Purchases and Sales Made in Q4 2023 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 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 10, 2024 Q4 2023
Gsg Advisors LLC

Mount Laurel, NJ
BUY
 -
61
+ 1.26%
$4.5K - $5.06K
4.89K $490K
Jan 18, 2024 Q4 2023
Maltin Wealth Management, Inc.

BUY
 -
59
+ 1.15%
$4.35K - $4.9K
5.2K $522K
Feb 08, 2024 Q4 2023
Efficient Advisors, LLC

BUY
 -
56
+ 1.8%
$4.13K - $4.65K
3.17K $318K
Feb 08, 2024 Q4 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
44
+ 0.98%
$3.24K - $3.65K
4.54K $456K
Jan 18, 2024 Q4 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
39
New
$2.87K - $3.24K
39 $3.91K
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
30
New
$2.21K - $2.49K
30 $3.01K
Feb 14, 2024 Q4 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
26
+ 0.4%
$1.92K - $2.16K
6.53K $655K
Feb 13, 2024 Q4 2023
Fin Trust Capital Advisors, LLC

BUY
 -
25
+ 0.6%
$1.84K - $2.08K
4.22K $424K
Feb 09, 2024 Q4 2023
Citigroup Inc

BUY
 -
15
+ 1.45%
$1.11K - $1.25K
1.05K $106K
Feb 14, 2024 Q4 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
12
+ 0.53%
$884 - $996
2.27K $228K
Feb 14, 2024 Q4 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
3
+ 0.37%
$221 - $249
820 $82.3K
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
2
+ 1.3%
$147 - $166
156 $15.6K
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

BUY
 -
2
+ 0.11%
$147 - $166
1.83K $184K
Aug 13, 2024 Q4 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
1
+ 0.25%
$73.7 - $83
401 $40.2K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
1
+ 1.54%
$73.7 - $83
66 $6.62K
Feb 08, 2024 Q4 2023
Foundations Investment Advisors, LLC

SELL
 -
-3
- 0.01%
$221 - $249
20.9K $2.09M
Jan 16, 2024 Q4 2023
Cooper Financial Group

SELL
 -
-16
- 0.21%
$1.18K - $1.33K
7.71K $773K
Jan 25, 2024 Q4 2023
Sequoia Financial Advisors, LLC

SELL
 -
-42
- 1.17%
$3.1K - $3.49K
3.55K $356K
Feb 14, 2024 Q4 2023
Ranch Capital Advisors Inc.

Sarasota, FL
SELL
 -
-69
- 2.16%
$5.09K - $5.73K
3.13K $314K
Jan 18, 2024 Q4 2023
Elk River Wealth Management, LLC

SELL
 -
-87
- 1.27%
$6.41K - $7.22K
6.77K $679K
Feb 16, 2024 Q4 2023
Gsa Capital Partners LLP

London, X0
SELL
 -
-143
- 3.48%
$10.5K - $11.9K
3.96K $397K
Feb 02, 2024 Q4 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-168
- 6.37%
$12.4K - $13.9K
2.47K $248K
Jan 17, 2024 Q4 2023
Ifg Advisory, LLC

SELL
 -
-184
- 2.75%
$13.6K - $15.3K
6.5K $652K
Jan 12, 2024 Q4 2023
Melone Private Wealth, LLC

SELL
 -
-194
- 1.71%
$14.3K - $16.1K
11.1K $1.12M
Jan 23, 2024 Q4 2023
Strateg Iq Financial Group, LLC

SELL
 -
-198
- 1.7%
$14.6K - $16.4K
11.4K $1.15M
Jan 26, 2024 Q4 2023
Vaughan & CO Securities, Inc.

SELL
 -
-252
- 7.21%
$18.6K - $20.9K
3.24K $325K
Feb 14, 2024 Q4 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-265
Closed
$19.5K - $22K
0 $0
Feb 12, 2024 Q4 2023
Virtus Family Office LLC

El Paso, TX
SELL
 -
-267
- 8.99%
$19.7K - $22.2K
2.7K $271K
Feb 14, 2024 Q4 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-319
- 1.82%
$23.5K - $26.5K
17.2K $1.73M
Feb 14, 2024 Q4 2023
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-364
- 3.04%
$26.8K - $30.2K
11.6K $1.17M
Jan 23, 2024 Q4 2023
Davenport & CO LLC

SELL
 -
-464
- 13.0%
$34.2K - $38.5K
3.11K $311K
Feb 14, 2024 Q4 2023
Team Financial Group, LLC

Temecula, CA
SELL
 -
-528
- 53.82%
$38.9K - $43.8K
453 $45.4K
Feb 13, 2024 Q4 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-615
- 19.85%
$45.3K - $51K
2.48K $249K
Jan 18, 2024 Q4 2023
Transform Wealth, LLC

SELL
 -
-735
- 18.38%
$54.2K - $61K
3.26K $327K
Jan 10, 2024 Q4 2023
Kwb Wealth

Redlands, CA
SELL
 -
-755
- 13.47%
$55.6K - $62.7K
4.85K $487K
Feb 13, 2024 Q4 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-857
- 11.52%
$63.2K - $71.1K
6.58K $660K
Jan 29, 2024 Q4 2023
Tilson Financial Group, Inc.

New Providence, NJ
SELL
 -
-859
- 19.88%
$63.3K - $71.3K
3.46K $347K
Feb 14, 2024 Q4 2023
Mariner, LLC

Overland Park, KS
SELL
 -
-884
- 1.05%
$65.2K - $73.4K
83K $8.32M
Feb 06, 2024 Q4 2023
Clearwater Capital Advisors, LLC

SELL
 -
-914
- 10.93%
$67.4K - $75.9K
7.45K $747K
Mar 15, 2024 Q4 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-1K
- 14.89%
$73.7K - $83K
5.72K $574K
Feb 12, 2024 Q4 2023
Blair William & CO

Chicago, IL
SELL
 -
-1K
- 7.92%
$73.7K - $83K
11.6K $1.17M
Jan 09, 2024 Q4 2023
Ifp Advisors, Inc

SELL
 -
-1.05K
- 47.31%
$77.1K - $86.8K
1.17K $117K
Jan 22, 2024 Q4 2023
Oxinas Partners Wealth Management LLC

SELL
 -
-1.1K
- 9.54%
$81.1K - $91.3K
10.4K $1.05M
Feb 06, 2024 Q4 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
SELL
 -
-1.34K
- 6.0%
$99.1K - $112K
21K $2.11M
Feb 09, 2024 Q4 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-1.47K
- 4.48%
$109K - $122K
31.4K $3.15M
Jan 16, 2024 Q4 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-1.71K
- 2.93%
$126K - $142K
56.8K $5.69M
Feb 12, 2024 Q4 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-1.73K
- 7.63%
$127K - $143K
20.9K $2.1M
Jan 26, 2024 Q4 2023
Pb Mares Wealth Management LLC

SELL
 -
-1.78K
- 4.85%
$131K - $148K
34.9K $3.51M
Feb 07, 2024 Q4 2023
Janney Montgomery Scott LLC

SELL
 -
-1.83K
- 7.36%
$135K - $152K
23.1K $2.32M

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