Latest Institutional Sells of Wiswisdomtree Tr (DNL)
This list provides information on the latest institutional transactions involving Wiswisdomtree Tr (DNL) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.35KClosed |
$42.8K - $54.6K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1KClosed |
$31.7K - $40.4K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-73- 0.58% |
$2.31K - $2.95K
|
12.6K
$464K
|
|
Q1 2022 | |||||||
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-41.2K- 47.13% |
$1.52M - $1.8M
|
46.2K
$1.7M
|
|
May 16, 2022
Q1 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-14.1KClosed |
$519K - $615K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11KClosed |
$403K - $478K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.1KClosed |
$188K - $223K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-4.85KClosed |
$178K - $211K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.77KClosed |
$102K - $121K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.02KClosed |
$74.2K - $88K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.55KClosed |
$57.1K - $67.7K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-480Closed |
$17.7K - $21K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-6Closed |
$221 - $262
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.41KClosed |
$56.4K - $61.5K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-98Closed |
$3.92K - $4.27K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.77KClosed |
$274K - $297K
|
0
$0
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.77KClosed |
$233K - $253K
|
0
$0
|
|
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
|
|
Q1 2021 | |||||||
Apr 30, 2021
Q1 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-15.5KClosed |
$581K - $625K
|
0
$0
|
|
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
|
|
Q4 2020 | |||||||
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-54.4KClosed |
$1.76M - $2.08M
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-27Closed |
$876 - $1.03K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-20Closed |
$649 - $766
|
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
|
|
Jul 10, 2020
Q2 2020
|
Moody National Bank Trust Division
|
SELL
|
- |
-4.33KClosed |
$111K - $139K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-30Closed |
$767 - $965
|
0
$0
|
|
Q1 2020 | |||||||
Apr 28, 2020
Q1 2020
|
Trilogy Capital Inc.
|
SELL
|
- |
-113KClosed |
$2.6M - $3.83M
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-66.7KClosed |
$1.54M - $2.27M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-66.4KClosed |
$1.53M - $2.26M
|
0
$0
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-958- 84.18% |
$22.1K - $32.6K
|
180
$6.62K
|
|
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
|
|
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 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
|
|
Feb 13, 2019
Q4 2018
|
Advisory Alpha, LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
Q3 2018 | |||||||
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Fifth Third Bancorp
|
SELL
|
- |
-175Closed |
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
|