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 |
|---|---|---|---|---|---|---|---|
|
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
$359K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
975New |
$46.2K - $49.8K
|
975
$52.4K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5+ 0.27% |
$237 - $256
|
1.88K
$101K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
1.27K+ 10.58% |
$60.3K - $65.1K
|
13.3K
$717K
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
6.87KNew |
$325K - $351K
|
6.87K
$369K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
162New |
$7.67K - $8.28K
|
162
$8.71K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
378New |
$15.1K - $18.2K
|
378
$20.3K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
294New |
$11.7K - $14.2K
|
294
$15.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
36.3KNew |
$1.45M - $1.75M
|
36.3K
$1.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
356+ 1.19% |
$14.2K - $17.2K
|
30.2K
$1.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
325New |
$13K - $15.7K
|
325
$17.5K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.96K- 14.07% |
$158K - $191K
|
24.2K
$1.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-7.85K- 53.35% |
$313K - $379K
|
6.86K
$369K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.01KNew |
$40.5K - $48.9K
|
1.01K
$54.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Greylin Investment Mangement Inc
|
BUY
|
- |
4.32KNew |
$173K - $208K
|
4.32K
$232K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
4.84KNew |
$193K - $233K
|
4.84K
$260K
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-518- 7.96% |
$20.7K - $25K
|
5.99K
$322K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
10.7K+ 51.88% |
$427K - $510K
|
31.4K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-25- 0.27% |
$997 - $1.19K
|
9.37K
$504K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
770New |
$30.7K - $36.7K
|
770
$41.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
18.7KNew |
$745K - $890K
|
18.7K
$1.01M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-23- 2.13% |
$917 - $1.1K
|
1.06K
$56.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
15New |
$598 - $715
|
15
$807
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
176+ 8.84% |
$7.02K - $8.39K
|
2.17K
$117K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
67New |
$2.67K - $3.19K
|
67
$3.6K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
18.2KNew |
$725K - $867K
|
18.2K
$979K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-170Closed |
$7.72K - $9.06K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.18KNew |
$53.4K - $62.6K
|
1.18K
$63.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-33- 15.0% |
$1.5K - $1.76K
|
187
$10.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.87KClosed |
$176K - $207K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
8.35KNew |
$379K - $445K
|
8.35K
$449K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 2.52% |
$182 - $213
|
163
$8.77K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6New |
$273 - $320
|
6
$323
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
4+ 3.08% |
$182 - $213
|
134
$7.21K
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-27Closed |
$1.23K - $1.44K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-105- 0.62% |
$4.77K - $5.6K
|
16.8K
$904K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-462- 44.51% |
$21K - $24.6K
|
576
$31K
|
|
|
Jul 29, 2022
Q2 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
13KNew |
$591K - $694K
|
13K
$700K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.01K+ 437.07% |
$46.1K - $54.1K
|
1.25K
$67K
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
BUY
|
- |
3.03KNew |
$138K - $162K
|
3.03K
$163K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-789Closed |
$35.9K - $42.1K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-162Closed |
$7.36K - $8.64K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.76% |
$45.4 - $53.3
|
133
$7.15K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-813- 15.21% |
$36.9K - $43.3K
|
4.53K
$244K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
82New |
$3.73K - $4.37K
|
82
$4.41K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-549- 9.5% |
$24.9K - $29.3K
|
5.23K
$281K
|
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-5.31KClosed |
$241K - $283K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1- 0.01% |
$48.6 - $55.7
|
9.24K
$497K
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
165KNew |
$8.03M - $9.19M
|
165K
$8.88M
|
|