Purchases and Sales Made in Q1 2022 in Wisdomtree Tr (DWM)

DWM Quotes by TradingView

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
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
453
+ 208.76%
$22K - $25.2K
670 $36K
May 16, 2022 Q1 2022
Beacon Capital Management, LLC

BUY
 -
384
New
$18.7K - $21.4K
384 $20.7K
Apr 08, 2022 Q1 2022
Beacon Financial Group

BUY
 -
331
+ 1.02%
$16.1K - $18.4K
32.7K $1.76M
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
292
+ 0.54%
$14.2K - $16.3K
54.7K $2.94M
Apr 15, 2022 Q1 2022
Creative Financial Designs Inc

BUY
 -
230
+ 15.99%
$11.2K - $12.8K
1.67K $89.7K
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
230
+ 4.91%
$11.2K - $12.8K
4.92K $264K
May 10, 2022 Q1 2022
Dravo Bay LLC

Wilmington, DE
BUY
 -
170
New
$8.27K - $9.47K
170 $9.14K
Apr 19, 2022 Q1 2022
Kmg Fiduciary Partners, LLC

BUY
 -
169
+ 1.7%
$8.22K - $9.41K
10.1K $545K
May 02, 2022 Q1 2022
Davenport & CO LLC

BUY
 -
121
+ 0.57%
$5.88K - $6.74K
21.2K $1.14M
May 28, 2024 Q1 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
77
+ 1.4%
$3.74K - $4.29K
5.56K $299K
May 09, 2022 Q1 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
35
+ 28.0%
$1.7K - $1.95K
160 $8.61K
May 16, 2022 Q1 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
9
+ 0.07%
$438 - $501
12.6K $676K
May 13, 2022 Q1 2022
Blair William & CO

Chicago, IL
BUY
 -
7
+ 0.16%
$340 - $390
4.36K $235K
Apr 13, 2022 Q1 2022
Syverson Strege & CO

West Des Moines, IA
BUY
 -
3
+ 0.11%
$146 - $167
2.63K $142K
May 16, 2022 Q1 2022
Cribstone Capital Management, LLC

Augusta, ME
BUY
 -
2
+ 1.56%
$97.3 - $111
130 $6.99K
Feb 08, 2024 Q1 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-1
- 0.01%
$48.6 - $55.7
9.24K $497K
Apr 22, 2022 Q1 2022
Bogart Wealth, LLC

SELL
 -
-1
- 0.75%
$48.6 - $55.7
132 $7.1K
May 16, 2022 Q1 2022
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-6
Closed
$292 - $334
0 $0
Apr 22, 2022 Q1 2022
Benedetti & Gucer, Inc.

SELL
 -
-11
- 0.18%
$535 - $613
5.99K $322K
May 13, 2022 Q1 2022
Karlinski Andrew C

Irvine, CA
SELL
 -
-26
- 10.57%
$1.26K - $1.45K
220 $11.8K
May 10, 2022 Q1 2022
Huntington National Bank

Columbus, OH
SELL
 -
-57
- 3.36%
$2.77K - $3.17K
1.64K $88.3K
May 06, 2022 Q1 2022
Sentinel Pension Advisors Inc

Wakefield, MA
SELL
 -
-83
- 1.29%
$4.04K - $4.62K
6.37K $343K
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 $221K
May 23, 2022 Q1 2022
Advisory Services Network, LLC

SELL
 -
-100
- 0.96%
$4.86K - $5.57K
10.4K $557K
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-110
Closed
$5.35K - $6.13K
0 $0
Apr 14, 2022 Q1 2022
Independence Bank Of Kentucky

SELL
 -
-150
- 5.85%
$7.29K - $8.35K
2.42K $130K
Apr 12, 2022 Q1 2022
Hya Advisors, Inc

SELL
 -
-179
- 3.01%
$8.7K - $9.97K
5.78K $311K
Apr 20, 2022 Q1 2022
Howard Wealth Management, LLC

Madison, CT
SELL
 -
-195
- 4.02%
$9.48K - $10.9K
4.65K $250K
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-224
- 0.22%
$10.9K - $12.5K
103K $5.55M
Apr 28, 2022 Q1 2022
Belpointe Asset Management LLC

SELL
 -
-278
- 7.25%
$13.5K - $15.5K
3.56K $191K
Apr 20, 2022 Q1 2022
Morton Brown Family Wealth, LLC

SELL
 -
-280
Closed
$13.6K - $15.6K
0 $0
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-394
- 4.47%
$19.2K - $21.9K
8.41K $452K
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-500
Closed
$24.3K - $27.8K
0 $0
May 13, 2022 Q1 2022
Money Concepts Capital Corp

SELL
 -
-594
- 21.66%
$28.9K - $33.1K
2.15K $116K
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-596
- 1.72%
$29K - $33.2K
34.1K $1.84M
Apr 27, 2022 Q1 2022
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-643
- 1.62%
$31.3K - $35.8K
39K $2.1M
May 02, 2022 Q1 2022
Mc Namara Financial Services, Inc.

SELL
 -
-692
- 12.52%
$33.7K - $38.5K
4.84K $260K
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-748
- 76.33%
$36.4K - $41.7K
232 $12.5K
May 03, 2022 Q1 2022
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
-898
- 62.71%
$43.7K - $50K
534 $28.7K
Apr 25, 2022 Q1 2022
Plimoth Trust CO LLC

SELL
 -
-1.06K
- 3.36%
$51.3K - $58.8K
30.4K $1.63M
May 02, 2022 Q1 2022
Jfs Wealth Advisors, LLC

SELL
 -
-1.29K
- 1.95%
$62.9K - $72.1K
65.1K $3.5M
Jan 27, 2023 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-2.53K
- 28.77%
$123K - $141K
6.26K $337K
Apr 29, 2022 Q1 2022
Melone Private Wealth, LLC

SELL
 -
-2.54K
- 20.3%
$123K - $141K
9.96K $535K
Apr 20, 2022 Q1 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-4.36K
Closed
$212K - $243K
0 $0
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-4.76K
- 6.8%
$231K - $265K
65.2K $3.51M
May 11, 2022 Q1 2022
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-5.18K
- 52.55%
$252K - $288K
4.67K $251K
May 04, 2022 Q1 2022
Litman Gregory Wealth Management LLC

SELL
 -
-7K
Closed
$340K - $390K
0 $0
Apr 20, 2022 Q1 2022
Great Valley Advisor Group, Inc.

SELL
 -
-7.54K
Closed
$367K - $420K
0 $0

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