Purchases and Sales Made in Q4 2021 in Wisdomtree Tr (DTH)
This table provides information about the institutional ownership of Wisdomtree Tr (DTH) during Q4 2021. The information is specifically focused on institutions that hold shares of WISDOMTREE TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
17.3K+ 164.36% |
$639K - $677K
|
27.9K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.3KNew |
$601K - $637K
|
16.3K
$641K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.1K+ 22.11% |
$447K - $473K
|
67K
$2.63M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.8K+ 65.17% |
$398K - $422K
|
27.4K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
9.52K+ 277.11% |
$350K - $372K
|
13K
$508K
|
|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
7.69KNew |
$283K - $300K
|
7.69K
$302K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
5.52K+ 10.35% |
$203K - $215K
|
58.8K
$2.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
5.3K+ 11.02% |
$195K - $207K
|
53.4K
$2.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.25K+ 8.67% |
$120K - $127K
|
40.8K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.62K+ 38.03% |
$96.6K - $102K
|
9.52K
$374K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.45KNew |
$90.2K - $95.6K
|
2.45K
$96.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.82KNew |
$67K - $71.1K
|
1.82K
$71.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.73K+ 6.44% |
$63.9K - $67.7K
|
28.7K
$1.13M
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.7KNew |
$62.6K - $66.4K
|
1.7K
$66.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.64K+ 28.89% |
$60.5K - $64.1K
|
7.33K
$288K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.58K+ 7.56% |
$58.3K - $61.8K
|
22.5K
$884K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.41K+ 25.09% |
$51.9K - $55K
|
7.02K
$276K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
748+ 54.44% |
$27.5K - $29.2K
|
2.12K
$83.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
734New |
$27K - $28.7K
|
734
$28.8K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
720New |
$26.5K - $28.1K
|
720
$28.3K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
409New |
$15.1K - $16K
|
409
$16.1K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
270New |
$9.94K - $10.5K
|
270
$10.6K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
170+ 12.6% |
$6.26K - $6.64K
|
1.52K
$59.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
99New |
$3.65K - $3.86K
|
99
$3.89K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
48+ 0.38% |
$1.77K - $1.87K
|
12.8K
$504K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
35+ 875.0% |
$1.29K - $1.37K
|
39
$1.53K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3+ 0.15% |
$110 - $117
|
1.94K
$76.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
BUY
|
- |
1+ 0.02% |
$36.8 - $39
|
5.33K
$209K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-62- 34.83% |
$2.28K - $2.42K
|
116
$4.55K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-66- 0.15% |
$2.43K - $2.58K
|
45.4K
$1.78M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-97- 0.16% |
$3.57K - $3.79K
|
59.7K
$2.34M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-100Closed |
$3.68K - $3.9K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-123- 0.23% |
$4.53K - $4.8K
|
53.8K
$2.11M
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-127- 2.9% |
$4.68K - $4.96K
|
4.25K
$167K
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-200Closed |
$7.37K - $7.81K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-290- 23.05% |
$10.7K - $11.3K
|
968
$38K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-410- 5.48% |
$15.1K - $16K
|
7.08K
$278K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-451- 3.36% |
$16.6K - $17.6K
|
13K
$510K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-545- 1.07% |
$20.1K - $21.3K
|
50.2K
$1.97M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-548Closed |
$20.2K - $21.4K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-566- 5.57% |
$20.8K - $22.1K
|
9.6K
$377K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-626- 93.85% |
$23.1K - $24.4K
|
41
$1.61K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-650- 1.61% |
$23.9K - $25.4K
|
39.6K
$1.56M
|
|
|
Jan 04, 2022
Q4 2021
|
Lvm Capital Management LTD
|
SELL
|
- |
-775- 5.11% |
$28.5K - $30.3K
|
14.4K
$566K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-846- 0.43% |
$31.2K - $33K
|
197K
$7.73M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.31K- 2.16% |
$48.2K - $51.1K
|
59.2K
$2.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.47KClosed |
$54.1K - $57.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.83K- 4.43% |
$67.3K - $71.3K
|
39.4K
$1.55M
|
|
|
Jan 12, 2022
Q4 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.94K- 4.43% |
$71.5K - $75.8K
|
41.9K
$1.64M
|