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
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
312
+ 4.22%
$24.3K - $25.9K
7.71K $774K
Oct 10, 2023 Q3 2023
Claro Advisors LLC

Boston, MA
BUY
 -
311
+ 6.15%
$24.2K - $25.8K
5.37K $538K
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
287
+ 2.82%
$22.3K - $23.8K
10.5K $1.05M
Nov 13, 2023 Q3 2023
Russell Investments Group, Ltd.

BUY
 -
216
New
$16.8K - $17.9K
216 $21.7K
Nov 14, 2023 Q3 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
200
+ 2.27%
$15.6K - $16.6K
9.02K $905K
Oct 17, 2023 Q3 2023
Flagship Harbor Advisors, LLC

BUY
 -
192
+ 6.03%
$14.9K - $15.9K
3.38K $339K
Nov 13, 2023 Q3 2023
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
148
+ 4.85%
$11.5K - $12.3K
3.2K $321K
Nov 09, 2023 Q3 2023
Virtus Family Office LLC

El Paso, TX
BUY
 -
135
+ 4.76%
$10.5K - $11.2K
2.97K $298K
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
125
+ 13.71%
$9.73K - $10.4K
1.04K $104K
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
112
+ 2.62%
$8.71K - $9.3K
4.39K $440K
Nov 08, 2023 Q3 2023
Archer Investment Corp

BUY
 -
79
+ 69.3%
$6.15K - $6.56K
193 $19.4K
Oct 10, 2023 Q3 2023
Melone Private Wealth, LLC

BUY
 -
62
+ 0.55%
$4.82K - $5.15K
11.3K $1.14M
Mar 12, 2024 Q3 2023
Executive Wealth Group LLC

Kirkland, WA
BUY
 -
62
+ 1.04%
$4.82K - $5.15K
6.03K $605K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
53
+ 0.8%
$4.12K - $4.4K
6.72K $674K
Oct 26, 2023 Q3 2023
Interactive Financial Advisors

Chicago, IL
BUY
 -
32
+ 0.57%
$2.49K - $2.66K
5.64K $566K
Nov 08, 2023 Q3 2023
Sequoia Financial Advisors, LLC

BUY
 -
22
+ 0.62%
$1.71K - $1.83K
3.59K $360K
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
13
+ 0.05%
$1.01K - $1.08K
24.9K $2.5M
Nov 13, 2023 Q3 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
11
+ 0.49%
$856 - $913
2.26K $226K
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
9
+ 0.32%
$700 - $747
2.85K $286K
Nov 07, 2023 Q3 2023
Avant Capital LLC

Lafayette, LA
BUY
 -
7
+ 0.24%
$545 - $581
2.99K $299K
Oct 19, 2023 Q3 2023
Strateg Iq Financial Group, LLC

BUY
 -
4
+ 0.03%
$311 - $332
11.6K $1.17M
Nov 14, 2023 Q3 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
3
+ 0.37%
$233 - $249
817 $82K
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

BUY
 -
1
+ 1.56%
$77.8 - $83
65 $6.52K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1
+ 0.65%
$77.8 - $83
154 $15.4K
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-4
- 0.04%
$311 - $332
10.8K $1.08M
Oct 27, 2023 Q3 2023
Assetmark, Inc

SELL
 -
-13
- 52.0%
$1.01K - $1.08K
12 $1.2K
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
SELL
 -
-25
- 0.2%
$1.95K - $2.08K
12.6K $1.27M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

SELL
 -
-35
- 1.28%
$2.72K - $2.91K
2.71K $271K
Nov 06, 2023 Q3 2023
Savant Capital, LLC

SELL
 -
-42
- 0.98%
$3.27K - $3.49K
4.25K $426K
Oct 23, 2023 Q3 2023
Ledge Wealth Management, Inc.

SELL
 -
-55
- 0.09%
$4.28K - $4.57K
61.2K $6.14M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-72
- 1.1%
$5.6K - $5.98K
6.5K $652K
Nov 07, 2023 Q3 2023
Efficient Advisors, LLC

SELL
 -
-80
- 2.51%
$6.22K - $6.64K
3.11K $312K
Nov 13, 2023 Q3 2023
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-103
- 80.47%
$8.01K - $8.55K
25 $2.51K
Nov 13, 2023 Q3 2023
Cadence Bank

Tupelo, MS
SELL
 -
-106
- 0.47%
$8.25K - $8.8K
22.4K $2.25M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

SELL
 -
-108
- 5.58%
$8.4K - $8.97K
1.83K $183K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

SELL
 -
-138
- 37.91%
$10.7K - $11.5K
226 $22.7K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

SELL
 -
-138
- 37.91%
$10.7K - $11.5K
226 $22.7K
Oct 10, 2023 Q3 2023
Capital Advisors Wealth Management, LLC

SELL
 -
-168
- 5.27%
$13.1K - $13.9K
3.02K $303K
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
SELL
 -
-193
- 0.28%
$15K - $16K
67.7K $6.79M
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

SELL
 -
-214
- 1.01%
$16.6K - $17.8K
20.9K $2.09M
Nov 08, 2023 Q3 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-269
- 7.99%
$20.9K - $22.3K
3.1K $311K
Oct 24, 2023 Q3 2023
Clearwater Capital Advisors, LLC

SELL
 -
-311
- 3.59%
$24.2K - $25.8K
8.36K $839K
Oct 10, 2023 Q3 2023
Kwb Wealth

Redlands, CA
SELL
 -
-316
- 5.34%
$24.6K - $26.2K
5.61K $562K
Oct 10, 2023 Q3 2023
Maltin Wealth Management, Inc.

SELL
 -
-328
- 6.0%
$25.5K - $27.2K
5.14K $516K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-356
- 0.78%
$27.7K - $29.6K
45.4K $4.56M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-368
- 0.63%
$28.6K - $30.5K
58.5K $5.86M
Oct 26, 2023 Q3 2023
Pb Mares Wealth Management LLC

SELL
 -
-413
- 1.11%
$32.1K - $34.3K
36.7K $3.68M
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-430
- 7.63%
$33.5K - $35.7K
5.21K $522K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-518
- 2.87%
$40.3K - $43K
17.5K $1.76M

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