Latest Institutional Transactions on Wisdomtree Tr (DWM)

DWM Quotes by TradingView

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
Jul 21, 2021 Q2 2021
Davenport & CO LLC

BUY
 PUT
21.6K
New
$1.15M - $1.23M
21.6K $1.38M
Q1 2021
May 17, 2021 Q1 2021
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-1.67K
Closed
$84K - $88.9K
0 $0
May 17, 2021 Q1 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-1.67K
Closed
$83.8K - $88.7K
0 $0
May 17, 2021 Q1 2021
Charter Oak Capital Management, LLC

BUY
 -
117
New
$5.89K - $6.24K
117 $7.46K
May 17, 2021 Q1 2021
Two Sigma Securities, LLC

New York, NY
SELL
 -
-5.26K
Closed
$265K - $280K
0 $0
May 12, 2021 Q1 2021
True Private Wealth Advisors

SELL
 -
-739
Closed
$37.2K - $39.4K
0 $0
May 12, 2021 Q1 2021
Brinker Capital Investments, LLC

SELL
 -
-17.6K
Closed
$888K - $940K
0 $0
Apr 26, 2021 Q1 2021
Ferguson Wellman Capital Management, Inc

SELL
 -
-105K
Closed
$5.27M - $5.58M
0 $0
Q4 2020
Feb 12, 2021 Q4 2020
Roosevelt Investment Group LLC

SELL
 -
-5.13K
Closed
$224K - $261K
0 $0
Feb 05, 2021 Q4 2020
Core Wealth Advisors, Inc.

Lakeland, FL
SELL
 -
-195
Closed
$8.52K - $9.93K
0 $0
Feb 02, 2021 Q4 2020
Girard Partners Ltd.

SELL
 -
-8.44K
Closed
$369K - $429K
0 $0
Feb 02, 2021 Q4 2020
Townsend Asset Management Corp

SELL
 -
-2.96K
Closed
$129K - $150K
0 $0
Jan 22, 2021 Q4 2020
Avantax Advisory Services, Inc.

SELL
 -
-7.96K
Closed
$347K - $405K
0 $0
Jan 20, 2021 Q4 2020
Provident Wealth Management, LLC

SELL
 -
-549
Closed
$24K - $27.9K
0 $0
Q3 2020
Nov 13, 2020 Q3 2020
Orion Portfolio Solutions, LLC

SELL
 -
-401
Closed
$17.8K - $19K
0 $0
Nov 13, 2020 Q3 2020
Veritable, L.P.

Newtown Square, PA
SELL
 -
-12.7K
Closed
$562K - $601K
0 $0
Nov 10, 2020 Q3 2020
Stringer Asset Management, LLC

Memphis, TN
SELL
 -
-43.1K
Closed
$1.91M - $2.04M
0 $0
Nov 09, 2020 Q3 2020
Wade G W & Inc

Wellesley, MA
SELL
 -
-5.79K
Closed
$257K - $275K
0 $0
Oct 26, 2020 Q3 2020
Americana Partners, LLC

Houston, TX
SELL
 -
-5.47K
Closed
$243K - $260K
0 $0
Q2 2020
Aug 14, 2020 Q2 2020
Main Street Investment Advisors LLC

SELL
 -
-23.7K
Closed
$895K - $1.12M
0 $0
Aug 14, 2020 Q2 2020
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-7.75K
Closed
$292K - $366K
0 $0
Aug 13, 2020 Q2 2020
Archer Investment Corp

SELL
 -
-495
Closed
$18.7K - $23.4K
0 $0
Aug 11, 2020 Q2 2020
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-100
Closed
$3.77K - $4.72K
0 $0
Aug 10, 2020 Q2 2020
Halbert Hargrove Global Advisors, LLC

SELL
 -
-5.1K
Closed
$192K - $241K
0 $0
Aug 07, 2020 Q2 2020
Us Bancorp \De\

SELL
 -
-83
Closed
$3.13K - $3.92K
0 $0
Aug 06, 2020 Q2 2020
Capital Advisors, Ltd. LLC

SELL
 -
-1.76K
Closed
$66.3K - $83K
0 $0
Aug 04, 2020 Q2 2020
Bank Hapoalim Bm

SELL
 -
-15.9K
Closed
$599K - $750K
0 $0
Jul 31, 2020 Q2 2020
Cva Family Office, LLC

SELL
 -
-1.03K
Closed
$38.8K - $48.6K
0 $0
Jul 09, 2020 Q2 2020
Traverso Chambers Private Wealth Management, LLC

SELL
 -
-15.8K
Closed
$596K - $746K
0 $0
Q1 2020
Jan 08, 2024 Q1 2020
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-10.4K
Closed
$358K - $558K
0 $0
Mar 24, 2023 Q1 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-67
- 30.88%
$2.31K - $3.61K
150 $9.57K
Feb 22, 2022 Q1 2020
Matrix Private Capital Group LLC

New York, NY
SELL
 -
-282
Closed
$9.74K - $15.2K
0 $0
May 15, 2020 Q1 2020
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-63.5K
Closed
$2.19M - $3.42M
0 $0
May 14, 2020 Q1 2020
Raab & Moskowitz Asset Management LLC

Chatham, NJ
SELL
 -
-983
Closed
$34K - $52.9K
0 $0
May 14, 2020 Q1 2020
Mycio Wealth Partners, LLC

SELL
 -
-1.87K
Closed
$64.6K - $101K
0 $0
May 13, 2020 Q1 2020
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-207
Closed
$7.15K - $11.1K
0 $0
May 13, 2020 Q1 2020
Bokf, Na

Tulsa, OK
SELL
 -
-8.44K
Closed
$292K - $455K
0 $0
May 11, 2020 Q1 2020
Argent Trust CO

Nashville, TN
SELL
 -
-11.4K
Closed
$393K - $613K
0 $0
May 05, 2020 Q1 2020
Asset Dedication, LLC

SELL
 -
-200
Closed
$6.91K - $10.8K
0 $0
May 04, 2020 Q1 2020
Bison Wealth, LLC

SELL
 -
-176
Closed
$6.08K - $9.48K
0 $0
Apr 29, 2020 Q1 2020
Institute For Wealth Management, Llc.

SELL
 -
-2.93K
Closed
$101K - $158K
0 $0
Apr 29, 2020 Q1 2020
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-19
Closed
$656 - $1.02K
0 $0
Apr 24, 2020 Q1 2020
Tfg Advisers LLC

SELL
 -
-6
Closed
$207 - $323
0 $0
Apr 23, 2020 Q1 2020
Argent Advisors, Inc.

Monroe, LA
SELL
 -
-1.13K
Closed
$38.9K - $60.6K
0 $0
Apr 17, 2020 Q1 2020
Allred Capital Management, LLC

Dallas, TX
SELL
 -
-1.29K
Closed
$44.6K - $69.5K
0 $0
Q4 2019
Feb 14, 2020 Q4 2019
Ubs Asset Management Americas Inc

Chicago, IL
SELL
 -
-100
Closed
$4.83K - $5.38K
0 $0
Feb 14, 2020 Q4 2019
Vestmark Advisory Solutions, Inc.

SELL
 -
-4.17K
Closed
$202K - $224K
0 $0
Feb 12, 2020 Q4 2019
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
44
New
$2.13K - $2.37K
44 $2.81K
Feb 07, 2020 Q4 2019
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-3.65K
Closed
$177K - $196K
0 $0

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