Purchases and Sales Made in Q2 2025 in Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13K+ 38.23% |
$676K - $829K
|
46.9K
$3.02M
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.25KNew |
$221K - $272K
|
4.25K
$274K
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
3.44KNew |
$179K - $220K
|
3.44K
$222K
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.27KNew |
$170K - $209K
|
3.27K
$211K
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
2.88K+ 4.53% |
$150K - $184K
|
66.3K
$4.27M
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.19K+ 10.45% |
$61.9K - $76K
|
12.6K
$809K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
976+ 5.49% |
$50.8K - $62.4K
|
18.7K
$1.21M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
972+ 4.78% |
$50.6K - $62.1K
|
21.3K
$1.37M
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
793New |
$41.3K - $50.7K
|
793
$51.1K
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
574+ 1.09% |
$29.9K - $36.7K
|
53K
$3.42M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
508New |
$26.4K - $32.5K
|
508
$32.7K
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
396+ 1.51% |
$20.6K - $25.3K
|
26.7K
$1.72M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
255+ 0.85% |
$13.3K - $16.3K
|
30.4K
$1.95M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
250+ 140.45% |
$13K - $16K
|
428
$27.6K
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
115+ 1.0% |
$5.99K - $7.35K
|
11.6K
$750K
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
105+ 1.73% |
$5.47K - $6.71K
|
6.17K
$397K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
90New |
$4.69K - $5.75K
|
90
$5.8K
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
77+ 1.75% |
$4.01K - $4.92K
|
4.47K
$288K
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
36+ 0.22% |
$1.87K - $2.3K
|
16.4K
$1.06M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
35+ 0.8% |
$1.82K - $2.24K
|
4.41K
$284K
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30+ 1.15% |
$1.56K - $1.92K
|
2.64K
$170K
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
28+ 1.38% |
$1.46K - $1.79K
|
2.06K
$133K
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 1.8% |
$364 - $447
|
395
$25.4K
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-68- 1.38% |
$3.54K - $4.35K
|
4.84K
$312K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-243- 1.6% |
$12.7K - $15.5K
|
14.9K
$961K
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-253- 5.93% |
$13.2K - $16.2K
|
4.02K
$259K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-397- 12.38% |
$20.7K - $25.4K
|
2.81K
$181K
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-525- 0.17% |
$27.3K - $33.6K
|
301K
$19.4M
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-694- 1.28% |
$36.1K - $44.4K
|
53.6K
$3.45M
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-740- 3.04% |
$38.5K - $47.3K
|
23.6K
$1.52M
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-817- 5.36% |
$42.5K - $52.2K
|
14.4K
$928K
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-866- 4.77% |
$45.1K - $55.3K
|
17.3K
$1.11M
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.12K- 10.34% |
$58.4K - $71.7K
|
9.73K
$627K
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 1.66% |
$65.3K - $80.2K
|
74.1K
$4.77M
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 8.02% |
$68K - $83.5K
|
15K
$966K
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.88K- 12.49% |
$97.7K - $120K
|
13.2K
$847K
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.31K- 3.78% |
$120K - $148K
|
58.9K
$3.79M
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3K- 0.77% |
$156K - $192K
|
387K
$24.9M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.01K- 8.21% |
$209K - $256K
|
44.8K
$2.88M
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.08K- 6.94% |
$212K - $261K
|
54.8K
$3.53M
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-5.83K- 5.17% |
$303K - $372K
|
107K
$6.89M
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.54K- 28.67% |
$340K - $418K
|
16.3K
$1.05M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-27.4K- 8.02% |
$1.43M - $1.75M
|
315K
$20.3M
|