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 11, 2023
Q2 2023
|
360 Financial, Inc.
|
BUY
|
- |
716+ 0.2% |
$24.8K - $26.1K
|
366K
$13.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
631+ 7.43% |
$21.8K - $23K
|
9.12K
$336K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
602+ 3.49% |
$20.8K - $22K
|
17.9K
$658K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
559New |
$19.3K - $20.4K
|
559
$20.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
440+ 4.76% |
$15.2K - $16.1K
|
9.69K
$357K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
332+ 3.26% |
$11.5K - $12.1K
|
10.5K
$387K
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
248+ 0.82% |
$8.58K - $9.06K
|
30.4K
$1.12M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
235+ 3.01% |
$8.13K - $8.58K
|
8.05K
$296K
|
|
|
Jul 17, 2023
Q2 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
81+ 0.83% |
$2.8K - $2.96K
|
9.88K
$364K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20New |
$692 - $730
|
20
$737
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
17+ 0.21% |
$588 - $621
|
7.94K
$293K
|
|
|
Jul 20, 2023
Q2 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
5+ 0.01% |
$173 - $183
|
59.2K
$2.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-22- 0.21% |
$761 - $803
|
10.4K
$383K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-40- 18.87% |
$1.38K - $1.46K
|
172
$6.33K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-84- 5.3% |
$2.91K - $3.07K
|
1.5K
$55.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-211- 4.94% |
$7.3K - $7.71K
|
4.06K
$150K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-246- 1.91% |
$8.51K - $8.98K
|
12.6K
$466K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-340- 5.22% |
$11.8K - $12.4K
|
6.17K
$227K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-357- 1.78% |
$12.3K - $13K
|
19.7K
$725K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-568- 2.3% |
$19.6K - $20.7K
|
24.1K
$888K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-804- 10.81% |
$27.8K - $29.4K
|
6.64K
$244K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.91K- 13.74% |
$66K - $69.6K
|
12K
$441K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.23K- 41.72% |
$77.1K - $81.4K
|
3.12K
$115K
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.43K- 7.84% |
$83.9K - $88.6K
|
28.5K
$1.05M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.36K- 4.34% |
$116K - $123K
|
74.1K
$2.73M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.53K- 7.32% |
$122K - $129K
|
44.6K
$1.64M
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-4.83K- 6.4% |
$167K - $176K
|
70.5K
$2.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.88K- 41.76% |
$169K - $178K
|
6.8K
$250K
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-6.62K- 4.67% |
$229K - $242K
|
135K
$4.97M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.83K- 22.66% |
$340K - $359K
|
33.5K
$1.24M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-16.7K- 88.31% |
$576K - $608K
|
2.21K
$81.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-24.3K- 79.16% |
$840K - $887K
|
6.4K
$236K
|