Purchases and Sales Made in Q3 2023 in Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-66- 1.03% |
$3.18K - $3.42K
|
6.33K
$340K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-78- 0.59% |
$3.75K - $4.04K
|
13.2K
$708K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-100- 5.85% |
$4.81K - $5.18K
|
1.61K
$86.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-101- 31.66% |
$4.86K - $5.23K
|
218
$11.7K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-102- 12.93% |
$4.91K - $5.28K
|
687
$37K
|
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-166- 3.21% |
$7.99K - $8.6K
|
5.01K
$270K
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-200- 2.86% |
$9.63K - $10.4K
|
6.79K
$365K
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-235- 0.91% |
$11.3K - $12.2K
|
25.5K
$1.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-251- 4.64% |
$12.1K - $13K
|
5.16K
$278K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-313- 1.53% |
$15.1K - $16.2K
|
20.1K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-316- 1.15% |
$15.2K - $16.4K
|
27.1K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-337- 3.68% |
$16.2K - $17.5K
|
8.82K
$474K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-525- 7.71% |
$25.3K - $27.2K
|
6.28K
$338K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-655- 3.72% |
$31.5K - $33.9K
|
17K
$912K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-814- 0.86% |
$39.2K - $42.2K
|
93.9K
$5.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-818- 92.53% |
$39.4K - $42.4K
|
66
$3.55K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-825- 2.48% |
$39.7K - $42.7K
|
32.5K
$1.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-996- 10.01% |
$47.9K - $51.6K
|
8.96K
$482K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.14K- 5.31% |
$55K - $59.1K
|
20.4K
$1.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.18K- 5.48% |
$56.8K - $61.1K
|
20.3K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.33K- 6.89% |
$64.1K - $69K
|
18K
$968K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.58K- 1.28% |
$76.1K - $81.9K
|
122K
$6.58M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.1K- 2.73% |
$101K - $109K
|
75K
$4.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.1K- 2.76% |
$101K - $109K
|
74.1K
$3.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.93K- 5.4% |
$141K - $152K
|
51.3K
$2.76M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.95K- 9.71% |
$142K - $153K
|
27.5K
$1.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3.29K- 7.17% |
$158K - $170K
|
42.6K
$2.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.82K- 5.4% |
$232K - $250K
|
84.5K
$4.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.66K- 51.19% |
$272K - $293K
|
5.39K
$290K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.72K- 5.61% |
$275K - $296K
|
96.2K
$5.17M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-10.1K- 33.2% |
$484K - $521K
|
20.2K
$1.09M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.1K- 63.14% |
$533K - $573K
|
6.46K
$347K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
SELL
|
- |
-20.3K- 44.74% |
$976K - $1.05M
|
25.1K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.7K- 32.17% |
$994K - $1.07M
|
43.6K
$2.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-31.3K- 86.33% |
$1.51M - $1.62M
|
4.96K
$267K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-46.1K- 33.84% |
$2.22M - $2.39M
|
90.1K
$4.85M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-55.1K- 4.86% |
$2.65M - $2.85M
|
1.08M
$58M
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-116K- 57.61% |
$5.56M - $5.99M
|
85.1K
$4.58M
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-125K- 63.48% |
$5.99M - $6.45M
|
71.6K
$3.85M
|