Purchases and Sales Made in Q2 2024 in Wiswisdomtree Tr (DNL)
This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
161KNew |
$5.98M - $6.45M
|
161K
$5.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
112K+ 64.48% |
$4.15M - $4.47M
|
285K
$10.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
105K+ 17.76% |
$3.9M - $4.21M
|
698K
$25.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
72.9K+ 63.43% |
$2.7M - $2.92M
|
188K
$6.86M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
72K+ 63.11% |
$2.67M - $2.88M
|
186K
$6.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
58.1K+ 90.43% |
$2.15M - $2.32M
|
122K
$4.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
38.9K+ 79.38% |
$1.44M - $1.56M
|
87.9K
$3.21M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.6K+ 2953.82% |
$1.25M - $1.34M
|
34.8K
$1.27M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
32.8K+ 8.1% |
$1.21M - $1.31M
|
437K
$16M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
32.5K+ 61.88% |
$1.2M - $1.3M
|
85.1K
$3.11M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
29.6K+ 4.52% |
$1.1M - $1.18M
|
686K
$25M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.1K+ 75.59% |
$1.08M - $1.16M
|
67.5K
$2.46M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25K+ 6.14% |
$927K - $1M
|
433K
$15.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
15.9K+ 1365.44% |
$590K - $636K
|
17.1K
$624K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.2K+ 12.56% |
$562K - $607K
|
136K
$4.97M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.8K+ 10.14% |
$510K - $551K
|
150K
$5.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9KNew |
$333K - $360K
|
9K
$329K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
8.96K+ 5.08% |
$332K - $358K
|
185K
$6.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.56K+ 4.85% |
$317K - $342K
|
185K
$6.75M
|
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
BUY
|
- |
7.31K+ 1.81% |
$271K - $292K
|
411K
$15M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.04K+ 0.98% |
$261K - $281K
|
726K
$26.5M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.31K+ 122.25% |
$234K - $252K
|
11.5K
$419K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.99KNew |
$222K - $239K
|
5.99K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.01K+ 8.5% |
$185K - $200K
|
63.9K
$2.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
4.03K+ 45.39% |
$149K - $161K
|
12.9K
$472K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.42K+ 3.82% |
$127K - $137K
|
93K
$3.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.18K+ 0.41% |
$118K - $127K
|
781K
$28.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.08K+ 44.09% |
$114K - $123K
|
10.1K
$367K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.05K+ 2.16% |
$113K - $122K
|
144K
$5.27M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.75K+ 3.93% |
$102K - $110K
|
72.6K
$2.65M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
2.66K+ 6.46% |
$98.6K - $106K
|
43.8K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.62K+ 6.56% |
$96.9K - $105K
|
42.5K
$1.55M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.4K+ 3.03% |
$88.7K - $95.7K
|
81.5K
$2.98M
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
2.1K+ 10.21% |
$77.8K - $83.9K
|
22.7K
$828K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.74K+ 5.95% |
$64.4K - $69.5K
|
31K
$1.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.27K+ 9.97% |
$47.1K - $50.8K
|
14K
$512K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
922+ 4.3% |
$34.2K - $36.9K
|
22.3K
$816K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
893+ 2.49% |
$33.1K - $35.7K
|
36.8K
$1.34M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
803New |
$29.7K - $32.1K
|
803
$29.3K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
800New |
$29.6K - $32K
|
800
$29.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
604New |
$22.4K - $24.1K
|
604
$22.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
575New |
$21.3K - $23K
|
575
$21K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
503+ 45.69% |
$18.6K - $20.1K
|
1.6K
$58.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
454New |
$16.8K - $18.1K
|
454
$16.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
433New |
$16K - $17.3K
|
433
$15.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
427+ 2.39% |
$15.8K - $17.1K
|
18.3K
$668K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
422+ 2.1% |
$15.6K - $16.9K
|
20.5K
$750K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
315+ 3.07% |
$11.7K - $12.6K
|
10.6K
$386K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
311+ 25.81% |
$11.5K - $12.4K
|
1.52K
$55.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
291+ 5.02% |
$10.8K - $11.6K
|
6.09K
$223K
|