Purchases and Sales Made in Q1 2025 in Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.15K+ 22.13% |
$321K - $368K
|
33.9K
$1.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
4.91KNew |
$256K - $294K
|
4.91K
$287K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.21K+ 106833.33% |
$167K - $192K
|
3.21K
$187K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
512+ 3.24% |
$26.7K - $30.6K
|
16.3K
$952K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
320New |
$16.7K - $19.2K
|
320
$18.7K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
98+ 0.15% |
$5.11K - $5.87K
|
63.4K
$3.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
48+ 0.42% |
$2.51K - $2.87K
|
11.4K
$664K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.38% |
$1.2K - $1.38K
|
6.06K
$354K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-3.85K- 26.19% |
$201K - $231K
|
10.9K
$634K
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
SELL
|
- |
-4.34K- 3.71% |
$227K - $260K
|
113K
$6.58M
|