Purchases and Sales Made in Q1 2023 in Wiswisdomtree Tr (DNL)
This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL) during Q1 2023. 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 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
460K+ 59.42% |
$15M - $16.5M
|
1.23M
$45.1M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
436K+ 52.16% |
$14.2M - $15.6M
|
1.27M
$46.5M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
388K+ 281.12% |
$12.6M - $13.9M
|
526K
$19.2M
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
BUY
|
- |
365KNew |
$11.9M - $13.1M
|
365K
$13.3M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
274K+ 125.19% |
$8.92M - $9.82M
|
493K
$18M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
258K+ 1850.77% |
$8.4M - $9.24M
|
272K
$9.93M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
255KNew |
$8.3M - $9.14M
|
255K
$9.32M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
204K+ 2772.68% |
$6.64M - $7.31M
|
212K
$7.73M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
86.4K+ 25.74% |
$2.81M - $3.09M
|
422K
$15.4M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
80.7K+ 22.1% |
$2.63M - $2.89M
|
446K
$16.3M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
63.2K+ 19.95% |
$2.06M - $2.26M
|
380K
$13.9M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
50.6KNew |
$1.65M - $1.81M
|
50.6K
$1.85M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
48.5K+ 18.93% |
$1.58M - $1.74M
|
305K
$11.1M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
45.9KNew |
$1.49M - $1.64M
|
45.9K
$1.68M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
43.3K+ 26.19% |
$1.41M - $1.55M
|
209K
$7.62M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
39.4K+ 7.76% |
$1.28M - $1.41M
|
548K
$20M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.2K+ 41.07% |
$1.01M - $1.12M
|
107K
$3.91M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
30K+ 67.43% |
$977K - $1.08M
|
74.6K
$2.72M
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
20.9K+ 17.34% |
$681K - $750K
|
142K
$5.17M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
10.4K+ 60.9% |
$340K - $374K
|
27.6K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
10.3K+ 6.38% |
$335K - $369K
|
172K
$6.27M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.3K+ 733.93% |
$334K - $368K
|
11.7K
$426K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
9.48KNew |
$308K - $339K
|
9.48K
$346K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.11K+ 5.69% |
$296K - $326K
|
169K
$6.18M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.49KNew |
$276K - $304K
|
8.49K
$310K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
8.13K+ 15.83% |
$264K - $291K
|
59.5K
$2.17M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.5KNew |
$244K - $269K
|
7.5K
$274K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.59K+ 8.21% |
$215K - $236K
|
86.9K
$3.17M
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
5.86KNew |
$191K - $210K
|
5.86K
$214K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.43K+ 0.86% |
$177K - $195K
|
637K
$23.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.56K+ 18.5% |
$148K - $163K
|
29.2K
$1.07M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.17K+ 4172.0% |
$136K - $149K
|
4.27K
$156K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.31K+ 34.61% |
$108K - $119K
|
12.9K
$471K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.22K+ 12.9% |
$105K - $115K
|
28.2K
$1.03M
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.52K+ 2.76% |
$82.1K - $90.3K
|
94K
$3.43M
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.75K+ 23.33% |
$56.9K - $62.7K
|
9.25K
$338K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.5K+ 1785.71% |
$48.8K - $53.7K
|
1.58K
$57.8K
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.49K+ 2.01% |
$48.4K - $53.3K
|
75.4K
$2.75M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.23K+ 14.14% |
$40.1K - $44.2K
|
9.95K
$363K
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
1.01K+ 2.47% |
$32.8K - $36.1K
|
41.7K
$1.52M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1K+ 2.32% |
$32.6K - $35.9K
|
44.3K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
780+ 8.3% |
$25.4K - $27.9K
|
10.2K
$372K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
743+ 3.85% |
$24.2K - $26.6K
|
20K
$731K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
589+ 58900.0% |
$19.2K - $21.1K
|
590
$21.5K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
424+ 2650.0% |
$13.8K - $15.2K
|
440
$16.1K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
417+ 6.15% |
$13.6K - $14.9K
|
7.2K
$263K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
290New |
$9.44K - $10.4K
|
290
$10.6K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
244+ 0.27% |
$7.94K - $8.74K
|
90.5K
$3.3M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
155+ 0.32% |
$5.04K - $5.55K
|
48.1K
$1.76M
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
139+ 0.81% |
$4.52K - $4.98K
|
17.3K
$631K
|