Purchases and Sales Made in Q3 2024 in Wisdomtree Tr U.S (DHS)
This table provides information about the institutional ownership of Wisdomtree Tr U.S (DHS) during Q3 2024. 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 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
67+ 4.13% |
$5.62K - $6.29K
|
1.69K
$163K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
58+ 0.93% |
$4.87K - $5.44K
|
6.28K
$606K
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
47+ 0.94% |
$3.94K - $4.41K
|
5.03K
$485K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
40+ 3.33% |
$3.36K - $3.75K
|
1.24K
$120K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
38+ 2.07% |
$3.19K - $3.57K
|
1.87K
$181K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
31+ 0.27% |
$2.6K - $2.91K
|
11.3K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
29+ 0.85% |
$2.43K - $2.72K
|
3.44K
$331K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
18+ 0.54% |
$1.51K - $1.69K
|
3.33K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9+ 0.39% |
$755 - $844
|
2.3K
$222K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6+ 0.21% |
$503 - $563
|
2.83K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4+ 0.04% |
$336 - $375
|
10.6K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.36% |
$252 - $281
|
827
$79.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3+ 0.73% |
$252 - $281
|
412
$39.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2+ 6.25% |
$168 - $188
|
34
$3.28K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
$168 - $188
|
2.76K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.26% |
$83.9 - $93.8
|
382
$36.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-10- 0.19% |
$839 - $938
|
5.29K
$510K
|
|
|
Nov 12, 2024
Q3 2024
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-11- 0.3% |
$923 - $1.03K
|
3.68K
$355K
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-26- 0.86% |
$2.18K - $2.44K
|
3.01K
$290K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-30- 0.38% |
$2.52K - $2.81K
|
7.88K
$760K
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-34- 0.32% |
$2.85K - $3.19K
|
10.6K
$1.02M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-50- 0.85% |
$4.2K - $4.69K
|
5.86K
$566K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-52- 0.29% |
$4.36K - $4.88K
|
17.9K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-78- 2.64% |
$6.54K - $7.32K
|
2.87K
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-97- 26.36% |
$8.14K - $9.1K
|
271
$26.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-106- 9.13% |
$8.89K - $9.95K
|
1.06K
$102K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-107- 30.84% |
$8.98K - $10K
|
240
$23.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-131- 0.69% |
$11K - $12.3K
|
18.8K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-147- 0.56% |
$12.3K - $13.8K
|
26K
$2.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-158- 12.56% |
$13.3K - $14.8K
|
1.1K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-166- 1.6% |
$13.9K - $15.6K
|
10.2K
$985K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-168- 5.99% |
$14.1K - $15.8K
|
2.64K
$254K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-220- 8.06% |
$18.5K - $20.6K
|
2.51K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-230- 4.42% |
$19.3K - $21.6K
|
4.98K
$480K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-261- 0.35% |
$21.9K - $24.5K
|
74.4K
$7.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-294- 1.9% |
$24.7K - $27.6K
|
15.2K
$1.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-300- 2.99% |
$25.2K - $28.1K
|
9.73K
$939K
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-384- 12.16% |
$32.2K - $36K
|
2.77K
$268K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-385- 8.44% |
$32.3K - $36.1K
|
4.18K
$403K
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-395- 6.01% |
$33.1K - $37.1K
|
6.17K
$595K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-403- 7.91% |
$33.8K - $37.8K
|
4.69K
$453K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-414- 6.27% |
$34.7K - $38.8K
|
6.19K
$597K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-416- 50.98% |
$34.9K - $39K
|
400
$38.6K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-473- 2.12% |
$39.7K - $44.4K
|
21.8K
$2.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-578- 1.62% |
$48.5K - $54.2K
|
35K
$3.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-599- 0.87% |
$50.3K - $56.2K
|
68.4K
$6.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-689- 11.25% |
$57.8K - $64.6K
|
5.43K
$524K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-697- 1.99% |
$58.5K - $65.4K
|
34.3K
$3.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-777- 33.45% |
$65.2K - $72.9K
|
1.55K
$149K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-802- 1.36% |
$67.3K - $75.3K
|
58.3K
$5.62M
|