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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.59% |
$188 - $201
|
511
$34.3K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-400- 3.04% |
$25.1K - $26.8K
|
12.8K
$856K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.2KNew |
$75.3K - $80.4K
|
1.2K
$80.5K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
3.08KNew |
$193K - $206K
|
3.08K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.01KNew |
$63.6K - $67.8K
|
1.01K
$68K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.92KNew |
$623K - $664K
|
9.92K
$665K
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-36.3K- 68.07% |
$2.28M - $2.43M
|
17K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37- 0.11% |
$2.32K - $2.48K
|
32.2K
$2.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.03K- 99.22% |
$127K - $136K
|
16
$1.07K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-93- 0.38% |
$5.84K - $6.23K
|
24.2K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
189+ 5.05% |
$11.9K - $12.7K
|
3.93K
$264K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.8K+ 5.67% |
$1.31M - $1.39M
|
388K
$26M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.1K- 1.86% |
$1.2M - $1.28M
|
1.01M
$67.6M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.03K+ 7615.15% |
$316K - $337K
|
5.09K
$342K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
523+ 12.31% |
$32.8K - $35K
|
4.77K
$320K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.43K+ 1.69% |
$90K - $96K
|
86K
$5.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
70+ 0.26% |
$4.4K - $4.69K
|
27.4K
$1.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.3K+ 27.13% |
$1.08M - $1.16M
|
80.9K
$5.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.5K+ 3.23% |
$661K - $705K
|
337K
$22.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
678+ 0.4% |
$42.6K - $45.4K
|
171K
$11.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-932- 2.15% |
$58.5K - $62.4K
|
42.4K
$2.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
79New |
$4.96K - $5.29K
|
79
$5.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
566+ 2.53% |
$35.5K - $37.9K
|
22.9K
$1.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
258New |
$16.2K - $17.3K
|
258
$17.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.5KNew |
$972K - $1.04M
|
15.5K
$1.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13K+ 11.02% |
$815K - $869K
|
131K
$8.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.69K- 7.53% |
$106K - $113K
|
20.8K
$1.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
154New |
$9.67K - $10.3K
|
154
$10.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 1.07% |
$6.28K - $6.7K
|
9.41K
$631K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
705+ 3.76% |
$44.3K - $47.2K
|
19.5K
$1.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7+ 0.34% |
$440 - $469
|
2.07K
$139K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3+ 0.05% |
$188 - $201
|
5.97K
$401K
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
21+ 0.47% |
$1.32K - $1.41K
|
4.49K
$301K
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-50- 0.96% |
$3.14K - $3.35K
|
5.16K
$347K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.75K- 10.77% |
$110K - $117K
|
14.5K
$974K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-42.4K- 8.06% |
$2.66M - $2.84M
|
484K
$32.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.17KNew |
$262K - $279K
|
4.17K
$280K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.98K- 12.99% |
$124K - $133K
|
13.3K
$891K
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.27KNew |
$206K - $219K
|
3.27K
$220K
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
631+ 0.95% |
$39.6K - $42.3K
|
67K
$4.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.49KNew |
$219K - $234K
|
3.49K
$234K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
114+ 0.15% |
$7.16K - $7.63K
|
74.3K
$4.98M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.96K- 19.7% |
$186K - $198K
|
12.1K
$809K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-200- 85.11% |
$12.6K - $13.4K
|
35
$2.35K
|
|
|
Nov 07, 2025
Q3 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-366- 3.04% |
$23K - $24.5K
|
11.7K
$783K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-283- 2.33% |
$17.8K - $18.9K
|
11.9K
$796K
|
|
|
Nov 06, 2025
Q3 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
7+ 0.12% |
$440 - $469
|
5.66K
$380K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1+ 1.11% |
$62.8 - $67
|
91
$6.11K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.95K+ 9.13% |
$122K - $130K
|
23.3K
$1.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.45K+ 5.05% |
$154K - $164K
|
51K
$3.42M
|
|