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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
198K+ 21.66% |
$7.14M - $7.82M
|
1.11M
$42.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
104KNew |
$3.74M - $4.09M
|
104K
$3.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
66.2KNew |
$2.38M - $2.61M
|
66.2K
$2.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
64.5K+ 30.51% |
$2.32M - $2.54M
|
276K
$10.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
63.1K+ 29.31% |
$2.27M - $2.49M
|
278K
$10.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
56.2K+ 20.89% |
$2.02M - $2.21M
|
325K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
48.1K+ 573.8% |
$1.73M - $1.89M
|
56.4K
$2.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47.5K+ 6.44% |
$1.71M - $1.87M
|
786K
$29.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
44K+ 232.57% |
$1.58M - $1.73M
|
63K
$2.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
36.9K+ 41.08% |
$1.33M - $1.46M
|
127K
$4.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
25.3K+ 3.21% |
$909K - $995K
|
811K
$30.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.9K+ 28.68% |
$895K - $980K
|
112K
$4.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
24.8K+ 88.72% |
$892K - $976K
|
52.7K
$2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.6K+ 3.84% |
$777K - $851K
|
584K
$22.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
20.9K+ 11.3% |
$753K - $824K
|
206K
$7.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19K+ 4.23% |
$685K - $750K
|
469K
$17.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
13.1KNew |
$470K - $514K
|
13.1K
$495K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
12.2K+ 33.01% |
$439K - $481K
|
49.2K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.1K+ 36.51% |
$435K - $476K
|
45.2K
$1.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10.5KNew |
$378K - $413K
|
10.5K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
10.2K+ 4.17% |
$368K - $403K
|
256K
$9.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
9.83K+ 8.32% |
$354K - $387K
|
128K
$4.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
8.32K+ 1.95% |
$299K - $328K
|
436K
$16.5M
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
BUY
|
- |
7.4K+ 1.77% |
$266K - $291K
|
425K
$16.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
6.54KNew |
$235K - $258K
|
6.54K
$248K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.79KNew |
$208K - $228K
|
5.79K
$219K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.41K+ 4.54% |
$195K - $213K
|
125K
$4.72M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.25K+ 8.16% |
$117K - $128K
|
43.1K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.97K+ 20.17% |
$107K - $117K
|
17.7K
$671K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.86K+ 3.97% |
$103K - $113K
|
75K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.57K+ 19.26% |
$92.5K - $101K
|
15.9K
$603K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.25K+ 47.44% |
$80.8K - $88.4K
|
6.98K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.22K+ 4.67% |
$79.9K - $87.4K
|
49.8K
$1.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
2.01K+ 9.75% |
$72.4K - $79.3K
|
22.7K
$859K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.56K+ 16.63% |
$56K - $61.3K
|
10.9K
$414K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.48K+ 0.2% |
$53.2K - $58.3K
|
755K
$28.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
1.33K+ 1.58% |
$47.9K - $52.5K
|
85.8K
$3.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.29K+ 5.68% |
$46.3K - $50.7K
|
24K
$908K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.15KNew |
$41.4K - $45.3K
|
1.15K
$43.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.15KNew |
$41.3K - $45.2K
|
1.15K
$43.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
791+ 2.49% |
$28.5K - $31.2K
|
32.5K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
710New |
$25.5K - $28K
|
710
$26.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
629+ 5.89% |
$22.6K - $24.8K
|
11.3K
$428K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
516+ 2.51% |
$18.6K - $20.3K
|
21.1K
$798K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
382+ 136.43% |
$13.7K - $15K
|
662
$25.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
232+ 0.04% |
$8.35K - $9.14K
|
554K
$21M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
205+ 1.45% |
$7.38K - $8.07K
|
14.3K
$543K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
150New |
$5.4K - $5.91K
|
150
$5.69K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
116+ 0.37% |
$4.17K - $4.57K
|
31.2K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
62+ 105.08% |
$2.23K - $2.44K
|
121
$4.59K
|