Purchases and Sales Made in Q4 2021 in Wiswisdomtree Tr (DNL)
This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
275KNew |
$11M - $12M
|
275K
$10.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
184K+ 184.67% |
$7.34M - $8M
|
283K
$10.4M
|
|
|
Aug 05, 2022
Q4 2021
|
January Capital Advisors LLC
|
BUY
|
- |
87.3KNew |
$3.49M - $3.81M
|
87.3K
$3.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
79K+ 5.11% |
$3.16M - $3.44M
|
1.63M
$59.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
56.3KNew |
$2.25M - $2.45M
|
56.3K
$2.07M
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
50.7K+ 158.63% |
$2.03M - $2.21M
|
82.7K
$3.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34K+ 17.25% |
$1.36M - $1.48M
|
231K
$8.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.1KNew |
$1.04M - $1.14M
|
26.1K
$962K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.5K+ 4.64% |
$819K - $893K
|
462K
$17M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.6K+ 18.85% |
$663K - $723K
|
105K
$3.85M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.2KNew |
$607K - $661K
|
15.2K
$558K
|
|
|
Feb 01, 2022
Q4 2021
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
15.2KNew |
$607K - $661K
|
15.2K
$558K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.8K+ 4.29% |
$512K - $558K
|
312K
$11.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
12.2K+ 182.58% |
$488K - $532K
|
18.9K
$695K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.2K+ 30.25% |
$486K - $530K
|
52.4K
$1.93M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
8.22KNew |
$329K - $358K
|
8.22K
$303K
|
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
7.99K+ 7.2% |
$319K - $348K
|
119K
$4.38M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.17K+ 8.67% |
$287K - $313K
|
89.9K
$3.31M
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
7.17KNew |
$286K - $312K
|
7.17K
$264K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.48K+ 14.73% |
$259K - $282K
|
50.5K
$1.86M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.15KNew |
$246K - $268K
|
6.15K
$226K
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
5KNew |
$200K - $218K
|
5K
$184K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
4.85KNew |
$194K - $211K
|
4.85K
$178K
|
|
|
Feb 14, 2022
Q4 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
4.6K+ 48.42% |
$184K - $200K
|
14.1K
$519K
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
4.22K+ 13.26% |
$169K - $184K
|
36K
$1.33M
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
4.06K+ 14.45% |
$162K - $177K
|
32.2K
$1.18M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.92K+ 10.3% |
$157K - $171K
|
42K
$1.54M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
3.63K+ 21.78% |
$145K - $158K
|
20.3K
$746K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.48K+ 1.1% |
$139K - $151K
|
319K
$11.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.2KNew |
$128K - $140K
|
3.2K
$118K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
2.89K+ 11.36% |
$115K - $126K
|
28.3K
$1.04M
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.77KNew |
$111K - $121K
|
2.77K
$102K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.59K+ 10.47% |
$103K - $113K
|
27.3K
$1M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.12K+ 7.29% |
$84.9K - $92.5K
|
31.2K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
2.07K+ 2.23% |
$82.8K - $90.3K
|
95K
$3.49M
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
BUY
|
- |
1.79K+ 6.17% |
$71.6K - $78K
|
30.8K
$1.13M
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.58K+ 7.43% |
$63.1K - $68.8K
|
22.8K
$840K
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
1.55K+ 5.82% |
$61.8K - $67.4K
|
28.1K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.04K+ 0.3% |
$41.5K - $45.3K
|
350K
$12.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
778+ 1.09% |
$31.1K - $33.9K
|
71.9K
$2.65M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
612+ 4.26% |
$24.5K - $26.7K
|
15K
$551K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
480New |
$19.2K - $20.9K
|
480
$17.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
451+ 1.42% |
$18K - $19.7K
|
32.1K
$1.18M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
396+ 3.75% |
$15.8K - $17.3K
|
11K
$403K
|
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
175+ 1.71% |
$6.99K - $7.62K
|
10.4K
$382K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
120New |
$4.8K - $5.23K
|
120
$4.41K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
117+ 0.11% |
$4.68K - $5.1K
|
106K
$3.91M
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
100+ 2.53% |
$4K - $4.36K
|
4.05K
$149K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
30+ 0.29% |
$1.2K - $1.31K
|
10.4K
$384K
|
|
|
Jan 21, 2022
Q4 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
27+ 0.03% |
$1.08K - $1.18K
|
78.5K
$2.89M
|