Purchases and Sales Made in Q3 2025 in Wiswisdomtree Tr (DNL)
This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
5.86KNew |
$225K - $241K
|
5.86K
$240K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
4.99KNew |
$191K - $205K
|
4.99K
$204K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
494+ 2.2% |
$18.9K - $20.3K
|
22.9K
$937K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
125New |
$4.79K - $5.13K
|
125
$5.11K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
114+ 1.88% |
$4.37K - $4.68K
|
6.18K
$253K
|
|
|
Oct 14, 2025
Q3 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
43+ 0.42% |
$1.65K - $1.77K
|
10.3K
$422K
|
|
|
Oct 09, 2025
Q3 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
7+ 0.04% |
$268 - $287
|
16.9K
$691K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-230- 0.62% |
$8.81K - $9.44K
|
36.9K
$1.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-585- 1.18% |
$22.4K - $24K
|
48.9K
$2M
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.36K- 6.73% |
$90.5K - $97K
|
32.7K
$1.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-34.8K- 7.3% |
$1.33M - $1.43M
|
441K
$18M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-54.3K- 25.04% |
$2.08M - $2.23M
|
162K
$6.65M
|