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 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-184- 0.1% |
$6.52K - $7.19K
|
176K
$6.49M
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-193- 3.52% |
$6.83K - $7.54K
|
5.3K
$195K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-327- 1.6% |
$11.6K - $12.8K
|
20.1K
$740K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-341- 0.43% |
$12.1K - $13.3K
|
79.1K
$2.91M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-400- 0.83% |
$14.2K - $15.6K
|
48K
$1.77M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-479- 0.4% |
$17K - $18.7K
|
118K
$4.36M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-495- 2.26% |
$17.5K - $19.3K
|
21.4K
$788K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-547- 8.92% |
$19.4K - $21.4K
|
5.59K
$205K
|
|
|
Apr 12, 2024
Q1 2024
|
Systelligence, LLC
|
SELL
|
- |
-594- 0.36% |
$21K - $23.2K
|
167K
$6.13M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-639- 10.71% |
$22.6K - $25K
|
5.33K
$196K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-683- 1.63% |
$24.2K - $26.7K
|
41.2K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-868- 2.21% |
$30.7K - $33.9K
|
38.4K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.63K- 5.28% |
$57.7K - $63.6K
|
29.2K
$1.08M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.49K- 5.87% |
$88.1K - $97.1K
|
39.9K
$1.47M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.58K- 5.43% |
$127K - $140K
|
62.3K
$2.29M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.56K- 28.23% |
$162K - $178K
|
11.6K
$427K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.28K- 22.82% |
$187K - $206K
|
17.9K
$657K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.78K- 13.88% |
$205K - $226K
|
35.9K
$1.32M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-6.1K- 2.18% |
$216K - $238K
|
274K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-6.11K- 37.35% |
$216K - $239K
|
10.3K
$377K
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-6.84K- 14.17% |
$242K - $267K
|
41.4K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.2K- 8.51% |
$398K - $439K
|
121K
$4.45M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-25.7K- 5.94% |
$911K - $1.01M
|
408K
$15M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-31.2K- 3.86% |
$1.11M - $1.22M
|
778K
$28.6M
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-39.8K- 25.84% |
$1.41M - $1.55M
|
114K
$4.2M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-41.9K- 26.68% |
$1.48M - $1.63M
|
115K
$4.23M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-59.1K- 9.83% |
$2.09M - $2.31M
|
542K
$19.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-85.9K- 48.94% |
$3.04M - $3.35M
|
89.6K
$3.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-121K- 90.79% |
$4.27M - $4.71M
|
12.2K
$450K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-154K- 17.61% |
$5.44M - $6M
|
719K
$26.5M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-161K- 58.75% |
$5.69M - $6.27M
|
113K
$4.15M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-182K- 17.06% |
$6.46M - $7.12M
|
887K
$32.6M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-205K- 16.28% |
$7.24M - $7.99M
|
1.05M
$38.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-205K- 16.28% |
$7.24M - $7.99M
|
1.05M
$38.7M
|