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 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-702- 1.54% |
$36.6K - $42K
|
44.9K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-849- 3.37% |
$44.3K - $50.8K
|
24.3K
$1.53M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-957- 7.52% |
$49.9K - $57.3K
|
11.8K
$738K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.06K- 5.09% |
$55.1K - $63.2K
|
19.7K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.06K- 6.56% |
$55.1K - $63.2K
|
15K
$943K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.11K- 0.28% |
$57.7K - $66.1K
|
390K
$24.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.11K- 1.85% |
$57.9K - $66.4K
|
58.8K
$3.69M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.56K- 2.48% |
$81.2K - $93.1K
|
61.1K
$3.83M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.86K- 6.53% |
$97K - $111K
|
26.6K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-1.96K- 13.17% |
$102K - $117K
|
12.9K
$810K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-2.44K- 17.49% |
$128K - $146K
|
11.5K
$723K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.51K- 3.22% |
$131K - $150K
|
75.4K
$4.73M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-2.81K- 6.27% |
$147K - $168K
|
42K
$2.64M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.49K- 18.88% |
$182K - $209K
|
15K
$942K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.64K- 5.62% |
$190K - $218K
|
61.2K
$3.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-3.85K- 26.19% |
$201K - $231K
|
10.9K
$681K
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
SELL
|
- |
-4.34K- 3.71% |
$227K - $260K
|
113K
$7.07M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-5.15K- 18.95% |
$269K - $308K
|
22K
$1.38M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.37K- 55.92% |
$437K - $501K
|
6.59K
$414K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.48K- 35.16% |
$443K - $508K
|
15.6K
$981K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-11.5K- 12.06% |
$598K - $686K
|
83.5K
$5.24M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-15.6K- 5.72% |
$813K - $933K
|
257K
$16.1M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19K- 71.78% |
$990K - $1.14M
|
7.46K
$468K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-22.2K- 2.08% |
$1.16M - $1.33M
|
1.05M
$65.6M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25K- 56.02% |
$1.31M - $1.5M
|
19.6K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-31.1K- 57.74% |
$1.63M - $1.86M
|
22.8K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-116K- 87.37% |
$6.04M - $6.92M
|
16.7K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-123K- 26.5% |
$6.44M - $7.39M
|
342K
$21.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-207K- 29.02% |
$10.8M - $12.4M
|
506K
$31.7M
|