Purchases and Sales Made in Q2 2022 in Wisdomtree Tr (DWM)

DWM Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr (DWM) during Q2 2022. 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
Jul 15, 2022 Q2 2022
Global Retirement Partners, LLC

BUY
 -
100
+ 18.52%
$4.54K - $5.33K
640 $34K
Jul 07, 2022 Q2 2022
Mc Lean Asset Management Corp

BUY
 -
90
+ 0.54%
$4.09K - $4.8K
16.9K $896K
Jul 19, 2022 Q2 2022
Tci Wealth Advisors, Inc.

BUY
 -
82
New
$3.73K - $4.37K
82 $4.35K
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
76
+ 0.9%
$3.45K - $4.05K
8.49K $450K
Aug 15, 2022 Q2 2022
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
55
+ 0.59%
$2.5K - $2.93K
9.4K $499K
Aug 01, 2022 Q2 2022
Creative Financial Designs Inc

BUY
 -
42
+ 2.52%
$1.91K - $2.24K
1.71K $90.7K
Jul 13, 2022 Q2 2022
Mc Namara Financial Services, Inc.

BUY
 -
32
+ 0.66%
$1.45K - $1.71K
4.87K $258K
Aug 12, 2022 Q2 2022
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
14
+ 1.31%
$636 - $746
1.08K $57.4K
Jul 13, 2022 Q2 2022
Allworth Financial LP

BUY
 -
13
+ 2.43%
$591 - $693
548 $29.1K
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
11
+ 0.05%
$500 - $586
20.1K $1.07M
Aug 11, 2022 Q2 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
6
New
$273 - $320
6 $318
Aug 11, 2022 Q2 2022
Cribstone Capital Management, LLC

Augusta, ME
BUY
 -
4
+ 3.08%
$182 - $213
134 $7.11K
Aug 12, 2022 Q2 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
4
+ 2.52%
$182 - $213
163 $8.65K
May 28, 2024 Q2 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
3
+ 0.05%
$136 - $160
5.56K $295K
Jul 22, 2022 Q2 2022
Bogart Wealth, LLC

BUY
 -
1
+ 0.76%
$45.4 - $53.3
133 $7.06K
Aug 11, 2022 Q2 2022
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
SELL
 -
-27
Closed
$1.23K - $1.44K
0 $0
Aug 15, 2022 Q2 2022
Karlinski Andrew C

Irvine, CA
SELL
 -
-33
- 15.0%
$1.5K - $1.76K
187 $9.92K
Aug 10, 2022 Q2 2022
Oarsman Capital, Inc.

Milwaukee, WI
SELL
 -
-55
- 0.22%
$2.5K - $2.93K
24.5K $1.3M
Jul 22, 2022 Q2 2022
Trust CO Of Virginia

SELL
 -
-84
- 1.13%
$3.82K - $4.48K
7.36K $391K
Aug 02, 2022 Q2 2022
Belpointe Asset Management LLC

SELL
 -
-90
- 2.53%
$4.09K - $4.8K
3.47K $184K
Aug 09, 2022 Q2 2022
Sculati Wealth Management, LLC

Bloomfield Hills, MI
SELL
 -
-105
- 0.62%
$4.77K - $5.6K
16.8K $892K
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

SELL
 -
-158
- 7.35%
$7.18K - $8.42K
1.99K $106K
Jul 19, 2022 Q2 2022
Beacon Financial Group

SELL
 -
-159
- 0.49%
$7.22K - $8.48K
32.5K $1.73M
Aug 15, 2022 Q2 2022
Qube Research & Technologies LTD

London, X0
SELL
 -
-160
Closed
$7.27K - $8.53K
0 $0
Jul 22, 2022 Q2 2022
Pacifica Partners Inc.

SELL
 -
-162
Closed
$7.36K - $8.64K
0 $0
Aug 15, 2022 Q2 2022
Dravo Bay LLC

Wilmington, DE
SELL
 -
-170
Closed
$7.72K - $9.06K
0 $0
Jul 21, 2022 Q2 2022
Moller Financial Services

SELL
 -
-276
- 0.18%
$12.5K - $14.7K
157K $8.31M
Aug 02, 2022 Q2 2022
Lincoln National Corp

SELL
 -
-301
- 2.96%
$13.7K - $16K
9.87K $524K
Jul 26, 2022 Q2 2022
Key F Inancial Inc

SELL
 -
-304
- 0.96%
$13.8K - $16.2K
31.4K $1.67M
Aug 11, 2022 Q2 2022
Syverson Strege & CO

West Des Moines, IA
SELL
 -
-403
- 15.3%
$18.3K - $21.5K
2.23K $118K
Aug 08, 2022 Q2 2022
Prospera Financial Services Inc

SELL
 -
-462
- 44.51%
$21K - $24.6K
576 $30.6K
Aug 16, 2022 Q2 2022
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-473
- 3.76%
$21.5K - $25.2K
12.1K $642K
Jul 13, 2022 Q2 2022
Hya Advisors, Inc

SELL
 -
-549
- 9.5%
$24.9K - $29.3K
5.23K $277K
Jul 27, 2022 Q2 2022
Inspirion Wealth Advisors, LLC

SELL
 -
-625
- 8.76%
$28.4K - $33.3K
6.51K $346K
Aug 02, 2022 Q2 2022
Advisory Services Network, LLC

SELL
 -
-779
- 7.52%
$35.4K - $41.5K
9.58K $508K
Jul 27, 2022 Q2 2022
De Dora Capital, Inc.

SELL
 -
-789
Closed
$35.9K - $42.1K
0 $0
Jul 20, 2022 Q2 2022
Cadence Bank Na

SELL
 -
-813
- 15.21%
$36.9K - $43.3K
4.53K $241K
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-859
- 0.82%
$39K - $45.8K
104K $5.5M
Jul 13, 2022 Q2 2022
Signature Estate & Investment Advisors LLC

SELL
 -
-993
- 5.33%
$45.1K - $52.9K
17.6K $937K
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

SELL
 -
-1K
- 3.05%
$45.4K - $53.3K
31.7K $1.68M
Jul 18, 2022 Q2 2022
Davenport & CO LLC

SELL
 -
-1.02K
- 4.78%
$46.1K - $54.1K
20.2K $1.07M
Aug 09, 2022 Q2 2022
Sentinel Pension Advisors Inc

Wakefield, MA
SELL
 -
-1.41K
- 22.1%
$64K - $75.1K
4.96K $263K
Aug 10, 2022 Q2 2022
Blair William & CO

Chicago, IL
SELL
 -
-1.77K
- 40.66%
$80.6K - $94.6K
2.59K $137K
Jul 13, 2022 Q2 2022
Private Advisor Group, LLC

SELL
 -
-1.85K
- 2.28%
$84.2K - $98.8K
79.3K $4.21M
Aug 04, 2022 Q2 2022
Steward Partners Investment Advisory, LLC

SELL
 -
-2.3K
- 18.94%
$105K - $123K
9.86K $523K
Jul 25, 2022 Q2 2022
Tnf LLC

SELL
 -
-2.69K
- 27.25%
$122K - $144K
7.19K $382K
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-2.8K
- 4.29%
$127K - $149K
62.4K $3.31M
Aug 15, 2022 Q2 2022
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-3.87K
Closed
$176K - $207K
0 $0
Jul 11, 2022 Q2 2022
Greylin Investment Mangement Inc

SELL
 -
-4.32K
Closed
$196K - $230K
0 $0

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