Latest Institutional Purchases of Wiswisdomtree Tr (DNL)
This list provides information on the latest institutional transactions involving Wiswisdomtree Tr (DNL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
78.7K+ 470.97% |
$2.53M - $3.17M
|
95.4K
$3.74M
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
71KNew |
$2.28M - $2.86M
|
71K
$2.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
68.3K+ 58.06% |
$2.2M - $2.75M
|
186K
$7.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.6K+ 27.55% |
$790K - $989K
|
114K
$4.46M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
22.4KNew |
$721K - $902K
|
22.4K
$879K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17K+ 2.71% |
$547K - $685K
|
645K
$25.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
12.1K+ 48.09% |
$388K - $486K
|
37.2K
$1.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
10.6K+ 5.16% |
$342K - $428K
|
217K
$8.51M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.18KNew |
$295K - $370K
|
9.18K
$360K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.52KNew |
$210K - $262K
|
6.52K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
6.03K+ 32.5% |
$194K - $243K
|
24.6K
$965K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.23KNew |
$168K - $210K
|
5.23K
$205K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.12K+ 39.88% |
$165K - $206K
|
18K
$705K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.37K+ 2.0% |
$108K - $136K
|
172K
$6.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.93K+ 98.03% |
$94.3K - $118K
|
5.93K
$232K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.81K+ 1.67% |
$90.4K - $113K
|
171K
$6.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
2.63K+ 18.48% |
$84.7K - $106K
|
16.9K
$663K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.54K+ 1.25% |
$81.8K - $102K
|
206K
$8.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.48K+ 4.72% |
$79.8K - $100K
|
55K
$2.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.72KNew |
$55.4K - $69.4K
|
1.72K
$67.6K
|
|
|
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
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
933+ 6.89% |
$30K - $37.6K
|
14.5K
$568K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
902+ 2.14% |
$29K - $36.3K
|
43K
$1.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
873+ 41.02% |
$28.1K - $35.2K
|
3K
$118K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
868+ 42.61% |
$27.9K - $35K
|
2.91K
$114K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
774+ 1.01% |
$24.9K - $31.2K
|
77.7K
$3.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
770+ 3.35% |
$24.8K - $31K
|
23.7K
$931K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
720New |
$23.2K - $29K
|
720
$28.3K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
642+ 11.84% |
$20.6K - $25.9K
|
6.07K
$238K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
539+ 1.58% |
$17.3K - $21.7K
|
34.5K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
426New |
$13.7K - $17.2K
|
426
$16.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
369+ 0.84% |
$11.9K - $14.9K
|
44.3K
$1.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
352+ 0.5% |
$11.3K - $14.2K
|
70.2K
$2.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
228New |
$7.33K - $9.18K
|
228
$8.95K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
196+ 0.82% |
$6.3K - $7.89K
|
24K
$942K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
85+ 0.83% |
$2.73K - $3.42K
|
10.3K
$403K
|
|
|
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 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16+ 2.87% |
$515 - $644
|
574
$22.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
27.2KNew |
$968K - $1.04M
|
27.2K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5.94KNew |
$211K - $227K
|
5.94K
$233K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.54KNew |
$126K - $135K
|
3.54K
$139K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.88K+ 3.3% |
$67K - $72K
|
58.9K
$2.31M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
762New |
$27.1K - $29.1K
|
762
$29.9K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
13New |
$462 - $497
|
13
$510
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 5.0% |
$35.6 - $38.2
|
21
$824
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
BUY
|
- |
7.4K+ 1.77% |
$266K - $291K
|
425K
$16.7M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.79KNew |
$208K - $228K
|
5.79K
$227K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.15KNew |
$41.4K - $45.3K
|
1.15K
$45.2K
|
|