Purchases and Sales Made in Q2 2022 in Wisdomtree Tr (DTH)
This table provides information about the institutional ownership of Wisdomtree Tr (DTH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.07MNew |
$37M - $43M
|
1.07M
$40.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
185K+ 97.09% |
$6.39M - $7.42M
|
375K
$14.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
115K+ 52.68% |
$3.99M - $4.64M
|
334K
$12.5M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
115K+ 52.68% |
$3.99M - $4.64M
|
334K
$12.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
60KNew |
$2.07M - $2.41M
|
60K
$2.25M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
37.5KNew |
$1.3M - $1.51M
|
37.5K
$1.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.6KNew |
$852K - $990K
|
24.6K
$925K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
23.7K+ 37.66% |
$819K - $952K
|
86.6K
$3.25M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
16.9K+ 12.44% |
$583K - $677K
|
152K
$5.72M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.2K+ 220.63% |
$527K - $613K
|
22.2K
$832K
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
12.3K+ 27.78% |
$425K - $494K
|
56.6K
$2.12M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.1K+ 18.03% |
$419K - $487K
|
79.4K
$2.98M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.7KNew |
$370K - $430K
|
10.7K
$401K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.81K+ 13.4% |
$305K - $354K
|
74.5K
$2.8M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
8.68KNew |
$300K - $349K
|
8.68K
$326K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.2K+ 27.81% |
$284K - $330K
|
37.7K
$1.42M
|
|
|
Aug 28, 2024
Q2 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
8.09K+ 35.96% |
$280K - $325K
|
30.6K
$1.15M
|
|
|
Jul 11, 2022
Q2 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
6.56KNew |
$227K - $264K
|
6.56K
$246K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
5.93K+ 9.94% |
$205K - $238K
|
65.6K
$2.46M
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5.1K+ 39.58% |
$176K - $205K
|
18K
$675K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.2K+ 155.72% |
$145K - $169K
|
6.89K
$259K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.05K+ 24.08% |
$105K - $122K
|
15.7K
$589K
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.14K+ 1.89% |
$74K - $86.1K
|
115K
$4.33M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.06K+ 4.0% |
$71.2K - $82.8K
|
53.5K
$2.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.98K+ 27.72% |
$68.3K - $79.4K
|
9.1K
$342K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.23K+ 2.3% |
$42.4K - $49.3K
|
54.5K
$2.05M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.12K+ 3.7% |
$38.6K - $44.9K
|
31.3K
$1.17M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
456+ 24.28% |
$15.8K - $18.3K
|
2.33K
$87.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
425+ 21250.0% |
$14.7K - $17.1K
|
427
$16K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
360+ 9.8% |
$12.4K - $14.5K
|
4.04K
$151K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
285+ 12.35% |
$9.85K - $11.5K
|
2.59K
$97.3K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100New |
$3.46K - $4.02K
|
100
$3.75K
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
75+ 0.73% |
$2.59K - $3.01K
|
10.4K
$389K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
26+ 22.41% |
$899 - $1.04K
|
142
$5.33K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22+ 2.97% |
$761 - $884
|
762
$28.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
21+ 0.29% |
$726 - $844
|
7.2K
$270K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
13+ 0.67% |
$449 - $522
|
1.96K
$73.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12+ 0.64% |
$415 - $482
|
1.88K
$70.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$34.6 - $40.2
|
10.7K
$403K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 12.5% |
$173 - $201
|
35
$1.31K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-15- 1.11% |
$519 - $603
|
1.33K
$50.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-115- 0.29% |
$3.98K - $4.62K
|
39.5K
$1.48M
|
|
|
Jul 14, 2022
Q2 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-125- 0.87% |
$4.32K - $5.02K
|
14.3K
$535K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-160- 5.06% |
$5.53K - $6.43K
|
3K
$113K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-346Closed |
$12K - $13.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-362- 2.6% |
$12.5K - $14.5K
|
13.6K
$510K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-927- 16.85% |
$32K - $37.3K
|
4.58K
$172K
|
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
SELL
|
- |
-934- 22.12% |
$32.3K - $37.5K
|
3.29K
$123K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.03K- 56.21% |
$35.5K - $41.3K
|
800
$30K
|