Purchases and Sales Made in Q3 2022 in Wiswisdomtree Tr (DNL)
This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL) during Q3 2022. 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 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
188K+ 2295.23% |
$5.11M - $6.4M
|
196K
$7.23M
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
107K+ 51.15% |
$2.92M - $3.65M
|
317K
$11.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
85.3KNew |
$2.32M - $2.9M
|
85.3K
$3.14M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
62.3K+ 19.64% |
$1.7M - $2.12M
|
380K
$14M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
52K+ 29.77% |
$1.41M - $1.77M
|
227K
$8.34M
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
50.8K+ 106.71% |
$1.38M - $1.73M
|
98.5K
$3.63M
|
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
40.4K+ 31.03% |
$1.1M - $1.38M
|
171K
$6.28M
|
|
|
Oct 12, 2022
Q3 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
38K+ 298.42% |
$1.03M - $1.29M
|
50.7K
$1.87M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
36.6K+ 13.35% |
$995K - $1.25M
|
311K
$11.4M
|
|
|
Jan 19, 2024
Q3 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
18.5K+ 20.39% |
$502K - $629K
|
109K
$4.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.9K+ 11.7% |
$432K - $540K
|
152K
$5.58M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.6K+ 18.22% |
$343K - $429K
|
81.8K
$3.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
9.83K+ 7.46% |
$267K - $335K
|
142K
$5.22M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
9.56K+ 2.19% |
$260K - $326K
|
446K
$16.4M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8.42K+ 15.95% |
$229K - $287K
|
61.2K
$2.25M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.02K+ 18.56% |
$218K - $273K
|
51.3K
$1.89M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.1K+ 47.96% |
$193K - $242K
|
21.9K
$806K
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
5.37K+ 15.59% |
$146K - $183K
|
39.8K
$1.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.7K+ 1.37% |
$128K - $160K
|
348K
$12.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.52K+ 4.89% |
$95.6K - $120K
|
75.4K
$2.78M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.37K+ 20.21% |
$91.7K - $115K
|
20.1K
$738K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.54K+ 2.04% |
$69K - $86.4K
|
127K
$4.67M
|
|
|
Oct 14, 2022
Q3 2022
|
First Community Trust Na
|
BUY
|
- |
2KNew |
$54.4K - $68.1K
|
2K
$73.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.83K+ 17.15% |
$49.8K - $62.3K
|
12.5K
$460K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.4K+ 18.74% |
$38K - $47.5K
|
8.85K
$326K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.14KNew |
$31K - $38.7K
|
1.14K
$41.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
770New |
$20.9K - $26.2K
|
770
$28.4K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
349+ 1.42% |
$9.49K - $11.9K
|
25K
$919K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
202+ 1.46% |
$5.49K - $6.88K
|
14.1K
$518K
|
|
|
Oct 24, 2022
Q3 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
139+ 1.45% |
$3.78K - $4.73K
|
9.72K
$358K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
72+ 0.63% |
$1.96K - $2.45K
|
11.4K
$421K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
72New |
$1.96K - $2.45K
|
72
$2.65K
|
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
57+ 0.17% |
$1.55K - $1.94K
|
33K
$1.21M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
52New |
$1.41K - $1.77K
|
52
$1.92K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
25+ 0.24% |
$680 - $851
|
10.4K
$384K
|
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
19+ 0.2% |
$517 - $647
|
9.59K
$353K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
19+ 0.35% |
$517 - $647
|
5.43K
$200K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-330- 3.09% |
$8.98K - $11.2K
|
10.3K
$381K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-655- 0.18% |
$17.8K - $22.3K
|
363K
$13.4M
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.3K- 58.3% |
$35.4K - $44.3K
|
930
$34.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.53K- 23.3% |
$68.7K - $86K
|
8.31K
$306K
|
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-2.82K- 6.69% |
$76.6K - $95.9K
|
39.3K
$1.45M
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-3.02K- 9.73% |
$82K - $103K
|
28K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.1K- 5.88% |
$84.4K - $106K
|
49.7K
$1.83M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.89K- 16.63% |
$106K - $132K
|
19.5K
$718K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.09K- 8.48% |
$111K - $139K
|
44.2K
$1.63M
|
|
|
Nov 15, 2022
Q3 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-4.38K- 5.49% |
$119K - $149K
|
75.4K
$2.78M
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-4.38K- 34.37% |
$119K - $149K
|
8.37K
$308K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.03K- 22.53% |
$137K - $171K
|
17.3K
$637K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.12K- 16.44% |
$139K - $174K
|
26K
$957K
|