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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-1.68KClosed |
$68K - $73.7K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-746Closed |
$30.2K - $32.7K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Costello Asset Management, Inc
|
SELL
|
- |
-352Closed |
$14.2K - $15.4K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-553Closed |
$21.8K - $23.6K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
15+ 100.0% |
$591 - $640
|
30
$1.18K
|
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
BUY
|
- |
74+ 100.0% |
$2.91K - $3.16K
|
148
$5.81K
|
|
|
Jul 29, 2021
Q2 2021
|
Ieq Capital, LLC
|
BUY
|
- |
76.8KNew |
$3.03M - $3.28M
|
76.8K
$3.02M
|
|
|
Jul 23, 2021
Q2 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
3.53K+ 100.0% |
$139K - $151K
|
7.06K
$277K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.54KClosed |
$208K - $224K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-157Closed |
$5.91K - $6.36K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-15.5KClosed |
$581K - $625K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-20Closed |
$649 - $766
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-27Closed |
$876 - $1.03K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-54.4KClosed |
$1.76M - $2.08M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-31Closed |
$985 - $1.06K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 06, 2020
Q2 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-5.89KClosed |
$151K - $189K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-30Closed |
$767 - $965
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Moody National Bank Trust Division
|
SELL
|
- |
-4.33KClosed |
$111K - $139K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-958- 84.18% |
$22.1K - $32.6K
|
180
$7.06K
|
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-66.4KClosed |
$1.53M - $2.26M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-325Closed |
$7.5K - $11.1K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-190Closed |
$4.39K - $6.47K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Trilogy Capital Inc.
|
SELL
|
- |
-113KClosed |
$2.6M - $3.83M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 28, 2020
Q4 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-5.24KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Advisory Alpha, LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-25.2KClosed |
N/A
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-540Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Fifth Third Bancorp
|
SELL
|
- |
-175Closed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.19KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Brinker Capital Investments, LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
Apr 03, 2018
Q1 2018
|
Washington Trust Bank
|
SELL
|
- |
-60Closed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$39.2
|
|