Purchases and Sales Made in Q2 2024 in Wiswisdomtree Tr (DNL)
This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL) during Q2 2024. 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 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
223+ 0.73% |
$8.26K - $8.91K
|
30.9K
$1.14M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
194+ 3.64% |
$7.19K - $7.75K
|
5.52K
$203K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
128+ 2.29% |
$4.74K - $5.12K
|
5.71K
$210K
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
111+ 0.42% |
$4.11K - $4.44K
|
26.5K
$976K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
101+ 1.61% |
$3.74K - $4.04K
|
6.36K
$234K
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
95+ 0.25% |
$3.52K - $3.8K
|
38K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
92+ 0.73% |
$3.41K - $3.68K
|
12.7K
$467K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
80+ 4.05% |
$2.96K - $3.2K
|
2.06K
$75.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
73+ 0.73% |
$2.7K - $2.92K
|
10.1K
$370K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
17+ 0.68% |
$630 - $679
|
2.53K
$93K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8+ 0.32% |
$296 - $320
|
2.48K
$91.4K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5New |
$185 - $200
|
5
$184
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2+ 0.02% |
$74.1 - $79.9
|
10.2K
$377K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-39- 0.28% |
$1.44K - $1.56K
|
13.8K
$509K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-49- 1.02% |
$1.81K - $1.96K
|
4.77K
$176K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-71- 1.66% |
$2.63K - $2.84K
|
4.21K
$155K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-508- 1.06% |
$18.8K - $20.3K
|
47.5K
$1.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-530- 99.62% |
$19.6K - $21.2K
|
2
$73.7
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-570- 4.41% |
$21.1K - $22.8K
|
12.4K
$455K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-785- 73.71% |
$29.1K - $31.4K
|
280
$10.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-826- 4.52% |
$30.6K - $33K
|
17.5K
$643K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.02K- 8.79% |
$37.8K - $40.8K
|
10.6K
$390K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.21K- 1.03% |
$45K - $48.5K
|
117K
$4.31M
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.45K- 3.5% |
$53.6K - $57.9K
|
40K
$1.47M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.46K- 9.66% |
$91.2K - $98.4K
|
23K
$848K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.24K- 4.79% |
$120K - $130K
|
64.4K
$2.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.65K- 0.67% |
$135K - $146K
|
539K
$19.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-4.28K- 0.56% |
$158K - $171K
|
760K
$28M
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-5.19K- 8.33% |
$192K - $208K
|
57.1K
$2.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-17.8K- 3.57% |
$660K - $713K
|
482K
$17.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-25.3K- 2.85% |
$936K - $1.01M
|
861K
$31.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-38.4K- 34.06% |
$1.42M - $1.54M
|
74.4K
$2.74M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-41K- 42.34% |
$1.52M - $1.64M
|
55.8K
$2.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-44.7K- 16.35% |
$1.66M - $1.79M
|
229K
$8.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-55.2K- 5.25% |
$2.04M - $2.2M
|
996K
$36.7M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-55.2K- 5.25% |
$2.04M - $2.2M
|
996K
$36.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-65.8K- 90.68% |
$2.44M - $2.63M
|
6.77K
$249K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-109K- 92.1% |
$4.04M - $4.36M
|
9.36K
$345K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-127K- 14.81% |
$4.71M - $5.09M
|
732K
$27M
|