Purchases and Sales Made in Q4 2023 in Wisdomtree Tr U.S (DHS)
This table provides information about the institutional ownership of Wisdomtree Tr U.S (DHS) during Q4 2023. 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 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
71.2KNew |
$5.24M - $5.91M
|
71.2K
$7.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
45.9K+ 47.34% |
$3.39M - $3.81M
|
143K
$14.3M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.1K+ 18.26% |
$3.33M - $3.75M
|
292K
$29.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
34KNew |
$2.51M - $2.82M
|
34K
$3.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
21.9K+ 16.52% |
$1.61M - $1.81M
|
154K
$15.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
15.9KNew |
$1.18M - $1.32M
|
15.9K
$1.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
13.2K+ 234.2% |
$974K - $1.1M
|
18.9K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.9K+ 12.56% |
$804K - $905K
|
97.7K
$9.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.32K+ 14.31% |
$687K - $773K
|
74.4K
$7.46M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.79KNew |
$501K - $564K
|
6.79K
$681K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.11KNew |
$450K - $507K
|
6.11K
$613K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.7K+ 14.83% |
$420K - $473K
|
44.1K
$4.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.57K+ 37.62% |
$410K - $462K
|
20.4K
$2.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
4.12KNew |
$304K - $342K
|
4.12K
$413K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.83KNew |
$282K - $318K
|
3.83K
$384K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.72K+ 8.98% |
$274K - $309K
|
45.2K
$4.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.63KNew |
$194K - $218K
|
2.63K
$264K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.51KNew |
$185K - $208K
|
2.51K
$251K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.48KNew |
$183K - $206K
|
2.48K
$249K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.29K+ 9.16% |
$169K - $190K
|
27.3K
$2.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.11K+ 20.26% |
$156K - $175K
|
12.5K
$1.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.76K+ 110.43% |
$130K - $146K
|
3.35K
$336K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.6K+ 4.92% |
$118K - $132K
|
34.1K
$3.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.47K+ 73.82% |
$108K - $122K
|
3.45K
$346K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.41KNew |
$104K - $117K
|
1.41K
$141K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
963+ 9.42% |
$71K - $79.9K
|
11.2K
$1.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
741+ 2.04% |
$54.6K - $61.5K
|
37.2K
$3.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
734+ 3.73% |
$54.1K - $60.9K
|
20.4K
$2.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
708+ 1.77% |
$52.2K - $58.8K
|
40.6K
$4.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
652+ 3.54% |
$48.1K - $54.1K
|
19.1K
$1.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
543+ 7.46% |
$40K - $45.1K
|
7.82K
$785K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
508New |
$37.4K - $42.2K
|
508
$51K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
506+ 1.44% |
$37.3K - $42K
|
35.6K
$3.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
412New |
$30.4K - $34.2K
|
412
$41.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
382New |
$28.2K - $31.7K
|
382
$38.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
336New |
$24.8K - $27.9K
|
336
$33.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
326+ 10.79% |
$24K - $27.1K
|
3.35K
$336K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
317+ 20.94% |
$23.4K - $26.3K
|
1.83K
$184K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
300New |
$22.1K - $24.9K
|
300
$30.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
275+ 1.87% |
$20.3K - $22.8K
|
15K
$1.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
257+ 0.76% |
$18.9K - $21.3K
|
33.9K
$3.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
182+ 3.39% |
$13.4K - $15.1K
|
5.55K
$557K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
155+ 0.25% |
$11.4K - $12.9K
|
61.3K
$6.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
130New |
$9.58K - $10.8K
|
130
$13K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
125New |
$9.21K - $10.4K
|
125
$12.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
120New |
$8.84K - $9.96K
|
120
$12K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
120+ 1.15% |
$8.84K - $9.96K
|
10.6K
$1.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
100+ 1.26% |
$7.37K - $8.3K
|
8.03K
$806K
|
|
|
Mar 12, 2024
Q4 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
76+ 1.26% |
$5.6K - $6.31K
|
6.11K
$613K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
67New |
$4.94K - $5.56K
|
67
$6.72K
|