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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
136+ 0.45% |
$4.43K - $4.87K
|
30.1K
$1.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
130+ 18.08% |
$4.23K - $4.66K
|
849
$31K
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
71+ 0.92% |
$2.31K - $2.54K
|
7.81K
$285K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
52New |
$1.69K - $1.86K
|
52
$1.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
44+ 0.45% |
$1.43K - $1.58K
|
9.8K
$358K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.0% |
$32.5 - $35.8
|
59.5K
$2.17M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-13- 0.12% |
$423 - $466
|
10.4K
$381K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-238- 1.69% |
$7.74K - $8.53K
|
13.9K
$507K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-424- 96.36% |
$13.8K - $15.2K
|
16
$584
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-589- 99.83% |
$19.2K - $21.1K
|
1
$36.5
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-725- 2.31% |
$23.6K - $26K
|
30.7K
$1.12M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-916- 1.86% |
$29.8K - $32.8K
|
48.2K
$1.76M
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.54K- 1.94% |
$50K - $55.1K
|
77.8K
$2.84M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.55K- 18.0% |
$50.3K - $55.4K
|
7.04K
$257K
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.6K- 4.92% |
$52K - $57.3K
|
30.9K
$1.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.75K- 6.63% |
$57K - $62.8K
|
24.7K
$901K
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-2.35K- 4.57% |
$76.5K - $84.2K
|
49K
$1.79M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.38K- 0.59% |
$77.5K - $85.4K
|
398K
$14.5M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3K- 13.7% |
$97.5K - $107K
|
18.9K
$689K
|
|
|
Apr 19, 2023
Q1 2023
|
Systelligence, LLC
|
SELL
|
- |
-3.63K- 3.9% |
$118K - $130K
|
89.4K
$3.26M
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-4.55K- 7.14% |
$148K - $163K
|
59.2K
$2.16M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.06K- 0.69% |
$165K - $181K
|
732K
$26.7M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.53K- 30.35% |
$213K - $234K
|
15K
$548K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-6.94K- 48.27% |
$226K - $249K
|
7.44K
$272K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.24K- 75.69% |
$236K - $259K
|
2.33K
$84.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.4K- 50.06% |
$337K - $371K
|
10.3K
$377K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-12.3K- 13.67% |
$399K - $439K
|
77.4K
$2.83M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-16.6K- 75.63% |
$540K - $594K
|
5.35K
$195K
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-32.7K- 80.47% |
$1.06M - $1.17M
|
7.93K
$289K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-36K- 45.35% |
$1.17M - $1.29M
|
43.4K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-42.6K- 67.28% |
$1.39M - $1.53M
|
20.7K
$757K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-107K- 45.47% |
$3.5M - $3.85M
|
129K
$4.71M
|