Purchases and Sales Made in Q1 2022 in Wiswisdomtree Tr (DNL)
This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL) during Q1 2022. The information is specifically focused on institutions that hold shares of WISWISDOMTREE TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.37M+ 84.18% |
$50.4M - $59.7M
|
2.99M
$109M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
379K+ 399.23% |
$14M - $16.6M
|
474K
$17.3M
|
|
|
Jun 08, 2022
Q1 2022
|
Systelligence, LLC
|
BUY
|
- |
259KNew |
$9.55M - $11.3M
|
259K
$9.47M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
232KNew |
$8.54M - $10.1M
|
232K
$8.47M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
182K+ 6.46% |
$6.69M - $7.93M
|
2.99M
$109M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
160K+ 34.62% |
$5.89M - $6.98M
|
622K
$22.7M
|
|
|
May 13, 2022
Q1 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
143K+ 182.22% |
$5.26M - $6.24M
|
221K
$8.09M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
117K+ 12.04% |
$4.31M - $5.11M
|
1.09M
$39.8M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
78.7K+ 27.79% |
$2.9M - $3.43M
|
362K
$13.2M
|
|
|
May 04, 2022
Q1 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
78.2K+ 28.44% |
$2.88M - $3.41M
|
353K
$12.9M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
65.5K+ 730.37% |
$2.41M - $2.86M
|
74.5K
$2.72M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
65.3K+ 22.2% |
$2.4M - $2.85M
|
360K
$13.1M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
58.6K+ 116.21% |
$2.16M - $2.56M
|
109K
$3.98M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
54.8K+ 61.01% |
$2.02M - $2.39M
|
145K
$5.29M
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
35.6K+ 42.98% |
$1.31M - $1.55M
|
118K
$4.32M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.3K+ 108.38% |
$1.04M - $1.24M
|
54.5K
$1.99M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.6K+ 119.69% |
$1.02M - $1.2M
|
50.6K
$1.85M
|
|
|
Apr 18, 2022
Q1 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
23.5K+ 83.43% |
$863K - $1.02M
|
51.6K
$1.88M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
16.7KNew |
$614K - $728K
|
16.7K
$609K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.2KNew |
$597K - $708K
|
16.2K
$592K
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
14.8K+ 72.81% |
$544K - $645K
|
35K
$1.28M
|
|
|
May 10, 2022
Q1 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
11.5K+ 17.32% |
$425K - $504K
|
78.2K
$2.86M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.3K+ 19.62% |
$379K - $449K
|
62.7K
$2.29M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.92KNew |
$365K - $433K
|
9.92K
$362K
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
8.38KNew |
$309K - $366K
|
8.38K
$306K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.26K+ 30.27% |
$304K - $360K
|
35.5K
$1.3M
|
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
BUY
|
- |
8.12K+ 18.8% |
$299K - $354K
|
51.3K
$1.87M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.75K+ 18.45% |
$285K - $338K
|
49.7K
$1.82M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.71K+ 13.69% |
$284K - $336K
|
64K
$2.34M
|
|
|
May 16, 2022
Q1 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
6.9K+ 5.8% |
$254K - $301K
|
126K
$4.6M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.07K+ 5.7% |
$223K - $265K
|
112K
$4.11M
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
5.69K+ 69.14% |
$209K - $248K
|
13.9K
$508K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.62K+ 28.37% |
$207K - $245K
|
25.4K
$929K
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.36KNew |
$197K - $234K
|
5.36K
$196K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.36KNew |
$197K - $234K
|
5.36K
$196K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.56K+ 32.39% |
$168K - $199K
|
18.6K
$680K
|
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4.51K+ 62.91% |
$166K - $197K
|
11.7K
$427K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.4KNew |
$162K - $192K
|
4.4K
$161K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
4.15KNew |
$153K - $181K
|
4.15K
$151K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
2.35KNew |
$86.5K - $103K
|
2.35K
$85.8K
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.7K+ 11.31% |
$62.4K - $74K
|
16.7K
$609K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.3K+ 92.86% |
$47.9K - $56.7K
|
2.7K
$98.6K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1KNew |
$36.8K - $43.7K
|
1K
$36.5K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
978+ 0.77% |
$36K - $42.7K
|
128K
$4.66M
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
823+ 3.6% |
$30.3K - $35.9K
|
23.7K
$864K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
735New |
$27.1K - $32.1K
|
735
$26.8K
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
635+ 1.76% |
$23.4K - $27.7K
|
36.7K
$1.34M
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
620+ 1.93% |
$22.8K - $27.1K
|
32.8K
$1.2M
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
551+ 0.77% |
$20.3K - $24.1K
|
72.5K
$2.65M
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
BUY
|
- |
447+ 1.45% |
$16.5K - $19.5K
|
31.3K
$1.14M
|