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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
15New |
$598 - $715
|
15
$812
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
13KNew |
$591K - $694K
|
13K
$705K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
8.35KNew |
$379K - $445K
|
8.35K
$452K
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
BUY
|
- |
3.03KNew |
$138K - $162K
|
3.03K
$164K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.18KNew |
$53.4K - $62.6K
|
1.18K
$63.6K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.01K+ 437.07% |
$46.1K - $54.1K
|
1.25K
$67.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
82New |
$3.73K - $4.37K
|
82
$4.44K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6New |
$273 - $320
|
6
$325
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 2.52% |
$182 - $213
|
163
$8.82K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
4+ 3.08% |
$182 - $213
|
134
$7.25K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.76% |
$45.4 - $53.3
|
133
$7.2K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
165KNew |
$8.03M - $9.19M
|
165K
$8.94M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
27KNew |
$1.31M - $1.5M
|
27K
$1.46M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
384New |
$18.7K - $21.4K
|
384
$20.8K
|
|
| Q3 2021 | |||||||
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
180New |
$9.52K - $10.2K
|
180
$9.75K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
21.6KNew |
$1.15M - $1.23M
|
21.6K
$1.17M
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
4.23KNew |
$224K - $239K
|
4.23K
$229K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
117New |
$5.89K - $6.24K
|
117
$6.33K
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
44New |
$2.13K - $2.37K
|
44
$2.38K
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
901K+ 4946.12% |
N/A
|
919K
$49.8M
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.07KNew |
N/A
|
1.07K
$58K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
48.6KNew |
N/A
|
48.6K
$2.63M
|
|
| Q2 2018 | |||||||
|
Aug 03, 2018
Q2 2018
|
Parkside Financial Bank & Trust
|
BUY
|
- |
217New |
N/A
|
217
$11.7K
|
|
| Q1 2018 | |||||||
|
Apr 19, 2018
Q1 2018
|
Valley National Advisers Inc
|
BUY
|
- |
700+ 21.12% |
N/A
|
4.01K
$217K
|
|
| Q3 2017 | |||||||
|
Oct 19, 2017
Q3 2017
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.61KNew |
N/A
|
1.61K
$87.2K
|
|
|
Nov 15, 2017
Q3 2017
|
Tortoise Investment Management, LLC
|
BUY
|
- |
500New |
N/A
|
500
$27.1K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$54.1
|
|