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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
76.9K+ 272.73% |
$4.01M - $4.6M
|
105K
$6.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
44.3K+ 17.23% |
$2.31M - $2.65M
|
302K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.2K+ 4.33% |
$792K - $908K
|
365K
$22.9M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.7K+ 252.58% |
$559K - $642K
|
15K
$939K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.72K+ 3.11% |
$507K - $582K
|
323K
$20.2M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
8.52K+ 18.6% |
$445K - $510K
|
54.3K
$3.41M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.44KNew |
$388K - $445K
|
7.44K
$467K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.15K+ 22.13% |
$321K - $368K
|
33.9K
$2.13M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5.34KNew |
$279K - $319K
|
5.34K
$335K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
4.91KNew |
$256K - $294K
|
4.91K
$308K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.64K+ 44.11% |
$242K - $278K
|
15.2K
$951K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
4.3KNew |
$224K - $257K
|
4.3K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
3.7KNew |
$193K - $221K
|
3.7K
$232K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.21K+ 106833.33% |
$167K - $192K
|
3.21K
$201K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.85K+ 16.29% |
$149K - $171K
|
20.3K
$1.28M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.51K+ 9.69% |
$131K - $150K
|
28.5K
$1.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.48K+ 4.63% |
$130K - $149K
|
56.1K
$3.52M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.98K+ 82.51% |
$103K - $118K
|
4.37K
$274K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.92K+ 1595.83% |
$99.9K - $115K
|
2.04K
$128K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.13K+ 2.36% |
$58.8K - $67.4K
|
48.8K
$3.06M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
927+ 2.0% |
$48.4K - $55.5K
|
47.2K
$2.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
816New |
$42.6K - $48.8K
|
816
$51.2K
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
514+ 11.58% |
$26.8K - $30.8K
|
4.95K
$311K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
512+ 3.24% |
$26.7K - $30.6K
|
16.3K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
445+ 2.57% |
$23.2K - $26.6K
|
17.8K
$1.11M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
320New |
$16.7K - $19.2K
|
320
$20.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
246New |
$12.8K - $14.7K
|
246
$15.4K
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
176+ 0.98% |
$9.19K - $10.5K
|
18.2K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
100+ 0.31% |
$5.22K - $5.99K
|
32.6K
$2.05M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
98+ 0.15% |
$5.11K - $5.87K
|
63.4K
$3.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
85+ 0.35% |
$4.44K - $5.09K
|
24.4K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
63New |
$3.29K - $3.77K
|
63
$3.95K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
48+ 0.42% |
$2.51K - $2.87K
|
11.4K
$714K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.38% |
$1.2K - $1.38K
|
6.06K
$380K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
15New |
$783 - $898
|
15
$941
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.26% |
$52.2 - $59.9
|
388
$24.3K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-24- 0.78% |
$1.25K - $1.44K
|
3.04K
$191K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-46- 10.72% |
$2.4K - $2.75K
|
383
$24K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-99- 1.83% |
$5.17K - $5.93K
|
5.3K
$333K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-103- 11.14% |
$5.38K - $6.17K
|
822
$51.6K
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-110- 2.44% |
$5.74K - $6.58K
|
4.39K
$276K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-136- 0.45% |
$7.1K - $8.14K
|
30.1K
$1.89M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-145- 1.2% |
$7.57K - $8.68K
|
11.9K
$746K
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-210- 0.4% |
$11K - $12.6K
|
52.5K
$3.29M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-223- 1.35% |
$11.6K - $13.3K
|
16.3K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-311- 1.33% |
$16.2K - $18.6K
|
23.1K
$1.45M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-318- 6.93% |
$16.6K - $19K
|
4.27K
$268K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-478- 0.97% |
$24.9K - $28.6K
|
48.8K
$3.06M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-498- 7.72% |
$26K - $29.8K
|
5.96K
$374K
|