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
|
Envestnet Asset Management Inc
|
SELL
|
- |
-254- 0.39% |
$19.3K - $22.1K
|
64.4K
$6.48M
|
|
|
Oct 14, 2022
Q3 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-283- 2.4% |
$21.5K - $24.7K
|
11.5K
$1.16M
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-316- 4.68% |
$24K - $27.5K
|
6.44K
$647K
|
|
|
Nov 14, 2022
Q3 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-369- 9.33% |
$28K - $32.1K
|
3.59K
$361K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-430- 81.75% |
$32.6K - $37.5K
|
96
$9.66K
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-436- 0.44% |
$33.1K - $38K
|
99.5K
$10M
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-536- 4.35% |
$40.6K - $46.7K
|
11.8K
$1.18M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-600- 2.8% |
$45.5K - $52.3K
|
20.8K
$2.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
SELL
|
- |
-677- 3.7% |
$51.3K - $59K
|
17.6K
$1.77M
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-909- 2.22% |
$68.9K - $79.2K
|
40K
$4.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-916- 18.84% |
$69.4K - $79.8K
|
3.95K
$397K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.76K- 10.5% |
$134K - $154K
|
15K
$1.51M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2K- 45.93% |
$152K - $174K
|
2.35K
$237K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2K- 45.93% |
$152K - $174K
|
2.35K
$237K
|
|
|
Oct 17, 2022
Q3 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-2.32K- 19.68% |
$176K - $202K
|
9.46K
$951K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-2.33K- 26.67% |
$177K - $203K
|
6.42K
$645K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.71K- 99.17% |
$281K - $323K
|
31
$3.12K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.76K- 35.27% |
$285K - $328K
|
6.91K
$695K
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-4KClosed |
$303K - $348K
|
0
$0
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-5.79K- 41.56% |
$439K - $504K
|
8.14K
$818K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.81K- 75.38% |
$440K - $506K
|
1.9K
$191K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.25K- 17.85% |
$474K - $544K
|
28.7K
$2.89M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-7.54K- 40.66% |
$572K - $657K
|
11K
$1.11M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.02K- 6.21% |
$684K - $786K
|
136K
$13.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11K- 11.66% |
$832K - $956K
|
83.1K
$8.36M
|
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-13.3K- 35.45% |
$1.01M - $1.16M
|
24.2K
$2.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-14.1K- 65.21% |
$1.07M - $1.22M
|
7.5K
$754K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19K- 24.89% |
$1.44M - $1.65M
|
57.3K
$5.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-22.1K- 51.94% |
$1.67M - $1.92M
|
20.4K
$2.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-32K- 21.15% |
$2.42M - $2.78M
|
119K
$12M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-54.6K- 94.0% |
$4.14M - $4.75M
|
3.48K
$350K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-65.4K- 11.9% |
$4.96M - $5.7M
|
484K
$48.7M
|