Purchases and Sales Made in Q4 2024 in Wiswisdomtree Tr (DNL)
This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
62+ 105.08% |
$2.23K - $2.44K
|
121
$4.55K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
58+ 14.61% |
$2.09K - $2.28K
|
455
$17.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
38+ 0.38% |
$1.37K - $1.5K
|
10.1K
$381K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11+ 0.7% |
$396 - $433
|
1.59K
$59.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
7+ 0.06% |
$252 - $276
|
11.4K
$430K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7+ 0.04% |
$252 - $276
|
17.9K
$674K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4+ 0.13% |
$144 - $158
|
2.99K
$113K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-6- 0.37% |
$216 - $236
|
1.6K
$60.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-36- 0.67% |
$1.3K - $1.42K
|
5.35K
$201K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-138- 1.36% |
$4.97K - $5.44K
|
10K
$377K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-157- 0.67% |
$5.65K - $6.18K
|
23.3K
$875K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-179- 0.32% |
$6.44K - $7.05K
|
55.7K
$2.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-268- 3.69% |
$9.64K - $10.6K
|
6.99K
$263K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-380- 2.27% |
$13.7K - $15K
|
16.3K
$615K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-550- 59.33% |
$19.8K - $21.7K
|
377
$14.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-560- 2.15% |
$20.1K - $22.1K
|
25.5K
$960K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-602- 2.93% |
$21.7K - $23.7K
|
20K
$751K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-985- 12.42% |
$35.4K - $38.8K
|
6.94K
$261K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.69K- 13.68% |
$60.9K - $66.6K
|
10.7K
$402K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.9K- 2.19% |
$68.2K - $74.7K
|
84.5K
$3.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.92K- 20.26% |
$69.1K - $75.6K
|
7.56K
$284K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.81K- 63.86% |
$101K - $111K
|
1.59K
$59.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.95K- 38.73% |
$142K - $156K
|
6.25K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.71K- 9.75% |
$169K - $185K
|
43.6K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.78K- 0.47% |
$172K - $188K
|
1M
$37.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-5.26KClosed |
$189K - $207K
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.78K- 7.95% |
$208K - $228K
|
67K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.64K- 10.43% |
$239K - $262K
|
57K
$2.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-15.3K- 48.23% |
$550K - $603K
|
16.4K
$618K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16K- 6.98% |
$576K - $630K
|
213K
$8.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-22.2K- 17.07% |
$800K - $876K
|
108K
$4.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-34.7K- 24.53% |
$1.25M - $1.37M
|
107K
$4.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-42.4K- 6.28% |
$1.52M - $1.67M
|
632K
$23.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-118K- 17.33% |
$4.25M - $4.66M
|
564K
$21.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-134K- 80.65% |
$4.81M - $5.27M
|
32.1K
$1.21M
|