Purchases and Sales Made in Q1 2022 in Wisdomtree Tr (DTH)
This table provides information about the institutional ownership of Wisdomtree Tr (DTH) during Q1 2022. The information is specifically focused on institutions that hold shares of WISDOMTREE TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
150K+ 366.87% |
$5.53M - $6.16M
|
190K
$7.14M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
135KNew |
$5.01M - $5.58M
|
135K
$5.08M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
65.8K+ 13.24% |
$2.43M - $2.71M
|
563K
$21.1M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
59.4KNew |
$2.2M - $2.45M
|
59.4K
$2.23M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
58.1KNew |
$2.15M - $2.39M
|
58.1K
$2.18M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
40.4K+ 179.16% |
$1.49M - $1.66M
|
62.9K
$2.36M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
39.3K+ 576.81% |
$1.45M - $1.62M
|
46.1K
$1.73M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
26.4K+ 66.98% |
$975K - $1.09M
|
65.7K
$2.47M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.9K+ 11.13% |
$810K - $904K
|
219K
$8.22M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20K+ 209.93% |
$739K - $824K
|
29.5K
$1.11M
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
12.9KNew |
$476K - $531K
|
12.9K
$483K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.02K+ 13.53% |
$296K - $330K
|
67.3K
$2.52M
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.13KNew |
$263K - $294K
|
7.13K
$267K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.91KNew |
$255K - $285K
|
6.91K
$259K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
6.32K+ 11.83% |
$233K - $260K
|
59.7K
$2.24M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
5.33KNew |
$197K - $220K
|
5.33K
$200K
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.32KNew |
$197K - $219K
|
5.32K
$200K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.07KNew |
$187K - $209K
|
5.07K
$190K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.06KNew |
$187K - $209K
|
5.06K
$190K
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.26K+ 6.36% |
$157K - $175K
|
71.2K
$2.67M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.72K+ 13.56% |
$137K - $153K
|
31.1K
$1.17M
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
3.68KNew |
$136K - $151K
|
3.68K
$138K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.16KNew |
$117K - $130K
|
3.16K
$119K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.86KNew |
$68.9K - $76.8K
|
1.86K
$70K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.52K+ 5.31% |
$56.2K - $62.7K
|
30.2K
$1.13M
|
|
|
May 10, 2022
Q1 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.5K+ 3.58% |
$55.5K - $61.8K
|
43.4K
$1.63M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.25K+ 2.5% |
$46.3K - $51.6K
|
51.5K
$1.93M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.11K+ 8.61% |
$40.9K - $45.5K
|
13.9K
$523K
|
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.06K+ 3.78% |
$39K - $43.5K
|
29K
$1.09M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.03K+ 128.38% |
$38K - $42.3K
|
1.83K
$68.6K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
569+ 7.72% |
$21K - $23.5K
|
7.94K
$298K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
413+ 18.11% |
$15.3K - $17K
|
2.69K
$101K
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
401+ 4.06% |
$14.8K - $16.5K
|
10.3K
$386K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
247+ 249.49% |
$9.13K - $10.2K
|
346
$13K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
185+ 8.72% |
$6.84K - $7.63K
|
2.31K
$86.6K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6+ 0.82% |
$222 - $247
|
740
$27.8K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4+ 0.21% |
$148 - $165
|
1.94K
$72.9K
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
BUY
|
- |
1+ 0.02% |
$37 - $41.2
|
5.33K
$200K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 2.56% |
$37 - $41.2
|
40
$1.5K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-25- 0.59% |
$924 - $1.03K
|
4.22K
$159K
|
|
|
Apr 13, 2022
Q1 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-25- 0.17% |
$924 - $1.03K
|
14.4K
$540K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-45- 3.34% |
$1.66K - $1.85K
|
1.3K
$49K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-75- 1.07% |
$2.77K - $3.09K
|
6.94K
$261K
|
|
|
Apr 20, 2022
Q1 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-130- 2.39% |
$4.81K - $5.36K
|
5.31K
$199K
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-154- 2.1% |
$5.69K - $6.35K
|
7.18K
$269K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-191- 2.15% |
$7.06K - $7.87K
|
8.68K
$326K
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-314- 0.53% |
$11.6K - $12.9K
|
59.4K
$2.23M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-339- 2.61% |
$12.5K - $14K
|
12.7K
$475K
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-466- 1.02% |
$17.2K - $19.2K
|
45.4K
$1.71M
|