Purchases and Sales Made in Q2 2024 in Wisdomtree Tr U.S (DHS)
This table provides information about the institutional ownership of Wisdomtree Tr U.S (DHS) during Q2 2024. 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 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.3K+ 8.54% |
$2.81M - $2.99M
|
436K
$41.1M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.6K+ 157.43% |
$2.34M - $2.49M
|
46.7K
$4.41M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25.5KNew |
$2.09M - $2.23M
|
25.5K
$2.41M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
22K+ 83.44% |
$1.8M - $1.92M
|
48.3K
$4.55M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.2K+ 17.96% |
$1.25M - $1.33M
|
99.8K
$9.41M
|
|
Aug 13, 2024
Q2 2024
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
13.8KNew |
$1.13M - $1.2M
|
13.8K
$1.3M
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
13.6K+ 6.85% |
$1.11M - $1.18M
|
212K
$20M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.2K+ 52.77% |
$915K - $974K
|
32.3K
$3.05M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.84K+ 79.1% |
$724K - $771K
|
20K
$1.89M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.73K+ 10.41% |
$715K - $761K
|
92.5K
$8.72M
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
6.23KNew |
$510K - $543K
|
6.23K
$587K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.73KNew |
$469K - $500K
|
5.73K
$540K
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
5.28KNew |
$432K - $460K
|
5.28K
$497K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.77K+ 37.77% |
$391K - $416K
|
17.4K
$1.64M
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.34K+ 320.77% |
$356K - $379K
|
5.69K
$537K
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.26K+ 22.73% |
$349K - $371K
|
23K
$2.17M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.6KNew |
$295K - $314K
|
3.6K
$340K
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
3.42KNew |
$280K - $299K
|
3.42K
$323K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.3K+ 77.67% |
$270K - $288K
|
7.55K
$712K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.26KNew |
$267K - $284K
|
3.26K
$307K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.12K+ 29.41% |
$255K - $272K
|
13.7K
$1.29M
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.96K+ 90.27% |
$242K - $258K
|
6.24K
$588K
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.69KNew |
$221K - $235K
|
2.69K
$254K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.19K+ 14.68% |
$180K - $191K
|
17.1K
$1.62M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.15K+ 3.78% |
$176K - $188K
|
59.1K
$5.57M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.12K+ 2.92% |
$174K - $185K
|
74.7K
$7.04M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.76K+ 6.55% |
$144K - $153K
|
28.6K
$2.69M
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.44K+ 14.88% |
$118K - $125K
|
11.1K
$1.05M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.39K+ 59.66% |
$114K - $121K
|
3.71K
$350K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.38K+ 26.47% |
$113K - $120K
|
6.59K
$622K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.32K+ 6.94% |
$108K - $115K
|
20.3K
$1.92M
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.18K+ 2.53% |
$96.8K - $103K
|
47.9K
$4.52M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.16KNew |
$95.1K - $101K
|
1.16K
$109K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.16KNew |
$95K - $101K
|
1.16K
$109K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.08KNew |
$88.2K - $94K
|
1.08K
$102K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
946New |
$77.5K - $82.5K
|
946
$89.2K
|
|
Aug 09, 2024
Q2 2024
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
923+ 33.38% |
$75.6K - $80.5K
|
3.69K
$348K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
792+ 5.48% |
$64.9K - $69.1K
|
15.3K
$1.44M
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
740New |
$60.6K - $64.6K
|
740
$69.8K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
739+ 7.65% |
$60.6K - $64.5K
|
10.4K
$981K
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
700New |
$57.4K - $61.1K
|
700
$66K
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
562+ 52.97% |
$46.1K - $49K
|
1.62K
$153K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
470New |
$38.5K - $41K
|
470
$44.3K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
416New |
$34.1K - $36.3K
|
416
$39.2K
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
413New |
$33.8K - $36K
|
413
$38.9K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
381New |
$31.2K - $33.2K
|
381
$35.9K
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
289+ 11.05% |
$23.7K - $25.2K
|
2.9K
$274K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
277New |
$22.7K - $24.2K
|
277
$26.1K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
264New |
$21.6K - $23K
|
264
$24.9K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
209+ 104.5% |
$17.1K - $18.2K
|
409
$38.6K
|