Purchases and Sales Made in Q2 2021 in Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
315KNew |
$16.7M - $17.8M
|
315K
$16.9M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
43.5KNew |
$2.31M - $2.46M
|
43.5K
$2.34M
|
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
BUY
|
- |
35.9KNew |
$1.91M - $2.03M
|
35.9K
$1.93M
|
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.3K+ 230.17% |
$1.5M - $1.61M
|
40.6K
$2.19M
|
|
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
BUY
|
- |
25.6K+ 253.91% |
$1.36M - $1.45M
|
35.6K
$1.92M
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.7KNew |
$991K - $1.06M
|
18.7K
$1M
|
|
|
Aug 02, 2021
Q2 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
15.2K+ 8.97% |
$807K - $861K
|
185K
$9.93M
|
|
|
Aug 06, 2021
Q2 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
12.6K+ 23.04% |
$666K - $711K
|
67K
$3.61M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.3K+ 10.99% |
$544K - $581K
|
104K
$5.57M
|
|
|
Aug 12, 2021
Q2 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
9.95K+ 10.58% |
$528K - $563K
|
104K
$5.59M
|
|
|
Jul 26, 2021
Q2 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
9.85K+ 13.69% |
$523K - $558K
|
81.8K
$4.4M
|
|
|
Aug 16, 2021
Q2 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
9.19K+ 1733.96% |
$488K - $521K
|
9.72K
$523K
|
|
|
Aug 10, 2021
Q2 2021
|
Falcon Wealth Planning
|
BUY
|
- |
7.14K+ 8.32% |
$379K - $404K
|
93K
$5M
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.89K+ 3.95% |
$366K - $391K
|
181K
$9.75M
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.26K+ 46.5% |
$332K - $355K
|
19.7K
$1.06M
|
|
|
Aug 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
5.51K+ 1732.08% |
$292K - $312K
|
5.83K
$313K
|
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.88KNew |
$259K - $277K
|
4.88K
$263K
|
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.69K+ 7.62% |
$249K - $266K
|
66.2K
$3.56M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.46K+ 15.9% |
$236K - $252K
|
32.5K
$1.75M
|
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.33K+ 38.63% |
$230K - $245K
|
15.5K
$835K
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
4.23KNew |
$224K - $239K
|
4.23K
$227K
|
|
|
Aug 13, 2021
Q2 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4KNew |
$212K - $227K
|
4K
$215K
|
|
|
Aug 10, 2021
Q2 2021
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
3.96K+ 6.48% |
$210K - $224K
|
65.1K
$3.5M
|
|
|
Aug 04, 2021
Q2 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.35K+ 3.33% |
$125K - $133K
|
73K
$3.93M
|
|
|
Jul 28, 2021
Q2 2021
|
New Square Capital LLC
|
BUY
|
- |
2K+ 12.41% |
$106K - $113K
|
18.1K
$972K
|
|
|
Aug 12, 2021
Q2 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.74K+ 5.82% |
$92.3K - $98.5K
|
31.6K
$1.7M
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
1.43K+ 2.24% |
$75.8K - $80.9K
|
65.3K
$3.51M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.01K+ 1.93% |
$53.3K - $56.9K
|
53K
$2.85M
|
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
897New |
$47.6K - $50.8K
|
897
$48.2K
|
|
|
Aug 09, 2021
Q2 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
628+ 0.21% |
$33.3K - $35.6K
|
304K
$16.3M
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
578+ 6.46% |
$30.7K - $32.7K
|
9.53K
$513K
|
|
|
Jul 20, 2021
Q2 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
394+ 4.39% |
$20.9K - $22.3K
|
9.36K
$503K
|
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
367New |
$19.5K - $20.8K
|
367
$19.7K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
318New |
$16.9K - $18K
|
318
$17.1K
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
270New |
$14.3K - $15.3K
|
270
$14.5K
|
|
|
Aug 13, 2021
Q2 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
243New |
$12.9K - $13.8K
|
243
$13.1K
|
|
|
Aug 12, 2021
Q2 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
150+ 0.67% |
$7.96K - $8.5K
|
22.5K
$1.21M
|
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
132+ 171.43% |
$7.01K - $7.48K
|
209
$11.2K
|
|
|
Aug 06, 2021
Q2 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
80+ 1.19% |
$4.25K - $4.53K
|
6.79K
$365K
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
67+ 3.98% |
$3.56K - $3.8K
|
1.75K
$94.2K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
49+ 0.58% |
$2.6K - $2.78K
|
8.55K
$460K
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
30New |
$1.59K - $1.7K
|
30
$1.61K
|
|
|
Aug 12, 2021
Q2 2021
|
Hya Advisors, Inc
|
BUY
|
- |
14+ 0.19% |
$743 - $793
|
7.53K
$405K
|
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
14+ 0.32% |
$743 - $793
|
4.34K
$233K
|
|
|
Aug 12, 2021
Q2 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
10+ 1.25% |
$531 - $567
|
809
$43.5K
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 1.3% |
$106 - $113
|
156
$8.39K
|
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.06% |
$53.1 - $56.7
|
1.65K
$89K
|
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
SELL
|
- |
-10- 0.05% |
$531 - $567
|
21.6K
$1.16M
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-18Closed |
$955 - $1.02K
|
0
$0
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-40- 18.43% |
$2.12K - $2.27K
|
177
$9.52K
|