Purchases and Sales Made in Q2 2025 in Wiswisdomtree Tr (DNL)
This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
902+ 2.14% |
$29K - $36.3K
|
43K
$1.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
369+ 0.84% |
$11.9K - $14.9K
|
44.3K
$1.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
85+ 0.83% |
$2.73K - $3.42K
|
10.3K
$413K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-8- 0.13% |
$257 - $322
|
6.34K
$255K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-500- 25.0% |
$16.1K - $20.1K
|
1.5K
$60.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-20.3K- 25.36% |
$652K - $817K
|
59.7K
$2.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-94.6K- 72.93% |
$3.04M - $3.81M
|
35.1K
$1.41M
|