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 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
32+ 1.0% |
$2.48K - $2.86K
|
3.23K
$305K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22+ 0.11% |
$1.71K - $1.97K
|
19.2K
$1.81M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
20New |
$1.55K - $1.79K
|
20
$1.89K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
20New |
$1.55K - $1.79K
|
20
$1.89K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
19+ 1.03% |
$1.47K - $1.7K
|
1.87K
$176K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
8+ 0.19% |
$621 - $715
|
4.26K
$401K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8+ 0.28% |
$621 - $715
|
2.82K
$266K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3+ 0.06% |
$233 - $268
|
4.88K
$460K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$155 - $179
|
21.1K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.21% |
$155 - $179
|
959
$90.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2+ 0.03% |
$155 - $179
|
6.68K
$630K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.85% |
$77.6 - $89.4
|
119
$11.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1New |
$77.6 - $89.4
|
1
$94.3
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.03% |
$77.6 - $89.4
|
3.27K
$308K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4- 0.1% |
$310 - $358
|
3.94K
$372K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-10- 0.35% |
$776 - $894
|
2.86K
$269K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-28- 0.39% |
$2.17K - $2.5K
|
7.09K
$668K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-35- 0.84% |
$2.72K - $3.13K
|
4.15K
$391K
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-49- 0.88% |
$3.8K - $4.38K
|
5.52K
$520K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-57- 1.06% |
$4.42K - $5.1K
|
5.31K
$500K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-60- 14.74% |
$4.66K - $5.36K
|
347
$32.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-71- 1.99% |
$5.51K - $6.35K
|
3.5K
$330K
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-87- 0.23% |
$6.75K - $7.78K
|
37.5K
$3.54M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-101- 1.46% |
$7.84K - $9.03K
|
6.81K
$642K
|
|
|
Jan 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-203- 1.77% |
$15.8K - $18.1K
|
11.3K
$1.06M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-208- 18.62% |
$16.1K - $18.6K
|
909
$85.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-257- 3.99% |
$19.9K - $23K
|
6.18K
$582K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-261- 2.44% |
$20.3K - $23.3K
|
10.5K
$985K
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-270- 8.03% |
$21K - $24.1K
|
3.09K
$292K
|
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-375- 10.46% |
$29.1K - $33.5K
|
3.21K
$303K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-510- 4.63% |
$39.6K - $45.6K
|
10.5K
$990K
|
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-517- 0.52% |
$40.1K - $46.2K
|
99K
$9.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-581- 81.95% |
$45.1K - $51.9K
|
128
$12.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-704- 1.76% |
$54.6K - $62.9K
|
39.3K
$3.71M
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-750- 7.93% |
$58.2K - $67K
|
8.71K
$821K
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-783- 21.34% |
$60.8K - $70K
|
2.89K
$272K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-846- 24.3% |
$65.6K - $75.6K
|
2.64K
$248K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.19K- 10.1% |
$92.3K - $106K
|
10.6K
$998K
|
|
|
Jan 10, 2023
Q4 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-1.45K- 4.28% |
$113K - $130K
|
32.6K
$3.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.52K- 4.04% |
$195K - $225K
|
59.8K
$5.63M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.81K- 2.84% |
$218K - $251K
|
96.2K
$9.07M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.91K- 15.32% |
$226K - $260K
|
16.1K
$1.52M
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-4.12K- 17.01% |
$320K - $369K
|
20.1K
$1.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4.42K- 4.3% |
$343K - $395K
|
98.5K
$9.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.65K- 21.37% |
$361K - $415K
|
17.1K
$1.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.75K- 63.34% |
$369K - $425K
|
2.75K
$259K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-4.97K- 0.52% |
$385K - $444K
|
958K
$90.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.54K- 27.12% |
$430K - $495K
|
14.9K
$1.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-5.94K- 92.49% |
$461K - $531K
|
482
$45.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-6.16K- 53.02% |
$478K - $551K
|
5.46K
$515K
|