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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-19.6KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.68KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.28KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-106Closed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.31KClosed |
N/A
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.5KClosed |
N/A
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-20Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
48.6KNew |
N/A
|
48.6K
$2.61M
|
|
|
Nov 13, 2018
Q3 2018
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-4.87KClosed |
N/A
|
0
$0
|
|
|
Nov 02, 2018
Q3 2018
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-3.38KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-420Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Sound Income Strategies, LLC
|
SELL
|
- |
-25Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-225Closed |
N/A
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.1KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-16.5KClosed |
N/A
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Parkside Financial Bank & Trust
|
BUY
|
- |
217New |
N/A
|
217
$11.7K
|
|
|
Jul 18, 2018
Q2 2018
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-210Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 16, 2018
Q1 2018
|
Assetmark, Inc
|
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-258Closed |
N/A
|
0
$0
|
|
|
May 01, 2018
Q1 2018
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-31KClosed |
N/A
|
0
$0
|
|
|
Apr 19, 2018
Q1 2018
|
Valley National Advisers Inc
|
BUY
|
- |
700+ 21.12% |
N/A
|
4.01K
$216K
|
|
|
Apr 05, 2018
Q1 2018
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.95KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 07, 2018
Q4 2017
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-4.56KClosed |
N/A
|
0
$0
|
|
|
Feb 02, 2018
Q4 2017
|
Sandy Spring Bank
|
SELL
|
- |
-1.22KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 15, 2017
Q3 2017
|
Tortoise Investment Management, LLC
|
BUY
|
- |
500New |
N/A
|
500
$26.9K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$53.8
|
|
|
Nov 13, 2017
Q3 2017
|
Stone X Group Inc.
|
SELL
|
- |
-46.1KClosed |
N/A
|
0
$0
|
|
|
Oct 19, 2017
Q3 2017
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.61KNew |
N/A
|
1.61K
$86.6K
|
|
| Q2 2016 | |||||||
|
Sep 07, 2021
Q2 2016
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-40Closed |
N/A
|
0
$0
|
|