Purchases and Sales Made in Q4 2022 in Wisdomtree Tr U.S (DHS)
This table provides information about the institutional ownership of Wisdomtree Tr U.S (DHS) during Q4 2022. 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 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
557K+ 20062.1% |
$43.2M - $49.8M
|
560K
$52.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
185K+ 14.95% |
$14.4M - $16.6M
|
1.42M
$134M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
150K+ 84.44% |
$11.6M - $13.4M
|
327K
$30.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
133K+ 206.71% |
$10.3M - $11.9M
|
198K
$18.6M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
132K+ 316.46% |
$10.2M - $11.8M
|
174K
$16.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
122K+ 25.25% |
$9.49M - $10.9M
|
607K
$57.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
98.4K+ 21.03% |
$7.64M - $8.8M
|
566K
$53.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
87.6K+ 111.92% |
$6.8M - $7.83M
|
166K
$15.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
83.4K+ 24.65% |
$6.47M - $7.45M
|
422K
$39.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
71.1KNew |
$5.52M - $6.36M
|
71.1K
$6.71M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
56.8KNew |
$4.41M - $5.08M
|
56.8K
$5.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
48K+ 57.76% |
$3.72M - $4.29M
|
131K
$12.4M
|
|
|
Mar 08, 2023
Q4 2022
|
Pacific Wealth Management
|
BUY
|
- |
44.1KNew |
$3.42M - $3.94M
|
44.1K
$4.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
43.4K+ 9.92% |
$3.36M - $3.88M
|
480K
$45.3M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34.3K+ 590.38% |
$2.66M - $3.07M
|
40.1K
$3.78M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
32.6KNew |
$2.53M - $2.91M
|
32.6K
$3.07M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
29.9K+ 68.64% |
$2.32M - $2.67M
|
73.4K
$6.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28.8K+ 57.87% |
$2.24M - $2.58M
|
78.6K
$7.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28.5K+ 91.84% |
$2.21M - $2.55M
|
59.6K
$5.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28.5KNew |
$2.21M - $2.54M
|
28.5K
$2.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.5K+ 29.58% |
$1.9M - $2.19M
|
107K
$10.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
20KNew |
$1.55M - $1.79M
|
20K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.7K+ 262.17% |
$1.53M - $1.76M
|
27.2K
$2.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.4K+ 653.25% |
$1.43M - $1.64M
|
21.2K
$2M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
15.9K+ 173.19% |
$1.23M - $1.42M
|
25K
$2.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.9K+ 5.54% |
$1.16M - $1.33M
|
284K
$26.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
14.7KNew |
$1.14M - $1.31M
|
14.7K
$1.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.7K+ 229.45% |
$1.14M - $1.31M
|
21K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.62KNew |
$747K - $860K
|
9.62K
$907K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7.78K+ 23.27% |
$603K - $695K
|
41.2K
$3.88M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
7.63KNew |
$592K - $682K
|
7.63K
$719K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.57KNew |
$588K - $677K
|
7.57K
$714K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.42K+ 35.24% |
$575K - $663K
|
28.5K
$2.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
6.35K+ 38.0% |
$492K - $567K
|
23K
$2.17M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.27K+ 9.77% |
$486K - $560K
|
70.4K
$6.64M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.98K+ 10.44% |
$464K - $534K
|
63.2K
$5.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.9K+ 60.41% |
$458K - $528K
|
15.7K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
5.71KNew |
$443K - $510K
|
5.71K
$538K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
5.62K+ 511.27% |
$436K - $503K
|
6.72K
$634K
|
|
|
Feb 15, 2023
Q4 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
5.34K+ 3.82% |
$414K - $477K
|
145K
$13.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
4.32KNew |
$335K - $386K
|
4.32K
$407K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.29K+ 14.81% |
$333K - $384K
|
33.3K
$3.14M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
4.21KNew |
$327K - $376K
|
4.21K
$397K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.08K+ 95.84% |
$316K - $364K
|
8.33K
$785K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.06K+ 328.54% |
$315K - $363K
|
5.3K
$500K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
4KNew |
$310K - $358K
|
4K
$377K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
4KNew |
$310K - $358K
|
4K
$377K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.75K+ 12087.1% |
$291K - $335K
|
3.78K
$356K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.36K+ 83.3% |
$261K - $300K
|
7.39K
$697K
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.31KNew |
$257K - $296K
|
3.31K
$312K
|