Purchases and Sales Made in Q3 2025 in Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.54KNew |
$599K - $639K
|
9.54K
$631K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.85K+ 1.28% |
$242K - $258K
|
305K
$20.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.37K+ 4.06% |
$149K - $159K
|
60.8K
$4.02M
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.12K+ 6.85% |
$70.5K - $75.2K
|
17.5K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
701+ 4.7% |
$44K - $46.9K
|
15.6K
$1.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
517+ 3.45% |
$32.5K - $34.6K
|
15.5K
$1.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
487+ 3.38% |
$30.6K - $32.6K
|
14.9K
$985K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
377+ 3.0% |
$23.7K - $25.2K
|
12.9K
$856K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
370+ 3.11% |
$23.2K - $24.8K
|
12.3K
$811K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
369+ 5.6% |
$23.2K - $24.7K
|
6.96K
$460K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
291+ 0.62% |
$18.3K - $19.5K
|
47.2K
$3.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
116New |
$7.28K - $7.77K
|
116
$7.67K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
113New |
$7.1K - $7.57K
|
113
$7.47K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
112+ 0.42% |
$7.03K - $7.5K
|
26.8K
$1.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
82New |
$5.15K - $5.49K
|
82
$5.42K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
35+ 0.15% |
$2.2K - $2.34K
|
23.7K
$1.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
10+ 0.23% |
$628 - $670
|
4.42K
$292K
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-91- 2.64% |
$5.71K - $6.09K
|
3.35K
$222K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-151- 1.3% |
$9.48K - $10.1K
|
11.5K
$760K
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-173- 2.81% |
$10.9K - $11.6K
|
5.99K
$396K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-237- 0.89% |
$14.9K - $15.9K
|
26.4K
$1.74M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-402- 0.68% |
$25.2K - $26.9K
|
58.5K
$3.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-685- 1.25% |
$43K - $45.9K
|
54.1K
$3.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-895- 3.03% |
$56.2K - $59.9K
|
28.7K
$1.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.17K- 12.03% |
$73.5K - $78.4K
|
8.56K
$566K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.57K- 9.05% |
$98.4K - $105K
|
15.7K
$1.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.58K- 2.75% |
$99.3K - $106K
|
55.9K
$3.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-2.64K- 4.97% |
$165K - $176K
|
50.4K
$3.33M
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
SELL
|
- |
-3.71K- 3.47% |
$233K - $248K
|
103K
$6.82M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.37K- 2.98% |
$588K - $627K
|
305K
$20.2M
|