Purchases and Sales Made in Q2 2022 in Wiswisdomtree Tr (DNL)
This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
215K+ 45.44% |
$6.83M - $8.7M
|
690K
$25.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
145K+ 66.15% |
$4.59M - $5.85M
|
364K
$13.4M
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
91.4K+ 77.31% |
$2.9M - $3.69M
|
210K
$7.72M
|
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
90.6KNew |
$2.87M - $3.66M
|
90.6K
$3.34M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
76.9K+ 21.4% |
$2.44M - $3.11M
|
436K
$16.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
71.5K+ 204.1% |
$2.27M - $2.89M
|
107K
$3.93M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
65.3KNew |
$2.07M - $2.64M
|
65.3K
$2.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
47.7KNew |
$1.51M - $1.92M
|
47.7K
$1.75M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.1K+ 197.65% |
$1.02M - $1.29M
|
48.3K
$1.78M
|
|
|
Aug 11, 2022
Q2 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
30KNew |
$951K - $1.21M
|
30K
$1.1M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.8K+ 20.61% |
$945K - $1.2M
|
175K
$6.43M
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
29.8KNew |
$945K - $1.2M
|
29.8K
$1.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.2K+ 23.15% |
$546K - $696K
|
91.7K
$3.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
13.6K+ 65.2% |
$431K - $549K
|
34.4K
$1.27M
|
|
|
Jul 18, 2022
Q2 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
12.7KNew |
$403K - $514K
|
12.7K
$469K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.8K+ 10.52% |
$375K - $477K
|
124K
$4.58M
|
|
|
Jul 26, 2022
Q2 2022
|
Systelligence, LLC
|
BUY
|
- |
11.5K+ 4.43% |
$364K - $464K
|
271K
$9.98M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.7KNew |
$338K - $431K
|
10.7K
$393K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.45KNew |
$299K - $381K
|
9.45K
$348K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.92K+ 13.93% |
$283K - $360K
|
72.9K
$2.69M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.05K+ 6.31% |
$255K - $325K
|
136K
$5M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.45KNew |
$236K - $301K
|
7.45K
$274K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.94K+ 88.23% |
$220K - $280K
|
14.8K
$545K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.48K+ 10.34% |
$205K - $262K
|
69.2K
$2.55M
|
|
|
Aug 11, 2022
Q2 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
5.92K+ 4.7% |
$188K - $239K
|
132K
$4.85M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.45KNew |
$141K - $180K
|
4.45K
$164K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.72K+ 19.97% |
$118K - $150K
|
22.3K
$823K
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.66K+ 43.64% |
$116K - $148K
|
12K
$443K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.05KNew |
$96.7K - $123K
|
3.05K
$112K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.05K+ 6.12% |
$96.5K - $123K
|
52.8K
$1.94M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.45K+ 410.37% |
$77.8K - $99.1K
|
3.05K
$112K
|
|
|
Aug 05, 2022
Q2 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.6K+ 2.05% |
$50.8K - $64.7K
|
79.8K
$2.94M
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
953+ 4.03% |
$30.2K - $38.5K
|
24.6K
$907K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
750+ 7.56% |
$23.8K - $30.3K
|
10.7K
$393K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
678New |
$21.5K - $27.4K
|
678
$25K
|
|
|
Aug 11, 2022
Q2 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
650+ 4.92% |
$20.6K - $26.2K
|
13.9K
$511K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
265+ 6.39% |
$8.4K - $10.7K
|
4.41K
$162K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
260New |
$8.24K - $10.5K
|
260
$9.58K
|
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
129+ 0.39% |
$4.09K - $5.21K
|
32.9K
$1.21M
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
100New |
$3.17K - $4.04K
|
100
$3.68K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
28+ 0.52% |
$887 - $1.13K
|
5.41K
$199K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.47% |
$31.7 - $40.4
|
212
$7.81K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-51Closed |
$1.62K - $2.06K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-73- 0.58% |
$2.31K - $2.95K
|
12.6K
$464K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-120- 5.11% |
$3.8K - $4.84K
|
2.23K
$82.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-248- 0.79% |
$7.86K - $10K
|
31K
$1.14M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-260Closed |
$8.24K - $10.5K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-577- 0.8% |
$18.3K - $23.3K
|
71.9K
$2.65M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-735Closed |
$23.3K - $29.7K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1KClosed |
$31.7K - $40.4K
|
0
$0
|