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 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-477- 0.11% |
$15.3K - $19.2K
|
433K
$17.7M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-500- 25.0% |
$16.1K - $20.1K
|
1.5K
$61.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-862- 3.95% |
$27.7K - $34.7K
|
20.9K
$857K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.08K- 15.44% |
$34.8K - $43.6K
|
5.93K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.33K- 1.77% |
$42.6K - $53.4K
|
73.7K
$3.02M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.51K- 11.39% |
$48.7K - $61K
|
11.8K
$482K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.55K- 2.38% |
$49.7K - $62.3K
|
63.4K
$2.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.62K- 2.92% |
$52K - $65.1K
|
53.8K
$2.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.43K- 44.09% |
$78K - $97.7K
|
3.08K
$126K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.59K- 5.95% |
$83.2K - $104K
|
40.9K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.64K- 0.72% |
$117K - $147K
|
501K
$20.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.7K- 5.64% |
$151K - $189K
|
78.5K
$3.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-4.79K- 29.46% |
$154K - $193K
|
11.5K
$470K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.82K- 9.75% |
$155K - $194K
|
44.6K
$1.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.99K- 30.19% |
$161K - $201K
|
11.5K
$472K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.06K- 12.35% |
$163K - $204K
|
35.9K
$1.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-6.1K- 13.0% |
$196K - $245K
|
40.8K
$1.67M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-8.46K- 3.38% |
$272K - $341K
|
242K
$9.88M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-10.1K- 16.97% |
$325K - $407K
|
49.4K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.4K- 2.49% |
$367K - $460K
|
446K
$18.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.2K- 3.09% |
$488K - $612K
|
476K
$19.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-20.3K- 25.36% |
$652K - $817K
|
59.7K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-22.4K- 2.63% |
$719K - $901K
|
830K
$33.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-22.5K- 4.01% |
$723K - $905K
|
539K
$22M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25K- 2.92% |
$805K - $1.01M
|
832K
$34M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-28.1K- 83.2% |
$904K - $1.13M
|
5.68K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30.8K- 4.73% |
$990K - $1.24M
|
619K
$25.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-32.1K- 35.66% |
$1.03M - $1.29M
|
57.9K
$2.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-41.7K- 7.26% |
$1.34M - $1.68M
|
532K
$21.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-44.5K- 45.15% |
$1.43M - $1.79M
|
54K
$2.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-94.6K- 72.93% |
$3.04M - $3.81M
|
35.1K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-431K- 80.3% |
$13.9M - $17.3M
|
106K
$4.32M
|