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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-90- 1.7% |
$4.69K - $5.75K
|
5.21K
$345K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-243- 1.6% |
$12.7K - $15.5K
|
14.9K
$986K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-253- 5.93% |
$13.2K - $16.2K
|
4.02K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-391- 2.5% |
$20.4K - $25K
|
15.3K
$1.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-397- 12.38% |
$20.7K - $25.4K
|
2.81K
$186K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-525- 0.17% |
$27.3K - $33.6K
|
301K
$19.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-693- 4.48% |
$36.1K - $44.3K
|
14.8K
$976K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-694- 1.28% |
$36.1K - $44.4K
|
53.6K
$3.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-727- 3.15% |
$37.8K - $46.5K
|
22.4K
$1.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-740- 3.04% |
$38.5K - $47.3K
|
23.6K
$1.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-817- 5.36% |
$42.5K - $52.2K
|
14.4K
$953K
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-866- 4.77% |
$45.1K - $55.3K
|
17.3K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-881- 6.82% |
$45.9K - $56.3K
|
12K
$796K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-997- 32.82% |
$51.9K - $63.7K
|
2.04K
$135K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.12K- 10.34% |
$58.4K - $71.7K
|
9.73K
$643K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 1.66% |
$65.3K - $80.2K
|
74.1K
$4.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 8.02% |
$68K - $83.5K
|
15K
$991K
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.58K- 3.53% |
$82.4K - $101K
|
43.3K
$2.86M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.88K- 12.49% |
$97.7K - $120K
|
13.2K
$870K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.9K- 9.76% |
$99K - $122K
|
17.6K
$1.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.31K- 3.78% |
$120K - $148K
|
58.9K
$3.89M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3K- 0.77% |
$156K - $192K
|
387K
$25.6M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.23K- 9.12% |
$168K - $206K
|
32.2K
$2.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3.62K- 5.92% |
$188K - $231K
|
57.5K
$3.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.01K- 8.21% |
$209K - $256K
|
44.8K
$2.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.08K- 6.94% |
$212K - $261K
|
54.8K
$3.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-5.83K- 5.17% |
$303K - $372K
|
107K
$7.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.54K- 28.67% |
$340K - $418K
|
16.3K
$1.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-12.4K- 29.61% |
$647K - $795K
|
29.6K
$1.96M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.9K- 1.9% |
$1.03M - $1.27M
|
1.03M
$67.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-27.4K- 8.02% |
$1.43M - $1.75M
|
315K
$20.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-86K- 33.49% |
$4.47M - $5.49M
|
171K
$11.3M
|