Purchases and Sales Made in Q3 2023 in Wiswisdomtree Tr (DNL)

DNL Quotes by TradingView

This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL) during Q3 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
Nov 08, 2023 Q3 2023
Horizon Family Wealth, Inc.

BUY
 -
381K
New
$12.6M - $14M
381K $13.9M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
218K
+ 36.4%
$7.23M - $7.99M
817K $29.8M
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
BUY
 -
109K
New
$3.62M - $4M
109K $3.99M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
105K
+ 32.54%
$3.5M - $3.86M
429K $15.7M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
93.8K
New
$3.11M - $3.44M
93.8K $3.43M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
91.5K
+ 18.81%
$3.04M - $3.35M
578K $21.1M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
61.9K
+ 53.88%
$2.05M - $2.27M
177K $6.45M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
54.6K
+ 10.14%
$1.81M - $2M
593K $21.6M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
50.6K
New
$1.68M - $1.85M
50.6K $1.85M
Nov 03, 2023 Q3 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
44.1K
+ 122.02%
$1.46M - $1.62M
80.2K $2.93M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
36.7K
+ 5.07%
$1.22M - $1.34M
761K $27.8M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
34K
+ 5.77%
$1.13M - $1.25M
624K $22.8M
Nov 13, 2023 Q3 2023
Legacy Financial Advisors, Inc.

BUY
 -
23.3K
+ 5.54%
$773K - $854K
443K $16.2M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
21.6K
+ 2.94%
$718K - $793K
757K $27.7M
Nov 15, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
20.7K
New
$687K - $759K
20.7K $756K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
16.6K
+ 41.61%
$552K - $609K
56.6K $2.07M
Jan 24, 2024 Q3 2023
Cedrus LLC

Littleton, CO
BUY
 -
15.3K
+ 11.3%
$506K - $559K
150K $5.49M
Nov 14, 2023 Q3 2023
360 Financial, Inc.

BUY
 -
14.6K
+ 3.98%
$483K - $534K
381K $13.9M
Oct 30, 2023 Q3 2023
Win Advisors, Inc

BUY
 -
11.4K
New
$379K - $419K
11.4K $417K
Nov 14, 2023 Q3 2023
Old Mission Capital LLC

BUY
 -
10.3K
+ 74.32%
$341K - $377K
24.1K $880K
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
7.86K
+ 10.24%
$261K - $288K
84.6K $3.09M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
6.52K
+ 6.74%
$216K - $239K
103K $3.77M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
4.74K
New
$157K - $174K
4.74K $173K
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
3.58K
+ 22.7%
$119K - $131K
19.4K $707K
Nov 09, 2023 Q3 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
3.43K
+ 5.07%
$114K - $126K
71K $2.59M
Nov 09, 2023 Q3 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
2.91K
+ 24.28%
$96.5K - $107K
14.9K $544K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2.61K
+ 1.48%
$86.5K - $95.6K
179K $6.54M
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
2.01K
+ 7.07%
$66.8K - $73.8K
30.5K $1.11M
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
1.76K
New
$58.5K - $64.6K
1.76K $64.4K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
1.63K
+ 15.5%
$54K - $59.7K
12.1K $443K
Nov 09, 2023 Q3 2023
Ruggaard & Associates LLC

Twinsburg, OH
BUY
 -
1.59K
+ 25.04%
$52.8K - $58.3K
7.94K $290K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.36K
New
$45.2K - $50K
1.36K $49.8K
Nov 15, 2023 Q3 2023
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
1.17K
+ 15.22%
$38.8K - $42.8K
8.85K $323K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
1.14K
+ 4.33%
$37.9K - $41.9K
27.5K $1.01M
Oct 19, 2023 Q3 2023
Tfg Advisers LLC

BUY
 -
1.02K
+ 5.68%
$33.7K - $37.2K
18.9K $690K
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
1.01K
+ 1.37%
$33.6K - $37.1K
75.1K $2.74M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
831
+ 4.51%
$27.6K - $30.5K
19.2K $703K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
800
+ 11.76%
$26.5K - $29.3K
7.6K $278K
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
762
New
$25.3K - $27.9K
762 $27.8K
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
751
+ 1.12%
$24.9K - $27.5K
67.8K $2.48M
Oct 30, 2023 Q3 2023
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
550
+ 5.68%
$18.2K - $20.2K
10.2K $374K
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
530
+ 5.09%
$17.6K - $19.4K
10.9K $399K
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
446
+ 0.76%
$14.8K - $16.3K
59K $2.16M
Nov 14, 2023 Q3 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
411
+ 6.66%
$13.6K - $15.1K
6.58K $240K
Oct 19, 2023 Q3 2023
Lion Street Advisors, LLC

BUY
 -
278
+ 2.2%
$9.22K - $10.2K
12.9K $472K
Oct 10, 2023 Q3 2023
Revolve Wealth Partners, LLC

BUY
 -
145
+ 1.8%
$4.81K - $5.31K
8.19K $299K
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
144
+ 3.55%
$4.78K - $5.28K
4.21K $154K
Oct 10, 2023 Q3 2023
Claro Advisors LLC

Boston, MA
BUY
 -
133
+ 1.46%
$4.41K - $4.87K
9.25K $338K
Oct 23, 2023 Q3 2023
Tectonic Advisors LLC

Plano, TX
BUY
 -
103
+ 0.34%
$3.42K - $3.77K
30.5K $1.11M

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