Purchases and Sales Made in Q4 2021 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 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
Feb 14, 2022 Q4 2021
Money Concepts Capital Corp

BUY
 -
102
+ 3.41%
$7.83K - $8.42K
3.09K $310K
Feb 16, 2022 Q4 2021
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
100
+ 3.74%
$7.68K - $8.25K
2.77K $279K
Jan 21, 2022 Q4 2021
Shore Haven Wealth Partners, LLC

BUY
 -
100
+ 0.39%
$7.68K - $8.25K
25.6K $2.57M
Jan 25, 2022 Q4 2021
Cva Family Office, LLC

BUY
 -
93
+ 5.42%
$7.14K - $7.68K
1.81K $182K
Feb 14, 2022 Q4 2021
Ifg Advisory, LLC

BUY
 -
82
+ 1.33%
$6.3K - $6.77K
6.24K $626K
Feb 14, 2022 Q4 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
77
+ 0.39%
$5.91K - $6.36K
20K $2.01M
Feb 11, 2022 Q4 2021
Psi Advisors, LLC

BUY
 -
75
+ 0.78%
$5.76K - $6.19K
9.69K $973K
Feb 01, 2022 Q4 2021
Fifth Third Bancorp

BUY
 -
62
+ 3.44%
$4.76K - $5.12K
1.86K $187K
Mar 12, 2024 Q4 2021
Executive Wealth Group LLC

Kirkland, WA
BUY
 -
60
+ 1.07%
$4.61K - $4.95K
5.65K $568K
Jan 19, 2022 Q4 2021
Cadence Bank Na

BUY
 -
55
+ 0.27%
$4.22K - $4.54K
20.7K $2.08M
Feb 02, 2022 Q4 2021
Maltin Wealth Management, Inc.

BUY
 -
52
+ 0.96%
$3.99K - $4.29K
5.44K $547K
Feb 08, 2022 Q4 2021
Main Street Financial Solutions, LLC

BUY
 -
46
+ 0.81%
$3.53K - $3.8K
5.73K $576K
Feb 23, 2022 Q4 2021
Cornerstone Advisory, LLC

BUY
 -
41
New
$3.15K - $3.38K
41 $4.12K
Feb 11, 2022 Q4 2021
Interactive Financial Advisors

Chicago, IL
BUY
 -
17
+ 0.31%
$1.31K - $1.4K
5.51K $553K
Feb 08, 2022 Q4 2021
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
15
+ 0.47%
$1.15K - $1.24K
3.23K $324K
Jan 14, 2022 Q4 2021
Koshinski Asset Management, Inc.

BUY
 -
3
+ 0.05%
$230 - $248
5.56K $559K
Jan 10, 2022 Q4 2021
Patriot Financial Group Insurance Agency, LLC

BUY
 -
2
+ 1.02%
$154 - $165
198 $19.9K
Feb 10, 2022 Q4 2021
Jpmorgan Chase & CO

New York, NY
BUY
 -
1
+ 0.02%
$76.8 - $82.5
4.73K $475K
Feb 09, 2022 Q4 2021
Charter Oak Capital Management, LLC

BUY
 -
1
+ 0.03%
$76.8 - $82.5
3.71K $373K
Feb 14, 2022 Q4 2021
Truist Financial Corp

SELL
 -
-4
- 0.04%
$307 - $330
9.03K $907K
Feb 09, 2022 Q4 2021
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-19
- 0.18%
$1.46K - $1.57K
10.6K $1.06M
Feb 14, 2022 Q4 2021
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-30
- 10.17%
$2.3K - $2.48K
265 $26.6K
Feb 09, 2022 Q4 2021
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-35
- 1.1%
$2.69K - $2.89K
3.15K $317K
Feb 11, 2022 Q4 2021
Cooper Financial Group

SELL
 -
-35
- 0.39%
$2.69K - $2.89K
8.9K $894K
Feb 08, 2022 Q4 2021
Steward Partners Investment Advisory, LLC

