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 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
800New |
$29.6K - $32K
|
800
$29.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
17+ 0.68% |
$630 - $679
|
2.53K
$93.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-71- 1.66% |
$2.63K - $2.84K
|
4.21K
$157K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
311+ 25.81% |
$11.5K - $12.4K
|
1.52K
$56.3K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.71K+ 34.9% |
$167K - $184K
|
18.2K
$676K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.68K+ 4.32% |
$166K - $183K
|
113K
$4.2M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
59.6K+ 148.98% |
$2.11M - $2.33M
|
99.7K
$3.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Systelligence, LLC
|
SELL
|
- |
-594- 0.36% |
$21K - $23.2K
|
167K
$6.19M
|
|
| Q4 2023 | |||||||
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
5.68KNew |
$181K - $211K
|
5.68K
$211K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.06KNew |
$193K - $225K
|
6.06K
$225K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
292New |
$9.3K - $10.8K
|
292
$10.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-240- 40.68% |
$7.64K - $8.9K
|
350
$13K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.79KNew |
$184K - $215K
|
5.79K
$215K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-57- 33.14% |
$1.81K - $2.11K
|
115
$4.27K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
5.86KNew |
$187K - $218K
|
5.86K
$218K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.17K+ 15.22% |
$38.8K - $42.8K
|
8.85K
$329K
|
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-19.1K- 75.17% |
$634K - $700K
|
6.31K
$234K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
411+ 6.66% |
$13.6K - $15.1K
|
6.58K
$245K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.07K- 12.79% |
$68.5K - $75.7K
|
14.1K
$523K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
762New |
$25.3K - $27.9K
|
762
$28.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
381KNew |
$12.6M - $14M
|
381K
$14.1M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
751+ 1.12% |
$24.9K - $27.5K
|
67.8K
$2.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
11.4KNew |
$379K - $419K
|
11.4K
$425K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.31K- 16.45% |
$43.4K - $47.9K
|
6.64K
$247K
|
|
|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-511- 0.86% |
$16.9K - $18.7K
|
58.7K
$2.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
145+ 1.8% |
$4.81K - $5.31K
|
8.19K
$304K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
133+ 1.46% |
$4.41K - $4.87K
|
9.25K
$344K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
16.6KNew |
$573K - $605K
|
16.6K
$615K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-84- 5.3% |
$2.91K - $3.07K
|
1.5K
$55.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20New |
$692 - $730
|
20
$743
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
559New |
$19.3K - $20.4K
|
559
$20.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
8.33KNew |
$288K - $304K
|
8.33K
$310K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.71K+ 6.05% |
$59K - $62.3K
|
29.9K
$1.11M
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
424+ 2650.0% |
$13.8K - $15.2K
|
440
$16.3K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
52New |
$1.69K - $1.86K
|
52
$1.93K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.24K- 75.69% |
$236K - $259K
|
2.33K
$86.4K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
10.3K+ 6.38% |
$335K - $369K
|
172K
$6.38M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
290New |
$9.44K - $10.4K
|
290
$10.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1K+ 2.32% |
$32.6K - $35.9K
|
44.3K
$1.65M
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
59New |
$1.62K - $1.98K
|
59
$2.19K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
7.33KNew |
$201K - $247K
|
7.33K
$272K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.53KNew |
$206K - $253K
|
7.53K
$280K
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
7.8KNew |
$214K - $262K
|
7.8K
$290K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
19+ 0.23% |
$521 - $639
|
8.39K
$312K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
200New |
$5.48K - $6.73K
|
200
$7.43K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
15.8KNew |
$432K - $530K
|
15.8K
$585K
|
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
9.33KNew |
$256K - $314K
|
9.33K
$347K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-250- 26.88% |
$6.85K - $8.41K
|
680
$25.3K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
770New |
$20.9K - $26.2K
|
770
$28.6K
|
|