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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
120+ 0.39% |
$4.4K - $4.9K
|
31K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
112New |
$4.1K - $4.57K
|
112
$4.09K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
103+ 0.97% |
$3.77K - $4.2K
|
10.7K
$390K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
103+ 0.74% |
$3.77K - $4.2K
|
14.1K
$516K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
62+ 0.13% |
$2.27K - $2.53K
|
47.5K
$1.74M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
49+ 0.39% |
$1.8K - $2K
|
12.7K
$465K
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
39+ 0.39% |
$1.43K - $1.59K
|
10.1K
$369K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22+ 0.4% |
$806 - $898
|
5.54K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12+ 0.06% |
$440 - $490
|
20.5K
$750K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
11+ 0.09% |
$403 - $449
|
12.4K
$452K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3- 0.03% |
$110 - $122
|
9.36K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5Closed |
$183 - $204
|
0
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-36- 0.08% |
$1.32K - $1.47K
|
43.8K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-39- 0.82% |
$1.43K - $1.59K
|
4.73K
$173K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-75- 13.04% |
$2.75K - $3.06K
|
500
$18.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-98- 0.96% |
$3.59K - $4K
|
10.1K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-228- 0.36% |
$8.36K - $9.3K
|
63.7K
$2.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-247- 54.41% |
$9.05K - $10.1K
|
207
$7.56K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-331- 5.79% |
$12.1K - $13.5K
|
5.38K
$197K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-387- 2.12% |
$14.2K - $15.8K
|
17.9K
$654K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-433- 1.63% |
$15.9K - $17.7K
|
26.1K
$952K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-619- 0.73% |
$22.7K - $25.3K
|
84.5K
$3.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-729- 4.18% |
$26.7K - $29.8K
|
16.7K
$611K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.01K- 2.66% |
$37.1K - $41.3K
|
37K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.23K- 2.16% |
$45.2K - $50.4K
|
55.9K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.69K- 6.31% |
$98.4K - $110K
|
39.8K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.87K- 1.99% |
$105K - $117K
|
141K
$5.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-3.08K- 2.52% |
$113K - $126K
|
119K
$4.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-6.36K- 0.84% |
$233K - $260K
|
754K
$27.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.44K- 10.0% |
$236K - $263K
|
58K
$2.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-9.74K- 2.23% |
$357K - $398K
|
427K
$15.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.2K- 1.63% |
$410K - $457K
|
675K
$24.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16.3K- 5.71% |
$598K - $665K
|
269K
$9.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-24.1K- 43.14% |
$882K - $982K
|
31.7K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-34.4K- 98.86% |
$1.26M - $1.4M
|
397
$14.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-49.3K- 36.22% |
$1.81M - $2.01M
|
86.7K
$3.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-50.1K- 6.84% |
$1.83M - $2.04M
|
682K
$24.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-101K- 67.73% |
$3.71M - $4.13M
|
48.3K
$1.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-163K- 22.47% |
$5.98M - $6.66M
|
563K
$20.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-351K- 72.94% |
$12.9M - $14.3M
|
130K
$4.76M
|