Latest Institutional Transactions on Wiswisdomtree Tr (DNL)
This table provides information on the latest institutional transactions involving Wiswisdomtree Tr (DNL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-696K- 92.12% |
$24.7M - $26.6M
|
59.5K
$2.19M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-2.5K- 0.57% |
$88.8K - $95.4K
|
433K
$15.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2- 0.05% |
$71.1 - $76.4
|
4.21K
$155K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-24.2K- 45.81% |
$859K - $923K
|
28.6K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 5.0% |
$35.6 - $38.2
|
21
$771
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
157K+ 1441.6% |
$5.6M - $6.01M
|
168K
$6.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.54KNew |
$126K - $135K
|
3.54K
$130K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
290+ 1.28% |
$10.3K - $11.1K
|
23K
$843K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-164- 7.45% |
$5.83K - $6.27K
|
2.04K
$74.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
122+ 0.74% |
$4.34K - $4.66K
|
16.5K
$607K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-3- 2.61% |
$107 - $115
|
112
$4.11K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.78K+ 5.59% |
$98.9K - $106K
|
52.5K
$1.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-4.88K- 15.22% |
$174K - $187K
|
27.2K
$999K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
221+ 1.69% |
$7.86K - $8.44K
|
13.3K
$488K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
138+ 0.32% |
$4.91K - $5.27K
|
43.9K
$1.61M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
762New |
$27.1K - $29.1K
|
762
$28K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
7+ 0.07% |
$249 - $267
|
10.7K
$392K
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
1.2K+ 9.2% |
$42.7K - $45.9K
|
14.3K
$523K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-197- 3.01% |
$7.01K - $7.53K
|
6.35K
$233K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
56+ 0.55% |
$1.99K - $2.14K
|
10.2K
$374K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
6.28KNew |
$223K - $240K
|
6.28K
$231K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.68K+ 1.31% |
$59.6K - $64.1K
|
130K
$4.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-4.53K- 5.36% |
$161K - $173K
|
80K
$2.94M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-9.26K- 7.3% |
$329K - $354K
|
118K
$4.32M
|
|
| Q4 2024 | |||||||
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
41.5KNew |
$1.49M - $1.63M
|
41.5K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.64K- 10.43% |
$239K - $262K
|
57K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
48.1K+ 573.8% |
$1.73M - $1.89M
|
56.4K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
198K+ 21.66% |
$7.14M - $7.82M
|
1.11M
$40.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-118K- 17.33% |
$4.25M - $4.66M
|
564K
$20.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-34.7K- 24.53% |
$1.25M - $1.37M
|
107K
$3.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-550- 59.33% |
$19.8K - $21.7K
|
377
$13.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.1K+ 36.51% |
$435K - $476K
|
45.2K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
232+ 0.04% |
$8.35K - $9.14K
|
554K
$20.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
25.3K+ 3.21% |
$909K - $995K
|
811K
$29.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.25K+ 47.44% |
$80.8K - $88.4K
|
6.98K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16K- 6.98% |
$576K - $630K
|
213K
$7.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
44K+ 232.57% |
$1.58M - $1.73M
|
63K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.97K+ 20.17% |
$107K - $117K
|
17.7K
$650K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
791+ 2.49% |
$28.5K - $31.2K
|
32.5K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.78K- 0.47% |
$172K - $188K
|
1M
$36.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
10.2K+ 4.17% |
$368K - $403K
|
256K
$9.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
20.9K+ 11.3% |
$753K - $824K
|
206K
$7.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.57K+ 19.26% |
$92.5K - $101K
|
15.9K
$584K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.15KNew |
$41.3K - $45.2K
|
1.15K
$42.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-22.2K- 17.07% |
$800K - $876K
|
108K
$3.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
1.33K+ 1.58% |
$47.9K - $52.5K
|
85.8K
$3.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-602- 2.93% |
$21.7K - $23.7K
|
20K
$733K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
66.2KNew |
$2.38M - $2.61M
|
66.2K
$2.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-5.26KClosed |
$189K - $207K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
58+ 14.61% |
$2.09K - $2.28K
|
455
$16.7K
|
|