Purchases and Sales Made in Q3 2021 in Wiswisdomtree Tr (DNL)
This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.55MNew |
$62.6M - $67.8M
|
1.55M
$56.9M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
174KNew |
$7.04M - $7.63M
|
174K
$6.4M
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
78.9K+ 35.83% |
$3.19M - $3.46M
|
299K
$11M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57.4K+ 41.0% |
$2.32M - $2.52M
|
197K
$7.26M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
53.3K+ 181.59% |
$2.16M - $2.34M
|
82.7K
$3.04M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.9K+ 86.61% |
$1.65M - $1.79M
|
88.1K
$3.24M
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
31.8KNew |
$1.29M - $1.4M
|
31.8K
$1.17M
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
31.7KNew |
$1.28M - $1.39M
|
31.7K
$1.16M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
26.1K+ 9.27% |
$1.05M - $1.14M
|
307K
$11.3M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.2K+ 1.51% |
$735K - $797K
|
1.22M
$44.9M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.6K+ 652.11% |
$632K - $686K
|
18K
$663K
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.3K+ 3.34% |
$577K - $626K
|
442K
$16.2M
|
|
Nov 12, 2021
Q3 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
13.3K+ 13.66% |
$540K - $585K
|
111K
$4.08M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.8K+ 46.59% |
$517K - $561K
|
40.2K
$1.48M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.8K+ 3.89% |
$478K - $519K
|
316K
$11.6M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
10.4KNew |
$421K - $456K
|
10.4K
$383K
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
9.57KNew |
$387K - $420K
|
9.57K
$352K
|
|
Nov 15, 2021
Q3 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
9.5KNew |
$384K - $417K
|
9.5K
$350K
|
|
Nov 12, 2021
Q3 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
8.25K+ 12.82% |
$334K - $362K
|
72.6K
$2.67M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.35K+ 33.78% |
$298K - $323K
|
29.1K
$1.07M
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
4.99K+ 18.5% |
$202K - $219K
|
32K
$1.18M
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4.85K+ 59.41% |
$196K - $213K
|
13K
$479K
|
|
Oct 29, 2021
Q3 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
4.04K+ 17.95% |
$164K - $177K
|
26.6K
$977K
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.95KNew |
$160K - $173K
|
3.95K
$145K
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.7K+ 5.48% |
$150K - $162K
|
71.1K
$2.62M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.53K+ 16.67% |
$143K - $155K
|
24.7K
$909K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.61KNew |
$106K - $115K
|
2.61K
$96.2K
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
2K+ 7.4% |
$80.9K - $87.7K
|
29K
$1.07M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.61K+ 4.42% |
$65.2K - $70.7K
|
38.1K
$1.4M
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
1.6K+ 6.74% |
$64.9K - $70.4K
|
25.4K
$934K
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.41KNew |
$57.1K - $61.9K
|
1.41K
$51.9K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.16K+ 12.39% |
$47.1K - $51.1K
|
10.6K
$388K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
915+ 0.87% |
$37K - $40.1K
|
106K
$3.91M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
908+ 6.93% |
$36.7K - $39.8K
|
14K
$516K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
540+ 2.8% |
$21.8K - $23.7K
|
19.8K
$729K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
412+ 227.62% |
$16.7K - $18.1K
|
593
$21.8K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
400+ 40.0% |
$16.2K - $17.5K
|
1.4K
$51.5K
|
|
Oct 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
222+ 0.8% |
$8.98K - $9.74K
|
28.1K
$1.03M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
100New |
$4.05K - $4.39K
|
100
$3.68K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
98New |
$3.97K - $4.3K
|
98
$3.61K
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
77+ 1.17% |
$3.12K - $3.38K
|
6.68K
$246K
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
60+ 0.59% |
$2.43K - $2.63K
|
10.2K
$376K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
60New |
$2.43K - $2.63K
|
60
$2.21K
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
30+ 0.59% |
$1.21K - $1.32K
|
5.1K
$188K
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
8+ 0.15% |
$324 - $351
|
5.37K
$197K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5+ 0.06% |
$202 - $219
|
8.7K
$320K
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
2+ 0.0% |
$80.9 - $87.7
|
43.3K
$1.59M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-240- 21.09% |
$9.71K - $10.5K
|
898
$33K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-279Closed |
$11.3K - $12.2K
|
0
$0
|