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 |
---|---|---|---|---|---|---|---|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-30Closed |
$1.55K - $1.64K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-9.72KClosed |
$514K - $548K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.12KClosed |
$376K - $401K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-5.83KClosed |
$308K - $329K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4KClosed |
$211K - $226K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.86KClosed |
$98.3K - $105K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-1.65KClosed |
$87.4K - $93.3K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-809Closed |
$42.8K - $45.6K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-270Closed |
$14.3K - $15.2K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-243Closed |
$12.8K - $13.7K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-46.2KClosed |
$2.45M - $2.62M
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-6.3KClosed |
$334K - $357K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.5KClosed |
$239K - $255K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-700Closed |
$37.2K - $39.7K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-156Closed |
$8.28K - $8.84K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-18Closed |
$955 - $1.02K
|
0
$0
|
|
Q1 2021 | |||||||
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-105KClosed |
$5.27M - $5.58M
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-17.6KClosed |
$888K - $940K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.26KClosed |
$265K - $280K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.67KClosed |
$84K - $88.9K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.67KClosed |
$83.8K - $88.7K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-739Closed |
$37.2K - $39.4K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 04, 2021
Q4 2020
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-24.7KClosed |
$1.08M - $1.26M
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Girard Partners Ltd.
|
SELL
|
- |
-8.44KClosed |
$369K - $429K
|
0
$0
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.96KClosed |
$347K - $405K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-5.13KClosed |
$224K - $261K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.96KClosed |
$129K - $150K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-549Closed |
$24K - $27.9K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-195Closed |
$8.52K - $9.93K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 10, 2020
Q3 2020
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-43.1KClosed |
$1.91M - $2.04M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-12.7KClosed |
$562K - $601K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-5.79KClosed |
$257K - $275K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-5.47KClosed |
$243K - $260K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-401Closed |
$17.8K - $19K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-23.7KClosed |
$895K - $1.12M
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Bank Hapoalim Bm
|
SELL
|
- |
-15.9KClosed |
$599K - $750K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-15.8KClosed |
$596K - $746K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.75KClosed |
$292K - $366K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5.1KClosed |
$192K - $241K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.76KClosed |
$66.3K - $83K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Cva Family Office, LLC
|
SELL
|
- |
-1.03KClosed |
$38.8K - $48.6K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Archer Investment Corp
|
SELL
|
- |
-495Closed |
$18.7K - $23.4K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100Closed |
$3.77K - $4.72K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
SELL
|
- |
-83Closed |
$3.13K - $3.92K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-63.5KClosed |
$2.19M - $3.42M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-11.4KClosed |
$393K - $613K
|
0
$0
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10.4KClosed |
$358K - $558K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-8.44KClosed |
$292K - $455K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.93KClosed |
$101K - $158K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1.87KClosed |
$64.6K - $101K
|
0
$0
|