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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.23K- 9.12% |
$168K - $206K
|
32.2K
$2.14M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.9K- 9.76% |
$99K - $122K
|
17.6K
$1.17M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.01% |
$156 - $192
|
26.6K
$1.77M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.9K- 1.9% |
$1.03M - $1.27M
|
1.03M
$68.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.74KNew |
$195K - $239K
|
3.74K
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.58K+ 1.11% |
$187K - $229K
|
326K
$21.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.58K- 3.53% |
$82.4K - $101K
|
43.3K
$2.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-86K- 33.49% |
$4.47M - $5.49M
|
171K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12+ 0.05% |
$625 - $767
|
24.3K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.34K+ 2.85% |
$70K - $85.9K
|
48.6K
$3.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-391- 2.5% |
$20.4K - $25K
|
15.3K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.87K+ 0.51% |
$97.6K - $120K
|
367K
$24.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32- 0.16% |
$1.67K - $2.05K
|
19.7K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.07K+ 1.28% |
$55.6K - $68.3K
|
84.6K
$5.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.7K+ 12.08% |
$661K - $811K
|
118K
$7.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-997- 32.82% |
$51.9K - $63.7K
|
2.04K
$136K
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3.62K- 5.92% |
$188K - $231K
|
57.5K
$3.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
36.6K+ 219.14% |
$1.91M - $2.34M
|
53.3K
$3.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.18KNew |
$113K - $139K
|
2.18K
$145K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-727- 3.15% |
$37.8K - $46.5K
|
22.4K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-12.4K- 29.61% |
$647K - $795K
|
29.6K
$1.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
90+ 1.21% |
$4.69K - $5.75K
|
7.53K
$501K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.1K+ 4.16% |
$1.1M - $1.35M
|
527K
$35.1M
|
|
|
Aug 12, 2025
Q2 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
703+ 14.2% |
$36.6K - $44.9K
|
5.65K
$376K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.23KNew |
$168K - $206K
|
3.23K
$215K
|
|
|
Aug 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-881- 6.82% |
$45.9K - $56.3K
|
12K
$801K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
9+ 0.15% |
$469 - $575
|
5.97K
$397K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
370+ 3.14% |
$19.3K - $23.6K
|
12.1K
$808K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-11- 0.99% |
$573 - $703
|
1.1K
$73.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
418+ 1.9% |
$21.8K - $26.7K
|
22.4K
$1.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1New |
$52.1 - $63.9
|
1
$66.6
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-90- 1.7% |
$4.69K - $5.75K
|
5.21K
$347K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-693- 4.48% |
$36.1K - $44.3K
|
14.8K
$983K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.8K+ 30.32% |
$771K - $947K
|
63.7K
$4.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-17- 0.18% |
$885 - $1.09K
|
9.23K
$614K
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
17.3KNew |
$901K - $1.11M
|
17.3K
$1.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
793New |
$41.3K - $50.7K
|
793
$52.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.25KNew |
$221K - $272K
|
4.25K
$283K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-243- 1.6% |
$12.7K - $15.5K
|
14.9K
$993K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-253- 5.93% |
$13.2K - $16.2K
|
4.02K
$267K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
250+ 140.45% |
$13K - $16K
|
428
$28.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
77+ 1.75% |
$4.01K - $4.92K
|
4.47K
$298K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.31K- 3.78% |
$120K - $148K
|
58.9K
$3.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-694- 1.28% |
$36.1K - $44.4K
|
53.6K
$3.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30+ 1.15% |
$1.56K - $1.92K
|
2.64K
$176K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
2.88K+ 4.53% |
$150K - $184K
|
66.3K
$4.42M
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
3.44KNew |
$179K - $220K
|
3.44K
$229K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.08K- 6.94% |
$212K - $261K
|
54.8K
$3.65M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.88K- 12.49% |
$97.7K - $120K
|
13.2K
$876K
|