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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.17KClosed |
$71K - $77K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-830Closed |
$50.4K - $54.7K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2020
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-610Closed |
$37.1K - $40.2K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-300Closed |
$18.2K - $19.8K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-24Closed |
$1.46K - $1.58K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-13Closed |
$790 - $856
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 23, 2020
Q2 2020
|
Janney Capital Management LLC
|
SELL
|
- |
-10.6KClosed |
$572K - $732K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-8.69KClosed |
$469K - $599K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-4.37KClosed |
$236K - $301K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-310Closed |
$16.7K - $21.4K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Bison Wealth, LLC
|
SELL
|
- |
-304Closed |
$16.4K - $21K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Fusion Family Wealth LLC
|
SELL
|
- |
-160Closed |
$8.63K - $11K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-10.3KClosed |
$497K - $797K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.73KClosed |
$180K - $289K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.37KClosed |
$163K - $261K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.07KClosed |
$148K - $238K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-3.03KClosed |
$146K - $235K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.96KClosed |
$143K - $229K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.67KClosed |
$129K - $207K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.41KClosed |
$116K - $186K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.42KClosed |
$68.3K - $110K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1KClosed |
$48.4K - $77.6K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-609Closed |
$29.4K - $47.2K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-200Closed |
$9.66K - $15.5K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-99Closed |
$4.78K - $7.67K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-99Closed |
$4.78K - $7.67K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$48.3 - $77.4
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 03, 2020
Q4 2019
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.15KClosed |
$228K - $244K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-702Closed |
$50.8K - $54.3K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Oakworth Capital, Inc.
|
SELL
|
- |
-613Closed |
$44.3K - $47.4K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-386Closed |
$27.9K - $29.9K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-268Closed |
$19.4K - $20.7K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-205Closed |
$14.8K - $15.9K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-186Closed |
$13.4K - $14.4K
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-151Closed |
$10.9K - $11.7K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 08, 2019
Q3 2019
|
Daido Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-492KClosed |
$36.1M - $36.7M
|
0
$0
|
|
|
Oct 23, 2019
Q3 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-400Closed |
$29.4K - $29.9K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-115Closed |
$8.44K - $8.59K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 16, 2019
Q2 2019
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.16KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-900Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-660Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-5.44KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-5.31KClosed |
N/A
|
0
$0
|
|
|
Apr 24, 2019
Q1 2019
|
Sterling Investment Management, LLC
|
SELL
|
- |
-3.69KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-3KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-1.47KClosed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.11KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.08KClosed |
N/A
|
0
$0
|
|
|
Apr 19, 2019
Q1 2019
|
Regions Financial Corp
|
SELL
|
- |
-400Closed |
N/A
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Kwmg, LLC
|
SELL
|
- |
-272Closed |
N/A
|
0
$0
|
|