Purchases and Sales Made in Q2 2023 in Wiswisdomtree Tr (DNL)
This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL) during Q2 2023. 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 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
198K+ 37.65% |
$6.85M - $7.23M
|
724K
$26.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
177KNew |
$6.11M - $6.45M
|
177K
$6.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Systelligence, LLC
|
BUY
|
- |
144K+ 160.74% |
$4.97M - $5.25M
|
233K
$8.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
129K+ 20.21% |
$4.46M - $4.7M
|
766K
$28.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
106K+ 21.5% |
$3.67M - $3.87M
|
599K
$22.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
93.2K+ 99.14% |
$3.22M - $3.4M
|
187K
$6.89M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
92.3K+ 20.72% |
$3.19M - $3.37M
|
538K
$19.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
80.7K+ 6.53% |
$2.79M - $2.95M
|
1.32M
$48.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
64.7K+ 15.32% |
$2.24M - $2.36M
|
487K
$17.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.8K+ 3.6% |
$1.59M - $1.67M
|
1.32M
$48.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
42.2K+ 7.71% |
$1.46M - $1.54M
|
590K
$21.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
40KNew |
$1.38M - $1.46M
|
40K
$1.47M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
28.5KNew |
$985K - $1.04M
|
28.5K
$1.05M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
27.6K+ 10.82% |
$955K - $1.01M
|
283K
$10.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26.1K+ 51.52% |
$902K - $953K
|
76.7K
$2.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
25.4KNew |
$879K - $928K
|
25.4K
$936K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
22K+ 5.53% |
$762K - $805K
|
420K
$15.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.2K+ 266.8% |
$664K - $701K
|
26.4K
$973K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.9K+ 6.19% |
$653K - $689K
|
324K
$11.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
16.6KNew |
$573K - $605K
|
16.6K
$610K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.8K+ 54.19% |
$547K - $578K
|
45K
$1.66M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14K+ 5.16% |
$485K - $512K
|
286K
$10.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
13.8KNew |
$478K - $505K
|
13.8K
$509K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
12.7K+ 3.34% |
$439K - $464K
|
393K
$14.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.7K+ 27.68% |
$439K - $464K
|
58.6K
$2.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
10.7K+ 14.35% |
$370K - $391K
|
85.3K
$3.14M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
8.56K+ 31.06% |
$296K - $313K
|
36.1K
$1.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
8.33KNew |
$288K - $304K
|
8.33K
$307K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
8.07K+ 13.57% |
$279K - $295K
|
67.5K
$2.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
7.68KNew |
$266K - $281K
|
7.68K
$283K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.66K+ 7.15% |
$265K - $280K
|
115K
$4.23M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.53K+ 12.64% |
$260K - $275K
|
67.1K
$2.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.06KNew |
$244K - $258K
|
7.06K
$260K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.65K+ 5.16% |
$230K - $243K
|
136K
$4.99M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.62K+ 3.91% |
$229K - $242K
|
176K
$6.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
6.35KNew |
$220K - $232K
|
6.35K
$234K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.29K+ 285.12% |
$217K - $230K
|
8.49K
$313K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.2K+ 62.3% |
$214K - $226K
|
16.1K
$595K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.18K+ 6.82% |
$214K - $226K
|
96.7K
$3.56M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.45K+ 52.69% |
$188K - $199K
|
15.8K
$581K
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
4.63K+ 2.22% |
$160K - $169K
|
213K
$7.85M
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.79K+ 4.87% |
$131K - $139K
|
81.6K
$3.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.62K+ 1.71% |
$125K - $132K
|
215K
$7.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.57K+ 0.49% |
$124K - $131K
|
736K
$27.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.44K+ 48.81% |
$119K - $126K
|
10.5K
$386K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.42K+ 22.8% |
$118K - $125K
|
18.4K
$678K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.17K+ 22.89% |
$75K - $79.2K
|
11.6K
$429K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.71K+ 6.05% |
$59K - $62.3K
|
29.9K
$1.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.44K+ 2.99% |
$49.8K - $52.6K
|
49.7K
$1.83M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.38K+ 162.66% |
$47.8K - $50.4K
|
2.23K
$82.1K
|