Purchases and Sales Made in Q4 2022 in Wiswisdomtree Tr (DNL)
This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
284K+ 81.55% |
$7.77M - $9.54M
|
632K
$23.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
231K+ 45.65% |
$6.33M - $7.77M
|
737K
$26.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
110K+ 86.45% |
$3M - $3.69M
|
236K
$8.63M
|
|
|
May 11, 2023
Q4 2022
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
63.7KNew |
$1.75M - $2.14M
|
63.7K
$2.33M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
62.2K+ 13.95% |
$1.71M - $2.09M
|
508K
$18.6M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
59.3KNew |
$1.63M - $2M
|
59.3K
$2.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
44.5KNew |
$1.22M - $1.5M
|
44.5K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
43.3KNew |
$1.19M - $1.46M
|
43.3K
$1.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.3K+ 455.35% |
$1.1M - $1.35M
|
49.1K
$1.79M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30K+ 13.22% |
$821K - $1.01M
|
256K
$9.37M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
25K+ 8.07% |
$686K - $842K
|
336K
$12.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
20.9K+ 5.5% |
$572K - $702K
|
401K
$14.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
19.7K+ 13.95% |
$541K - $664K
|
161K
$5.89M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
17.1KNew |
$469K - $576K
|
17.1K
$626K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
15.8KNew |
$432K - $530K
|
15.8K
$575K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.5K+ 20.26% |
$371K - $455K
|
80.3K
$2.93M
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
11.7K+ 10.69% |
$319K - $392K
|
121K
$4.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
11.6KNew |
$318K - $390K
|
11.6K
$424K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
11.5K+ 28.97% |
$316K - $388K
|
51.3K
$1.87M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.57KNew |
$262K - $322K
|
9.57K
$349K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.4KNew |
$258K - $316K
|
9.4K
$343K
|
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
9.33KNew |
$256K - $314K
|
9.33K
$341K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.63K+ 5.7% |
$237K - $290K
|
160K
$5.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.46K+ 10.35% |
$232K - $285K
|
90.3K
$3.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.86K+ 68.83% |
$215K - $264K
|
19.3K
$704K
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
7.8KNew |
$214K - $262K
|
7.8K
$285K
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
7.74KNew |
$212K - $260K
|
7.74K
$283K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.53KNew |
$206K - $253K
|
7.53K
$275K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
7.33KNew |
$201K - $247K
|
7.33K
$268K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.29K+ 10127.78% |
$200K - $245K
|
7.36K
$269K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
6.88KNew |
$189K - $231K
|
6.88K
$251K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.78KNew |
$186K - $228K
|
6.78K
$248K
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.51KNew |
$178K - $219K
|
6.51K
$238K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
5.85K+ 2.74% |
$160K - $197K
|
219K
$7.99M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.26K+ 31.51% |
$144K - $177K
|
21.9K
$801K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.53K+ 20.71% |
$124K - $152K
|
26.4K
$965K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.23K+ 24.42% |
$116K - $142K
|
21.5K
$786K
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.94K+ 5.22% |
$108K - $132K
|
79.4K
$2.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.89KNew |
$79.1K - $97.1K
|
2.89K
$105K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.88K+ 0.52% |
$51.5K - $63.2K
|
365K
$13.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.81K+ 9.04% |
$49.6K - $60.9K
|
21.9K
$798K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.44K+ 11.51% |
$39.4K - $48.4K
|
13.9K
$509K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
1.31K+ 3.33% |
$35.8K - $44K
|
40.6K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.25K+ 2.0% |
$34.1K - $41.9K
|
63.4K
$2.31M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.21K+ 6.18% |
$33K - $40.5K
|
20.7K
$756K
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
660+ 1.3% |
$18.1K - $22.2K
|
51.4K
$1.88M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
559New |
$15.3K - $18.8K
|
559
$20.4K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
406+ 4.89% |
$11.1K - $13.7K
|
8.72K
$318K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
200New |
$5.48K - $6.73K
|
200
$7.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
59New |
$1.62K - $1.98K
|
59
$2.15K
|