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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
743+ 1.63% |
$39K - $42.4K
|
46.3K
$2.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-187- 1.32% |
$9.82K - $10.7K
|
14K
$762K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.25K- 99.91% |
$171K - $186K
|
3
$164
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.27K+ 14.41% |
$172K - $187K
|
25.9K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 6.6% |
$58.6K - $63.7K
|
15.8K
$861K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
136+ 0.45% |
$7.15K - $7.77K
|
30.2K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.96K+ 3.79% |
$103K - $112K
|
53.7K
$2.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
193+ 0.7% |
$10.1K - $11K
|
27.8K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
45+ 0.75% |
$2.36K - $2.57K
|
6.04K
$329K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
73+ 0.65% |
$3.84K - $4.17K
|
11.3K
$618K
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
52.7KNew |
$2.77M - $3.01M
|
52.7K
$2.87M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
37+ 0.01% |
$1.94K - $2.11K
|
379K
$20.7M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.57K+ 56.25% |
$343K - $382K
|
18.3K
$995K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.96K- 8.07% |
$207K - $230K
|
45.1K
$2.46M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3+ 0.61% |
$157 - $174
|
497
$27.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-6.32K- 1.59% |
$330K - $367K
|
391K
$21.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-312K- 85.54% |
$16.3M - $18.1M
|
52.7K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
43+ 0.18% |
$2.25K - $2.5K
|
23.3K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.39K- 9.26% |
$72.5K - $80.6K
|
13.6K
$741K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-30- 0.32% |
$1.57K - $1.74K
|
9.31K
$507K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
11.7K+ 4.69% |
$613K - $682K
|
262K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.65K+ 7.16% |
$86.1K - $95.8K
|
24.7K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 66.67% |
$104 - $116
|
1
$54.5
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
60+ 0.38% |
$3.13K - $3.49K
|
15.7K
$858K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.2K+ 3.36% |
$586K - $651K
|
345K
$18.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
856+ 4.29% |
$44.7K - $49.7K
|
20.8K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-47.3K- 65.32% |
$2.47M - $2.75M
|
25.1K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.11K- 49.67% |
$215K - $239K
|
4.16K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-65- 6.1% |
$3.4K - $3.78K
|
1K
$54.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.77K- 3.22% |
$92.5K - $103K
|
53.2K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.1K+ 4.46% |
$2.41M - $2.68M
|
1.08M
$58.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.74K+ 10.59% |
$143K - $159K
|
28.6K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.96K- 9.96% |
$207K - $230K
|
35.8K
$1.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14K- 4.9% |
$731K - $813K
|
271K
$14.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.08K- 3.34% |
$56.4K - $62.7K
|
31.2K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3K+ 10.1% |
$157K - $174K
|
32.7K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
288+ 0.64% |
$15K - $16.7K
|
45.3K
$2.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.2KNew |
$688K - $766K
|
13.2K
$718K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-282K- 74.83% |
$14.7M - $16.4M
|
94.8K
$5.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
21+ 0.5% |
$1.1K - $1.22K
|
4.23K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.35K- 2.75% |
$70.6K - $78.5K
|
47.7K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
598+ 28.15% |
$31.2K - $34.7K
|
2.72K
$148K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-253- 1.61% |
$13.2K - $14.7K
|
15.5K
$843K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-145- 0.24% |
$7.57K - $8.42K
|
60.1K
$3.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.75K+ 500.0% |
$91.4K - $102K
|
2.1K
$114K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-475- 2.89% |
$24.8K - $27.6K
|
15.9K
$869K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
28.8KNew |
$1.5M - $1.67M
|
28.8K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2+ 0.03% |
$104 - $116
|
7.53K
$410K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
762New |
$39.8K - $44.3K
|
762
$41.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-53.1K- 6.68% |
$2.77M - $3.08M
|
741K
$40.4M
|
|