Purchases and Sales Made in Q4 2022 in Wisdomtree Tr (DTH)
This table provides information about the institutional ownership of Wisdomtree Tr (DTH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
772K+ 149.66% |
$23.2M - $28.2M
|
1.29M
$48.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
370KNew |
$11.1M - $13.5M
|
370K
$13.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
121K+ 29.19% |
$3.64M - $4.43M
|
537K
$20.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
116KNew |
$3.49M - $4.25M
|
116K
$4.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
97.3K+ 1401.5% |
$2.92M - $3.55M
|
104K
$3.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
67.4K+ 154.49% |
$2.02M - $2.46M
|
111K
$4.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
64.1K+ 25.0% |
$1.92M - $2.34M
|
320K
$12M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
63.5K+ 331.57% |
$1.9M - $2.32M
|
82.6K
$3.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
46KNew |
$1.38M - $1.68M
|
46K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
43.8KNew |
$1.32M - $1.6M
|
43.8K
$1.65M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
41.7KNew |
$1.25M - $1.52M
|
41.7K
$1.57M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
39.2KNew |
$1.18M - $1.43M
|
39.2K
$1.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
30.5K+ 50.35% |
$914K - $1.11M
|
91K
$3.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
22.3K+ 88.63% |
$669K - $814K
|
47.5K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.5K+ 53.49% |
$526K - $640K
|
50.3K
$1.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17.4K+ 26.79% |
$523K - $636K
|
82.5K
$3.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15K+ 8.69% |
$450K - $548K
|
188K
$7.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.6K+ 46.73% |
$409K - $498K
|
42.8K
$1.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.2K+ 110.71% |
$395K - $480K
|
25K
$940K
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
12.2KNew |
$365K - $444K
|
12.2K
$457K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.1K+ 98.39% |
$362K - $440K
|
24.3K
$913K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.3K+ 10.89% |
$308K - $375K
|
105K
$3.92M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10K+ 103.06% |
$300K - $365K
|
19.7K
$739K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
9.77K+ 15.89% |
$293K - $357K
|
71.3K
$2.68M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
8.7KNew |
$261K - $318K
|
8.7K
$327K
|
|
|
Jan 24, 2023
Q4 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
7.36KNew |
$221K - $269K
|
7.36K
$276K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
7.09KNew |
$213K - $259K
|
7.09K
$266K
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
7KNew |
$210K - $256K
|
7K
$263K
|
|
|
Feb 13, 2023
Q4 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
6.09KNew |
$183K - $222K
|
6.09K
$228K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.59KNew |
$168K - $204K
|
5.59K
$210K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.97K+ 9.96% |
$119K - $145K
|
43.8K
$1.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.5K+ 2.66% |
$44.9K - $54.7K
|
57.7K
$2.17M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.49K+ 67.43% |
$44.8K - $54.5K
|
3.71K
$139K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.31K+ 4.2% |
$39.3K - $47.8K
|
32.4K
$1.22M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.2K+ 96.0% |
$36K - $43.8K
|
2.45K
$92K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
935+ 3.12% |
$28.1K - $34.1K
|
30.9K
$1.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
200New |
$6K - $7.3K
|
200
$7.51K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
139+ 0.12% |
$4.17K - $5.07K
|
114K
$4.29M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
137New |
$4.11K - $5K
|
137
$5.14K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
16+ 0.39% |
$480 - $584
|
4.08K
$153K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
6+ 0.75% |
$180 - $219
|
809
$30.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2- -0.0% |
$60 - $73
|
53K
$1.99M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-89- 0.9% |
$2.67K - $3.25K
|
9.77K
$367K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-116- 1.27% |
$3.48K - $4.24K
|
9.01K
$338K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-275- 0.52% |
$8.25K - $10K
|
53K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-323- 1.06% |
$9.69K - $11.8K
|
30K
$1.13M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-405- 0.68% |
$12.2K - $14.8K
|
59K
$2.21M
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-420- 5.46% |
$12.6K - $15.3K
|
7.27K
$273K
|
|
|
Jan 03, 2023
Q4 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-425- 4.08% |
$12.8K - $15.5K
|
9.99K
$375K
|