Latest Institutional Sells of Wisdomtree Tr (DWM)

DWM Quotes by TradingView

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 03, 2022 Q1 2022
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
-898
- 62.71%
$43.7K - $50K
534 $34.1K
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-500
Closed
$24.3K - $27.8K
0 $0
Apr 20, 2022 Q1 2022
Morton Brown Family Wealth, LLC

SELL
 -
-280
Closed
$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 $154K
May 11, 2022 Q1 2022
Nvwm, LLC

SELL
 -
-100
Closed
$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 $261K
Feb 08, 2024 Q1 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-1
- 0.01%
$48.6 - $55.7
9.24K $589K
Q4 2021
Feb 14, 2022 Q4 2021
Iag Wealth Partners, LLC

SELL
 -
-1.45K
Closed
$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 $7.33K
Feb 14, 2022 Q4 2021
Fin Trust Capital Advisors, LLC

SELL
 -
-468
Closed
$24.1K - $25.6K
0 $0
Feb 03, 2022 Q4 2021
Arkadios Wealth Advisors

SELL
 -
-30
Closed
$1.55K - $1.64K
0 $0
Q3 2021
Nov 12, 2021 Q3 2021
Haverford Trust CO

Radnor, PA
SELL
 -
-9.72K
Closed
$514K - $548K
0 $0
Oct 28, 2021 Q3 2021
Dynamic Advisor Solutions LLC

SELL
 -
-7.12K
Closed
$376K - $401K
0 $0
Nov 16, 2021 Q3 2021
Advisor Resource Council

SELL
 -
-5.83K
Closed
$308K - $329K
0 $0
Nov 15, 2021 Q3 2021
Northern Trust Corp

Chicago, IL
SELL
 -
-4K
Closed
$211K - $226K
0 $0
Nov 12, 2021 Q3 2021
Centaurus Financial, Inc.

SELL
 -
-1.86K
Closed
$98.3K - $105K
0 $0
Nov 09, 2021 Q3 2021
Private Ocean, LLC

SELL
 -
-1.65K
Closed
$87.4K - $93.3K
0 $0
Oct 29, 2021 Q3 2021
Truvestments Capital LLC

Sarasota, FL
SELL
 -
-809
Closed
$42.8K - $45.6K
0 $0
Nov 09, 2021 Q3 2021
Barclays PLC

London, X0
SELL
 -
-270
Closed
$14.3K - $15.2K
0 $0
Nov 12, 2021 Q3 2021
C M Bidwell & Associates LTD

Honolulu, HI
SELL
 -
-243
Closed
$12.8K - $13.7K
0 $0
Q2 2021
Feb 13, 2025 Q2 2021
Nfp Retirement, Inc.

Aliso Viejo, CA
SELL
 -
-130K
Closed
$6.88M - $7.34M
0 $0
Aug 19, 2021 Q2 2021
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-46.2K
Closed
$2.45M - $2.62M
0 $0
Jul 30, 2021 Q2 2021
Highland Capital Management, LLC

SELL
 -
-6.3K
Closed
$334K - $357K
0 $0
Aug 11, 2021 Q2 2021
Equitable Holdings, Inc.

New York, NY
SELL
 -
-4.5K
Closed
$239K - $255K
0 $0
Aug 02, 2021 Q2 2021
Optimum Investment Advisors

SELL
 -
-700
Closed
$37.2K - $39.7K
0 $0
Jul 22, 2021 Q2 2021
Valeo Financial Advisors, LLC

SELL
 -
-156
Closed
$8.28K - $8.84K
0 $0
Aug 16, 2021 Q2 2021
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-18
Closed
$955 - $1.02K
0 $0
Q1 2021
Apr 26, 2021 Q1 2021
Ferguson Wellman Capital Management, Inc

SELL
 -
-105K
Closed
$5.27M - $5.58M
0 $0
May 12, 2021 Q1 2021
Brinker Capital Investments, LLC

SELL
 -
-17.6K
Closed
$888K - $940K
0 $0
May 17, 2021 Q1 2021
Two Sigma Securities, LLC

New York, NY
SELL
 -
-5.26K
Closed
$265K - $280K
0 $0
May 17, 2021 Q1 2021
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-1.67K
Closed
$84K - $88.9K
0 $0
May 17, 2021 Q1 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-1.67K
Closed
$83.8K - $88.7K
0 $0
May 12, 2021 Q1 2021
True Private Wealth Advisors

SELL
 -
-739
Closed
$37.2K - $39.4K
0 $0
Q4 2020
Feb 04, 2021 Q4 2020
Baker Ellis Asset Management LLC

SELL
 -
-24.7K
Closed
$1.08M - $1.26M
0 $0
Feb 02, 2021 Q4 2020
Girard Partners Ltd.

SELL
 -
-8.44K
Closed
$369K - $429K
0 $0
Jan 22, 2021 Q4 2020
Avantax Advisory Services, Inc.

SELL
 -
-7.96K
Closed
$347K - $405K
0 $0
Feb 12, 2021 Q4 2020
Roosevelt Investment Group LLC

SELL
 -
-5.13K
Closed
$224K - $261K
0 $0
Feb 02, 2021 Q4 2020
Townsend Asset Management Corp

SELL
 -
-2.96K
Closed
$129K - $150K
0 $0
Jan 20, 2021 Q4 2020
Provident Wealth Management, LLC

SELL
 -
-549
Closed
$24K - $27.9K
0 $0
Feb 05, 2021 Q4 2020
Core Wealth Advisors, Inc.

Lakeland, FL
SELL
 -
-195
Closed
$8.52K - $9.93K
0 $0
Q3 2020
Nov 10, 2020 Q3 2020
Stringer Asset Management, LLC

Memphis, TN
SELL
 -
-43.1K
Closed
$1.91M - $2.04M
0 $0
Nov 13, 2020 Q3 2020
Veritable, L.P.

Newtown Square, PA
SELL
 -
-12.7K
Closed
$562K - $601K
0 $0
Nov 09, 2020 Q3 2020
Wade G W & Inc

Wellesley, MA
SELL
 -
-5.79K
Closed
$257K - $275K
0 $0
Oct 26, 2020 Q3 2020
Americana Partners, LLC

Houston, TX
SELL
 -
-5.47K
Closed
$243K - $260K
0 $0
Nov 13, 2020 Q3 2020
Orion Portfolio Solutions, LLC

SELL
 -
-401
Closed
$17.8K - $19K
0 $0
Q2 2020
Aug 14, 2020 Q2 2020
Main Street Investment Advisors LLC

SELL
 -
-23.7K
Closed
$895K - $1.12M
0 $0
Aug 04, 2020 Q2 2020
Bank Hapoalim Bm

SELL
 -
-15.9K
Closed
$599K - $750K
0 $0
Jul 09, 2020 Q2 2020
Traverso Chambers Private Wealth Management, LLC

SELL
 -
-15.8K
Closed
$596K - $746K
0 $0
Aug 14, 2020 Q2 2020
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-7.75K
Closed
$292K - $366K
0 $0

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