Purchases and Sales Made in Q3 2023 in Wisdomtree Tr U.S (DHS)
This table provides information about the institutional ownership of Wisdomtree Tr U.S (DHS) during Q3 2023. 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 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-567- 8.75% |
$44.1K - $47.1K
|
5.91K
$561K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-635- 1.63% |
$49.4K - $52.7K
|
38.4K
$3.64M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-654- 99.54% |
$50.9K - $54.3K
|
3
$285
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-733- 40.72% |
$57K - $60.8K
|
1.07K
$101K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-800- 18.31% |
$62.2K - $66.4K
|
3.57K
$338K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-804- 3.47% |
$62.6K - $66.7K
|
22.4K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-822- 9.95% |
$64K - $68.2K
|
7.44K
$705K
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-850- 6.87% |
$66.1K - $70.6K
|
11.5K
$1.09M
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-867- 4.49% |
$67.5K - $72K
|
18.4K
$1.75M
|
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-868- 11.24% |
$67.5K - $72.1K
|
6.85K
$650K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-935- 0.97% |
$72.7K - $77.6K
|
95.5K
$9.06M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.14K- 24.9% |
$88.5K - $94.4K
|
3.43K
$325K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.16K- 8.58% |
$90.5K - $96.5K
|
12.4K
$1.17M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.16K- 2.8% |
$90.6K - $96.6K
|
40.4K
$3.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.89K- 8.75% |
$147K - $156K
|
19.7K
$1.87M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.02K- 14.92% |
$157K - $168K
|
11.5K
$1.09M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.05K- 27.71% |
$160K - $170K
|
5.35K
$508K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-2.29K- 4.4% |
$178K - $190K
|
49.6K
$4.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.39K- 17.05% |
$186K - $199K
|
11.6K
$1.1M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.48K- 45.67% |
$193K - $206K
|
2.95K
$280K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.74K- 6.2% |
$213K - $227K
|
41.4K
$3.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.95K- 14.56% |
$230K - $245K
|
17.3K
$1.64M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.12K- 7.93% |
$242K - $259K
|
36.2K
$3.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.61K- 30.67% |
$281K - $300K
|
8.16K
$774K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.72K- 8.24% |
$289K - $309K
|
41.4K
$3.93M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.91K- 22.04% |
$304K - $324K
|
13.8K
$1.31M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.11K- 11.1% |
$319K - $341K
|
32.9K
$3.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.76K- 24.42% |
$370K - $395K
|
14.7K
$1.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5K- 32.84% |
$389K - $415K
|
10.2K
$970K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.13K- 1.89% |
$399K - $426K
|
266K
$25.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.6K- 19.13% |
$435K - $464K
|
23.7K
$2.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.6K- 5.09% |
$436K - $465K
|
104K
$9.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.2K- 24.39% |
$790K - $843K
|
31.5K
$2.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17K- 20.69% |
$1.32M - $1.41M
|
65.1K
$6.17M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-27.7K- 41.2% |
$2.16M - $2.3M
|
39.6K
$3.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34.9K- 33.31% |
$2.72M - $2.9M
|
69.9K
$6.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-36K- 25.27% |
$2.8M - $2.99M
|
107K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-36.3K- 27.21% |
$2.82M - $3.01M
|
97.1K
$9.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-38.3K- 8.93% |
$2.98M - $3.18M
|
391K
$37.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-148K- 25.98% |
$11.5M - $12.3M
|
422K
$40M
|