Purchases and Sales Made in Q3 2021 in Wisdomtree Tr U.S (DHS)
This table provides information about the institutional ownership of Wisdomtree Tr U.S (DHS) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
237KNew |
$18.2M - $19.2M
|
237K
$22.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
48.5K+ 1536.39% |
$3.73M - $3.93M
|
51.6K
$4.87M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
43KNew |
$3.31M - $3.49M
|
43K
$4.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.2K+ 180.53% |
$943K - $993K
|
19K
$1.79M
|
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
11.9K+ 3.8% |
$913K - $961K
|
324K
$30.6M
|
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
BUY
|
- |
8.48K+ 69.45% |
$653K - $687K
|
20.7K
$1.95M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8.11K+ 56.01% |
$624K - $657K
|
22.6K
$2.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.39K+ 1929.91% |
$492K - $518K
|
6.72K
$633K
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.92K+ 1.42% |
$455K - $480K
|
421K
$39.7M
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
5.87KNew |
$452K - $476K
|
5.87K
$554K
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.72KNew |
$364K - $383K
|
4.72K
$445K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.66K+ 71.6% |
$359K - $378K
|
11.2K
$1.05M
|
|
|
Oct 28, 2021
Q3 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
4.49K+ 21.39% |
$346K - $364K
|
25.5K
$2.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.83KNew |
$295K - $311K
|
3.83K
$361K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.83K+ 3.25% |
$295K - $310K
|
122K
$11.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.01K+ 7.75% |
$232K - $244K
|
41.8K
$3.94M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.66K+ 4.5% |
$205K - $216K
|
61.8K
$5.83M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.65KNew |
$204K - $215K
|
2.65K
$250K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.59K+ 1.08% |
$199K - $210K
|
242K
$22.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.58K+ 59.55% |
$199K - $209K
|
6.92K
$653K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.26KNew |
$174K - $183K
|
2.26K
$213K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.19K+ 13.21% |
$169K - $177K
|
18.8K
$1.77M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.67K+ 4.97% |
$129K - $136K
|
35.3K
$3.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.6K+ 21.17% |
$123K - $130K
|
9.17K
$865K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.55K+ 38.5% |
$119K - $125K
|
5.56K
$524K
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.1K+ 5.03% |
$85K - $89.5K
|
23.1K
$2.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.07K+ 3.52% |
$82.7K - $87K
|
31.6K
$2.98M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
900+ 50.76% |
$69.3K - $72.9K
|
2.67K
$252K
|
|
|
Oct 29, 2021
Q3 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
878+ 4.39% |
$67.6K - $71.2K
|
20.9K
$1.97M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
836+ 3.45% |
$64.4K - $67.8K
|
25.1K
$2.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
828+ 11.19% |
$63.7K - $67.1K
|
8.23K
$776K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
761New |
$58.6K - $61.7K
|
761
$71.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
736+ 2.99% |
$56.7K - $59.7K
|
25.3K
$2.39M
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
668New |
$51.4K - $54.1K
|
668
$63K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
650+ 8.03% |
$50K - $52.7K
|
8.74K
$824K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
608+ 0.79% |
$46.8K - $49.3K
|
77.8K
$7.34M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
603+ 4.63% |
$46.4K - $48.9K
|
13.6K
$1.28M
|
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
518+ 10.63% |
$39.9K - $42K
|
5.39K
$508K
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
500+ 18.62% |
$38.5K - $40.5K
|
3.19K
$300K
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
442New |
$34K - $35.8K
|
442
$41.7K
|
|
|
Oct 28, 2021
Q3 2021
|
Chicago Capital, LLC
|
BUY
|
- |
258New |
$19.9K - $20.9K
|
258
$24.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
215+ 7.12% |
$16.6K - $17.4K
|
3.24K
$305K
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
210+ 1.66% |
$16.2K - $17K
|
12.9K
$1.21M
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
181+ 4.46% |
$13.9K - $14.7K
|
4.24K
$400K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
161+ 2.69% |
$12.4K - $13K
|
6.15K
$580K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
157+ 20.58% |
$12.1K - $12.7K
|
920
$86.7K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
144+ 0.76% |
$11.1K - $11.7K
|
19.1K
$1.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
71+ 0.76% |
$5.47K - $5.75K
|
9.39K
$885K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
66+ 0.33% |
$5.08K - $5.35K
|
19.9K
$1.88M
|
|
|
Mar 12, 2024
Q3 2021
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
51+ 0.92% |
$3.93K - $4.13K
|
5.59K
$527K
|