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 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
172+ 0.85% |
$14.1K - $15K
|
20.5K
$2.05M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
165New |
$13.5K - $14.4K
|
165
$16.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
147+ 0.21% |
$12K - $12.8K
|
69K
$6.93M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
130+ 5.25% |
$10.7K - $11.3K
|
2.61K
$262K
|
|
|
Jul 12, 2024
Q2 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
74+ 0.7% |
$6.06K - $6.46K
|
10.6K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
70New |
$5.74K - $6.11K
|
70
$7.02K
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
57+ 1.16% |
$4.67K - $4.97K
|
4.98K
$500K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
56+ 1.09% |
$4.59K - $4.89K
|
5.21K
$522K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
52+ 1.92% |
$4.26K - $4.54K
|
2.76K
$277K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44+ 0.16% |
$3.61K - $3.84K
|
27.9K
$2.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
36+ 1.07% |
$2.95K - $3.14K
|
3.41K
$342K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
26New |
$2.13K - $2.27K
|
26
$2.61K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
25+ 0.07% |
$2.05K - $2.18K
|
35K
$3.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
18+ 0.57% |
$1.47K - $1.57K
|
3.16K
$317K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12+ 0.24% |
$983 - $1.05K
|
4.92K
$493K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12+ 0.53% |
$983 - $1.05K
|
2.29K
$230K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
8New |
$656 - $698
|
8
$803
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 0.3% |
$574 - $611
|
2.32K
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.24% |
$164 - $174
|
824
$82.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.11% |
$164 - $174
|
1.84K
$184K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1+ 3.23% |
$81.9 - $87.2
|
32
$3.21K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4- 0.02% |
$328 - $349
|
20.8K
$2.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-10- 0.13% |
$819 - $872
|
7.48K
$750K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-37- 2.99% |
$3.03K - $3.23K
|
1.2K
$120K
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-119- 3.88% |
$9.75K - $10.4K
|
2.95K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-131- 0.35% |
$10.7K - $11.4K
|
37.4K
$3.75M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-152- 3.78% |
$12.5K - $13.3K
|
3.86K
$388K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-183- 6.08% |
$15K - $16K
|
2.83K
$284K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-198- 2.91% |
$16.2K - $17.3K
|
6.6K
$662K
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-199- 2.94% |
$16.3K - $17.4K
|
6.57K
$659K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-200- 3.78% |
$16.4K - $17.4K
|
5.09K
$510K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-214- 40.92% |
$17.5K - $18.7K
|
309
$31K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-253- 7.09% |
$20.7K - $22.1K
|
3.31K
$332K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-257- 1.16% |
$21.1K - $22.4K
|
21.9K
$2.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-264- 0.74% |
$21.6K - $23K
|
35.6K
$3.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-271- 4.24% |
$22.2K - $23.6K
|
6.12K
$614K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-293- 4.36% |
$24K - $25.6K
|
6.43K
$645K
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-338- 10.75% |
$27.7K - $29.5K
|
2.81K
$281K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-412- 3.51% |
$33.8K - $35.9K
|
11.3K
$1.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-413- 0.89% |
$33.8K - $36K
|
46.1K
$4.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-501- 4.6% |
$41.1K - $43.7K
|
10.4K
$1.04M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-680- 3.96% |
$55.7K - $59.3K
|
16.5K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-746- 4.6% |
$61.1K - $65.1K
|
15.5K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-789- 3.42% |
$64.7K - $68.8K
|
22.3K
$2.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-792- 9.1% |
$64.9K - $69.1K
|
7.91K
$794K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-824- 20.78% |
$67.5K - $71.9K
|
3.14K
$315K
|
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-935- 2.59% |
$76.6K - $81.6K
|
35.1K
$3.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.02K- 8.79% |
$83.8K - $89.2K
|
10.6K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.08K- 13.87% |
$88.1K - $93.8K
|
6.68K
$670K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.38K- 11.68% |
$113K - $120K
|
10.4K
$1.04M
|