Latest Institutional Purchases of Wisdomtree Tr (DWM)
This list provides information on the latest institutional transactions involving Wisdomtree Tr (DWM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
76.9K+ 272.73% |
$4.01M - $4.6M
|
105K
$6.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
44.3K+ 17.23% |
$2.31M - $2.65M
|
302K
$18.2M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.2K+ 4.33% |
$792K - $908K
|
365K
$22.1M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.7K+ 252.58% |
$559K - $642K
|
15K
$905K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.72K+ 3.11% |
$507K - $582K
|
323K
$19.5M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
8.52K+ 18.6% |
$445K - $510K
|
54.3K
$3.29M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.44KNew |
$388K - $445K
|
7.44K
$450K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.15K+ 22.13% |
$321K - $368K
|
33.9K
$2.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
4.91KNew |
$256K - $294K
|
4.91K
$297K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.64K+ 44.11% |
$242K - $278K
|
15.2K
$917K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
4.3KNew |
$224K - $257K
|
4.3K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
3.7KNew |
$193K - $221K
|
3.7K
$224K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.21K+ 106833.33% |
$167K - $192K
|
3.21K
$194K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.85K+ 16.29% |
$149K - $171K
|
20.3K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.51K+ 9.69% |
$131K - $150K
|
28.5K
$1.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.48K+ 4.63% |
$130K - $149K
|
56.1K
$3.4M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.98K+ 82.51% |
$103K - $118K
|
4.37K
$264K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.92K+ 1595.83% |
$99.9K - $115K
|
2.04K
$123K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.13K+ 2.36% |
$58.8K - $67.4K
|
48.8K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
927+ 2.0% |
$48.4K - $55.5K
|
47.2K
$2.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
816New |
$42.6K - $48.8K
|
816
$49.4K
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
514+ 11.58% |
$26.8K - $30.8K
|
4.95K
$300K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
512+ 3.24% |
$26.7K - $30.6K
|
16.3K
$986K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
445+ 2.57% |
$23.2K - $26.6K
|
17.8K
$1.08M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
320New |
$16.7K - $19.2K
|
320
$19.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
246New |
$12.8K - $14.7K
|
246
$14.9K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
100+ 0.31% |
$5.22K - $5.99K
|
32.6K
$1.97M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
98+ 0.15% |
$5.11K - $5.87K
|
63.4K
$3.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
85+ 0.35% |
$4.44K - $5.09K
|
24.4K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
63New |
$3.29K - $3.77K
|
63
$3.81K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
48+ 0.42% |
$2.51K - $2.87K
|
11.4K
$688K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.38% |
$1.2K - $1.38K
|
6.06K
$367K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
15New |
$783 - $898
|
15
$908
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.26% |
$52.2 - $59.9
|
388
$23.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.7K+ 689.02% |
$1.51M - $1.64M
|
32.8K
$1.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.89KNew |
$257K - $279K
|
4.89K
$296K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.86KNew |
$203K - $220K
|
3.86K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.57KNew |
$82.5K - $89.7K
|
1.57K
$95K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1.11KNew |
$58.4K - $63.5K
|
1.11K
$67.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
246New |
$12.9K - $14K
|
246
$14.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
178New |
$9.35K - $10.2K
|
178
$10.8K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
66New |
$3.47K - $3.77K
|
66
$3.99K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.2KNew |
$688K - $766K
|
13.2K
$797K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
4.32KNew |
$226K - $251K
|
4.32K
$261K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
3.79K+ 11.39% |
$198K - $220K
|
37.1K
$2.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.15K+ 8.55% |
$112K - $125K
|
27.3K
$1.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
762New |
$39.8K - $44.3K
|
762
$46.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
251New |
$13.1K - $14.6K
|
251
$15.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
140+ 3.07% |
$7.31K - $8.13K
|
4.7K
$285K
|
|