Purchases and Sales Made in Q1 2023 in Wisdomtree Tr (DTH)
This table provides information about the institutional ownership of Wisdomtree Tr (DTH) during Q1 2023. 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 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
592K+ 533.22% |
$21.3M - $23.2M
|
703K
$26.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
284K+ 560.43% |
$10.2M - $11.1M
|
335K
$12.6M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
218K+ 16.91% |
$7.84M - $8.52M
|
1.51M
$56.5M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
217K+ 208.39% |
$7.81M - $8.49M
|
321K
$12.1M
|
|
|
May 15, 2023
Q1 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
188KNew |
$6.78M - $7.37M
|
188K
$7.07M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
105KNew |
$3.79M - $4.12M
|
105K
$3.95M
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
82.4KNew |
$2.96M - $3.22M
|
82.4K
$3.09M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
79.9K+ 3081.02% |
$2.87M - $3.12M
|
82.5K
$3.1M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
70.5KNew |
$2.54M - $2.76M
|
70.5K
$2.65M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
48.6K+ 53.43% |
$1.75M - $1.9M
|
140K
$5.24M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41.8K+ 7.79% |
$1.5M - $1.64M
|
578K
$21.7M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.6K+ 32.14% |
$1.21M - $1.31M
|
138K
$5.19M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
26.1KNew |
$939K - $1.02M
|
26.1K
$979K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.9K+ 7.75% |
$894K - $972K
|
345K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
24.6K+ 19.47% |
$886K - $963K
|
151K
$5.67M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.6KNew |
$886K - $963K
|
24.6K
$924K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.1K+ 45.8% |
$830K - $902K
|
73.4K
$2.76M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.3K+ 44.13% |
$696K - $757K
|
63.2K
$2.37M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
18.3K+ 4.95% |
$660K - $717K
|
388K
$14.6M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.4KNew |
$627K - $682K
|
17.4K
$654K
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
15.2KNew |
$546K - $594K
|
15.2K
$570K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.5KNew |
$522K - $567K
|
14.5K
$544K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.3K+ 39.84% |
$444K - $482K
|
43.3K
$1.62M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.8K+ 14.33% |
$426K - $463K
|
94.3K
$3.54M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
10.5KNew |
$378K - $411K
|
10.5K
$395K
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$364K - $396K
|
10.1K
$380K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
9.7KNew |
$349K - $379K
|
9.7K
$364K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.57K+ 22.32% |
$344K - $374K
|
52.4K
$1.97M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
8.87K+ 18.68% |
$319K - $347K
|
56.3K
$2.11M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
8.27KNew |
$298K - $323K
|
8.27K
$310K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.99K+ 326.29% |
$288K - $313K
|
10.4K
$392K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.77K+ 31.01% |
$279K - $304K
|
32.8K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.8KNew |
$245K - $266K
|
6.8K
$255K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.77KNew |
$244K - $265K
|
6.77K
$254K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.6K+ 33.51% |
$238K - $258K
|
26.3K
$987K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.53KNew |
$235K - $256K
|
6.53K
$245K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.45K+ 7.8% |
$232K - $252K
|
89.1K
$3.34M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.17K+ 10.7% |
$222K - $242K
|
63.9K
$2.4M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.78KNew |
$208K - $226K
|
5.78K
$217K
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
5.55KNew |
$200K - $217K
|
5.55K
$208K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.34KNew |
$192K - $209K
|
5.34K
$201K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
5.34KNew |
$192K - $209K
|
5.34K
$200K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
5.22K+ 645.74% |
$188K - $204K
|
6.03K
$226K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
4.9KNew |
$176K - $192K
|
4.9K
$184K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.65KNew |
$167K - $182K
|
4.65K
$175K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.76K+ 2.0% |
$135K - $147K
|
191K
$7.19M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.35K+ 2.93% |
$121K - $131K
|
118K
$4.42M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.9K+ 11.92% |
$104K - $113K
|
27.2K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.45KNew |
$88K - $95.7K
|
2.45K
$91.8K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.66K+ 5.13% |
$59.9K - $65.1K
|
34.1K
$1.28M
|