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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-593- 0.52% |
$17.8K - $21.7K
|
114K
$4.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.95K- 4.36% |
$58.6K - $71.3K
|
42.9K
$1.68M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.09K- 4.97% |
$92.6K - $113K
|
59K
$2.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.38K- 7.94% |
$131K - $160K
|
50.7K
$1.99M
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-4.77K- 16.12% |
$143K - $174K
|
24.8K
$974K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-5.67K- 14.61% |
$170K - $207K
|
33.1K
$1.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-15.5K- 36.57% |
$464K - $565K
|
26.8K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-76.8K- 7.65% |
$2.3M - $2.8M
|
927K
$36.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-166K- 91.87% |
$4.99M - $6.07M
|
14.7K
$578K
|