Purchases and Sales Made in Q1 2022 in Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM) during Q1 2022. The information is specifically focused on institutions that hold shares of WISDOMTREE TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.28MNew |
$62.1M - $71.1M
|
1.28M
$68.7M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
185K+ 405.71% |
$9.01M - $10.3M
|
231K
$12.4M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
165KNew |
$8.03M - $9.19M
|
165K
$8.88M
|
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
141KNew |
$6.87M - $7.87M
|
141K
$7.6M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47.5K+ 54.11% |
$2.31M - $2.65M
|
135K
$7.28M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
27KNew |
$1.31M - $1.5M
|
27K
$1.45M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.9K+ 13.7% |
$1.31M - $1.5M
|
224K
$12M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
26.6K+ 36.33% |
$1.3M - $1.48M
|
100K
$5.38M
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
18.6KNew |
$904K - $1.04M
|
18.6K
$1M
|
|
|
Apr 14, 2022
Q1 2022
|
Moller Financial Services
|
BUY
|
- |
17.2K+ 12.33% |
$837K - $958K
|
157K
$8.43M
|
|
|
May 05, 2022
Q1 2022
|
Falcon Wealth Planning
|
BUY
|
- |
17.1K+ 14.34% |
$833K - $954K
|
137K
$7.34M
|
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
15K+ 17.74% |
$731K - $837K
|
99.8K
$5.37M
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
13.8K+ 10.54% |
$669K - $766K
|
144K
$7.76M
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
13.5K+ 43.14% |
$659K - $754K
|
44.9K
$2.42M
|
|
|
May 16, 2022
Q1 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
11.8K+ 3.45% |
$574K - $657K
|
354K
$19.1M
|
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
9.34KNew |
$454K - $520K
|
9.34K
$503K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.01K+ 1.08% |
$438K - $502K
|
841K
$45.2M
|
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
8.48KNew |
$412K - $472K
|
8.48K
$456K
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8KNew |
$389K - $446K
|
8K
$430K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.91K+ 8.19% |
$385K - $441K
|
104K
$5.62M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.29K+ 19.75% |
$306K - $350K
|
38.1K
$2.05M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.26KNew |
$304K - $349K
|
6.26K
$337K
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
5.35KNew |
$260K - $298K
|
5.35K
$288K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.5K+ 9.14% |
$219K - $250K
|
53.7K
$2.89M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4KNew |
$195K - $223K
|
4K
$215K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
3.2K+ 4.11% |
$156K - $178K
|
81.2K
$4.37M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.07K+ 4.35% |
$149K - $171K
|
73.7K
$3.96M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
2.98K+ 1.5% |
$145K - $166K
|
202K
$10.9M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.84K+ 5.94% |
$138K - $158K
|
50.6K
$2.72M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.55K+ 1.01% |
$124K - $142K
|
255K
$13.7M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
2.28K+ 28.94% |
$111K - $127K
|
10.2K
$547K
|
|
|
May 18, 2022
Q1 2022
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
2.2K+ 2.92% |
$107K - $122K
|
77.3K
$4.16M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.12K+ 11.82% |
$103K - $118K
|
20.1K
$1.08M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.88K+ 18.29% |
$91.4K - $105K
|
12.2K
$654K
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.88K+ 5.37% |
$91.3K - $105K
|
36.9K
$1.98M
|
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.71K+ 7.46% |
$82.9K - $95K
|
24.6K
$1.32M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.42K+ 5.3% |
$69.2K - $79.3K
|
28.3K
$1.52M
|
|
|
Apr 21, 2022
Q1 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.18K+ 3.01% |
$57.4K - $65.8K
|
40.4K
$2.17M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.1K+ 4.28% |
$53.6K - $61.4K
|
26.9K
$1.45M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.04KNew |
$50.5K - $57.8K
|
1.04K
$55.8K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1K+ 3.15% |
$48.6K - $55.7K
|
32.7K
$1.76M
|
|
|
Apr 19, 2022
Q1 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
1K+ 11.54% |
$48.6K - $55.7K
|
9.67K
$520K
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
789New |
$38.4K - $43.9K
|
789
$42.4K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
772+ 15.23% |
$37.5K - $43K
|
5.84K
$314K
|
|
|
May 12, 2022
Q1 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
642+ 7.24% |
$31.2K - $35.8K
|
9.51K
$512K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
638+ 1.52% |
$31K - $35.5K
|
42.6K
$2.29M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
576+ 2.68% |
$28K - $32.1K
|
22K
$1.19M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
540New |
$26.3K - $30.1K
|
540
$29K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
535New |
$26K - $29.8K
|
535
$28.8K
|
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
BUY
|
- |
495+ 5.27% |
$24.1K - $27.6K
|
9.88K
$532K
|