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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.56K- 2.59% |
$195K - $215K
|
96.4K
$9.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-2.86K- 50.24% |
$218K - $240K
|
2.83K
$285K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.97K- 7.43% |
$227K - $249K
|
37K
$3.72M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.06K- 58.07% |
$234K - $257K
|
2.21K
$222K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.28K- 13.19% |
$250K - $275K
|
21.6K
$2.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.32K- 35.87% |
$254K - $279K
|
5.94K
$597K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.74K- 15.05% |
$285K - $313K
|
21.1K
$2.12M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.13K- 60.1% |
$315K - $346K
|
2.74K
$275K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-4.21K- 97.23% |
$321K - $353K
|
120
$12.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.54K- 4.8% |
$423K - $465K
|
110K
$11.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.49K- 47.55% |
$571K - $628K
|
8.26K
$830K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.87K- 42.94% |
$753K - $828K
|
13.1K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.6K- 37.1% |
$812K - $893K
|
18.1K
$1.81M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.8K- 7.57% |
$904K - $993K
|
145K
$14.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.3K- 15.41% |
$935K - $1.03M
|
67.3K
$6.76M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-13.1K- 27.69% |
$999K - $1.1M
|
34.2K
$3.44M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-13.7K- 53.8% |
$1.05M - $1.15M
|
11.8K
$1.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-15.6K- 5.43% |
$1.19M - $1.31M
|
271K
$27.3M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.5K- 15.88% |
$1.41M - $1.55M
|
97.8K
$9.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.6K- 13.39% |
$1.57M - $1.73M
|
133K
$13.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-26.6K- 71.36% |
$2.03M - $2.23M
|
10.7K
$1.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-42.9K- 9.07% |
$3.27M - $3.6M
|
430K
$43.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-52.4K- 14.16% |
$3.99M - $4.39M
|
317K
$31.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-63.7K- 71.9% |
$4.86M - $5.34M
|
24.9K
$2.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-75.5K- 96.21% |
$5.76M - $6.33M
|
2.98K
$299K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-81.1K- 49.72% |
$6.19M - $6.81M
|
82.1K
$8.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-84.5K- 15.94% |
$6.45M - $7.09M
|
446K
$44.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-104K- 78.09% |
$7.95M - $8.74M
|
29.2K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-106K- 15.68% |
$8.08M - $8.89M
|
570K
$57.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-109K- 13.64% |
$8.32M - $9.15M
|
691K
$69.4M
|