Purchases and Sales Made in Q4 2024 in Wiswisdomtree Tr (DNL)
This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL) during Q4 2024. 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 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
64.5K+ 30.51% |
$2.32M - $2.54M
|
276K
$10.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
36.9K+ 41.08% |
$1.33M - $1.46M
|
127K
$4.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
24.8K+ 88.72% |
$892K - $976K
|
52.7K
$1.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
13.1KNew |
$470K - $514K
|
13.1K
$485K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
12.2K+ 33.01% |
$439K - $481K
|
49.2K
$1.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
9.83K+ 8.32% |
$354K - $387K
|
128K
$4.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
8.32K+ 1.95% |
$299K - $328K
|
436K
$16.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
6.54KNew |
$235K - $258K
|
6.54K
$243K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
2.01K+ 9.75% |
$72.4K - $79.3K
|
22.7K
$842K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.29K+ 5.68% |
$46.3K - $50.7K
|
24K
$890K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
382+ 136.43% |
$13.7K - $15K
|
662
$24.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
205+ 1.45% |
$7.38K - $8.07K
|
14.3K
$532K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
116+ 0.37% |
$4.17K - $4.57K
|
31.2K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
38+ 0.38% |
$1.37K - $1.5K
|
10.1K
$376K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4+ 0.13% |
$144 - $158
|
2.99K
$111K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-36- 0.67% |
$1.3K - $1.42K
|
5.35K
$199K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-138- 1.36% |
$4.97K - $5.44K
|
10K
$372K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-157- 0.67% |
$5.65K - $6.18K
|
23.3K
$864K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-560- 2.15% |
$20.1K - $22.1K
|
25.5K
$948K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-985- 12.42% |
$35.4K - $38.8K
|
6.94K
$258K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.69K- 13.68% |
$60.9K - $66.6K
|
10.7K
$397K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.9K- 2.19% |
$68.2K - $74.7K
|
84.5K
$3.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.81K- 63.86% |
$101K - $111K
|
1.59K
$59.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-15.3K- 48.23% |
$550K - $603K
|
16.4K
$610K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-42.4K- 6.28% |
$1.52M - $1.67M
|
632K
$23.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-134K- 80.65% |
$4.81M - $5.27M
|
32.1K
$1.19M
|