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 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
270+ 0.29% |
$12.6K - $14.2K
|
92K
$5.89M
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3.15KNew |
$152K - $163K
|
3.15K
$202K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-818- 92.53% |
$39.4K - $42.4K
|
66
$4.22K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-66- 1.03% |
$3.18K - $3.42K
|
6.33K
$405K
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-200- 2.86% |
$9.63K - $10.4K
|
6.79K
$435K
|
|
|
Oct 10, 2023
Q3 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
45+ 0.55% |
$2.17K - $2.33K
|
8.17K
$523K
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-267- 5.52% |
$13K - $13.8K
|
4.57K
$293K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.52KNew |
$365K - $388K
|
7.52K
$482K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-500- 11.03% |
$24.3K - $25.8K
|
4.03K
$258K
|
|
|
Aug 14, 2023
Q2 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-590- 0.79% |
$28.6K - $30.5K
|
73.8K
$4.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
7KNew |
$340K - $361K
|
7K
$448K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.26KNew |
$61K - $64.8K
|
1.26K
$80.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
5.62KNew |
$273K - $290K
|
5.62K
$360K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.39KNew |
$213K - $226K
|
4.39K
$281K
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
965+ 20.75% |
$46.8K - $49.8K
|
5.62K
$359K
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
539New |
$26.2K - $27.8K
|
539
$34.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.11K- 4.8% |
$53.8K - $57.3K
|
22K
$1.41M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.66K- 94.97% |
$178K - $189K
|
194
$12.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
12+ 2.14% |
$582 - $620
|
573
$36.7K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
260New |
$12.3K - $13.3K
|
260
$16.6K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
739+ 21.97% |
$35K - $37.8K
|
4.1K
$263K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-989- 29.0% |
$46.8K - $50.6K
|
2.42K
$155K
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-17.7KClosed |
$837K - $904K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-328- 4.68% |
$15.5K - $16.8K
|
6.68K
$427K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
975New |
$46.2K - $49.8K
|
975
$62.4K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5+ 0.27% |
$237 - $256
|
1.88K
$120K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
1.27K+ 10.58% |
$60.3K - $65.1K
|
13.3K
$853K
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
6.87KNew |
$325K - $351K
|
6.87K
$440K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
162New |
$7.67K - $8.28K
|
162
$10.4K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
378New |
$15.1K - $18.2K
|
378
$24.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
36.3KNew |
$1.45M - $1.75M
|
36.3K
$2.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
356+ 1.19% |
$14.2K - $17.2K
|
30.2K
$1.93M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
325New |
$13K - $15.7K
|
325
$20.8K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.96K- 14.07% |
$158K - $191K
|
24.2K
$1.55M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-7.85K- 53.35% |
$313K - $379K
|
6.86K
$439K
|
|
|
Jan 25, 2023
Q4 2022
|
Greylin Investment Mangement Inc
|
BUY
|
- |
4.32KNew |
$173K - $208K
|
4.32K
$276K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.01KNew |
$40.5K - $48.9K
|
1.01K
$64.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
4.84KNew |
$193K - $233K
|
4.84K
$310K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
770New |
$30.7K - $36.7K
|
770
$49.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-25- 0.27% |
$997 - $1.19K
|
9.37K
$600K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
10.7K+ 51.88% |
$427K - $510K
|
31.4K
$2.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
18.7KNew |
$745K - $890K
|
18.7K
$1.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-23- 2.13% |
$917 - $1.1K
|
1.06K
$67.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
15New |
$598 - $715
|
15
$960
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
176+ 8.84% |
$7.02K - $8.39K
|
2.17K
$139K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
18.2KNew |
$725K - $867K
|
18.2K
$1.16M
|
|
| Q2 2022 | |||||||
|
Mar 28, 2025
Q2 2022
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
16+ 0.33% |
$727 - $853
|
4.91K
$315K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.87KClosed |
$176K - $207K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.18KNew |
$53.4K - $62.6K
|
1.18K
$75.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-33- 15.0% |
$1.5K - $1.76K
|
187
$12K
|
|