SELL
 -
-37
- 2.85%
$2.84K - $3.05K
1.26K $127K
Feb 03, 2022 Q4 2021
Northwestern Mutual Wealth Management CO

SELL
 -
-43
- 2.03%
$3.3K - $3.55K
2.07K $208K
Feb 10, 2022 Q4 2021
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-55
- 0.27%
$4.22K - $4.54K
20.2K $2.03M
Feb 04, 2022 Q4 2021
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-62
- 1.42%
$4.76K - $5.12K
4.3K $432K
Feb 14, 2022 Q4 2021
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-65
- 8.54%
$4.99K - $5.37K
696 $69.9K
Jan 18, 2022 Q4 2021
Acg Wealth

SELL
 -
-105
- 1.64%
$8.06K - $8.67K
6.29K $632K
Jan 12, 2022 Q4 2021
Ifp Advisors, Inc

SELL
 -
-126
- 2.01%
$9.67K - $10.4K
6.15K $618K
Feb 11, 2022 Q4 2021
Creative Planning

Overland Park, KS
SELL
 -
-136
- 1.45%
$10.4K - $11.2K
9.25K $930K
Feb 14, 2022 Q4 2021
Stifel Financial Corp

St. Louis, MO
SELL
 -
-144
- 4.66%
$11.1K - $11.9K
2.94K $296K
Jan 24, 2022 Q4 2021
Jackson, Grant Investment Advisers, Inc.

SELL
 -
-159
Closed
$12.2K - $13.1K
0 $0
Feb 11, 2022 Q4 2021
Cbiz Investment Advisory Services, LLC

SELL
 -
-167
Closed
$12.8K - $13.8K
0 $0
Feb 14, 2022 Q4 2021
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-203
- 2.93%
$15.6K - $16.8K
6.72K $675K
Jan 20, 2022 Q4 2021
Efficient Advisors, LLC

SELL
 -
-219
- 5.07%
$16.8K - $18.1K
4.1K $412K
Jan 28, 2022 Q4 2021
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-229
- 2.05%
$17.6K - $18.9K
10.9K $1.1M
Jan 27, 2022 Q4 2021
Relyea Zuckerberg Hanson LLC

SELL
 -
-238
- 3.86%
$18.3K - $19.6K
5.92K $595K
Feb 03, 2022 Q4 2021
Cambridge Investment Research Advisors, Inc.

SELL
 -
-239
- 1.26%
$18.4K - $19.7K
18.7K $1.88M
Jan 28, 2022 Q4 2021
Simmons Bank

SELL
 -
-256
- 2.79%
$19.7K - $21.1K
8.93K $897K
Jan 20, 2022 Q4 2021
Chicago Capital, LLC

SELL
 -
-258
Closed
$19.8K - $21.3K
0 $0
Feb 02, 2022 Q4 2021
Pb Mares Wealth Management LLC

SELL
 -
-283
- 0.75%
$21.7K - $23.4K
37.4K $3.76M
Feb 09, 2022 Q4 2021
Arcadia Investment Management Corp

SELL
 -
-300
- 42.86%
$23K - $24.8K
400 $40.2K
Feb 14, 2022 Q4 2021
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-396
- 0.22%
$30.4K - $32.7K
176K $17.7M
Feb 14, 2022 Q4 2021
Alpha Core Capital LLC

La Jolla, CA
SELL
 -
-442
Closed
$33.9K - $36.5K
0 $0
Feb 14, 2022 Q4 2021
Mariner, LLC

Overland Park, KS
SELL
 -
-497
- 1.55%
$38.2K - $41K
31.5K $3.17M
Feb 14, 2022 Q4 2021
Better Money Decisions, LLC

SELL
 -
-513
Closed
$39.4K - $42.3K
0 $0
Mar 11, 2022 Q4 2021
Bokf, Na

Tulsa, OK
SELL
 -
-521
- 2.31%
$40K - $43K
22.1K $2.22M

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