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 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
325+ 3.13% |
$12K - $14.2K
|
10.7K
$391K
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
218+ 1.78% |
$8.02K - $9.52K
|
12.4K
$454K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
211New |
$7.77K - $9.21K
|
211
$7.71K
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
169+ 1.3% |
$6.22K - $7.38K
|
13.2K
$483K
|
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
127+ 2.54% |
$4.67K - $5.54K
|
5.13K
$187K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
16+ 0.26% |
$589 - $698
|
6.16K
$225K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
12+ 0.22% |
$442 - $524
|
5.38K
$196K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5+ 0.84% |
$184 - $218
|
598
$21.8K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-6Closed |
$221 - $262
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9- 15.0% |
$331 - $393
|
51
$1.86K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-30- 0.29% |
$1.1K - $1.31K
|
10.4K
$380K
|
|
|
Apr 26, 2022
Q1 2022
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-124- 0.82% |
$4.56K - $5.41K
|
15.1K
$550K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-124- 1.55% |
$4.56K - $5.41K
|
7.86K
$287K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-480Closed |
$17.7K - $21K
|
0
$0
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-502- 65.88% |
$18.5K - $21.9K
|
260
$9.5K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-718- 5.12% |
$26.4K - $31.3K
|
13.3K
$486K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.26K- 48.28% |
$46.5K - $55.1K
|
1.35K
$49.4K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.55KClosed |
$57.1K - $67.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.02KClosed |
$74.2K - $88K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.34KClosed |
$86.1K - $102K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.77KClosed |
$102K - $121K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.2KClosed |
$118K - $140K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-4.05KClosed |
$149K - $177K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-4.85KClosed |
$178K - $211K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.01K- 1.43% |
$184K - $219K
|
345K
$12.6M
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.1KClosed |
$188K - $223K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-6.2K- 32.83% |
$228K - $271K
|
12.7K
$463K
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-7.91K- 24.64% |
$291K - $345K
|
24.2K
$884K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11KClosed |
$403K - $478K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-12.1K- 10.05% |
$445K - $527K
|
108K
$3.95M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.5K- 5.4% |
$460K - $546K
|
219K
$8M
|
|
|
May 16, 2022
Q1 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-14.1KClosed |
$519K - $615K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-15.2KClosed |
$559K - $663K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-16.1K- 56.82% |
$592K - $701K
|
12.2K
$446K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-16.3K- 52.19% |
$600K - $712K
|
14.9K
$546K
|
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-41.2K- 47.13% |
$1.52M - $1.8M
|
46.2K
$1.69M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-43.4K- 13.59% |
$1.6M - $1.89M
|
276K
$10.1M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-69.5K- 66.37% |
$2.56M - $3.03M
|
35.2K
$1.29M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-103K- 33.11% |
$3.8M - $4.51M
|
208K
$7.61M
|