Latest Institutional Transactions on Wisdomtree Tr (DWM)
This table provides information on the latest institutional transactions involving Wisdomtree Tr (DWM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-25.6K- 56.79% |
$1.35M - $1.46M
|
19.5K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
509+ 2.06% |
$26.7K - $29.1K
|
25.2K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.2K- 15.6% |
$168K - $183K
|
17.3K
$984K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.8K- 50.33% |
$1.41M - $1.53M
|
26.4K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.94K+ 1.43% |
$259K - $282K
|
350K
$19.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.57KNew |
$82.5K - $89.7K
|
1.57K
$89.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
10.2K+ 3.87% |
$533K - $580K
|
272K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
132KNew |
$6.95M - $7.56M
|
132K
$7.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-60- 0.29% |
$3.15K - $3.43K
|
20.8K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.07K- 14.23% |
$56.3K - $61.2K
|
6.45K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.6K+ 78.0% |
$1.03M - $1.12M
|
44.7K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.7K+ 689.02% |
$1.51M - $1.64M
|
32.8K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
103+ 0.44% |
$5.41K - $5.88K
|
23.4K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.88K- 0.92% |
$519K - $564K
|
1.07M
$60.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
246New |
$12.9K - $14K
|
246
$14K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-7.93K- 15.04% |
$417K - $453K
|
44.8K
$2.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
178New |
$9.35K - $10.2K
|
178
$10.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-15.5K- 16.31% |
$812K - $883K
|
79.3K
$4.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-7.56K- 21.1% |
$397K - $432K
|
28.3K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
66New |
$3.47K - $3.77K
|
66
$3.75K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.73K- 2.69% |
$91K - $98.9K
|
62.6K
$3.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.38K+ 53.25% |
$440K - $479K
|
24.1K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
275+ 6.5% |
$14.4K - $15.7K
|
4.5K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.4K+ 5.29% |
$126K - $137K
|
47.7K
$2.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
252+ 1.38% |
$13.2K - $14.4K
|
18.5K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1+ 0.02% |
$52.5 - $57.1
|
5.4K
$307K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-495- 2.9% |
$26K - $28.3K
|
16.6K
$942K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
238+ 34.64% |
$12.5K - $13.6K
|
925
$52.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41.5K+ 15.3% |
$2.18M - $2.37M
|
313K
$17.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.59KNew |
$241K - $262K
|
4.59K
$261K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-34K- 40.81% |
$1.78M - $1.94M
|
49.3K
$2.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-917- 5.39% |
$48.2K - $52.4K
|
16.1K
$914K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-28.8K- 3.89% |
$1.51M - $1.65M
|
712K
$40.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
340+ 12.49% |
$17.9K - $19.4K
|
3.06K
$174K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.16K- 4.53% |
$114K - $124K
|
45.6K
$2.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-142- 0.24% |
$7.46K - $8.11K
|
60K
$3.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
341+ 3.35% |
$17.9K - $19.5K
|
10.5K
$598K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-386- 1.35% |
$20.3K - $22K
|
28.2K
$1.6M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-863- 6.35% |
$45.3K - $49.3K
|
12.7K
$723K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-227- 0.69% |
$11.9K - $13K
|
32.5K
$1.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4.06K- 12.99% |
$213K - $232K
|
27.2K
$1.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
95KNew |
$4.99M - $5.42M
|
95K
$5.4M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
3.82K+ 6.41% |
$200K - $218K
|
63.4K
$3.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-12.9K- 16.59% |
$678K - $736K
|
64.8K
$3.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
429New |
$22.5K - $24.5K
|
429
$24.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.14K+ 102.05% |
$113K - $122K
|
4.24K
$241K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-13.9K- 48.4% |
$733K - $797K
|
14.9K
$845K
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-17- 0.38% |
$893 - $971
|
4.44K
$252K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.31K+ 2561.11% |
$121K - $132K
|
2.4K
$136K
|