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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.53KNew |
$92.5K - $103K
|
2.53K
$102K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.05K+ 7.62% |
$38.6K - $43K
|
14.9K
$599K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
969+ 7.92% |
$35.5K - $39.5K
|
13.2K
$531K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
940New |
$34.5K - $38.4K
|
940
$37.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
200+ 2.83% |
$7.33K - $8.16K
|
7.26K
$292K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
139+ 1.31% |
$5.09K - $5.67K
|
10.7K
$431K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
112New |
$4.1K - $4.57K
|
112
$4.51K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
49+ 0.39% |
$1.8K - $2K
|
12.7K
$512K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22+ 0.4% |
$806 - $898
|
5.54K
$223K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9KNew |
$333K - $360K
|
9K
$362K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.99KNew |
$222K - $239K
|
5.99K
$241K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
800New |
$29.6K - $32K
|
800
$32.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
433New |
$16K - $17.3K
|
433
$17.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
311+ 25.81% |
$11.5K - $12.4K
|
1.52K
$61K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
17+ 0.68% |
$630 - $679
|
2.53K
$102K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
59.6K+ 148.98% |
$2.11M - $2.33M
|
99.7K
$4.01M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.71K+ 34.9% |
$167K - $184K
|
18.2K
$733K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.68K+ 4.32% |
$166K - $183K
|
113K
$4.55M
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.06KNew |
$193K - $225K
|
6.06K
$244K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
5.86KNew |
$187K - $218K
|
5.86K
$236K
|
|
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
5.68KNew |
$181K - $211K
|
5.68K
$229K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
292New |
$9.3K - $10.8K
|
292
$11.8K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
381KNew |
$12.6M - $14M
|
381K
$15.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
11.4KNew |
$379K - $419K
|
11.4K
$460K
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.17K+ 15.22% |
$38.8K - $42.8K
|
8.85K
$356K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
762New |
$25.3K - $27.9K
|
762
$30.7K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
751+ 1.12% |
$24.9K - $27.5K
|
67.8K
$2.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
411+ 6.66% |
$13.6K - $15.1K
|
6.58K
$265K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
133+ 1.46% |
$4.41K - $4.87K
|
9.25K
$372K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
16.6KNew |
$573K - $605K
|
16.6K
$666K
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
8.33KNew |
$288K - $304K
|
8.33K
$335K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.71K+ 6.05% |
$59K - $62.3K
|
29.9K
$1.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
559New |
$19.3K - $20.4K
|
559
$22.5K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
10.3K+ 6.38% |
$335K - $369K
|
172K
$6.91M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1K+ 2.32% |
$32.6K - $35.9K
|
44.3K
$1.78M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
424+ 2650.0% |
$13.8K - $15.2K
|
440
$17.7K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
290New |
$9.44K - $10.4K
|
290
$11.7K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
52New |
$1.69K - $1.86K
|
52
$2.09K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
15.8KNew |
$432K - $530K
|
15.8K
$634K
|
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
9.33KNew |
$256K - $314K
|
9.33K
$375K
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
7.8KNew |
$214K - $262K
|
7.8K
$314K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
7.33KNew |
$201K - $247K
|
7.33K
$295K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
200New |
$5.48K - $6.73K
|
200
$8.05K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
19+ 0.23% |
$521 - $639
|
8.39K
$338K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
770New |
$20.9K - $26.2K
|
770
$31K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
52New |
$1.41K - $1.77K
|
52
$2.09K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
19+ 0.35% |
$517 - $647
|
5.43K
$218K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
29.8KNew |
$945K - $1.2M
|
29.8K
$1.2M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.45KNew |
$141K - $180K
|
4.45K
$179K
|
|