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 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
|
|
|
Apr 17, 2020
Q1 2020
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.29KClosed |
$44.6K - $69.5K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.13KClosed |
$38.9K - $60.6K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-983Closed |
$34K - $52.9K
|
0
$0
|
|
|
Feb 22, 2022
Q1 2020
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-282Closed |
$9.74K - $15.2K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-207Closed |
$7.15K - $11.1K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-200Closed |
$6.91K - $10.8K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Bison Wealth, LLC
|
SELL
|
- |
-176Closed |
$6.08K - $9.48K
|
0
$0
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-67- 30.88% |
$2.31K - $3.61K
|
150
$9.57K
|
|
|
Apr 29, 2020
Q1 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-19Closed |
$656 - $1.02K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-6Closed |
$207 - $323
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.17KClosed |
$202K - $224K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.65KClosed |
$177K - $196K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.16KClosed |
$56.3K - $62.6K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-100Closed |
$4.83K - $5.38K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 11, 2019
Q3 2019
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-15.4KClosed |
$760K - $777K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.47KClosed |
$72.8K - $74.5K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-1.36KClosed |
$67.1K - $68.7K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-245Closed |
$12.1K - $12.4K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Parallel Advisors, LLC
|
SELL
|
- |
-54Closed |
$2.67K - $2.74K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.25KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-411Closed |
N/A
|
0
$0
|
|
|
Jul 18, 2019
Q2 2019
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-180Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-33.4KClosed |
N/A
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-750Closed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-290Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-19.6KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-6.09KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.68KClosed |
N/A
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.5KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.28KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.31KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-216Closed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-106Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-45Closed |
N/A
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-20Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 13, 2018
Q3 2018
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-4.87KClosed |
N/A
|
0
$0
|
|