Purchases and Sales Made in Q4 2023 in Wisdomtree Tr U.S (DHS)
This table provides information about the institutional ownership of Wisdomtree Tr U.S (DHS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.95K- 16.75% |
$144K - $162K
|
9.69K
$919K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.02K- 18.73% |
$149K - $168K
|
8.78K
$832K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.08K- 9.27% |
$153K - $173K
|
20.4K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-2.15K- 11.1% |
$158K - $178K
|
17.2K
$1.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.51K- 49.94% |
$185K - $208K
|
2.51K
$238K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.52K- 14.53% |
$185K - $209K
|
14.8K
$1.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-2.53K- 5.09% |
$186K - $210K
|
47.1K
$4.47M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.55K- 58.16% |
$188K - $212K
|
1.84K
$174K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.64K- 22.8% |
$268K - $302K
|
12.3K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.73K- 41.36% |
$275K - $310K
|
5.29K
$502K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.78K- 9.35% |
$279K - $314K
|
36.6K
$3.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.81K- 46.68% |
$281K - $316K
|
4.35K
$413K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.99K- 11.03% |
$294K - $331K
|
32.2K
$3.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.15K- 17.54% |
$306K - $344K
|
19.5K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.35K- 9.57% |
$321K - $361K
|
41.1K
$3.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.85K- 1.82% |
$357K - $402K
|
261K
$24.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.05K- 31.74% |
$372K - $419K
|
10.9K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.37K- 7.94% |
$396K - $446K
|
62.3K
$5.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.95K- 35.66% |
$438K - $494K
|
10.7K
$1.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-6.3K- 26.88% |
$464K - $522K
|
17.1K
$1.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.63K- 47.94% |
$488K - $550K
|
7.19K
$682K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-7.46K- 7.81% |
$550K - $619K
|
88K
$8.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.17K- 20.63% |
$602K - $678K
|
31.4K
$2.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.51K- 8.15% |
$627K - $706K
|
95.9K
$9.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9.09K- 78.86% |
$670K - $755K
|
2.44K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.7K- 25.28% |
$1.3M - $1.47M
|
52.2K
$4.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-20.9K- 5.35% |
$1.54M - $1.74M
|
370K
$35.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.5K- 74.47% |
$1.73M - $1.95M
|
8.04K
$763K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-34.1K- 71.52% |
$2.51M - $2.83M
|
13.6K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-41.4K- 29.56% |
$3.05M - $3.44M
|
98.7K
$9.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-41.9K- 24.46% |
$3.09M - $3.48M
|
129K
$12.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-45.4K- 10.21% |
$3.34M - $3.77M
|
399K
$37.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-48.1K- 6.34% |
$3.55M - $3.99M
|
711K
$67.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-73.6K- 6.67% |
$5.42M - $6.11M
|
1.03M
$97.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-81.3K- 86.77% |
$5.99M - $6.74M
|
12.4K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-94.9K- 89.09% |
$6.99M - $7.88M
|
11.6K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-105K- 23.65% |
$7.77M - $8.75M
|
340K
$32.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-129K- 30.69% |
$9.54M - $10.7M
|
292K
$27.7M
|