Purchases and Sales Made in Q1 2024 in Wiswisdomtree Tr (DNL)
This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL) during Q1 2024. The information is specifically focused on institutions that hold shares of WISWISDOMTREE TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
136KNew |
$4.81M - $5.3M
|
136K
$5M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
95.9K+ 1647.11% |
$3.4M - $3.75M
|
102K
$3.75M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
93.3K+ 12.18% |
$3.3M - $3.64M
|
859K
$31.6M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
61.6K+ 8.76% |
$2.18M - $2.41M
|
765K
$28.2M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
59.6K+ 148.98% |
$2.11M - $2.33M
|
99.7K
$3.67M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
58.4K+ 13.24% |
$2.07M - $2.28M
|
499K
$18.4M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
57.1KNew |
$2.02M - $2.23M
|
57.1K
$2.1M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
55.2K+ 5.54% |
$1.95M - $2.15M
|
1.05M
$38.7M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
52.6KNew |
$1.86M - $2.05M
|
52.6K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
42.6K+ 78.77% |
$1.51M - $1.66M
|
96.7K
$3.56M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
39.7K+ 50.55% |
$1.41M - $1.55M
|
118K
$4.36M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
30.1K+ 27.13% |
$1.07M - $1.18M
|
141K
$5.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
23.1K+ 3.65% |
$818K - $902K
|
656K
$24.2M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.1K+ 2.97% |
$605K - $667K
|
593K
$21.8M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.4K+ 10.43% |
$580K - $640K
|
174K
$6.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
15.2K+ 9.46% |
$539K - $595K
|
176K
$6.49M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
13.9KNew |
$491K - $542K
|
13.9K
$511K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
13.1K+ 3.34% |
$463K - $511K
|
404K
$14.9M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.6KNew |
$445K - $491K
|
12.6K
$463K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.5K+ 22.64% |
$442K - $488K
|
67.7K
$2.49M
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
BUY
|
- |
12K+ 3.06% |
$424K - $468K
|
404K
$14.9M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
11.6K+ 21.95% |
$409K - $451K
|
64.2K
$2.36M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.6K+ 88.9% |
$305K - $336K
|
18.3K
$673K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
6.25KNew |
$221K - $244K
|
6.25K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.08KNew |
$215K - $238K
|
6.08K
$224K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.8KNew |
$205K - $227K
|
5.8K
$214K
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.16KNew |
$183K - $202K
|
5.16K
$190K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.71K+ 34.9% |
$167K - $184K
|
18.2K
$670K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.68K+ 4.32% |
$166K - $183K
|
113K
$4.16M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.65K+ 0.68% |
$129K - $142K
|
542K
$20M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.07K+ 8.84% |
$73.3K - $80.9K
|
25.5K
$939K
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.84K+ 26.12% |
$65.1K - $71.8K
|
8.88K
$327K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
1.63K+ 8.63% |
$57.8K - $63.8K
|
20.6K
$757K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.56K+ 13.99% |
$55.4K - $61.1K
|
12.7K
$469K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.3K+ 1.83% |
$46.1K - $50.9K
|
72.6K
$2.67M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.21KNew |
$42.7K - $47.1K
|
1.21K
$44.4K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.1KNew |
$39K - $43K
|
1.1K
$40.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
965+ 965.0% |
$34.2K - $37.7K
|
1.07K
$39.2K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
816+ 49.19% |
$28.9K - $31.9K
|
2.48K
$91.2K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
714+ 168.0% |
$25.3K - $27.9K
|
1.14K
$41.9K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
588+ 1.01% |
$20.8K - $23K
|
58.9K
$2.17M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
477+ 69.23% |
$16.9K - $18.6K
|
1.17K
$42.9K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
275+ 4.1% |
$9.74K - $10.7K
|
6.98K
$257K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
243+ 0.64% |
$8.6K - $9.49K
|
37.9K
$1.4M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
130+ 0.43% |
$4.6K - $5.08K
|
30.7K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
85+ 1.8% |
$3.01K - $3.32K
|
4.82K
$178K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
73+ 0.28% |
$2.58K - $2.85K
|
26.4K
$972K
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
42+ 0.42% |
$1.49K - $1.64K
|
9.98K
$368K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-4- 0.75% |
$142 - $156
|
532
$19.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-39- 1.93% |
$1.38K - $1.52K
|
1.98K
$72.8K
|