Purchases and Sales Made in Q4 2023 in Wiswisdomtree Tr (DNL)
This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
260K+ 26.06% |
$8.27M - $9.63M
|
1.26M
$46.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
164K+ 150.3% |
$5.23M - $6.09M
|
273K
$10.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
125K+ 21.61% |
$3.98M - $4.64M
|
703K
$25.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
112K+ 14.7% |
$3.56M - $4.15M
|
873K
$32.1M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
69.9KNew |
$2.22M - $2.59M
|
69.9K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
52.1K+ 6.88% |
$1.66M - $1.93M
|
809K
$29.8M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
29.6KNew |
$942K - $1.1M
|
29.6K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26.5K+ 31.35% |
$844K - $984K
|
111K
$4.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
15.9K+ 66.06% |
$507K - $591K
|
40K
$1.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
13K+ 4.87% |
$414K - $482K
|
280K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
11.2K+ 2.93% |
$355K - $414K
|
392K
$14.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
10.7K+ 7.15% |
$342K - $398K
|
161K
$5.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
9.2K+ 1.48% |
$293K - $341K
|
633K
$23.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.87K+ 0.55% |
$219K - $255K
|
1.26M
$46.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.06KNew |
$193K - $225K
|
6.06K
$223K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.97KNew |
$190K - $221K
|
5.97K
$220K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.92KNew |
$188K - $220K
|
5.92K
$218K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
5.86KNew |
$187K - $218K
|
5.86K
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.82KNew |
$185K - $216K
|
5.82K
$214K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.79KNew |
$184K - $215K
|
5.79K
$213K
|
|
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
5.68KNew |
$181K - $211K
|
5.68K
$209K
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
5.49KNew |
$175K - $204K
|
5.49K
$202K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.19K+ 5.03% |
$165K - $193K
|
108K
$3.99M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.56K+ 39.33% |
$145K - $169K
|
16.2K
$595K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.55K+ 8.99% |
$145K - $169K
|
55.2K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.13K+ 3.23% |
$131K - $153K
|
132K
$4.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.06K+ 20.96% |
$129K - $151K
|
23.4K
$862K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.01K+ 0.93% |
$128K - $149K
|
433K
$15.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.31K+ 12.0% |
$105K - $123K
|
30.9K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.71K+ 3.01% |
$54.3K - $63.3K
|
58.3K
$2.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.66KNew |
$52.8K - $61.5K
|
1.66K
$61K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.49K+ 9.98% |
$47.3K - $55.1K
|
16.4K
$602K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.36K+ 11.16% |
$43.1K - $50.3K
|
13.5K
$496K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.21K+ 5.86% |
$38.6K - $45K
|
21.9K
$806K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.19K+ 6.16% |
$37.8K - $44K
|
20.4K
$752K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
746+ 42.31% |
$23.8K - $27.7K
|
2.51K
$92.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
689New |
$21.9K - $25.6K
|
689
$25.3K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
425New |
$13.5K - $15.8K
|
425
$15.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
292New |
$9.3K - $10.8K
|
292
$10.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
152+ 1.38% |
$4.84K - $5.64K
|
11.2K
$411K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
86+ 0.28% |
$2.74K - $3.19K
|
30.6K
$1.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
55+ 0.13% |
$1.75K - $2.04K
|
41.9K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
42+ 0.22% |
$1.34K - $1.56K
|
18.9K
$697K
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
28+ 0.28% |
$892 - $1.04K
|
9.94K
$366K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18+ 0.04% |
$573 - $668
|
48.4K
$1.78M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
8+ 0.06% |
$255 - $297
|
12.9K
$476K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-7- 0.15% |
$223 - $260
|
4.74K
$174K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-15- 0.02% |
$478 - $557
|
78.6K
$2.89M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-57- 33.14% |
$1.81K - $2.11K
|
115
$4.23K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-121- 0.52% |
$3.85K - $4.49K
|
23.1K
$851K
|