Purchases and Sales Made in Q3 2022 in Wisdomtree Tr U.S (DHS)
This table provides information about the institutional ownership of Wisdomtree Tr U.S (DHS) during Q3 2022. 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 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
761+ 7.01% |
$57.7K - $66.3K
|
11.6K
$1.17M
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
709New |
$53.7K - $61.8K
|
709
$71.2K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
694+ 7.51% |
$52.6K - $60.5K
|
9.93K
$998K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
650+ 13.3% |
$49.3K - $56.6K
|
5.54K
$556K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
527+ 9.97% |
$40K - $45.9K
|
5.81K
$584K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
504New |
$38.2K - $43.9K
|
504
$50.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
408+ 1.08% |
$30.9K - $35.5K
|
38.1K
$3.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
399+ 3.79% |
$30.2K - $34.8K
|
10.9K
$1.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
397+ 6.32% |
$30.1K - $34.6K
|
6.68K
$671K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
345+ 4.41% |
$26.2K - $30.1K
|
8.17K
$821K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
266+ 0.89% |
$20.2K - $23.2K
|
30.1K
$3.02M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
261+ 3.13% |
$19.8K - $22.7K
|
8.6K
$864K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
261+ 6.34% |
$19.8K - $22.7K
|
4.38K
$440K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
253+ 1.35% |
$19.2K - $22K
|
19K
$1.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
230+ 4.3% |
$17.4K - $20K
|
5.57K
$560K
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
214+ 0.57% |
$16.2K - $18.6K
|
37.6K
$3.78M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
200New |
$15.2K - $17.4K
|
200
$20.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
172+ 6.51% |
$13K - $15K
|
2.82K
$283K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
126+ 1.31% |
$9.55K - $11K
|
9.77K
$982K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
125New |
$9.48K - $10.9K
|
125
$12.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
78New |
$5.91K - $6.8K
|
78
$7.84K
|
|
|
Mar 12, 2024
Q3 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
61+ 1.07% |
$4.62K - $5.31K
|
5.79K
$582K
|
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
54+ 0.98% |
$4.09K - $4.7K
|
5.57K
$559K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
53New |
$4.02K - $4.62K
|
53
$5.33K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
37+ 1.03% |
$2.8K - $3.22K
|
3.64K
$365K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
37+ 3.08% |
$2.8K - $3.22K
|
1.24K
$124K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
20+ 1.09% |
$1.52K - $1.74K
|
1.85K
$186K
|
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
17+ 0.52% |
$1.29K - $1.48K
|
3.27K
$329K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14+ 0.43% |
$1.06K - $1.22K
|
3.25K
$326K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10+ 0.36% |
$758 - $871
|
2.81K
$282K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
7+ 0.17% |
$531 - $610
|
4.25K
$427K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.31% |
$227 - $261
|
957
$96.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 1.26% |
$152 - $174
|
161
$16.2K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 0.08% |
$75.8 - $87.1
|
1.3K
$130K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.85% |
$75.8 - $87.1
|
118
$11.9K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1+ 0.01% |
$75.8 - $87.1
|
19.2K
$1.93M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-4- 0.42% |
$303 - $348
|
951
$95.6K
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-6- 13.33% |
$455 - $523
|
39
$3.92K
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
SELL
|
- |
-21- 0.29% |
$1.59K - $1.83K
|
7.12K
$715K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-25- 4.56% |
$1.9K - $2.18K
|
523
$52.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-38- 0.93% |
$2.88K - $3.31K
|
4.03K
$405K
|
|
|
Oct 21, 2022
Q3 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-74- 2.03% |
$5.61K - $6.45K
|
3.57K
$358K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-87- 0.21% |
$6.6K - $7.58K
|
41.7K
$4.19M
|
|
|
Nov 04, 2022
Q3 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-89- 83.18% |
$6.75K - $7.75K
|
18
$1.81K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-116- 3.89% |
$8.79K - $10.1K
|
2.87K
$288K
|
|
|
Nov 09, 2022
Q3 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-145- 3.8% |
$11K - $12.6K
|
3.67K
$369K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-166- 4.93% |
$12.6K - $14.5K
|
3.2K
$321K
|
|
|
Nov 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-177- 5.0% |
$13.4K - $15.4K
|
3.36K
$338K
|
|
|
Oct 11, 2022
Q3 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-179- 0.52% |
$13.6K - $15.6K
|
34K
$3.42M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-181- 3.27% |
$13.7K - $15.8K
|
5.36K
$539K
|