Purchases and Sales Made in Q3 2022 in Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8New |
$319 - $381
|
8
$444
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
5+ 0.91% |
$199 - $238
|
553
$30.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4+ 0.04% |
$159 - $191
|
9.53K
$528K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1+ 0.01% |
$39.9 - $47.7
|
8.49K
$471K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3- 0.05% |
$120 - $143
|
5.56K
$308K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-23- 2.13% |
$917 - $1.1K
|
1.06K
$58.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-25- 0.27% |
$997 - $1.19K
|
9.37K
$520K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-44- 6.88% |
$1.75K - $2.1K
|
596
$33.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-58- 0.59% |
$2.31K - $2.76K
|
9.8K
$544K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-66- 3.86% |
$2.63K - $3.14K
|
1.64K
$91.2K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-97- 20.04% |
$3.87K - $4.62K
|
387
$21.5K
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-100- 52.63% |
$3.99K - $4.77K
|
90
$4.99K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-110- 2.17% |
$4.38K - $5.24K
|
4.96K
$275K
|
|
|
Oct 14, 2022
Q3 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-182- 1.8% |
$7.25K - $8.67K
|
9.92K
$550K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-192- 2.94% |
$7.65K - $9.15K
|
6.34K
$352K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-215- 2.25% |
$8.57K - $10.2K
|
9.36K
$519K
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-288- 12.91% |
$11.5K - $13.7K
|
1.94K
$108K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
SELL
|
- |
-457- 1.46% |
$18.2K - $21.8K
|
30.9K
$1.72M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-487- 2.2% |
$19.4K - $23.2K
|
21.7K
$1.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-517Closed |
$20.6K - $24.6K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-555- 0.78% |
$22.1K - $26.4K
|
70.2K
$3.89M
|
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-687- 10.12% |
$27.4K - $32.7K
|
6.1K
$338K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-698- 1.77% |
$27.8K - $33.3K
|
38.8K
$2.15M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-724- 1.16% |
$28.9K - $34.5K
|
61.7K
$3.42M
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-797- 4.72% |
$31.8K - $38K
|
16.1K
$893K
|
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-850- 2.8% |
$33.9K - $40.5K
|
29.5K
$1.64M
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-968- 5.49% |
$38.6K - $46.1K
|
16.7K
$925K
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
SELL
|
- |
-1.03K- 14.33% |
$41.1K - $49.1K
|
6.16K
$342K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.82K- 25.54% |
$72.5K - $86.7K
|
5.31K
$294K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.38K- 11.86% |
$94.9K - $113K
|
17.7K
$981K
|
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2.7K- 27.94% |
$108K - $129K
|
6.97K
$386K
|
|
|
Nov 14, 2022
Q3 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-4.07K- 9.97% |
$162K - $194K
|
36.7K
$2.04M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.76K- 3.15% |
$190K - $227K
|
146K
$8.12M
|
|
|
Oct 20, 2022
Q3 2022
|
Moller Financial Services
|
SELL
|
- |
-5.72K- 3.66% |
$228K - $273K
|
151K
$8.37M
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-6.08K- 29.24% |
$242K - $290K
|
14.7K
$816K
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6.39K- 16.23% |
$255K - $304K
|
33K
$1.83M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.75K- 18.51% |
$309K - $369K
|
34.1K
$1.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-9.82K- 52.32% |
$392K - $468K
|
8.95K
$497K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.3K- 33.08% |
$572K - $683K
|
29K
$1.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-22.9K- 54.59% |
$912K - $1.09M
|
19K
$1.06M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-25.4K- 16.7% |
$1.01M - $1.21M
|
127K
$7.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.4K- 28.38% |
$1.17M - $1.4M
|
74.2K
$4.12M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-32.1K- 40.46% |
$1.28M - $1.53M
|
47.2K
$2.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-38.1K- 2.52% |
$1.52M - $1.81M
|
1.48M
$81.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-51.7K- 73.32% |
$2.06M - $2.46M
|
18.8K
$1.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-59.2K- 16.55% |
$2.36M - $2.82M
|
298K
$16.5M
|