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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-189- 8.57% |
$6.02K - $7.01K
|
2.02K
$74.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-240- 40.68% |
$7.64K - $8.9K
|
350
$12.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-284- 0.24% |
$9.04K - $10.5K
|
119K
$4.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-759- 0.95% |
$24.2K - $28.2K
|
79.5K
$2.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-900- 11.84% |
$28.7K - $33.4K
|
6.7K
$246K
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-903- 11.37% |
$28.8K - $33.5K
|
7.04K
$259K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-1.11K- 0.28% |
$35.5K - $41.3K
|
391K
$14.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.2K- 0.68% |
$38.3K - $44.6K
|
175K
$6.45M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.51K- 3.43% |
$48K - $55.9K
|
42.4K
$1.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.71K- 6.09% |
$54.3K - $63.3K
|
26.3K
$968K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.32K- 35.15% |
$73.9K - $86.1K
|
4.28K
$158K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.45K- 0.55% |
$78K - $90.9K
|
441K
$16.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.55K- 5.78% |
$81.3K - $94.7K
|
41.6K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.69K- 1.5% |
$85.6K - $99.8K
|
177K
$6.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.34K- 25.66% |
$106K - $124K
|
9.68K
$356K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.82K- 5.09% |
$122K - $142K
|
71.3K
$2.62M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.95K- 39.18% |
$126K - $147K
|
6.13K
$226K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.11K- 97.62% |
$131K - $152K
|
100
$3.68K
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-4.3K- 10.23% |
$137K - $159K
|
37.7K
$1.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-5.06K- 7.13% |
$161K - $188K
|
65.9K
$2.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-10.4K- 95.1% |
$331K - $386K
|
536
$19.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.8K- 2.84% |
$535K - $624K
|
576K
$21.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-17.6K- 26.77% |
$562K - $654K
|
48.3K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-19.7K- 27.2% |
$626K - $730K
|
52.7K
$1.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19.7K- 33.41% |
$628K - $732K
|
39.3K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-33.6K- 17.64% |
$1.07M - $1.25M
|
157K
$5.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-33.8K- 18.0% |
$1.08M - $1.25M
|
154K
$5.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-39.7K- 42.32% |
$1.26M - $1.47M
|
54.1K
$1.99M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-47.9K- 26.52% |
$1.53M - $1.78M
|
133K
$4.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-51K- 6.24% |
$1.62M - $1.89M
|
766K
$28.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Systelligence, LLC
|
SELL
|
- |
-64.2K- 27.75% |
$2.04M - $2.38M
|
167K
$6.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-126K- 44.55% |
$4.02M - $4.68M
|
157K
$5.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-135K- 18.29% |
$4.28M - $4.99M
|
601K
$22.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-246K- 18.73% |
$7.84M - $9.14M
|
1.07M
$39.3M
|