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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
246New |
$12.8K - $14.7K
|
246
$16.4K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
63New |
$3.29K - $3.77K
|
63
$4.19K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
15New |
$783 - $898
|
15
$999
|
|
| 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
$2.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.89KNew |
$257K - $279K
|
4.89K
$325K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.86KNew |
$203K - $220K
|
3.86K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.57KNew |
$82.5K - $89.7K
|
1.57K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
246New |
$12.9K - $14K
|
246
$16.4K
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
123New |
$6.46K - $7.02K
|
123
$8.19K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
66New |
$3.47K - $3.77K
|
66
$4.39K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.2KNew |
$688K - $766K
|
13.2K
$877K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
4.32KNew |
$226K - $251K
|
4.32K
$288K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
3.79K+ 11.39% |
$198K - $220K
|
37.1K
$2.47M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.15K+ 8.55% |
$112K - $125K
|
27.3K
$1.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
251New |
$13.1K - $14.6K
|
251
$16.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
140+ 3.07% |
$7.31K - $8.13K
|
4.7K
$313K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
117+ 0.4% |
$6.11K - $6.8K
|
29.7K
$1.98M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3+ 0.61% |
$157 - $174
|
497
$33.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.54% |
$104 - $116
|
374
$24.9K
|
|
| Q2 2024 | |||||||
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.81KNew |
$253K - $272K
|
4.81K
$320K
|
|
|
Aug 13, 2024
Q2 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
4.16KNew |
$218K - $235K
|
4.16K
$277K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
235New |
$12.3K - $13.3K
|
235
$15.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
200New |
$10.5K - $11.3K
|
200
$13.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 3.7% |
$52.5 - $56.4
|
28
$1.86K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.36KNew |
$426K - $460K
|
8.36K
$556K
|
|
|
Apr 22, 2024
Q1 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
4.18KNew |
$213K - $230K
|
4.18K
$278K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
146+ 811.11% |
$7.44K - $8.04K
|
164
$10.9K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
135+ 1.48% |
$6.88K - $7.44K
|
9.28K
$618K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
113New |
$5.76K - $6.22K
|
113
$7.52K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
40New |
$2.04K - $2.2K
|
40
$2.66K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17New |
$866 - $936
|
17
$1.13K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
35.8K+ 9.77% |
$1.66M - $1.88M
|
402K
$26.7M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.82KNew |
$457K - $516K
|
9.82K
$654K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.37KNew |
$296K - $335K
|
6.37K
$424K
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
5KNew |
$232K - $263K
|
5K
$333K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.65KNew |
$76.7K - $86.8K
|
1.65K
$110K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
783New |
$36.4K - $41.2K
|
783
$52.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
270+ 0.29% |
$12.6K - $14.2K
|
92K
$6.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
208+ 0.45% |
$9.67K - $10.9K
|
46.7K
$3.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
115New |
$5.35K - $6.05K
|
115
$7.66K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
25New |
$1.16K - $1.31K
|
25
$1.66K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3.15KNew |
$152K - $163K
|
3.15K
$210K
|
|
|
Oct 10, 2023
Q3 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
45+ 0.55% |
$2.17K - $2.33K
|
8.17K
$544K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.52KNew |
$365K - $388K
|
7.52K
$501K
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
7KNew |
$340K - $361K
|
7K
$466K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
5.62KNew |
$273K - $290K
|
5.62K
$374K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.39KNew |
$213K - $226K
|
4.39K
$292K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.26KNew |
$61K - $64.8K
|
1.26K
$83.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
965+ 20.75% |
$46.8K - $49.8K
|
5.62K
$374K
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
539New |
$26.2K - $27.8K
|
539
$35.9K
|
|