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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-42.4K- 8.06% |
$2.66M - $2.84M
|
484K
$32.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-36.3K- 68.07% |
$2.28M - $2.43M
|
17K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.1K- 1.86% |
$1.2M - $1.28M
|
1.01M
$67.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.37K- 2.98% |
$588K - $627K
|
305K
$20.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
SELL
|
- |
-3.71K- 3.47% |
$233K - $248K
|
103K
$6.93M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.96K- 19.7% |
$186K - $198K
|
12.1K
$809K
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-2.64K- 4.97% |
$165K - $176K
|
50.4K
$3.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.03K- 99.22% |
$127K - $136K
|
16
$1.07K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.98K- 12.99% |
$124K - $133K
|
13.3K
$891K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.75K- 10.77% |
$110K - $117K
|
14.5K
$974K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.69K- 7.53% |
$106K - $113K
|
20.8K
$1.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.64K- 3.66% |
$103K - $110K
|
43.1K
$2.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.58K- 2.75% |
$99.3K - $106K
|
55.9K
$3.75M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.57K- 9.05% |
$98.4K - $105K
|
15.7K
$1.06M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.17K- 12.03% |
$73.5K - $78.4K
|
8.56K
$575K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-932- 2.15% |
$58.5K - $62.4K
|
42.4K
$2.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-895- 3.03% |
$56.2K - $59.9K
|
28.7K
$1.92M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-685- 1.25% |
$43K - $45.9K
|
54.1K
$3.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-402- 0.68% |
$25.2K - $26.9K
|
58.5K
$3.92M
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-400- 3.04% |
$25.1K - $26.8K
|
12.8K
$856K
|
|
|
Nov 07, 2025
Q3 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-366- 3.04% |
$23K - $24.5K
|
11.7K
$783K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-283- 2.33% |
$17.8K - $18.9K
|
11.9K
$796K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-237- 0.89% |
$14.9K - $15.9K
|
26.4K
$1.77M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-200- 85.11% |
$12.6K - $13.4K
|
35
$2.35K
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-173- 2.81% |
$10.9K - $11.6K
|
5.99K
$402K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-151- 1.3% |
$9.48K - $10.1K
|
11.5K
$771K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-93- 0.38% |
$5.84K - $6.23K
|
24.2K
$1.63M
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-91- 2.64% |
$5.71K - $6.09K
|
3.35K
$225K
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-50- 0.96% |
$3.14K - $3.35K
|
5.16K
$347K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37- 0.11% |
$2.32K - $2.48K
|
32.2K
$2.16M
|
|
| Q2 2025 | |||||||
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3K- 0.77% |
$156K - $192K
|
387K
$25.9M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.9K- 9.76% |
$99K - $122K
|
17.6K
$1.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-693- 4.48% |
$36.1K - $44.3K
|
14.8K
$991K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-397- 12.38% |
$20.7K - $25.4K
|
2.81K
$189K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-253- 5.93% |
$13.2K - $16.2K
|
4.02K
$269K
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-68- 1.38% |
$3.54K - $4.35K
|
4.84K
$325K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32- 0.16% |
$1.67K - $2.05K
|
19.7K
$1.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-17- 0.18% |
$885 - $1.09K
|
9.23K
$619K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-11- 0.99% |
$573 - $703
|
1.1K
$73.9K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19K- 71.78% |
$990K - $1.14M
|
7.46K
$501K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-103- 11.14% |
$5.38K - $6.17K
|
822
$55.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-46- 10.72% |
$2.4K - $2.75K
|
383
$25.7K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-15.5K- 16.31% |
$812K - $883K
|
79.3K
$5.33M
|
|
| Q3 2024 | |||||||
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2K- 28.97% |
$104K - $116K
|
4.9K
$329K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2K- 2.48% |
$104K - $116K
|
78.5K
$5.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-565- 4.54% |
$29.5K - $32.8K
|
11.9K
$797K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-355- 2.2% |
$18.5K - $20.6K
|
15.8K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-328- 7.89% |
$17.1K - $19.1K
|
3.83K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-65- 6.1% |
$3.4K - $3.78K
|
1K
$67.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-44- 26.19% |
$2.3K - $2.56K
|
124
$8.32K
|
|