Latest Institutional Sells of Wisdomtree Tr (DWM)
This list provides information on the latest institutional transactions involving Wisdomtree Tr (DWM) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-86K- 33.49% |
$4.47M - $5.49M
|
171K
$11.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-27.4K- 8.02% |
$1.43M - $1.75M
|
315K
$21M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.9K- 1.9% |
$1.03M - $1.27M
|
1.03M
$68.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-12.4K- 29.61% |
$647K - $795K
|
29.6K
$1.97M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.54K- 28.67% |
$340K - $418K
|
16.3K
$1.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-5.83K- 5.17% |
$303K - $372K
|
107K
$7.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.08K- 6.94% |
$212K - $261K
|
54.8K
$3.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.01K- 8.21% |
$209K - $256K
|
44.8K
$2.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3.62K- 5.92% |
$188K - $231K
|
57.5K
$3.83M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.23K- 9.12% |
$168K - $206K
|
32.2K
$2.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3K- 0.77% |
$156K - $192K
|
387K
$25.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.31K- 3.78% |
$120K - $148K
|
58.9K
$3.92M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.9K- 9.76% |
$99K - $122K
|
17.6K
$1.17M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.88K- 12.49% |
$97.7K - $120K
|
13.2K
$876K
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.58K- 3.53% |
$82.4K - $101K
|
43.3K
$2.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 8.02% |
$68K - $83.5K
|
15K
$998K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 1.66% |
$65.3K - $80.2K
|
74.1K
$4.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.12K- 10.34% |
$58.4K - $71.7K
|
9.73K
$648K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-997- 32.82% |
$51.9K - $63.7K
|
2.04K
$136K
|
|
|
Aug 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-881- 6.82% |
$45.9K - $56.3K
|
12K
$801K
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-866- 4.77% |
$45.1K - $55.3K
|
17.3K
$1.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-817- 5.36% |
$42.5K - $52.2K
|
14.4K
$960K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-740- 3.04% |
$38.5K - $47.3K
|
23.6K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-727- 3.15% |
$37.8K - $46.5K
|
22.4K
$1.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-694- 1.28% |
$36.1K - $44.4K
|
53.6K
$3.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-693- 4.48% |
$36.1K - $44.3K
|
14.8K
$983K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-525- 0.17% |
$27.3K - $33.6K
|
301K
$20M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-397- 12.38% |
$20.7K - $25.4K
|
2.81K
$187K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-391- 2.5% |
$20.4K - $25K
|
15.3K
$1.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-253- 5.93% |
$13.2K - $16.2K
|
4.02K
$267K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-243- 1.6% |
$12.7K - $15.5K
|
14.9K
$993K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-90- 1.7% |
$4.69K - $5.75K
|
5.21K
$347K
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-68- 1.38% |
$3.54K - $4.35K
|
4.84K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32- 0.16% |
$1.67K - $2.05K
|
19.7K
$1.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-17- 0.18% |
$885 - $1.09K
|
9.23K
$614K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-11- 0.99% |
$573 - $703
|
1.1K
$73.3K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25K- 56.02% |
$1.31M - $1.5M
|
19.6K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19K- 71.78% |
$990K - $1.14M
|
7.46K
$497K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.37K- 55.92% |
$437K - $501K
|
6.59K
$439K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.49K- 18.88% |
$182K - $209K
|
15K
$1M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-145- 1.2% |
$7.57K - $8.68K
|
11.9K
$792K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-103- 11.14% |
$5.38K - $6.17K
|
822
$54.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-46- 10.72% |
$2.4K - $2.75K
|
383
$25.5K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-15.5K- 16.31% |
$812K - $883K
|
79.3K
$5.28M
|
|
| Q3 2024 | |||||||
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2K- 28.97% |
$104K - $116K
|
4.9K
$326K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2K- 2.48% |
$104K - $116K
|
78.5K
$5.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-565- 4.54% |
$29.5K - $32.8K
|
11.9K
$791K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-355- 2.2% |
$18.5K - $20.6K
|
15.8K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-328- 7.89% |
$17.1K - $19.1K
|
3.83K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-65- 6.1% |
$3.4K - $3.78K
|
1K
$66.6K
|
|