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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-27.4K- 8.02% |
$1.43M - $1.75M
|
315K
$20.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-5.83K- 5.17% |
$303K - $372K
|
107K
$6.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.12K- 10.34% |
$58.4K - $71.7K
|
9.73K
$621K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-397- 12.38% |
$20.7K - $25.4K
|
2.81K
$179K
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-207K- 29.02% |
$10.8M - $12.4M
|
506K
$32.2M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-116K- 87.37% |
$6.04M - $6.92M
|
16.7K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-31.1K- 57.74% |
$1.63M - $1.86M
|
22.8K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25K- 56.02% |
$1.31M - $1.5M
|
19.6K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-22.2K- 2.08% |
$1.16M - $1.33M
|
1.05M
$66.7M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19K- 71.78% |
$990K - $1.14M
|
7.46K
$476K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-15.6K- 5.72% |
$813K - $933K
|
257K
$16.4M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-11.5K- 12.06% |
$598K - $686K
|
83.5K
$5.33M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.48K- 35.16% |
$443K - $508K
|
15.6K
$997K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.37K- 55.92% |
$437K - $501K
|
6.59K
$420K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-5.15K- 18.95% |
$269K - $308K
|
22K
$1.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.64K- 5.62% |
$190K - $218K
|
61.2K
$3.9M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.49K- 18.88% |
$182K - $209K
|
15K
$957K
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-2.81K- 6.27% |
$147K - $168K
|
42K
$2.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.51K- 3.22% |
$131K - $150K
|
75.4K
$4.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-2.44K- 17.49% |
$128K - $146K
|
11.5K
$735K
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-1.96K- 13.17% |
$102K - $117K
|
12.9K
$823K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.86K- 6.53% |
$97K - $111K
|
26.6K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.56K- 2.48% |
$81.2K - $93.1K
|
61.1K
$3.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.11K- 1.85% |
$57.9K - $66.4K
|
58.8K
$3.75M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.11K- 0.28% |
$57.7K - $66.1K
|
390K
$24.8M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.06K- 5.09% |
$55.1K - $63.2K
|
19.7K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.06K- 6.56% |
$55.1K - $63.2K
|
15K
$959K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-957- 7.52% |
$49.9K - $57.3K
|
11.8K
$751K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-849- 3.37% |
$44.3K - $50.8K
|
24.3K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-702- 1.54% |
$36.6K - $42K
|
44.9K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-498- 7.72% |
$26K - $29.8K
|
5.96K
$380K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-478- 0.97% |
$24.9K - $28.6K
|
48.8K
$3.11M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-318- 6.93% |
$16.6K - $19K
|
4.27K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-311- 1.33% |
$16.2K - $18.6K
|
23.1K
$1.47M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-223- 1.35% |
$11.6K - $13.3K
|
16.3K
$1.04M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-145- 1.2% |
$7.57K - $8.68K
|
11.9K
$758K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-136- 0.45% |
$7.1K - $8.14K
|
30.1K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-110- 2.44% |
$5.74K - $6.58K
|
4.39K
$280K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-103- 11.14% |
$5.38K - $6.17K
|
822
$52.4K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-99- 1.83% |
$5.17K - $5.93K
|
5.3K
$338K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-46- 10.72% |
$2.4K - $2.75K
|
383
$24.4K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-24- 0.78% |
$1.25K - $1.44K
|
3.04K
$194K
|
|
| Q4 2024 | |||||||
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-25.6K- 56.79% |
$1.35M - $1.46M
|
19.5K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-15.5K- 16.31% |
$812K - $883K
|
79.3K
$5.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-7.56K- 21.1% |
$397K - $432K
|
28.3K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-50- 0.33% |
$2.63K - $2.86K
|
15.2K
$971K
|
|
| Q3 2024 | |||||||
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2K- 28.97% |
$104K - $116K
|
4.9K
$312K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2K- 2.48% |
$104K - $116K
|
78.5K
$5.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-565- 4.54% |
$29.5K - $32.8K
|
11.9K
$758K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-560- 2.09% |
$29.3K - $32.5K
|
26.3K
$1.67M
|
|