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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-36- 0.12% |
$1.88K - $2.09K
|
30.1K
$1.62M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.54% |
$104 - $116
|
374
$20.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-44- 26.19% |
$2.3K - $2.56K
|
124
$6.67K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2K- 28.97% |
$104K - $116K
|
4.9K
$264K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
278+ 1.37% |
$14.5K - $16.2K
|
20.5K
$1.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
57.6K+ 46.14% |
$3.01M - $3.34M
|
182K
$9.81M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-87- 0.11% |
$4.54K - $5.05K
|
79.2K
$4.26M
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
283+ 6.78% |
$14.8K - $16.4K
|
4.45K
$240K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-565- 4.54% |
$29.5K - $32.8K
|
11.9K
$639K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-357- 2.28% |
$18.6K - $20.7K
|
15.3K
$822K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-47.2K- 11.07% |
$2.46M - $2.74M
|
379K
$20.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-560- 2.09% |
$29.3K - $32.5K
|
26.3K
$1.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
251New |
$13.1K - $14.6K
|
251
$13.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-702- 2.81% |
$36.7K - $40.8K
|
24.3K
$1.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.1K- 23.36% |
$162K - $180K
|
10.2K
$547K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
117+ 0.4% |
$6.11K - $6.8K
|
29.7K
$1.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2K- 2.48% |
$104K - $116K
|
78.5K
$4.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 10.02% |
$80.8K - $89.9K
|
17K
$914K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
52+ 0.46% |
$2.72K - $3.02K
|
11.3K
$606K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
140+ 0.51% |
$7.31K - $8.13K
|
27.6K
$1.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.01K+ 4.04% |
$105K - $117K
|
51.7K
$2.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
3.7KNew |
$193K - $215K
|
3.7K
$199K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.06% |
$104 - $116
|
3.25K
$175K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-328- 7.89% |
$17.1K - $19.1K
|
3.83K
$206K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.15K+ 8.55% |
$112K - $125K
|
27.3K
$1.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-7- 0.13% |
$366 - $407
|
5.18K
$279K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.76K- 18.21% |
$197K - $219K
|
16.9K
$909K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-3.36K- 2.79% |
$175K - $195K
|
117K
$6.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-16.6K- 36.61% |
$869K - $967K
|
28.8K
$1.55M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-355- 2.2% |
$18.5K - $20.6K
|
15.8K
$849K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17.6K- 26.4% |
$925K - $994K
|
49.1K
$2.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-419- 3.01% |
$22K - $23.6K
|
13.5K
$726K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
50.9K+ 143.58% |
$2.67M - $2.87M
|
86.3K
$4.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-601- 3.35% |
$31.6K - $33.9K
|
17.3K
$931K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
9+ 1.86% |
$473 - $508
|
494
$26.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
4.16KNew |
$218K - $235K
|
4.16K
$224K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 3.7% |
$52.5 - $56.4
|
28
$1.51K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.91K- 21.8% |
$258K - $277K
|
17.6K
$947K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.35K- 86.52% |
$71.1K - $76.4K
|
211
$11.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-264- 2.76% |
$13.9K - $14.9K
|
9.3K
$500K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
235New |
$12.3K - $13.3K
|
235
$12.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-284- 4.68% |
$14.9K - $16K
|
5.78K
$311K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-366- 6.91% |
$19.2K - $20.7K
|
4.93K
$265K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.81KNew |
$253K - $272K
|
4.81K
$259K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
90New |
$4.73K - $5.08K
|
90
$4.84K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
200New |
$10.5K - $11.3K
|
200
$10.8K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
40New |
$2.04K - $2.2K
|
40
$2.15K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.36KNew |
$426K - $460K
|
8.36K
$450K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
135+ 1.48% |
$6.88K - $7.44K
|
9.28K
$499K
|
|