Purchases and Sales Made in Q4 2021 in Wisdomtree Tr U.S (DHS)
This table provides information about the institutional ownership of Wisdomtree Tr U.S (DHS) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
174K+ 31.32% |
$13.4M - $14.4M
|
731K
$69M
|
|
|
Jan 31, 2022
Q4 2021
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
67.9KNew |
$5.21M - $5.61M
|
67.9K
$6.4M
|
|
|
Apr 13, 2022
Q4 2021
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
37.2KNew |
$2.86M - $3.07M
|
37.2K
$3.51M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.4K+ 10.08% |
$1.8M - $1.94M
|
256K
$24.1M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
15.1KNew |
$1.16M - $1.25M
|
15.1K
$1.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.2K+ 27.51% |
$1.09M - $1.17M
|
65.8K
$6.21M
|
|
|
Jan 21, 2022
Q4 2021
|
Melone Private Wealth, LLC
|
BUY
|
- |
12.5KNew |
$957K - $1.03M
|
12.5K
$1.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
10.5KNew |
$810K - $871K
|
10.5K
$994K
|
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
10KNew |
$768K - $825K
|
10K
$943K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
7.49K+ 270.49% |
$575K - $618K
|
10.3K
$967K
|
|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
6.8KNew |
$522K - $562K
|
6.8K
$641K
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
5.52K+ 1.7% |
$424K - $456K
|
330K
$31.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.44K+ 59.28% |
$418K - $449K
|
14.6K
$1.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.38K+ 2.27% |
$413K - $444K
|
242K
$22.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.29K+ 6.8% |
$406K - $437K
|
83.1K
$7.83M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.78K+ 3.93% |
$367K - $395K
|
126K
$11.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.27K+ 17.02% |
$328K - $352K
|
29.3K
$2.77M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.17KNew |
$320K - $344K
|
4.17K
$393K
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
4KNew |
$307K - $330K
|
4K
$377K
|
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
3.54KNew |
$272K - $293K
|
3.54K
$334K
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
3.5KNew |
$269K - $289K
|
3.5K
$330K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
2.99KNew |
$229K - $246K
|
2.99K
$281K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.92K+ 9.24% |
$224K - $241K
|
34.5K
$3.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.84KNew |
$218K - $234K
|
2.84K
$268K
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.51KNew |
$192K - $207K
|
2.51K
$236K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.21KNew |
$169K - $182K
|
2.21K
$208K
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
BUY
|
- |
1.9K+ 11.68% |
$146K - $157K
|
18.2K
$1.71M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.86K+ 1863.0% |
$143K - $154K
|
1.96K
$185K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.58K+ 4.46% |
$121K - $130K
|
36.9K
$3.48M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.29KNew |
$99K - $106K
|
1.29K
$122K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.26KNew |
$96.7K - $104K
|
1.26K
$119K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.26K+ 0.52% |
$96.5K - $104K
|
243K
$22.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.16KNew |
$89.1K - $95.7K
|
1.16K
$109K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
955+ 29.51% |
$73.3K - $78.8K
|
4.19K
$395K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
650+ 890.41% |
$49.9K - $53.7K
|
723
$68.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
455+ 0.39% |
$34.9K - $37.6K
|
118K
$11.1M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
400+ 4.58% |
$30.7K - $33K
|
9.14K
$862K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
355+ 13.03% |
$27.3K - $29.3K
|
3.08K
$290K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
344New |
$26.4K - $28.4K
|
344
$32.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
338+ 12.75% |
$26K - $27.9K
|
2.99K
$282K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
335+ 1.29% |
$25.7K - $27.7K
|
26.3K
$2.48M
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
316New |
$24.3K - $26.1K
|
316
$29.8K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
306+ 1.6% |
$23.5K - $25.3K
|
19.4K
$1.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
303+ 3.68% |
$23.3K - $25K
|
8.53K
$804K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
200New |
$15.4K - $16.5K
|
200
$18.9K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
184+ 4.34% |
$14.1K - $15.2K
|
4.43K
$417K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
167+ 0.66% |
$12.8K - $13.8K
|
25.5K
$2.41M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
163+ 0.87% |
$12.5K - $13.5K
|
18.9K
$1.78M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
163+ 21.36% |
$12.5K - $13.5K
|
926
$87.3K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
125+ 1.38% |
$9.6K - $10.3K
|
9.18K
$865K
|