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 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.27K+ 9.7% |
$254K - $292K
|
37K
$3.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.02KNew |
$234K - $270K
|
3.02K
$285K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.9K+ 79.89% |
$225K - $260K
|
6.54K
$616K
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.84KNew |
$220K - $254K
|
2.84K
$268K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.73K+ 4.0% |
$212K - $244K
|
71K
$6.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.73K+ 21.4% |
$212K - $244K
|
15.5K
$1.46M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.62K+ 2.2% |
$204K - $234K
|
122K
$11.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.57KNew |
$200K - $230K
|
2.57K
$243K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.57KNew |
$199K - $229K
|
2.57K
$242K
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.51KNew |
$194K - $224K
|
2.51K
$236K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.5K+ 43.33% |
$194K - $224K
|
8.27K
$780K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.5KNew |
$194K - $223K
|
2.5K
$236K
|
|
|
Jan 03, 2023
Q4 2022
|
Red Spruce Capital, LLC
|
BUY
|
- |
2.5KNew |
$194K - $223K
|
2.5K
$236K
|
|
|
Jan 03, 2023
Q4 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
2.48K+ 4.85% |
$192K - $222K
|
53.6K
$5.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.4KNew |
$186K - $214K
|
2.4K
$226K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.38KNew |
$107K - $123K
|
1.38K
$130K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.35K+ 6.46% |
$105K - $120K
|
22.2K
$2.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.28KNew |
$99.6K - $115K
|
1.28K
$121K
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
1.19K+ 14.61% |
$92.3K - $106K
|
9.33K
$879K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.1K+ 3.66% |
$85.4K - $98.3K
|
31.2K
$2.94M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.09KNew |
$84.5K - $97.3K
|
1.09K
$103K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1K+ 5.99% |
$77.7K - $89.5K
|
17.7K
$1.67M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
960New |
$74.5K - $85.8K
|
960
$90.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
928+ 5.26% |
$72K - $83K
|
18.6K
$1.75M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
741+ 62.06% |
$57.5K - $66.2K
|
1.94K
$182K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
729New |
$56.6K - $65.2K
|
729
$68.7K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
596+ 2.62% |
$46.2K - $53.3K
|
23.4K
$2.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
502+ 3.34% |
$39K - $44.9K
|
15.5K
$1.46M
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
470+ 1205.13% |
$36.5K - $42K
|
509
$48K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
468New |
$36.3K - $41.8K
|
468
$44.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
413New |
$32K - $36.9K
|
413
$38.9K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
406+ 4.72% |
$31.5K - $36.3K
|
9K
$849K
|
|
|
Jan 31, 2023
Q4 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
386+ 1.01% |
$30K - $34.5K
|
38.5K
$3.63M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
383New |
$29.7K - $34.2K
|
383
$36.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
357+ 0.26% |
$27.7K - $31.9K
|
137K
$12.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
328+ 420.51% |
$25.5K - $29.3K
|
406
$38.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
322+ 11.88% |
$25K - $28.8K
|
3.03K
$286K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
310+ 4.35% |
$24.1K - $27.7K
|
7.43K
$701K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
280+ 8.62% |
$21.7K - $25K
|
3.53K
$333K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
238New |
$18.5K - $21.3K
|
238
$22.4K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
205+ 3.7% |
$15.9K - $18.3K
|
5.74K
$541K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
192New |
$14.9K - $17.2K
|
192
$18.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
101New |
$7.84K - $9.03K
|
101
$9.52K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
100+ 3.35% |
$7.76K - $8.94K
|
3.09K
$291K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
99+ 0.44% |
$7.68K - $8.85K
|
22.7K
$2.14M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
76New |
$5.9K - $6.79K
|
76
$7.17K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
66+ 1.18% |
$5.12K - $5.9K
|
5.64K
$532K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
63New |
$4.89K - $5.63K
|
63
$5.94K
|
|
|
Mar 12, 2024
Q4 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
59+ 1.02% |
$4.58K - $5.27K
|
5.85K
$551K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
51+ 0.62% |
$3.96K - $4.56K
|
8.22K
$775K
|