Purchases and Sales Made in Q2 2023 in Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM) during Q2 2023. 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 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
24+ 1.13% |
$1.16K - $1.24K
|
2.14K
$114K
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
19+ 0.12% |
$922 - $981
|
16.2K
$859K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
17+ 1.77% |
$825 - $878
|
975
$51.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
13+ 0.15% |
$631 - $671
|
8.69K
$461K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
13+ 0.05% |
$631 - $671
|
26.8K
$1.42M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
12+ 2.14% |
$582 - $620
|
573
$30.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
10+ 0.1% |
$485 - $516
|
9.95K
$528K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7+ 700.0% |
$340 - $361
|
8
$425
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1+ 0.0% |
$48.5 - $51.6
|
30.2K
$1.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-51- 0.52% |
$2.48K - $2.63K
|
9.85K
$523K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-75- 0.81% |
$3.64K - $3.87K
|
9.16K
$486K
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-99- 2.17% |
$4.81K - $5.11K
|
4.46K
$237K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-100- 1.45% |
$4.85K - $5.16K
|
6.81K
$361K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-136- 0.7% |
$6.6K - $7.02K
|
19.3K
$1.03M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-223- 3.29% |
$10.8K - $11.5K
|
6.55K
$347K
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-267- 5.52% |
$13K - $13.8K
|
4.57K
$243K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-500- 11.03% |
$24.3K - $25.8K
|
4.03K
$214K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-520- 2.87% |
$25.2K - $26.8K
|
17.6K
$935K
|
|
|
Aug 14, 2023
Q2 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-590- 0.79% |
$28.6K - $30.5K
|
73.8K
$3.92M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-617- 2.93% |
$29.9K - $31.9K
|
20.5K
$1.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.06K- 4.97% |
$51.5K - $54.7K
|
20.3K
$1.07M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.11K- 4.8% |
$53.8K - $57.3K
|
22K
$1.17M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.13K- 78.0% |
$54.9K - $58.4K
|
319
$16.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.21K- 3.85% |
$58.9K - $62.7K
|
30.3K
$1.61M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.45K- 23.01% |
$70.2K - $74.7K
|
4.84K
$257K
|
|
|
Jul 17, 2023
Q2 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.97K- 4.5% |
$95.5K - $102K
|
41.7K
$2.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.04K- 88.13% |
$98.8K - $105K
|
274
$14.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.05K- 3.64% |
$99.4K - $106K
|
54.2K
$2.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.15K- 7.28% |
$105K - $111K
|
27.4K
$1.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.44K- 12.21% |
$118K - $126K
|
17.5K
$930K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.66K- 94.97% |
$178K - $189K
|
194
$10.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-3.68K- 4.05% |
$179K - $190K
|
87.2K
$4.63M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-3.74K- 12.67% |
$181K - $193K
|
25.8K
$1.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.02K- 5.76% |
$195K - $208K
|
65.8K
$3.49M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.04K- 6.13% |
$245K - $260K
|
77.2K
$4.09M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.09K- 15.46% |
$296K - $314K
|
33.3K
$1.77M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-6.26K- 7.59% |
$304K - $323K
|
76.2K
$4.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Moller Financial Services
|
SELL
|
- |
-6.46K- 5.06% |
$314K - $334K
|
121K
$6.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.51K- 91.82% |
$316K - $336K
|
580
$30.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.02K- 24.62% |
$341K - $363K
|
21.5K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.41K- 25.32% |
$360K - $382K
|
21.8K
$1.16M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.78K- 3.61% |
$475K - $505K
|
261K
$13.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.2K- 33.03% |
$493K - $525K
|
20.6K
$1.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-13.1K- 22.19% |
$635K - $675K
|
45.9K
$2.43M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-14K- 12.11% |
$682K - $725K
|
102K
$5.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.8K- 65.22% |
$963K - $1.02M
|
10.6K
$562K
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-24.6K- 6.69% |
$1.2M - $1.27M
|
344K
$18.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-41.4K- 30.41% |
$2.01M - $2.14M
|
94.7K
$5.03M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-56K- 43.86% |
$2.72M - $2.89M
|
71.7K
$3.81M
|