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
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.41K- 6.9% |
$115K - $123K
|
19K
$1.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.56K- 8.0% |
$128K - $136K
|
18K
$1.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.61K- 7.33% |
$132K - $140K
|
20.3K
$2.04M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.85K- 0.51% |
$152K - $161K
|
361K
$36.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.01K- 10.02% |
$165K - $175K
|
18.1K
$1.81M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.16K- 32.11% |
$177K - $188K
|
4.56K
$458K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.39K- 7.59% |
$196K - $208K
|
29K
$2.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.5K- 50.0% |
$204K - $218K
|
2.5K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.59K- 87.55% |
$212K - $226K
|
368
$37K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.78K- 2.88% |
$228K - $243K
|
93.9K
$9.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.04K- 36.43% |
$249K - $265K
|
5.3K
$532K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.51K- 3.95% |
$287K - $306K
|
85.3K
$8.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.93K- 13.08% |
$322K - $343K
|
26.1K
$2.62M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.03K- 4.08% |
$412K - $439K
|
118K
$11.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5.13K- 1.4% |
$421K - $448K
|
362K
$36.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.33K- 51.13% |
$437K - $465K
|
5.1K
$512K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.77K- 42.26% |
$472K - $503K
|
7.88K
$792K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.93K- 45.11% |
$486K - $517K
|
7.21K
$724K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.68K- 1.98% |
$547K - $583K
|
331K
$33.3M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-7.8K- 62.96% |
$639K - $680K
|
4.59K
$461K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-8.48K- 13.49% |
$695K - $740K
|
54.4K
$5.47M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-8.92K- 12.59% |
$731K - $778K
|
61.9K
$6.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10.1K- 55.5% |
$828K - $882K
|
8.11K
$814K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12K- 4.64% |
$986K - $1.05M
|
247K
$24.8M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12K- 4.64% |
$986K - $1.05M
|
247K
$24.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.1K- 29.49% |
$989K - $1.05M
|
28.9K
$2.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.3K- 20.43% |
$1.01M - $1.07M
|
47.9K
$4.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.5K- 24.69% |
$1.02M - $1.09M
|
38.1K
$3.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15.4K- 18.25% |
$1.26M - $1.34M
|
69K
$6.94M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-31.2K- 69.63% |
$2.56M - $2.72M
|
13.6K
$1.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-48.5K- 10.06% |
$3.98M - $4.23M
|
434K
$43.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-66.3K- 6.49% |
$5.44M - $5.79M
|
956K
$96.1M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-70.6K- 99.1% |
$5.79M - $6.16M
|
640
$64.3K
|