Purchases and Sales Made in Q3 2023 in Wiswisdomtree Tr (DNL)
This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
BUY
|
- |
67+ 0.16% |
$2.22K - $2.46K
|
41.8K
$1.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
34+ 0.34% |
$1.13K - $1.25K
|
9.91K
$365K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-25- 1.12% |
$829 - $916
|
2.21K
$81.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-29- 0.44% |
$962 - $1.06K
|
6.61K
$243K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-399- 3.81% |
$13.2K - $14.6K
|
10.1K
$371K
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-485- 1.7% |
$16.1K - $17.8K
|
28K
$1.03M
|
|
|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-511- 0.86% |
$16.9K - $18.7K
|
58.7K
$2.16M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-520- 0.13% |
$17.2K - $19.1K
|
392K
$14.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-618- 5.31% |
$20.5K - $22.6K
|
11K
$406K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-711- 1.59% |
$23.6K - $26.1K
|
43.9K
$1.62M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-834- 1.85% |
$27.7K - $30.6K
|
44.2K
$1.63M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-843- 3.5% |
$28K - $30.9K
|
23.3K
$857K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.29K- 2.59% |
$42.7K - $47.1K
|
48.4K
$1.78M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.31K- 16.45% |
$43.4K - $47.9K
|
6.64K
$244K
|
|
|
Oct 10, 2023
Q3 2023
|
Systelligence, LLC
|
SELL
|
- |
-1.71K- 0.73% |
$56.6K - $62.5K
|
231K
$8.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.07K- 12.79% |
$68.5K - $75.7K
|
14.1K
$519K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.53K- 0.89% |
$84K - $92.8K
|
283K
$10.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3K- 3.67% |
$99.3K - $110K
|
78.6K
$2.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-4.65K- 6.59% |
$154K - $170K
|
65.9K
$2.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-6.51K- 3.48% |
$216K - $239K
|
181K
$6.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.66K- 33.83% |
$221K - $244K
|
13K
$479K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.63K- 5.63% |
$253K - $279K
|
128K
$4.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-12.9K- 15.16% |
$429K - $474K
|
72.3K
$2.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-16.1K- 5.71% |
$535K - $592K
|
267K
$9.82M
|
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-19.1K- 75.17% |
$634K - $700K
|
6.31K
$232K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-21.9K- 65.41% |
$728K - $804K
|
11.6K
$427K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-24.7K- 11.49% |
$820K - $906K
|
190K
$7.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-25.6K- 12.01% |
$849K - $938K
|
188K
$6.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-30K- 3.92% |
$996K - $1.1M
|
736K
$27.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-56.6K- 32.2% |
$1.88M - $2.08M
|
119K
$4.39M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-69.8K- 5.29% |
$2.31M - $2.56M
|
1.25M
$46M
|