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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-872- 4.29% |
$73.2K - $81.8K
|
19.4K
$1.88M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-879- 16.88% |
$73.7K - $82.5K
|
4.33K
$418K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-889- 11.28% |
$74.6K - $83.4K
|
6.99K
$674K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.13K- 14.94% |
$94.6K - $106K
|
6.42K
$619K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.18K- 6.52% |
$98.7K - $110K
|
16.9K
$1.63M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.41K- 2.92% |
$118K - $132K
|
46.9K
$4.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.51K- 22.82% |
$126K - $141K
|
5.09K
$491K
|
|
|
Nov 13, 2024
Q3 2024
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-1.6K- 11.62% |
$134K - $150K
|
12.2K
$1.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.67K- 5.74% |
$140K - $157K
|
27.4K
$2.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.77K- 16.99% |
$148K - $166K
|
8.64K
$834K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.52K- 37.73% |
$211K - $236K
|
4.16K
$401K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.35K- 2.83% |
$281K - $314K
|
115K
$11.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.36K- 5.43% |
$282K - $315K
|
58.6K
$5.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.44K- 3.66% |
$289K - $323K
|
90.5K
$8.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.88K- 1.98% |
$410K - $458K
|
242K
$23.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5.2K- 1.44% |
$436K - $487K
|
357K
$34.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.63K- 1.98% |
$724K - $810K
|
427K
$41.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.6K- 11.4% |
$885K - $990K
|
82K
$7.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.6K- 78.03% |
$891K - $997K
|
2.99K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.6K- 2.95% |
$893K - $999K
|
350K
$33.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-12.3K- 22.64% |
$1.03M - $1.16M
|
42.1K
$4.06M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-18.4K- 72.11% |
$1.54M - $1.73M
|
7.12K
$687K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-23.4K- 72.31% |
$1.96M - $2.19M
|
8.95K
$864K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-27.5K- 39.8% |
$2.31M - $2.58M
|
41.6K
$4.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-35.2K- 75.27% |
$2.95M - $3.3M
|
11.6K
$1.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.7K- 9.38% |
$3.42M - $3.82M
|
393K
$37.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-45.1K- 4.72% |
$3.79M - $4.23M
|
911K
$87.9M
|