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 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
7.33KNew |
$201K - $247K
|
7.33K
$267K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
200New |
$5.48K - $6.73K
|
200
$7.29K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
59New |
$1.62K - $1.98K
|
59
$2.15K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
19+ 0.23% |
$521 - $639
|
8.39K
$306K
|
|
| Q3 2022 | |||||||
|
Oct 14, 2022
Q3 2022
|
First Community Trust Na
|
BUY
|
- |
2KNew |
$54.4K - $68.1K
|
2K
$72.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
770New |
$20.9K - $26.2K
|
770
$28.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
52New |
$1.41K - $1.77K
|
52
$1.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
19+ 0.35% |
$517 - $647
|
5.43K
$198K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
29.8KNew |
$945K - $1.2M
|
29.8K
$1.09M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.45KNew |
$141K - $180K
|
4.45K
$162K
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.66K+ 43.64% |
$116K - $148K
|
12K
$439K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
265+ 6.39% |
$8.4K - $10.7K
|
4.41K
$161K
|
|
| Q1 2022 | |||||||
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.36KNew |
$197K - $234K
|
5.36K
$195K
|
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4.51K+ 62.91% |
$166K - $197K
|
11.7K
$426K
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
120New |
$4.8K - $5.23K
|
120
$4.37K
|
|
| Q2 2021 | |||||||
|
Jul 29, 2021
Q2 2021
|
Ieq Capital, LLC
|
BUY
|
- |
76.8KNew |
$3.03M - $3.28M
|
76.8K
$2.8M
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
5.71K+ 100.0% |
$225K - $244K
|
11.4K
$416K
|
|
|
Jul 23, 2021
Q2 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
3.53K+ 100.0% |
$139K - $151K
|
7.06K
$257K
|
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
BUY
|
- |
74+ 100.0% |
$2.91K - $3.16K
|
148
$5.39K
|
|
|
Aug 03, 2021
Q2 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
15+ 100.0% |
$591 - $640
|
30
$1.09K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$36.5
|
|