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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
8.52K+ 18.6% |
$445K - $510K
|
54.3K
$3.29M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.11K- 0.28% |
$57.7K - $66.1K
|
390K
$23.6M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.98K+ 82.51% |
$103K - $118K
|
4.37K
$264K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
246New |
$12.8K - $14.7K
|
246
$14.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.85K+ 16.29% |
$149K - $171K
|
20.3K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-478- 0.97% |
$24.9K - $28.6K
|
48.8K
$2.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-46- 10.72% |
$2.4K - $2.75K
|
383
$23.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.48K+ 4.63% |
$130K - $149K
|
56.1K
$3.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
4.3KNew |
$224K - $257K
|
4.3K
$260K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
816New |
$42.6K - $48.8K
|
816
$49.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-2.44K- 17.49% |
$128K - $146K
|
11.5K
$697K
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
514+ 11.58% |
$26.8K - $30.8K
|
4.95K
$300K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.11K- 1.85% |
$57.9K - $66.4K
|
58.8K
$3.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
44.3K+ 17.23% |
$2.31M - $2.65M
|
302K
$18.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.51K- 3.22% |
$131K - $150K
|
75.4K
$4.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
445+ 2.57% |
$23.2K - $26.6K
|
17.8K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-210- 0.4% |
$11K - $12.6K
|
52.5K
$3.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.26% |
$52.2 - $59.9
|
388
$23.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
85+ 0.35% |
$4.44K - $5.09K
|
24.4K
$1.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-31.1K- 57.74% |
$1.63M - $1.86M
|
22.8K
$1.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-136- 0.45% |
$7.1K - $8.14K
|
30.1K
$1.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.64K- 5.62% |
$190K - $218K
|
61.2K
$3.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-123K- 26.5% |
$6.44M - $7.39M
|
342K
$20.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
48+ 0.42% |
$2.51K - $2.87K
|
11.4K
$688K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
98+ 0.15% |
$5.11K - $5.87K
|
63.4K
$3.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
512+ 3.24% |
$26.7K - $30.6K
|
16.3K
$986K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
4.91KNew |
$256K - $294K
|
4.91K
$297K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-3.85K- 26.19% |
$201K - $231K
|
10.9K
$657K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.15K+ 22.13% |
$321K - $368K
|
33.9K
$2.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.38% |
$1.2K - $1.38K
|
6.06K
$367K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.21K+ 106833.33% |
$167K - $192K
|
3.21K
$194K
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
SELL
|
- |
-4.34K- 3.71% |
$227K - $260K
|
113K
$6.82M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
320New |
$16.7K - $19.2K
|
320
$19.4K
|
|
| Q4 2024 | |||||||
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-25.6K- 56.79% |
$1.35M - $1.46M
|
19.5K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
509+ 2.06% |
$26.7K - $29.1K
|
25.2K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.8K- 50.33% |
$1.41M - $1.53M
|
26.4K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.94K+ 1.43% |
$259K - $282K
|
350K
$21.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.57KNew |
$82.5K - $89.7K
|
1.57K
$95K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
132KNew |
$6.95M - $7.56M
|
132K
$8.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
10.2K+ 3.87% |
$533K - $580K
|
272K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.6K+ 78.0% |
$1.03M - $1.12M
|
44.7K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.07K- 14.23% |
$56.3K - $61.2K
|
6.45K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-60- 0.29% |
$3.15K - $3.43K
|
20.8K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.7K+ 689.02% |
$1.51M - $1.64M
|
32.8K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
103+ 0.44% |
$5.41K - $5.88K
|
23.4K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.88K- 0.92% |
$519K - $564K
|
1.07M
$64.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
246New |
$12.9K - $14K
|
246
$14.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-15.5K- 16.31% |
$812K - $883K
|
79.3K
$4.8M
|
|
|
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
$1.71M
|
|