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 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-430- 27.04% |
$15.3K - $16.4K
|
1.16K
$44.9K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-636- 9.16% |
$22.6K - $24.3K
|
6.31K
$244K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-750- 12.0% |
$26.7K - $28.7K
|
5.5K
$213K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-781- 5.45% |
$27.8K - $29.8K
|
13.5K
$525K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-854- 3.67% |
$30.4K - $32.6K
|
22.4K
$868K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.43K- 8.09% |
$50.9K - $54.7K
|
16.3K
$630K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.61K- 23.13% |
$57.4K - $61.7K
|
5.36K
$208K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.05K- 3.06% |
$72.9K - $78.3K
|
64.9K
$2.51M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.28K- 1.11% |
$81.2K - $87.2K
|
204K
$7.9M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-2.34K- 4.76% |
$83.2K - $89.4K
|
46.9K
$1.82M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-2.5K- 0.57% |
$88.8K - $95.4K
|
433K
$16.8M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.64K- 0.47% |
$94K - $101K
|
561K
$21.7M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-4.03K- 20.18% |
$143K - $154K
|
15.9K
$617K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-4.53K- 5.36% |
$161K - $173K
|
80K
$3.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-4.88K- 15.22% |
$174K - $187K
|
27.2K
$1.05M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-5.7K- 2.23% |
$203K - $218K
|
250K
$9.68M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-7.35K- 23.59% |
$261K - $281K
|
23.8K
$922K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-9.26K- 7.3% |
$329K - $354K
|
118K
$4.56M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.5K- 21.51% |
$482K - $518K
|
49.4K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.4K- 20.1% |
$798K - $857K
|
89.2K
$3.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-24.2K- 45.81% |
$859K - $923K
|
28.6K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-25.2K- 38.08% |
$896K - $963K
|
41K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-28.5K- 63.04% |
$1.01M - $1.09M
|
16.7K
$647K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-28.9K- 27.77% |
$1.03M - $1.1M
|
75K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-36.9K- 34.53% |
$1.31M - $1.41M
|
69.9K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-49.7K- 8.98% |
$1.77M - $1.9M
|
504K
$19.5M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-58.4K- 9.24% |
$2.08M - $2.23M
|
574K
$22.2M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-67.5K- 24.26% |
$2.4M - $2.58M
|
211K
$8.17M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-69.6K- 25.25% |
$2.48M - $2.66M
|
206K
$7.99M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-75.5KClosed |
$2.68M - $2.88M
|
0
$0
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-78.3K- 12.74% |
$2.78M - $2.99M
|
536K
$20.8M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-102K- 94.32% |
$3.62M - $3.89M
|
6.13K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-119K- 95.48% |
$4.23M - $4.55M
|
5.63K
$218K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-127K- 21.72% |
$4.51M - $4.85M
|
458K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-146K- 14.58% |
$5.2M - $5.59M
|
857K
$33.2M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-157K- 48.19% |
$5.58M - $5.99M
|
169K
$6.53M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-157K- 20.03% |
$5.6M - $6.01M
|
628K
$24.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-464K- 41.66% |
$16.5M - $17.7M
|
650K
$25.2M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-696K- 92.12% |
$24.7M - $26.6M
|
59.5K
$2.31M
|