Purchases and Sales Made in Q3 2023 in Wisdomtree Tr U.S (DHS)

DHS Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr U.S (DHS) during Q3 2023. 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 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
127K
+ 40.09%
$9.9M - $10.6M
445K $41.9M
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
124K
+ 899.51%
$9.62M - $10.3M
137K $13M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
87.7K
+ 1476.02%
$6.82M - $7.28M
93.6K $8.83M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
68.7K
+ 9.95%
$5.35M - $5.71M
759K $71.6M
Oct 30, 2023 Q3 2023
Win Advisors, Inc

BUY
 -
55.7K
New
$4.33M - $4.62M
55.7K $5.25M
Oct 04, 2023 Q3 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
47.6K
New
$3.7M - $3.95M
47.6K $4.49M
Nov 13, 2023 Q3 2023
Invenio Wealth Partners LLC

Coral Gables, FL
BUY
 -
45.4K
+ 52.22%
$3.53M - $3.77M
132K $12.5M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
42.3K
+ 43.27%
$3.29M - $3.51M
140K $13.2M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
26.5K
+ 18.35%
$2.06M - $2.2M
171K $16.1M
Nov 14, 2023 Q3 2023
Community Bank, N.A.

BUY
 -
23.4K
New
$1.82M - $1.94M
23.4K $2.21M
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
20.4K
+ 445.06%
$1.59M - $1.7M
25K $2.36M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
19.3K
New
$1.5M - $1.61M
19.3K $1.82M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
18K
+ 1.66%
$1.4M - $1.5M
1.1M $104M
Nov 14, 2023 Q3 2023
Colony Group LLC

Boston, MA
BUY
 -
12K
+ 35.13%
$934K - $997K
46.2K $4.36M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
9.13K
+ 11.75%
$711K - $758K
86.8K $8.19M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
7.28K
New
$566K - $604K
7.28K $686K
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
6.69K
New
$520K - $555K
6.69K $630K
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
BUY
 -
6K
+ 56.17%
$467K - $498K
16.7K $1.57M
Oct 27, 2023 Q3 2023
Gsg Advisors LLC

Mount Laurel, NJ
BUY
 -
4.83K
New
$375K - $401K
4.83K $455K
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
4.5K
New
$350K - $373K
4.5K $424K
Nov 15, 2023 Q3 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
4.1K
New
$319K - $341K
4.1K $387K
Nov 13, 2023 Q3 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
4.01K
New
$312K - $333K
4.01K $378K
Nov 14, 2023 Q3 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
3.31K
New
$258K - $275K
3.31K $312K
Nov 01, 2023 Q3 2023
Pacific Wealth Management

BUY
 -
3.1K
+ 6.74%
$241K - $257K
49.1K $4.63M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.64K
New
$205K - $219K
2.64K $249K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
1.99K
New
$155K - $165K
1.99K $187K
Oct 27, 2023 Q3 2023
Sym Financial Corp

BUY
 -
1.74K
New
$135K - $145K
1.74K $164K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
1.59K
New
$124K - $132K
1.59K $150K
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.43K
+ 6.72%
$111K - $118K
22.7K $2.14M
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
1.34K
+ 46.94%
$104K - $111K
4.2K $396K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
1.29K
+ 4.15%
$101K - $107K
32.5K $3.06M
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
1.06K
+ 1800.0%
$82.6K - $88.2K
1.12K $106K
Nov 14, 2023 Q3 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
1.05K
New
$81.8K - $87.2K
1.05K $99.1K
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
1.04K
+ 216.08%
$80.5K - $85.9K
1.51K $143K
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
981
New
$76.3K - $81.4K
981 $92.5K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
845
+ 6.06%
$65.7K - $70.1K
14.8K $1.4M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
843
+ 5.58%
$65.6K - $70K
16K $1.5M
Oct 19, 2023 Q3 2023
Good Life Advisors, LLC

BUY
 -
821
+ 2.1%
$63.9K - $68.2K
39.9K $3.76M
Oct 11, 2023 Q3 2023
Ffg Retirement Advisors LLC

Centennial, CO
BUY
 -
728
+ 2.21%
$56.6K - $60.4K
33.6K $3.17M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
710
+ 6.3%
$55.2K - $58.9K
12K $1.13M
Nov 15, 2023 Q3 2023
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
663
+ 13.8%
$51.6K - $55K
5.47K $516K
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
651
New
$50.6K - $54K
651 $61.4K
Oct 13, 2023 Q3 2023
Cooper Financial Group

BUY
 -
626
+ 8.82%
$48.7K - $52K
7.72K $728K
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
564
+ 7.66%
$43.9K - $46.8K
7.93K $748K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
514
New
$40K - $42.7K
514 $48.5K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
409
+ 0.49%
$31.8K - $34K
83.9K $7.91M
Nov 01, 2023 Q3 2023
Dhk Financial Advisors, Inc.

Portsmouth, NH
BUY
 -
408
+ 1.04%
$31.7K - $33.9K
39.7K $3.74M
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
396
+ 1.1%
$30.8K - $32.9K
36.4K $3.43M
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
345
+ 3.43%
$26.8K - $28.6K
10.4K $982K

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