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 |
---|---|---|---|---|---|---|---|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9- 6.98% |
$458 - $496
|
120
$6.45K
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-7- 0.17% |
$357 - $386
|
4.11K
$221K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-15.8K- 21.03% |
$734K - $830K
|
59.3K
$3.19M
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-7.75K- 98.41% |
$360K - $407K
|
125
$6.72K
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.91K- 33.67% |
$135K - $153K
|
5.73K
$308K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.82K- 33.78% |
$84.7K - $95.8K
|
3.57K
$192K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.08K- 94.24% |
$50.2K - $56.8K
|
66
$3.55K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-126- 45.99% |
$5.86K - $6.63K
|
148
$7.96K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-24- 0.37% |
$1.12K - $1.26K
|
6.45K
$347K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-818- 92.53% |
$39.4K - $42.4K
|
66
$3.55K
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-200- 2.86% |
$9.63K - $10.4K
|
6.79K
$365K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-102- 12.93% |
$4.91K - $5.28K
|
687
$36.9K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-66- 1.03% |
$3.18K - $3.42K
|
6.33K
$340K
|
|
Q2 2023 | |||||||
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.66K- 94.97% |
$178K - $189K
|
194
$10.4K
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.11K- 4.8% |
$53.8K - $57.3K
|
22K
$1.18M
|
|
Aug 14, 2023
Q2 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-590- 0.79% |
$28.6K - $30.5K
|
73.8K
$3.97M
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-500- 11.03% |
$24.3K - $25.8K
|
4.03K
$217K
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-267- 5.52% |
$13K - $13.8K
|
4.57K
$246K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-17.7KClosed |
$837K - $904K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-989- 29.0% |
$46.8K - $50.6K
|
2.42K
$130K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-328- 4.68% |
$15.5K - $16.8K
|
6.68K
$359K
|
|
Q4 2022 | |||||||
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-7.85K- 53.35% |
$313K - $379K
|
6.86K
$369K
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.96K- 14.07% |
$158K - $191K
|
24.2K
$1.3M
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-518- 7.96% |
$20.7K - $25K
|
5.99K
$322K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-25- 0.27% |
$997 - $1.19K
|
9.37K
$504K
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-23- 2.13% |
$917 - $1.1K
|
1.06K
$56.9K
|
|
Q2 2022 | |||||||
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-5.31KClosed |
$241K - $283K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.87KClosed |
$176K - $207K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-813- 15.21% |
$36.9K - $43.3K
|
4.53K
$244K
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-789Closed |
$35.9K - $42.1K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-549- 9.5% |
$24.9K - $29.3K
|
5.23K
$281K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-462- 44.51% |
$21K - $24.6K
|
576
$31K
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-170Closed |
$7.72K - $9.06K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-162Closed |
$7.36K - $8.64K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-105- 0.62% |
$4.77K - $5.6K
|
16.8K
$904K
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-33- 15.0% |
$1.5K - $1.76K
|
187
$10.1K
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-27Closed |
$1.23K - $1.44K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-27.3KClosed |
$1.33M - $1.52M
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.36KClosed |
$212K - $243K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-898- 62.71% |
$43.7K - $50K
|
534
$28.7K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-500Closed |
$24.3K - $27.8K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-280Closed |
$13.6K - $15.6K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-150- 5.85% |
$7.29K - $8.35K
|
2.42K
$130K
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
SELL
|
- |
-100Closed |
$4.86K - $5.57K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-100- 2.38% |
$4.86K - $5.57K
|
4.1K
$220K
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1- 0.01% |
$48.6 - $55.7
|
9.24K
$497K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.45KClosed |
$74.6K - $79.2K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-613- 84.2% |
$31.6K - $33.6K
|
115
$6.18K
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-468Closed |
$24.1K - $25.6K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-300Closed |
$15.5K - $16.4K
|
0
$0
|