-93- 2.83% |
$7.09K - $7.8K
|
3.19K
$321K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-123- 1.13% |
$9.38K - $10.3K
|
10.8K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-126- 1.11% |
$9.61K - $10.6K
|
11.3K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-132- 4.15% |
$10.1K - $11.1K
|
3.05K
$307K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-132- 1.5% |
$10.1K - $11.1K
|
8.67K
$872K
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-151- 4.83% |
$11.5K - $12.7K
|
2.98K
$300K
|
|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-167- 0.32% |
$12.7K - $14K
|
51.9K
$5.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-170- 0.47% |
$13K - $14.3K
|
36K
$3.62M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-174- 1.23% |
$13.3K - $14.6K
|
14K
$1.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-182- 0.93% |
$13.9K - $15.3K
|
19.3K
$1.94M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-223- 37.99% |
$17K - $18.7K
|
364
$36.6K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-223- 37.99% |
$17K - $18.7K
|
364
$36.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-245- 0.62% |
$18.7K - $20.6K
|
39.3K
$3.95M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-275- 8.41% |
$21K - $23.1K
|
3K
$301K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-421- 46.78% |
$32.1K - $35.3K
|
479
$48.2K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-432- 5.51% |
$33K - $36.2K
|
7.41K
$745K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-524- 3.72% |
$40K - $44K
|
13.6K
$1.36M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-626- 48.79% |
$47.8K - $52.5K
|
657
$66.1K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-748- 3.4% |
$57.1K - $62.7K
|
21.2K
$2.13M
|
|
|
Jul 17, 2023
Q2 2023
|
Pacific Wealth Management
|
SELL
|
- |
-831- 1.78% |
$63.4K - $69.7K
|
46K
$4.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-851- 11.46% |
$64.9K - $71.4K
|
6.57K
$661K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-925- 4.37% |
$70.6K - $77.6K
|
20.3K
$2.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-936- 17.64% |
$71.4K - $78.5K
|
4.37K
$439K
|
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-975- 11.21% |
$74.4K - $81.8K
|
7.72K
$777K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1K- 10.19% |
$76.3K - $83.9K
|
8.82K
$887K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.12K- 1.32% |
$85.4K - $93.9K
|
83.5K
$8.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.13K- 2.64% |
$86K - $94.5K
|
41.6K
$4.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.15K- 25.46% |
$87.7K - $96.5K
|
3.37K
$339K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.16K- 8.7% |
$88.5K - $97.3K
|
12.2K
$1.22M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.22K- 25.54% |
$92.7K - $102K
|
3.54K
$356K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.33K- 9.7% |
$101K - $112K
|
12.4K
$1.25M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.48K- 20.0% |
$113K - $124K
|
5.92K
$596K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.49K- 9.6% |
$114K - $125K
|
14K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.96K- 9.97% |
$150K - $165K
|
17.7K
$1.78M
|
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-2.01K- 3.17% |
$153K - $168K
|
61.2K
$6.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.23K- 10.27% |
$170K - $187K
|
19.5K
$1.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.27K- 64.77% |
$173K - $191K
|
1.24K
$124K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.45K- 15.3% |
$187K - $205K
|
13.6K
$1.36M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.54K- 4.15% |
$194K - $213K
|
58.8K
$5.92M
|