Purchases and Sales Made in Q2 2023 in Wisdomtree Tr (DTH)
This table provides information about the institutional ownership of Wisdomtree Tr (DTH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
213K+ 54.92% |
$7.71M - $8.32M
|
602K
$23.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
149K+ 25.83% |
$5.4M - $5.83M
|
728K
$28.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
148K+ 9.82% |
$5.35M - $5.77M
|
1.65M
$65.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
51.6KNew |
$1.86M - $2.01M
|
51.6K
$2.03M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
42.9KNew |
$1.55M - $1.67M
|
42.9K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
40.7K+ 12.67% |
$1.47M - $1.59M
|
362K
$14.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
27.2K+ 8.13% |
$984K - $1.06M
|
362K
$14.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
25.4KNew |
$918K - $990K
|
25.4K
$999K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23.6KNew |
$852K - $919K
|
23.6K
$928K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
18K+ 25.57% |
$651K - $703K
|
88.5K
$3.48M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.7K+ 19.82% |
$638K - $688K
|
107K
$4.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
16.6K+ 11.88% |
$600K - $647K
|
156K
$6.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
15.1KNew |
$545K - $588K
|
15.1K
$593K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14.7K+ 7.66% |
$530K - $572K
|
206K
$8.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
12K+ 21.34% |
$435K - $469K
|
68.3K
$2.69M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
9.28KNew |
$335K - $362K
|
9.28K
$365K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
7.72K+ 29.61% |
$279K - $301K
|
33.8K
$1.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.68K+ 10.46% |
$278K - $300K
|
81.1K
$3.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.16K+ 6.86% |
$259K - $279K
|
112K
$4.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.56KNew |
$237K - $256K
|
6.56K
$258K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.55KNew |
$237K - $255K
|
6.55K
$258K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.55K+ 12.48% |
$237K - $255K
|
59K
$2.32M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.97K+ 4.32% |
$216K - $233K
|
144K
$5.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.71K+ 17.41% |
$207K - $223K
|
38.5K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.49KNew |
$199K - $214K
|
5.49K
$216K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5K+ 13.78% |
$181K - $195K
|
41.3K
$1.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.08K+ 26.84% |
$147K - $159K
|
19.3K
$758K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.89K+ 4.1% |
$105K - $113K
|
73.5K
$2.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.81K+ 10.37% |
$65.3K - $70.4K
|
19.2K
$757K
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.21K+ 2.89% |
$43.6K - $47.1K
|
43K
$1.69M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
940+ 4.18% |
$34K - $36.7K
|
23.4K
$923K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
924+ 8.79% |
$33.4K - $36K
|
11.4K
$450K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
776+ 3.15% |
$28.1K - $30.3K
|
25.4K
$1M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
402+ 0.34% |
$14.5K - $15.7K
|
118K
$4.65M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
275+ 0.52% |
$9.94K - $10.7K
|
53.2K
$2.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
178+ 0.41% |
$6.43K - $6.94K
|
43.4K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
160New |
$5.78K - $6.24K
|
160
$6.3K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
152New |
$5.49K - $5.93K
|
152
$5.98K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
125+ 84.46% |
$4.52K - $4.88K
|
273
$10.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
93+ 0.76% |
$3.36K - $3.63K
|
12.4K
$488K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
81+ 0.13% |
$2.93K - $3.16K
|
63.2K
$2.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
64+ 2.62% |
$2.31K - $2.5K
|
2.51K
$98.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
29+ 0.79% |
$1.05K - $1.13K
|
3.68K
$145K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11- 0.1% |
$398 - $429
|
10.5K
$413K
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-19- 0.19% |
$687 - $741
|
10.1K
$398K
|
|
|
Jul 26, 2023
Q2 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-26- 0.03% |
$940 - $1.01K
|
82.4K
$3.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-31- 0.34% |
$1.12K - $1.21K
|
8.97K
$353K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-40- 0.12% |
$1.45K - $1.56K
|
33.1K
$1.3M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-143- 48.47% |
$5.17K - $5.58K
|
152
$5.98K
|