Purchases and Sales Made in Q3 2022 in Wisdomtree Tr U.S (DHS)
This table provides information about the institutional ownership of Wisdomtree Tr U.S (DHS) during Q3 2022. The information is specifically focused on institutions that hold shares of WISDOMTREE TR U.S.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
576K+ 86.75% |
$43.7M - $50.2M
|
1.24M
$118M
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
156K+ 717.37% |
$11.8M - $13.6M
|
177K
$16.8M
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
103KNew |
$7.8M - $8.97M
|
103K
$9.76M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
76.5K+ 8.63% |
$5.8M - $6.66M
|
963K
$91.4M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
70.1K+ 26.16% |
$5.32M - $6.11M
|
338K
$32.1M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
59.3K+ 64.37% |
$4.5M - $5.17M
|
152K
$14.4M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
53.2K+ 483.51% |
$4.03M - $4.63M
|
64.2K
$6.09M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39.4K+ 101.36% |
$2.99M - $3.43M
|
78.3K
$7.43M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
36.6K+ 8.48% |
$2.77M - $3.19M
|
468K
$44.4M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
36.4K+ 509.1% |
$2.76M - $3.17M
|
43.5K
$4.13M
|
|
Oct 05, 2022
Q3 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
24.8K+ 94.33% |
$1.88M - $2.16M
|
51.2K
$4.85M
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
22.6KNew |
$1.71M - $1.97M
|
22.6K
$2.14M
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
21.1KNew |
$1.6M - $1.84M
|
21.1K
$2M
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
18.7K+ 83.9% |
$1.42M - $1.63M
|
41K
$3.89M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.8K+ 28.54% |
$1.05M - $1.2M
|
62.3K
$5.91M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.2K+ 29.03% |
$850K - $976K
|
49.8K
$4.72M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.2K+ 15.62% |
$849K - $976K
|
82.9K
$7.86M
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
10.9K+ 3.9% |
$827K - $950K
|
291K
$27.6M
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
9.16KNew |
$694K - $798K
|
9.16K
$869K
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
9.14K+ 2.14% |
$693K - $796K
|
437K
$41.4M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.42K+ 68.7% |
$638K - $733K
|
20.7K
$1.96M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.52KNew |
$570K - $655K
|
7.52K
$713K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.77KNew |
$438K - $503K
|
5.77K
$547K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.57K+ 108.46% |
$423K - $486K
|
10.7K
$1.02M
|
|
Oct 20, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.88KNew |
$370K - $425K
|
4.88K
$463K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.86KNew |
$368K - $423K
|
4.86K
$461K
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.86K+ 41.85% |
$368K - $423K
|
16.5K
$1.56M
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.84K+ 16.95% |
$367K - $422K
|
33.4K
$3.17M
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
4.64K+ 38.52% |
$352K - $404K
|
16.7K
$1.58M
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.57KNew |
$346K - $398K
|
4.57K
$433K
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.19K+ 22.56% |
$318K - $365K
|
22.8K
$2.16M
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.73K+ 20.7% |
$283K - $325K
|
21.8K
$2.06M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.58K+ 27.25% |
$271K - $312K
|
16.7K
$1.58M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.28K+ 5.04% |
$248K - $285K
|
68.3K
$6.48M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.13K+ 11.22% |
$237K - $273K
|
31K
$2.94M
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
2.78KNew |
$210K - $242K
|
2.78K
$263K
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.71KNew |
$206K - $236K
|
2.71K
$257K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.7KNew |
$205K - $235K
|
2.7K
$256K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.66K+ 10.11% |
$202K - $232K
|
29K
$2.75M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.54K+ 0.95% |
$192K - $221K
|
269K
$25.5M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.38KNew |
$181K - $208K
|
2.38K
$226K
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.92K+ 17.77% |
$146K - $167K
|
12.7K
$1.21M
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.8KNew |
$136K - $157K
|
1.8K
$171K
|
|
Oct 18, 2022
Q3 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
1.54K+ 1.12% |
$117K - $134K
|
140K
$13.3M
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.12KNew |
$84.7K - $97.3K
|
1.12K
$106K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
1.1KNew |
$83.4K - $95.8K
|
1.1K
$104K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.03K+ 19.27% |
$78.2K - $89.9K
|
6.39K
$606K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
918+ 37.06% |
$69.6K - $80K
|
3.4K
$322K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
915+ 2.79% |
$69.4K - $79.7K
|
33.7K
$3.19M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
763New |
$57.8K - $66.5K
|
763
$72.4K
|