Purchases and Sales Made in Q4 2023 in Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
83.6K+ 1687.15% |
$3.89M - $4.4M
|
88.6K
$4.77M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
35.8K+ 9.77% |
$1.66M - $1.88M
|
402K
$21.6M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.5K+ 2.57% |
$1.23M - $1.39M
|
1.06M
$56.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.5K+ 3.21% |
$1.14M - $1.29M
|
788K
$42.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
19.5K+ 4.8% |
$905K - $1.02M
|
425K
$22.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
18.6KNew |
$865K - $978K
|
18.6K
$1M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
18.4KNew |
$856K - $968K
|
18.4K
$990K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
14.7K+ 3.12% |
$682K - $771K
|
485K
$26.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
10.4K+ 2.92% |
$483K - $547K
|
367K
$19.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10K+ 92.61% |
$465K - $526K
|
20.8K
$1.12M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.82KNew |
$457K - $516K
|
9.82K
$528K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.47K+ 3.18% |
$394K - $445K
|
275K
$14.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.24K+ 2.68% |
$383K - $433K
|
315K
$16.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.37KNew |
$296K - $335K
|
6.37K
$343K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
5.05KNew |
$235K - $265K
|
5.05K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.03K+ 14.49% |
$234K - $264K
|
39.7K
$2.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
5KNew |
$232K - $263K
|
5K
$269K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
4.12KNew |
$192K - $217K
|
4.12K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.01K+ 45.11% |
$186K - $211K
|
12.9K
$693K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.76K+ 58.19% |
$175K - $198K
|
10.2K
$550K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.68K+ 1.02% |
$171K - $193K
|
364K
$19.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
3.33K+ 7.63% |
$155K - $175K
|
46.9K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.51K+ 9.92% |
$117K - $132K
|
27.9K
$1.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.47K+ 17.34% |
$115K - $130K
|
16.7K
$898K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.83K+ 3.57% |
$85.1K - $96.2K
|
53.1K
$2.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.65KNew |
$76.7K - $86.8K
|
1.65K
$88.8K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.35KNew |
$63K - $71.2K
|
1.35K
$72.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1K+ 62.19% |
$46.5K - $52.6K
|
2.61K
$140K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
862+ 7.27% |
$40.1K - $45.3K
|
12.7K
$685K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
783New |
$36.4K - $41.2K
|
783
$42.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
615+ 0.5% |
$28.6K - $32.3K
|
123K
$6.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
386+ 4.4% |
$17.9K - $20.3K
|
9.15K
$492K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
362+ 2.01% |
$16.8K - $19K
|
18.4K
$988K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
319+ 0.53% |
$14.8K - $16.8K
|
60.3K
$3.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
281+ 1.12% |
$13.1K - $14.8K
|
25.3K
$1.36M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
270+ 0.29% |
$12.6K - $14.2K
|
92K
$4.95M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
223+ 0.87% |
$10.4K - $11.7K
|
25.7K
$1.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
208+ 0.45% |
$9.67K - $10.9K
|
46.7K
$2.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
115New |
$5.35K - $6.05K
|
115
$6.19K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
80+ 0.23% |
$3.72K - $4.21K
|
35.4K
$1.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
73+ 0.67% |
$3.39K - $3.84K
|
11K
$589K
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
38+ 0.74% |
$1.77K - $2K
|
5.18K
$279K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36+ 0.21% |
$1.67K - $1.89K
|
17K
$914K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
25New |
$1.16K - $1.31K
|
25
$1.34K
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3+ 0.06% |
$140 - $158
|
5.02K
$270K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 0.09% |
$140 - $158
|
3.4K
$183K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 40.0% |
$93 - $105
|
3
$161
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4- 0.03% |
$186 - $210
|
13.2K
$708K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-15- 6.88% |
$698 - $789
|
203
$10.9K
|