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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
1.74KNew |
$135K - $145K
|
1.74K
$167K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-733- 40.72% |
$57K - $60.8K
|
1.07K
$102K
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
6.62KNew |
$505K - $555K
|
6.62K
$636K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
83+ 11.58% |
$6.33K - $6.96K
|
800
$76.8K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-52- 8.58% |
$3.97K - $4.36K
|
554
$53.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-275- 8.41% |
$21K - $23.1K
|
3K
$288K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
3.92KNew |
$299K - $329K
|
3.92K
$377K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.22K- 25.54% |
$92.7K - $102K
|
3.54K
$340K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-20- 37.04% |
$1.53K - $1.68K
|
34
$3.27K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-65- 13.49% |
$4.96K - $5.45K
|
417
$40K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
20+ 1.06% |
$1.53K - $1.68K
|
1.91K
$184K
|
|
| Q1 2023 | |||||||
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-20Closed |
$1.57K - $1.78K
|
0
$0
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.86KNew |
$225K - $255K
|
2.86K
$275K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.08% |
$78.7 - $89.2
|
1.3K
$124K
|
|
|
May 15, 2023
Q1 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
5.8KNew |
$456K - $517K
|
5.8K
$557K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-450- 11.41% |
$35.4K - $40.1K
|
3.49K
$335K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5.94K- 6.03% |
$467K - $530K
|
92.6K
$8.89M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-12.9K- 51.56% |
$1.02M - $1.15M
|
12.1K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.46KNew |
$351K - $398K
|
4.46K
$428K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
6.22K+ 27.0% |
$489K - $555K
|
29.3K
$2.81M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
500New |
$39.3K - $44.6K
|
500
$48K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.62KNew |
$443K - $501K
|
5.62K
$540K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-11.4K- 3.48% |
$897K - $1.02M
|
316K
$30.3M
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
53.1KNew |
$4.18M - $4.73M
|
53.1K
$5.1M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.55K- 18.74% |
$122K - $138K
|
6.72K
$646K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-588- 2.94% |
$46.3K - $52.4K
|
19.4K
$1.86M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.02KNew |
$159K - $180K
|
2.02K
$194K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1New |
$78.7 - $89.2
|
1
$96
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
8.14KNew |
$640K - $725K
|
8.14K
$781K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
1.05KNew |
$82.2K - $93.2K
|
1.05K
$100K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$15.7K - $17.8K
|
200
$19.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
584New |
$46K - $52.1K
|
584
$56.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
79+ 3.07% |
$6.22K - $7.04K
|
2.65K
$255K
|
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-140K- 96.65% |
$11M - $12.5M
|
4.86K
$467K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-304- 64.96% |
$23.9K - $27.1K
|
164
$15.8K
|
|
| Q4 2022 | |||||||
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
32.6KNew |
$2.53M - $2.91M
|
32.6K
$3.13M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
4KNew |
$310K - $358K
|
4K
$384K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1New |
$77.6 - $89.4
|
1
$96
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.62KNew |
$747K - $860K
|
9.62K
$924K
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-783- 21.34% |
$60.8K - $70K
|
2.89K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-553K- 98.84% |
$42.9M - $49.5M
|
6.5K
$625K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.75K- 63.34% |
$369K - $425K
|
2.75K
$264K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.09KNew |
$84.5K - $97.3K
|
1.09K
$105K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.38KNew |
$107K - $123K
|
1.38K
$132K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
960New |
$74.5K - $85.8K
|
960
$92.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
4KNew |
$310K - $358K
|
4K
$384K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-257- 3.99% |
$19.9K - $23K
|
6.18K
$593K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-510- 4.63% |
$39.6K - $45.6K
|
10.5K
$1.01M
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.84KNew |
$220K - $254K
|
2.84K
$273K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
238New |
$18.5K - $21.3K
|
238
$22.9K
|
|