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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.12K+ 39.88% |
$165K - $206K
|
18K
$705K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
720New |
$23.2K - $29K
|
720
$28.3K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
426New |
$13.7K - $17.2K
|
426
$16.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17K+ 2.71% |
$547K - $685K
|
645K
$25.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.43K- 44.09% |
$78K - $97.7K
|
3.08K
$121K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-41.7K- 7.26% |
$1.34M - $1.68M
|
532K
$20.9M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.59K- 5.95% |
$83.2K - $104K
|
40.9K
$1.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.93K+ 98.03% |
$94.3K - $118K
|
5.93K
$232K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.55K- 2.38% |
$49.7K - $62.3K
|
63.4K
$2.49M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.51K- 11.39% |
$48.7K - $61K
|
11.8K
$462K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
228New |
$7.33K - $9.18K
|
228
$8.95K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
80+ 0.71% |
$2.57K - $3.22K
|
11.4K
$445K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20+ 0.11% |
$643 - $805
|
17.9K
$704K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.06K- 12.35% |
$163K - $204K
|
35.9K
$1.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-230- 1.68% |
$7.4K - $9.26K
|
13.5K
$529K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.62K- 2.92% |
$52K - $65.1K
|
53.8K
$2.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.7K- 5.64% |
$151K - $189K
|
78.5K
$3.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.23KNew |
$168K - $210K
|
5.23K
$205K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.2K- 3.09% |
$488K - $612K
|
476K
$18.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-32.1K- 35.66% |
$1.03M - $1.29M
|
57.9K
$2.27M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
22.4KNew |
$721K - $902K
|
22.4K
$879K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-477- 0.11% |
$15.3K - $19.2K
|
433K
$17M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.72KNew |
$55.4K - $69.4K
|
1.72K
$67.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
71KNew |
$2.28M - $2.86M
|
71K
$2.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.81K+ 1.67% |
$90.4K - $113K
|
171K
$6.71M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-8.46K- 3.38% |
$272K - $341K
|
242K
$9.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.48K+ 4.72% |
$79.8K - $100K
|
55K
$2.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.15KNew |
$37K - $46.3K
|
1.15K
$45.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
868+ 42.61% |
$27.9K - $35K
|
2.91K
$114K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-338- 1.18% |
$10.9K - $13.6K
|
28.2K
$1.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
10.6K+ 5.16% |
$342K - $428K
|
217K
$8.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
2.63K+ 18.48% |
$84.7K - $106K
|
16.9K
$663K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
933+ 6.89% |
$30K - $37.6K
|
14.5K
$568K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
12.1K+ 48.09% |
$388K - $486K
|
37.2K
$1.46M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-297- 4.73% |
$9.55K - $12K
|
5.99K
$235K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-208- 1.95% |
$6.69K - $8.38K
|
10.5K
$411K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-10.1K- 16.97% |
$325K - $407K
|
49.4K
$1.94M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
68.3K+ 58.06% |
$2.2M - $2.75M
|
186K
$7.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
770+ 3.35% |
$24.8K - $31K
|
23.7K
$931K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
196+ 0.82% |
$6.3K - $7.89K
|
24K
$942K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-7- 0.06% |
$225 - $282
|
11.4K
$448K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.99K- 30.19% |
$161K - $201K
|
11.5K
$453K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-355- 1.59% |
$11.4K - $14.3K
|
22K
$865K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
902+ 2.14% |
$29K - $36.3K
|
43K
$1.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
369+ 0.84% |
$11.9K - $14.9K
|
44.3K
$1.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
85+ 0.83% |
$2.73K - $3.42K
|
10.3K
$403K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-94.6K- 72.93% |
$3.04M - $3.81M
|
35.1K
$1.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-20.3K- 25.36% |
$652K - $817K
|
59.7K
$2.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-8- 0.13% |
$257 - $322
|
6.34K
$249K
|