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 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
54+ 0.38% |
$1.48K - $1.82K
|
14.1K
$516K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
41+ 6.05% |
$1.12K - $1.38K
|
719
$26.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
38+ 0.39% |
$1.04K - $1.28K
|
9.75K
$356K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
19+ 0.23% |
$521 - $639
|
8.39K
$306K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
14+ 0.13% |
$384 - $471
|
10.4K
$381K
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-19- 0.2% |
$521 - $639
|
9.57K
$350K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-176- 67.69% |
$4.82K - $5.92K
|
84
$3.07K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-250- 26.88% |
$6.85K - $8.41K
|
680
$24.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-453- 1.37% |
$12.4K - $15.2K
|
32.5K
$1.19M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-938- 2.25% |
$25.7K - $31.5K
|
40.7K
$1.49M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.34K- 5.16% |
$36.8K - $45.1K
|
24.6K
$900K
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.52K- 2.01% |
$41.6K - $51.1K
|
73.9K
$2.7M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.67K- 2.73% |
$45.7K - $56.1K
|
59.5K
$2.17M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.75K- 16.92% |
$47.9K - $58.8K
|
8.59K
$314K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.42K- 2.62% |
$66.2K - $81.3K
|
89.7K
$3.28M
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-3.21K- 29.97% |
$88K - $108K
|
7.5K
$274K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.27K- 6.38% |
$89.6K - $110K
|
48K
$1.75M
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-5.27K- 3.09% |
$145K - $177K
|
165K
$6.04M
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-7.01K- 7.12% |
$192K - $236K
|
91.5K
$3.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-10.9K- 38.78% |
$297K - $365K
|
17.1K
$626K
|
|
|
Jan 11, 2023
Q4 2022
|
Systelligence, LLC
|
SELL
|
- |
-15.2K- 14.05% |
$417K - $511K
|
93K
$3.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.4K- 20.37% |
$532K - $653K
|
75.9K
$2.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24.4K- 15.02% |
$668K - $820K
|
138K
$5.04M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-25.9K- 24.6% |
$709K - $871K
|
79.4K
$2.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-28.2K- 44.78% |
$773K - $948K
|
34.8K
$1.27M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-35.7K- 71.29% |
$979K - $1.2M
|
14.4K
$525K
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-53.9K- 63.18% |
$1.48M - $1.81M
|
31.4K
$1.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-69.6K- 8.25% |
$1.91M - $2.34M
|
775K
$28.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-127K- 64.97% |
$3.49M - $4.29M
|
68.7K
$2.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.71M- 67.18% |
$46.9M - $57.6M
|
837K
$30.6M
|