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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-175- 1.92% |
$6.33K - $6.83K
|
8.96K
$352K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-257- 4.46% |
$9.29K - $10K
|
5.5K
$216K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-470- 5.68% |
$17K - $18.3K
|
7.8K
$306K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-507- 0.34% |
$18.3K - $19.8K
|
151K
$5.91M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-657- 9.32% |
$23.8K - $25.6K
|
6.4K
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-725- 18.74% |
$26.2K - $28.3K
|
3.14K
$123K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-903- 9.31% |
$32.6K - $35.2K
|
8.8K
$345K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.07K- 3.57% |
$38.7K - $41.8K
|
28.9K
$1.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.12K- 1.91% |
$40.4K - $43.6K
|
57.6K
$2.26M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.17K- 1.24% |
$42.3K - $45.6K
|
93.2K
$3.66M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.23K- 18.15% |
$44.4K - $47.9K
|
5.54K
$218K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.24K- 11.9% |
$44.9K - $48.5K
|
9.2K
$361K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.37K- 1.66% |
$49.4K - $53.3K
|
81.1K
$3.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.14K- 6.28% |
$77.4K - $83.5K
|
32K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-3.34K- 55.43% |
$121K - $130K
|
2.69K
$106K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.87K- 19.75% |
$176K - $190K
|
19.8K
$777K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.1K- 11.12% |
$257K - $277K
|
56.8K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.2K- 4.68% |
$584K - $630K
|
329K
$12.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-20.6K- 83.96% |
$745K - $804K
|
3.94K
$155K
|
|
|
Aug 14, 2023
Q2 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-23.7K- 12.6% |
$858K - $925K
|
165K
$6.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-36.1K- 34.36% |
$1.31M - $1.41M
|
69.1K
$2.71M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-42.2K- 4.56% |
$1.52M - $1.64M
|
882K
$34.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-169K- 24.0% |
$6.1M - $6.58M
|
534K
$21M
|