Purchases and Sales Made in Q2 2025 in Wiswisdomtree Tr (DNL)
This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
71KNew |
$2.28M - $2.86M
|
71K
$2.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
68.3K+ 58.06% |
$2.2M - $2.75M
|
186K
$7.29M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
22.4KNew |
$721K - $902K
|
22.4K
$879K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
12.1K+ 48.09% |
$388K - $486K
|
37.2K
$1.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
10.6K+ 5.16% |
$342K - $428K
|
217K
$8.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.23KNew |
$168K - $210K
|
5.23K
$205K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.81K+ 1.67% |
$90.4K - $113K
|
171K
$6.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
2.63K+ 18.48% |
$84.7K - $106K
|
16.9K
$663K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.48K+ 4.72% |
$79.8K - $100K
|
55K
$2.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.72KNew |
$55.4K - $69.4K
|
1.72K
$67.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.15KNew |
$37K - $46.3K
|
1.15K
$45.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
933+ 6.89% |
$30K - $37.6K
|
14.5K
$568K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
902+ 2.14% |
$29K - $36.3K
|
43K
$1.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
868+ 42.61% |
$27.9K - $35K
|
2.91K
$114K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
770+ 3.35% |
$24.8K - $31K
|
23.7K
$931K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
369+ 0.84% |
$11.9K - $14.9K
|
44.3K
$1.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
228New |
$7.33K - $9.18K
|
228
$8.95K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
196+ 0.82% |
$6.3K - $7.89K
|
24K
$942K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
85+ 0.83% |
$2.73K - $3.42K
|
10.3K
$403K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
80+ 0.71% |
$2.57K - $3.22K
|
11.4K
$445K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20+ 0.11% |
$643 - $805
|
17.9K
$704K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-7- 0.06% |
$225 - $282
|
11.4K
$448K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-8- 0.13% |
$257 - $322
|
6.34K
$249K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-208- 1.95% |
$6.69K - $8.38K
|
10.5K
$411K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-230- 1.68% |
$7.4K - $9.26K
|
13.5K
$529K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-297- 4.73% |
$9.55K - $12K
|
5.99K
$235K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-338- 1.18% |
$10.9K - $13.6K
|
28.2K
$1.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-355- 1.59% |
$11.4K - $14.3K
|
22K
$865K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-477- 0.11% |
$15.3K - $19.2K
|
433K
$17M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-500- 25.0% |
$16.1K - $20.1K
|
1.5K
$58.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.62K- 2.92% |
$52K - $65.1K
|
53.8K
$2.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.7K- 5.64% |
$151K - $189K
|
78.5K
$3.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.99K- 30.19% |
$161K - $201K
|
11.5K
$453K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.06K- 12.35% |
$163K - $204K
|
35.9K
$1.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-8.46K- 3.38% |
$272K - $341K
|
242K
$9.48M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-10.1K- 16.97% |
$325K - $407K
|
49.4K
$1.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.2K- 3.09% |
$488K - $612K
|
476K
$18.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-20.3K- 25.36% |
$652K - $817K
|
59.7K
$2.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-32.1K- 35.66% |
$1.03M - $1.29M
|
57.9K
$2.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-94.6K- 72.93% |
$3.04M - $3.81M
|
35.1K
$1.38M
|