Purchases and Sales Made in Q3 2022 in Wisdomtree Tr (DTH)
This table provides information about the institutional ownership of Wisdomtree Tr (DTH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
181KNew |
$5.44M - $6.43M
|
181K
$6.79M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
98.1K+ 131.65% |
$2.95M - $3.49M
|
173K
$6.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
66K+ 14.66% |
$1.98M - $2.34M
|
516K
$19.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.4K+ 10.76% |
$1.21M - $1.43M
|
415K
$15.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
30KNew |
$902K - $1.07M
|
30K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.2K+ 153.9% |
$726K - $858K
|
39.9K
$1.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22.1K+ 206.77% |
$665K - $785K
|
32.8K
$1.23M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.1KNew |
$576K - $680K
|
19.1K
$719K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
16.4KNew |
$492K - $581K
|
16.4K
$614K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.9K+ 18.75% |
$448K - $529K
|
94.3K
$3.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
12.4KNew |
$373K - $441K
|
12.4K
$466K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.27K+ 19.37% |
$219K - $258K
|
44.8K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7.19K+ 40.01% |
$216K - $255K
|
25.2K
$945K
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.94KNew |
$209K - $246K
|
6.94K
$260K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.93K+ 15.74% |
$178K - $211K
|
43.6K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5K+ 72.52% |
$150K - $177K
|
11.9K
$446K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.93K+ 8.72% |
$148K - $175K
|
61.5K
$2.31M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.68K+ 5.01% |
$80.7K - $95.3K
|
56.2K
$2.11M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.68K+ 4.52% |
$80.6K - $95.3K
|
62.1K
$2.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.23K+ 4.4% |
$67.1K - $79.2K
|
53K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.72K+ 5.86% |
$51.8K - $61.2K
|
31.1K
$1.17M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.35KNew |
$40.6K - $47.9K
|
1.35K
$50.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.18K+ 13.58% |
$35.5K - $41.9K
|
9.86K
$370K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.05K+ 3.36% |
$31.7K - $37.4K
|
32.4K
$1.21M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1KNew |
$30.1K - $35.5K
|
1K
$37.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
803New |
$24.1K - $28.5K
|
803
$30.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
629New |
$18.9K - $22.3K
|
629
$23.6K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
598+ 1.1% |
$18K - $21.2K
|
55.1K
$2.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
57New |
$1.71K - $2.02K
|
57
$2.14K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
53+ 1.16% |
$1.59K - $1.88K
|
4.63K
$174K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
27+ 0.67% |
$812 - $959
|
4.06K
$152K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 14.29% |
$150 - $178
|
30
$1.13K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-120- 5.14% |
$3.61K - $4.26K
|
2.21K
$83.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 13.79% |
$6.01K - $7.1K
|
1.25K
$46.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-231- 2.15% |
$6.95K - $8.21K
|
10.5K
$394K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-425- 99.53% |
$12.8K - $15.1K
|
2
$75.1
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-503- 6.99% |
$15.1K - $17.9K
|
6.7K
$251K
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-691- 0.6% |
$20.8K - $24.5K
|
115K
$4.31M
|
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.02K- 3.34% |
$30.8K - $36.3K
|
29.6K
$1.11M
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.23K- 11.86% |
$36.9K - $43.6K
|
9.12K
$342K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.31K- 9.67% |
$39.5K - $46.6K
|
12.3K
$460K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
SELL
|
- |
-2.53K- 77.04% |
$76.2K - $90K
|
755
$28.3K
|
|
|
Oct 05, 2022
Q3 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-3.85K- 26.97% |
$116K - $137K
|
10.4K
$391K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-5.1K- 7.78% |
$153K - $181K
|
60.5K
$2.27M
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-6.63K- 14.61% |
$199K - $236K
|
38.8K
$1.46M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-7.11K- 14.38% |
$214K - $252K
|
42.3K
$1.59M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.5K- 56.22% |
$374K - $442K
|
9.7K
$364K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-21.5K- 24.83% |
$646K - $763K
|
65.1K
$2.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-30.8K- 51.35% |
$926K - $1.09M
|
29.2K
$1.09M
|