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 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.15K- 8.3% |
$36.6K - $46.6K
|
12.8K
$470K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.3K- 48.15% |
$41.2K - $52.5K
|
1.4K
$51.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.35KClosed |
$42.8K - $54.6K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
SELL
|
- |
-1.36K- 2.65% |
$43.1K - $54.9K
|
50K
$1.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.41K- 0.41% |
$44.6K - $56.8K
|
343K
$12.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.69K- 3.1% |
$53.5K - $68.1K
|
52.8K
$1.94M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.95K- 14.65% |
$61.7K - $78.6K
|
11.4K
$418K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.05K- 8.04% |
$64.8K - $82.6K
|
23.4K
$861K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.44K- 79.98% |
$77.4K - $98.5K
|
611
$22.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.1K- 11.64% |
$130K - $165K
|
31.1K
$1.15M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.1K- 27.47% |
$130K - $166K
|
10.8K
$399K
|
|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-5.13KClosed |
$162K - $207K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
SELL
|
- |
-5.15KClosed |
$163K - $208K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.36KClosed |
$170K - $216K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-5.48K- 36.39% |
$174K - $221K
|
9.58K
$353K
|
|
|
Jul 27, 2022
Q2 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-5.86KClosed |
$186K - $237K
|
0
$0
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6.16KClosed |
$195K - $249K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.97K- 6.39% |
$221K - $281K
|
102K
$3.76M
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-9.47K- 18.36% |
$300K - $382K
|
42.1K
$1.55M
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.91K- 9.17% |
$314K - $400K
|
98.2K
$3.62M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.5K- 1.05% |
$363K - $463K
|
1.08M
$39.7M
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-12.2KClosed |
$387K - $493K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-12.4KClosed |
$394K - $502K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16.7K- 8.03% |
$531K - $676K
|
192K
$7.06M
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-24.2KClosed |
$767K - $977K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-29.2K- 82.11% |
$925K - $1.18M
|
6.36K
$234K
|
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-36K- 10.2% |
$1.14M - $1.45M
|
317K
$11.7M
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-36.7KClosed |
$1.16M - $1.48M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-42.4K- 83.82% |
$1.35M - $1.71M
|
8.19K
$302K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-67.4K- 24.43% |
$2.14M - $2.72M
|
208K
$7.68M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-76.4K- 12.28% |
$2.42M - $3.08M
|
546K
$20.1M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-87.7K- 24.26% |
$2.78M - $3.54M
|
274K
$10.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-91.2K- 41.21% |
$2.89M - $3.68M
|
130K
$4.79M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-182K- 6.07% |
$5.76M - $7.33M
|
2.81M
$104M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-182K- 6.07% |
$5.76M - $7.33M
|
2.81M
$104M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-189K- 81.36% |
$5.98M - $7.62M
|
43.2K
$1.59M
|