Purchases and Sales Made in Q1 2025 in Wiswisdomtree Tr (DNL)
This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL) during Q1 2025. 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 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
401K+ 188.16% |
$14.3M - $15.3M
|
615K
$23.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
157K+ 1441.6% |
$5.6M - $6.01M
|
168K
$6.51M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.1K+ 74.59% |
$1.5M - $1.61M
|
98.5K
$3.81M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
40.6K+ 5.0% |
$1.44M - $1.55M
|
852K
$32.9M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39.6K+ 91.0% |
$1.41M - $1.51M
|
83.2K
$3.22M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.4K+ 4.79% |
$798K - $858K
|
491K
$19M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.7K+ 108.1% |
$628K - $675K
|
34K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.7KNew |
$488K - $524K
|
13.7K
$530K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
6.28KNew |
$223K - $240K
|
6.28K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5.94KNew |
$211K - $227K
|
5.94K
$230K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
4.2K+ 4.9% |
$149K - $161K
|
90K
$3.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.54KNew |
$126K - $135K
|
3.54K
$137K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.78K+ 5.59% |
$98.9K - $106K
|
52.5K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.65K+ 16.63% |
$94.1K - $101K
|
18.6K
$718K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.35K+ 22.36% |
$83.4K - $89.6K
|
12.8K
$496K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.96K+ 2.62% |
$69.8K - $75K
|
76.9K
$2.97M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.88K+ 3.3% |
$67K - $72K
|
58.9K
$2.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.68K+ 1.31% |
$59.6K - $64.1K
|
130K
$5.02M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.26K+ 3.88% |
$44.9K - $48.2K
|
33.8K
$1.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
1.2K+ 9.2% |
$42.7K - $45.9K
|
14.3K
$551K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.14K+ 4.75% |
$40.5K - $43.5K
|
25.1K
$970K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
968+ 83.45% |
$34.4K - $37K
|
2.13K
$82.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
762New |
$27.1K - $29.1K
|
762
$29.5K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
750+ 3.56% |
$26.7K - $28.7K
|
21.8K
$843K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
650+ 1.57% |
$23.1K - $24.8K
|
42.1K
$1.63M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
436+ 8.16% |
$15.5K - $16.7K
|
5.78K
$224K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
371+ 0.86% |
$13.2K - $14.2K
|
43.5K
$1.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
290+ 1.28% |
$10.3K - $11.1K
|
23K
$888K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
221+ 1.69% |
$7.86K - $8.44K
|
13.3K
$514K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
138+ 0.32% |
$4.91K - $5.27K
|
43.9K
$1.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
122+ 0.74% |
$4.34K - $4.66K
|
16.5K
$640K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
103+ 22.64% |
$3.66K - $3.94K
|
558
$21.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
56+ 0.55% |
$1.99K - $2.14K
|
10.2K
$394K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
20+ 0.29% |
$711 - $764
|
7.01K
$271K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
13New |
$462 - $497
|
13
$503
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11+ 0.06% |
$391 - $420
|
17.9K
$693K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
7+ 0.07% |
$249 - $267
|
10.7K
$413K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 5.0% |
$35.6 - $38.2
|
21
$812
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2- 0.05% |
$71.1 - $76.4
|
4.21K
$163K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-3- 2.61% |
$107 - $115
|
112
$4.33K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-20- 0.08% |
$711 - $764
|
25.5K
$986K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-33- 0.29% |
$1.17K - $1.26K
|
11.3K
$436K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-62- 51.24% |
$2.2K - $2.37K
|
59
$2.28K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-120Closed |
$4.27K - $4.59K
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-164- 7.45% |
$5.83K - $6.27K
|
2.04K
$78.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-197- 3.01% |
$7.01K - $7.53K
|
6.35K
$245K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-244- 0.44% |
$8.68K - $9.32K
|
55.5K
$2.14M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-285- 57.0% |
$10.1K - $10.9K
|
215
$8.31K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-359- 6.21% |
$12.8K - $13.7K
|
5.42K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-406- 4.06% |
$14.4K - $15.5K
|
9.6K
$371K
|