Latest Institutional Sells of Wisdomtree Tr U.S (DHS)
This list provides information on the latest institutional transactions involving Wisdomtree Tr U.S (DHS) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-45.1K- 4.72% |
$3.79M - $4.23M
|
911K
$86.4M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-12.3K- 22.64% |
$1.03M - $1.16M
|
42.1K
$3.99M
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.36K- 5.43% |
$282K - $315K
|
58.6K
$5.56M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.35K- 2.83% |
$281K - $314K
|
115K
$10.9M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.67K- 5.74% |
$140K - $157K
|
27.4K
$2.6M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.41K- 2.92% |
$118K - $132K
|
46.9K
$4.44M
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.18K- 6.52% |
$98.7K - $110K
|
16.9K
$1.6M
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-879- 16.88% |
$73.7K - $82.5K
|
4.33K
$411K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-802- 1.36% |
$67.3K - $75.3K
|
58.3K
$5.53M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-777- 33.45% |
$65.2K - $72.9K
|
1.55K
$147K
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-697- 1.99% |
$58.5K - $65.4K
|
34.3K
$3.25M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-578- 1.62% |
$48.5K - $54.2K
|
35K
$3.32M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-416- 50.98% |
$34.9K - $39K
|
400
$37.9K
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-414- 6.27% |
$34.7K - $38.8K
|
6.19K
$587K
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-395- 6.01% |
$33.1K - $37.1K
|
6.17K
$585K
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-300- 2.99% |
$25.2K - $28.1K
|
9.73K
$923K
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-220- 8.06% |
$18.5K - $20.6K
|
2.51K
$238K
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-168- 5.99% |
$14.1K - $15.8K
|
2.64K
$250K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-158- 12.56% |
$13.3K - $14.8K
|
1.1K
$104K
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-34- 0.32% |
$2.85K - $3.19K
|
10.6K
$1M
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-26- 0.86% |
$2.18K - $2.44K
|
3.01K
$285K
|
|
Q2 2024 | |||||||
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-70.6K- 99.1% |
$5.79M - $6.16M
|
640
$60.7K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-48.5K- 10.06% |
$3.98M - $4.23M
|
434K
$41.2M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-31.2K- 69.63% |
$2.56M - $2.72M
|
13.6K
$1.29M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15.4K- 18.25% |
$1.26M - $1.34M
|
69K
$6.55M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.5K- 24.69% |
$1.02M - $1.09M
|
38.1K
$3.62M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.3K- 20.43% |
$1.01M - $1.07M
|
47.9K
$4.55M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.1K- 29.49% |
$989K - $1.05M
|
28.9K
$2.74M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12K- 4.64% |
$986K - $1.05M
|
247K
$23.4M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10.1K- 55.5% |
$828K - $882K
|
8.11K
$769K
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-7.8K- 62.96% |
$639K - $680K
|
4.59K
$435K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.68K- 1.98% |
$547K - $583K
|
331K
$31.4M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.93K- 45.11% |
$486K - $517K
|
7.21K
$684K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.77K- 42.26% |
$472K - $503K
|
7.88K
$747K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.33K- 51.13% |
$437K - $465K
|
5.1K
$483K
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5.13K- 1.4% |
$421K - $448K
|
362K
$34.3M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.93K- 13.08% |
$322K - $343K
|
26.1K
$2.48M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.04K- 36.43% |
$249K - $265K
|
5.3K
$503K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.78K- 2.88% |
$228K - $243K
|
93.9K
$8.91M
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.59K- 87.55% |
$212K - $226K
|
368
$34.9K
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.5K- 50.0% |
$204K - $218K
|
2.5K
$237K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.16K- 32.11% |
$177K - $188K
|
4.56K
$432K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.85K- 0.51% |
$152K - $161K
|
361K
$34.2M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.61K- 7.33% |
$132K - $140K
|
20.3K
$1.92M
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.56K- 8.0% |
$128K - $136K
|
18K
$1.7M
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.41K- 6.9% |
$115K - $123K
|
19K
$1.8M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.38K- 11.68% |
$113K - $120K
|
10.4K
$987K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.08K- 13.87% |
$88.1K - $93.8K
|
6.68K
$633K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.02K- 8.79% |
$83.8K - $89.2K
|
10.6K
$1.01M
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-824- 20.78% |
$67.5K - $71.9K
|
3.14K
$298K
|