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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-43- 0.08% |
$2.28K - $2.44K
|
52.6K
$2.83M
|
|
|
Jul 19, 2021
Q2 2021
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-46- 0.25% |
$2.44K - $2.61K
|
18.5K
$994K
|
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-50- 2.62% |
$2.65K - $2.83K
|
1.86K
$100K
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-91- 0.49% |
$4.83K - $5.16K
|
18.5K
$995K
|
|
|
Aug 04, 2021
Q2 2021
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-119- 2.09% |
$6.32K - $6.74K
|
5.57K
$300K
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-124- 0.48% |
$6.58K - $7.03K
|
25.8K
$1.39M
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-156Closed |
$8.28K - $8.84K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-283- 6.59% |
$15K - $16K
|
4.01K
$216K
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-475- 10.15% |
$25.2K - $26.9K
|
4.21K
$226K
|
|
|
Jul 19, 2021
Q2 2021
|
Rothschild Investment Corp
|
SELL
|
- |
-650- 10.91% |
$34.5K - $36.8K
|
5.31K
$286K
|
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-700Closed |
$37.2K - $39.7K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-734- 9.35% |
$39K - $41.6K
|
7.12K
$383K
|
|
|
Jul 26, 2021
Q2 2021
|
Beacon Financial Group
|
SELL
|
- |
-743- 2.25% |
$39.4K - $42.1K
|
32.2K
$1.73M
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-880- 17.36% |
$46.7K - $49.9K
|
4.19K
$225K
|
|
|
Aug 06, 2021
Q2 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.37K- 2.97% |
$72.5K - $77.3K
|
44.6K
$2.4M
|
|
|
Jul 12, 2021
Q2 2021
|
Courier Capital LLC
|
SELL
|
- |
-1.5K- 5.15% |
$79.6K - $85K
|
27.6K
$1.49M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.74K- 5.08% |
$92.3K - $98.5K
|
32.5K
$1.75M
|
|
|
Jul 22, 2021
Q2 2021
|
Moller Financial Services
|
SELL
|
- |
-2.87K- 1.77% |
$152K - $163K
|
159K
$8.56M
|
|
|
Jul 20, 2021
Q2 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-3.18K- 8.79% |
$169K - $180K
|
33K
$1.77M
|
|
|
Aug 06, 2021
Q2 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.31K- 8.09% |
$176K - $188K
|
37.6K
$2.02M
|
|
|
Aug 10, 2021
Q2 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.13K- 2.23% |
$219K - $234K
|
181K
$9.73M
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.5KClosed |
$239K - $255K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5K- 4.63% |
$265K - $283K
|
103K
$5.54M
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.31K- 41.12% |
$282K - $301K
|
7.6K
$409K
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.69K- 1.76% |
$302K - $322K
|
317K
$17.1M
|
|
|
Jul 30, 2021
Q2 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-6.3KClosed |
$334K - $357K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-6.62K- 94.54% |
$351K - $375K
|
382
$20.5K
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-7.43K- 3.98% |
$395K - $421K
|
179K
$9.64M
|
|
|
Aug 16, 2021
Q2 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-9.19K- 94.55% |
$488K - $521K
|
530
$28.5K
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-16.6K- 33.6% |
$880K - $940K
|
32.8K
$1.76M
|
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-18.2K- 6.99% |
$965K - $1.03M
|
242K
$13M
|
|
|
Jul 26, 2021
Q2 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-19.4K- 23.58% |
$1.03M - $1.1M
|
62.8K
$3.38M
|
|
|
Jul 12, 2021
Q2 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-32.2K- 82.29% |
$1.71M - $1.83M
|
6.94K
$373K
|
|
|
Jul 16, 2021
Q2 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-37.5K- 4.48% |
$1.99M - $2.12M
|
799K
$43M
|
|
|
Aug 04, 2021
Q2 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-39.5K- 93.14% |
$2.09M - $2.24M
|
2.91K
$156K
|
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-46.2KClosed |
$2.45M - $2.62M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-64.8K- 69.9% |
$3.44M - $3.67M
|
27.9K
$1.5M
|