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 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-312K- 85.54% |
$16.3M - $18.1M
|
52.7K
$2.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-282K- 74.83% |
$14.7M - $16.4M
|
94.8K
$4.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-53.1K- 6.68% |
$2.77M - $3.08M
|
741K
$39M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-47.3K- 65.32% |
$2.47M - $2.75M
|
25.1K
$1.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-47.2K- 11.07% |
$2.46M - $2.74M
|
379K
$19.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-16.6K- 36.61% |
$869K - $967K
|
28.8K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14K- 4.9% |
$731K - $813K
|
271K
$14.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-6.32K- 1.59% |
$330K - $367K
|
391K
$20.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.15K- 6.21% |
$269K - $299K
|
77.7K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.11K- 49.67% |
$215K - $239K
|
4.16K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.96K- 9.96% |
$207K - $230K
|
35.8K
$1.88M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.96K- 8.07% |
$207K - $230K
|
45.1K
$2.37M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.76K- 18.21% |
$197K - $219K
|
16.9K
$888K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-3.36K- 2.79% |
$175K - $195K
|
117K
$6.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.1K- 23.36% |
$162K - $180K
|
10.2K
$535K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2K- 28.97% |
$104K - $116K
|
4.9K
$257K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2K- 2.48% |
$104K - $116K
|
78.5K
$4.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.84K- 9.77% |
$96.2K - $107K
|
17K
$894K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.77K- 3.22% |
$92.5K - $103K
|
53.2K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.39K- 9.26% |
$72.5K - $80.6K
|
13.6K
$714K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.35K- 2.75% |
$70.6K - $78.5K
|
47.7K
$2.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.08K- 3.34% |
$56.4K - $62.7K
|
31.2K
$1.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-702- 2.81% |
$36.7K - $40.8K
|
24.3K
$1.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-679- 3.83% |
$35.5K - $39.4K
|
17.1K
$897K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-627- 0.96% |
$32.8K - $36.4K
|
64.4K
$3.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-565- 4.54% |
$29.5K - $32.8K
|
11.9K
$624K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-560- 2.09% |
$29.3K - $32.5K
|
26.3K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-475- 2.89% |
$24.8K - $27.6K
|
15.9K
$838K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-357- 2.28% |
$18.6K - $20.7K
|
15.3K
$803K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-355- 2.2% |
$18.5K - $20.6K
|
15.8K
$829K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-328- 7.89% |
$17.1K - $19.1K
|
3.83K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-253- 1.61% |
$13.2K - $14.7K
|
15.5K
$813K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-145- 0.24% |
$7.57K - $8.42K
|
60.1K
$3.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-87- 0.11% |
$4.54K - $5.05K
|
79.2K
$4.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-65- 6.1% |
$3.4K - $3.78K
|
1K
$52.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-60- 1.1% |
$3.13K - $3.49K
|
5.4K
$284K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-44- 26.19% |
$2.3K - $2.56K
|
124
$6.52K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-36- 0.12% |
$1.88K - $2.09K
|
30.1K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-30- 0.32% |
$1.57K - $1.74K
|
9.31K
$489K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-7- 0.13% |
$366 - $407
|
5.18K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 66.67% |
$104 - $116
|
1
$52.6
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.91K- 21.8% |
$258K - $277K
|
17.6K
$925K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.35K- 86.52% |
$71.1K - $76.4K
|
211
$11.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-601- 3.35% |
$31.6K - $33.9K
|
17.3K
$910K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-419- 3.01% |
$22K - $23.6K
|
13.5K
$710K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-366- 6.91% |
$19.2K - $20.7K
|
4.93K
$259K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-284- 4.68% |
$14.9K - $16K
|
5.78K
$304K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-264- 2.76% |
$13.9K - $14.9K
|
9.3K
$489K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-3.42K- 7.12% |
$174K - $189K
|
44.7K
$2.35M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-292- 5.79% |
$14.9K - $16.1K
|
4.76K
$250K
|
|