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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
3.79K+ 11.39% |
$198K - $220K
|
37.1K
$2.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
4.32KNew |
$226K - $251K
|
4.32K
$276K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.54% |
$104 - $116
|
374
$23.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-44- 26.19% |
$2.3K - $2.56K
|
124
$7.94K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2K- 28.97% |
$104K - $116K
|
4.9K
$314K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-565- 4.54% |
$29.5K - $32.8K
|
11.9K
$760K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-560- 2.09% |
$29.3K - $32.5K
|
26.3K
$1.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
251New |
$13.1K - $14.6K
|
251
$16.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2K- 2.48% |
$104K - $116K
|
78.5K
$5.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
117+ 0.4% |
$6.11K - $6.8K
|
29.7K
$1.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-328- 7.89% |
$17.1K - $19.1K
|
3.83K
$245K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.15K+ 8.55% |
$112K - $125K
|
27.3K
$1.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-355- 2.2% |
$18.5K - $20.6K
|
15.8K
$1.01M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-419- 3.01% |
$22K - $23.6K
|
13.5K
$864K
|
|
|
Aug 13, 2024
Q2 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
4.16KNew |
$218K - $235K
|
4.16K
$266K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-601- 3.35% |
$31.6K - $33.9K
|
17.3K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 3.7% |
$52.5 - $56.4
|
28
$1.79K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.91K- 21.8% |
$258K - $277K
|
17.6K
$1.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.35K- 86.52% |
$71.1K - $76.4K
|
211
$13.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-264- 2.76% |
$13.9K - $14.9K
|
9.3K
$595K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
235New |
$12.3K - $13.3K
|
235
$15K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-284- 4.68% |
$14.9K - $16K
|
5.78K
$370K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-366- 6.91% |
$19.2K - $20.7K
|
4.93K
$316K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.81KNew |
$253K - $272K
|
4.81K
$308K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
200New |
$10.5K - $11.3K
|
200
$12.8K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
40New |
$2.04K - $2.2K
|
40
$2.56K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.36KNew |
$426K - $460K
|
8.36K
$535K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
135+ 1.48% |
$6.88K - $7.44K
|
9.28K
$594K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-3.42K- 7.12% |
$174K - $189K
|
44.7K
$2.86M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
146+ 811.11% |
$7.44K - $8.04K
|
164
$10.5K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
113New |
$5.76K - $6.22K
|
113
$7.23K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-292- 5.79% |
$14.9K - $16.1K
|
4.76K
$304K
|
|
|
Apr 22, 2024
Q1 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
4.18KNew |
$213K - $230K
|
4.18K
$267K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-7- 0.17% |
$357 - $386
|
4.11K
$263K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17New |
$866 - $936
|
17
$1.09K
|
|
| Q4 2023 | |||||||
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
25New |
$1.16K - $1.31K
|
25
$1.6K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
35.8K+ 9.77% |
$1.66M - $1.88M
|
402K
$25.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.65KNew |
$76.7K - $86.8K
|
1.65K
$106K
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
5KNew |
$232K - $263K
|
5K
$320K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-7.75K- 98.41% |
$360K - $407K
|
125
$8K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.37KNew |
$296K - $335K
|
6.37K
$408K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
783New |
$36.4K - $41.2K
|
783
$50.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.82K- 33.78% |
$84.7K - $95.8K
|
3.57K
$229K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-24- 0.37% |
$1.12K - $1.26K
|
6.45K
$413K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1K+ 62.19% |
$46.5K - $52.6K
|
2.61K
$167K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
115New |
$5.35K - $6.05K
|
115
$7.36K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.91K- 33.67% |
$135K - $153K
|
5.73K
$367K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.82KNew |
$457K - $516K
|
9.82K
$629K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.08K- 94.24% |
$50.2K - $56.8K
|
66
$4.22K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
208+ 0.45% |
$9.67K - $10.9K
|
46.7K
$2.99M
|
|