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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-500- 25.0% |
$16.1K - $20.1K
|
1.5K
$58.9K
|
|
| Q1 2025 | |||||||
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
27.2KNew |
$968K - $1.04M
|
27.2K
$1.07M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-359- 6.21% |
$12.8K - $13.7K
|
5.42K
$213K
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-78.3K- 12.74% |
$2.78M - $2.99M
|
536K
$21.1M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-2.34K- 4.76% |
$83.2K - $89.4K
|
46.9K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.88K+ 3.3% |
$67K - $72K
|
58.9K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.26K+ 3.88% |
$44.9K - $48.2K
|
33.8K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
103+ 22.64% |
$3.66K - $3.94K
|
558
$21.9K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-464K- 41.66% |
$16.5M - $17.7M
|
650K
$25.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-146K- 14.58% |
$5.2M - $5.59M
|
857K
$33.6M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-36.9K- 34.53% |
$1.31M - $1.41M
|
69.9K
$2.74M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-49.7K- 8.98% |
$1.77M - $1.9M
|
504K
$19.8M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.65K+ 16.63% |
$94.1K - $101K
|
18.6K
$728K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.43K- 8.09% |
$50.9K - $54.7K
|
16.3K
$639K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.5K- 21.51% |
$482K - $518K
|
49.4K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.4K- 20.1% |
$798K - $857K
|
89.2K
$3.5M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-28.5K- 63.04% |
$1.01M - $1.09M
|
16.7K
$655K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-119K- 95.48% |
$4.23M - $4.55M
|
5.63K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-102K- 94.32% |
$3.62M - $3.89M
|
6.13K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
40.6K+ 5.0% |
$1.44M - $1.55M
|
852K
$33.4M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5.94KNew |
$211K - $227K
|
5.94K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.1K+ 74.59% |
$1.5M - $1.61M
|
98.5K
$3.87M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.61K- 23.13% |
$57.4K - $61.7K
|
5.36K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-406- 4.06% |
$14.4K - $15.5K
|
9.6K
$377K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.28K- 1.11% |
$81.2K - $87.2K
|
204K
$8M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-20- 0.08% |
$711 - $764
|
25.5K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-127K- 21.72% |
$4.51M - $4.85M
|
458K
$18M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-157K- 48.19% |
$5.58M - $5.99M
|
169K
$6.62M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-28.9K- 27.77% |
$1.03M - $1.1M
|
75K
$2.94M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.64K- 0.47% |
$94K - $101K
|
561K
$22M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.96K+ 2.62% |
$69.8K - $75K
|
76.9K
$3.02M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-67.5K- 24.26% |
$2.4M - $2.58M
|
211K
$8.27M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-4.03K- 20.18% |
$143K - $154K
|
15.9K
$625K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-636- 9.16% |
$22.6K - $24.3K
|
6.31K
$248K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-62- 51.24% |
$2.2K - $2.37K
|
59
$2.32K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
13New |
$462 - $497
|
13
$510
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-285- 57.0% |
$10.1K - $10.9K
|
215
$8.44K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2- 0.05% |
$71.1 - $76.4
|
4.21K
$165K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.54KNew |
$126K - $135K
|
3.54K
$139K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 5.0% |
$35.6 - $38.2
|
21
$824
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-3- 2.61% |
$107 - $115
|
112
$4.39K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
762New |
$27.1K - $29.1K
|
762
$29.9K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-550- 59.33% |
$19.8K - $21.7K
|
377
$14.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.15KNew |
$41.3K - $45.2K
|
1.15K
$45K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-5.26KClosed |
$189K - $207K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
150New |
$5.4K - $5.91K
|
150
$5.89K
|
|