Purchases and Sales Made in Q3 2024 in Wiswisdomtree Tr (DNL)
This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
155K+ 208.36% |
$5.68M - $6.32M
|
229K
$8.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
54.6K+ 6.33% |
$2M - $2.23M
|
916K
$33.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.8K+ 5.71% |
$1.46M - $1.63M
|
738K
$27M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39.3K+ 106.97% |
$1.44M - $1.6M
|
76.1K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
33.1KNew |
$1.21M - $1.35M
|
33.1K
$1.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.3K+ 14.53% |
$1M - $1.11M
|
215K
$7.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
25.2K+ 13.53% |
$923K - $1.03M
|
211K
$7.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.9KNew |
$694K - $773K
|
18.9K
$692K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
18.1K+ 9.76% |
$662K - $737K
|
203K
$7.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17K+ 3.93% |
$623K - $693K
|
450K
$16.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
16.6K+ 7.26% |
$609K - $678K
|
245K
$8.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.3K+ 2.84% |
$560K - $624K
|
554K
$20.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
14.2K+ 223.59% |
$521K - $580K
|
20.6K
$751K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.9K+ 1.19% |
$436K - $486K
|
1.01M
$36.8M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.48KNew |
$347K - $387K
|
9.48K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.65K+ 142.14% |
$317K - $353K
|
14.7K
$538K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.38KNew |
$307K - $342K
|
8.38K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
6.68K+ 1.63% |
$245K - $273K
|
418K
$15.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.76KNew |
$211K - $235K
|
5.76K
$210K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
5.26KNew |
$193K - $215K
|
5.26K
$192K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.91K+ 21.3% |
$180K - $200K
|
27.9K
$1.02M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.9K+ 6.02% |
$180K - $200K
|
86.4K
$3.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.9KNew |
$180K - $200K
|
4.9K
$179K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.9K+ 0.63% |
$179K - $200K
|
786K
$28.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.6K+ 6.82% |
$169K - $188K
|
72.1K
$2.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
4.55K+ 2.82% |
$167K - $185K
|
166K
$6.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
3.56K+ 20.84% |
$131K - $145K
|
20.6K
$754K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.33K+ 3.58% |
$122K - $136K
|
96.3K
$3.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.53KNew |
$92.5K - $103K
|
2.53K
$92.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2K+ 2.28% |
$73.4K - $81.8K
|
89.9K
$3.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.84K+ 30.13% |
$67.3K - $74.9K
|
7.93K
$290K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.06K+ 0.9% |
$38.8K - $43.2K
|
118K
$4.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.05K+ 7.62% |
$38.6K - $43K
|
14.9K
$543K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
975+ 161.42% |
$35.7K - $39.8K
|
1.58K
$57.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
969+ 7.92% |
$35.5K - $39.5K
|
13.2K
$482K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
940New |
$34.5K - $38.4K
|
940
$34.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
754+ 2.44% |
$27.6K - $30.8K
|
31.7K
$1.16M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
743+ 3.28% |
$27.2K - $30.3K
|
23.4K
$855K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
505+ 20.34% |
$18.5K - $20.6K
|
2.99K
$109K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
489+ 7.23% |
$17.9K - $20K
|
7.26K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
430+ 3.33% |
$15.8K - $17.5K
|
13.3K
$487K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
325+ 2.83% |
$11.9K - $13.3K
|
11.8K
$431K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
321+ 1.44% |
$11.8K - $13.1K
|
22.7K
$828K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
287+ 0.16% |
$10.5K - $11.7K
|
185K
$6.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
200+ 2.83% |
$7.33K - $8.16K
|
7.26K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
150+ 1.49% |
$5.5K - $6.12K
|
10.2K
$373K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
144+ 7.0% |
$5.28K - $5.88K
|
2.2K
$80.4K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
139+ 1.31% |
$5.09K - $5.67K
|
10.7K
$392K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
125+ 0.17% |
$4.58K - $5.1K
|
72.7K
$2.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
124+ 15.44% |
$4.54K - $5.06K
|
927
$33.9K
|