Purchases and Sales Made in Q1 2023 in Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM) during Q1 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
151+ 0.57% |
$7.15K - $7.72K
|
26.8K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
125New |
$5.92K - $6.39K
|
125
$6.72K
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
114+ 1.09% |
$5.4K - $5.83K
|
10.6K
$571K
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
70+ 0.43% |
$3.31K - $3.58K
|
16.2K
$869K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
47+ 5.16% |
$2.22K - $2.4K
|
958
$51.5K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11+ 0.52% |
$521 - $562
|
2.12K
$114K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5+ 0.27% |
$237 - $256
|
1.88K
$101K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
5+ 0.9% |
$237 - $256
|
561
$30.2K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$47.3 - $51.1
|
1
$53.8
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-20- 1.27% |
$947 - $1.02K
|
1.56K
$83.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-41- 2.75% |
$1.94K - $2.1K
|
1.45K
$78K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-71- 1.11% |
$3.36K - $3.63K
|
6.33K
$340K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-72- 1.3% |
$3.41K - $3.68K
|
5.45K
$293K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-120- 1.25% |
$5.68K - $6.13K
|
9.52K
$512K
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-127- 2.71% |
$6.01K - $6.49K
|
4.56K
$245K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-129- 2.37% |
$6.11K - $6.59K
|
5.32K
$286K
|
|
|
Apr 20, 2023
Q1 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-164- 2.01% |
$7.76K - $8.38K
|
8K
$430K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-172- 0.56% |
$8.14K - $8.79K
|
30.8K
$1.65M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-200- 0.66% |
$9.47K - $10.2K
|
30.2K
$1.62M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-224- 3.2% |
$10.6K - $11.5K
|
6.77K
$364K
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-307- 0.37% |
$14.5K - $15.7K
|
82.4K
$4.43M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-328- 4.68% |
$15.5K - $16.8K
|
6.68K
$359K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-330- 1.52% |
$15.6K - $16.9K
|
21.3K
$1.15M
|
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-336- 3.27% |
$15.9K - $17.2K
|
9.94K
$535K
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-476- 9.84% |
$22.5K - $24.3K
|
4.36K
$235K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-593- 0.72% |
$28.1K - $30.3K
|
82.2K
$4.42M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-617- 1.54% |
$29.2K - $31.5K
|
39.4K
$2.12M
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-648- 11.81% |
$30.7K - $33.1K
|
4.84K
$260K
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-750- 2.32% |
$35.5K - $38.3K
|
31.5K
$1.7M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-793- 3.91% |
$37.5K - $40.5K
|
19.5K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-927- 1.27% |
$43.9K - $47.4K
|
72K
$3.87M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-989- 29.0% |
$46.8K - $50.6K
|
2.42K
$130K
|
|
|
Apr 17, 2023
Q1 2023
|
Moller Financial Services
|
SELL
|
- |
-1.15K- 0.89% |
$54.5K - $58.8K
|
128K
$6.88M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.54K- 6.79% |
$72.7K - $78.5K
|
21.1K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.34K- 4.0% |
$111K - $120K
|
56.3K
$3.03M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.47K- 22.05% |
$117K - $126K
|
8.73K
$470K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.19K- 7.41% |
$151K - $163K
|
39.8K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.3K- 12.81% |
$156K - $169K
|
22.5K
$1.21M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.4K- 59.56% |
$161K - $174K
|
2.31K
$124K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.52K- 3.75% |
$214K - $231K
|
116K
$6.24M
|
|
|
May 15, 2023
Q1 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-6.35K- 1.58% |
$301K - $325K
|
395K
$21.2M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.3K- 27.9% |
$536K - $579K
|
29.3K
$1.57M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-11.6K- 16.43% |
$549K - $593K
|
59K
$3.17M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-12.5K- 29.26% |
$592K - $639K
|
30.2K
$1.63M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.8K- 32.45% |
$653K - $706K
|
28.7K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-17.7KClosed |
$837K - $904K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-18.7K- 39.54% |
$883K - $954K
|
28.5K
$1.53M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.8K- 23.33% |
$1.22M - $1.32M
|
84.9K
$4.57M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-29.4K- 56.67% |
$1.39M - $1.5M
|
22.5K
$1.21M
|