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 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1K+ 16.45% |
$36K - $39.2K
|
7.09K
$278K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
863New |
$31.1K - $33.8K
|
863
$33.9K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
368New |
$13.2K - $14.4K
|
368
$14.4K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
257+ 4.67% |
$9.25K - $10.1K
|
5.76K
$226K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
167+ 2.99% |
$6.01K - $6.53K
|
5.76K
$226K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
161+ 4.34% |
$5.79K - $6.3K
|
3.87K
$152K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
152+ 1.25% |
$5.47K - $5.95K
|
12.3K
$483K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
118New |
$4.25K - $4.62K
|
118
$4.63K
|
|
|
Apr 20, 2023
Q1 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
91+ 1.24% |
$3.28K - $3.56K
|
7.45K
$292K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
75+ 0.14% |
$2.7K - $2.93K
|
53K
$2.08M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
38New |
$1.37K - $1.49K
|
38
$1.49K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11+ 8.03% |
$396 - $430
|
148
$5.81K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-9- 0.1% |
$324 - $352
|
9K
$353K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-75- 0.14% |
$2.7K - $2.93K
|
52.9K
$2.08M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-321- 0.54% |
$11.6K - $12.6K
|
58.7K
$2.3M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-350- 0.66% |
$12.6K - $13.7K
|
52.9K
$2.08M
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-429- 10.52% |
$15.4K - $16.8K
|
3.65K
$143K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-640- 27.78% |
$23K - $25K
|
1.66K
$65.3K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-649- 0.91% |
$23.4K - $25.4K
|
70.6K
$2.77M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-821- 1.97% |
$29.5K - $32.1K
|
40.9K
$1.61M
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-850- 8.51% |
$30.6K - $33.3K
|
9.14K
$359K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.01K- 4.08% |
$36.4K - $39.6K
|
23.8K
$934K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.99K- 13.55% |
$71.7K - $78K
|
12.7K
$499K
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-2.09K- 4.77% |
$75.3K - $81.8K
|
41.7K
$1.64M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.29K- 8.52% |
$82.3K - $89.4K
|
24.6K
$964K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.72K- 27.84% |
$97.9K - $106K
|
7.05K
$277K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.86K- 7.31% |
$103K - $112K
|
36.3K
$1.43M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.24K- 0.35% |
$117K - $127K
|
924K
$36.3M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.9K- 10.26% |
$429K - $467K
|
104K
$4.1M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-18.1K- 42.35% |
$652K - $709K
|
24.7K
$969K
|