Latest Institutional Transactions on Wisdomtree Tr U.S (DHS)
This table provides information on the latest institutional transactions involving Wisdomtree Tr U.S (DHS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-35.2K- 75.27% |
$2.95M - $3.3M
|
11.6K
$1.11M
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.36% |
$252 - $281
|
827
$79.4K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.6K- 78.03% |
$891K - $997K
|
2.99K
$287K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.17K+ 4.52% |
$182K - $204K
|
50.1K
$4.81M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.88K- 1.98% |
$410K - $458K
|
242K
$23.3M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
293+ 4.06% |
$24.6K - $27.5K
|
7.5K
$721K
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
630+ 5.67% |
$52.9K - $59.1K
|
11.7K
$1.13M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-261- 0.35% |
$21.9K - $24.5K
|
74.4K
$7.15M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.63K- 1.98% |
$724K - $810K
|
427K
$41M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.77K- 16.99% |
$148K - $166K
|
8.64K
$830K
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
4.91K+ 2.32% |
$412K - $460K
|
217K
$20.8M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-106- 9.13% |
$8.89K - $9.95K
|
1.06K
$101K
|
|
Nov 13, 2024
Q3 2024
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-1.6K- 11.62% |
$134K - $150K
|
12.2K
$1.17M
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.19K+ 9.74% |
$99.4K - $111K
|
13.4K
$1.28M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-599- 0.87% |
$50.3K - $56.2K
|
68.4K
$6.57M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
79+ 2.13% |
$6.63K - $7.41K
|
3.79K
$364K
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-131- 0.69% |
$11K - $12.3K
|
18.8K
$1.81M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.6K- 2.95% |
$893K - $999K
|
350K
$33.7M
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
600New |
$50.3K - $56.3K
|
600
$57.6K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.52K- 37.73% |
$211K - $236K
|
4.16K
$399K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-689- 11.25% |
$57.8K - $64.6K
|
5.43K
$522K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
$168 - $188
|
2.76K
$265K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
24.6K+ 143.48% |
$2.06M - $2.31M
|
41.7K
$4.01M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
175+ 0.87% |
$14.7K - $16.4K
|
20.2K
$1.94M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-889- 11.28% |
$74.6K - $83.4K
|
6.99K
$671K
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-78- 2.64% |
$6.54K - $7.32K
|
2.87K
$276K
|
|
Nov 12, 2024
Q3 2024
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-11- 0.3% |
$923 - $1.03K
|
3.68K
$353K
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
2.31KNew |
$193K - $216K
|
2.31K
$221K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1K+ 4.35% |
$83.9K - $93.8K
|
24K
$2.3M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.7K- 9.38% |
$3.42M - $3.82M
|
393K
$37.8M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.51K- 22.82% |
$126K - $141K
|
5.09K
$489K
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
460New |
$38.6K - $43.2K
|
460
$44.2K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.2K+ 15.23% |
$1.28M - $1.43M
|
115K
$11M
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-30- 0.38% |
$2.52K - $2.81K
|
7.88K
$757K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
324New |
$27.2K - $30.4K
|
324
$31.1K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.24KNew |
$188K - $210K
|
2.24K
$215K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
385+ 2.21% |
$32.3K - $36.1K
|
17.8K
$1.71M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
551+ 1.97% |
$46.2K - $51.7K
|
28.5K
$2.74M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
312+ 4.05% |
$26.2K - $29.3K
|
8.02K
$771K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-158- 12.56% |
$13.3K - $14.8K
|
1.1K
$106K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.67K- 5.74% |
$140K - $157K
|
27.4K
$2.63M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-802- 1.36% |
$67.3K - $75.3K
|
58.3K
$5.6M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.35K- 2.83% |
$281K - $314K
|
115K
$11M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
520New |
$43.6K - $48.8K
|
520
$49.9K
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.25KNew |
$189K - $211K
|
2.25K
$216K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
142+ 0.69% |
$11.9K - $13.3K
|
20.6K
$1.98M
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-220- 8.06% |
$18.5K - $20.6K
|
2.51K
$241K
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
2.14KNew |
$180K - $201K
|
2.14K
$206K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
278+ 2.67% |
$23.3K - $26.1K
|
10.7K
$1.03M
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-680- 3.96% |
$55.7K - $59.3K
|
16.5K
$1.59M
|