Purchases and Sales Made in Q1 2023 in Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM) during Q1 2023. 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 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
107K+ 269.43% |
$5.07M - $5.47M
|
147K
$7.9M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
76.3K+ 56.0% |
$3.61M - $3.9M
|
212K
$11.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
61K+ 17.03% |
$2.89M - $3.12M
|
419K
$22.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
42.1KNew |
$2M - $2.15M
|
42.1K
$2.27M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.2K+ 4.88% |
$1.52M - $1.65M
|
692K
$37.2M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
29.6KNew |
$1.4M - $1.51M
|
29.6K
$1.59M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
23.1KNew |
$1.09M - $1.18M
|
23.1K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
20.3K+ 9.31% |
$963K - $1.04M
|
239K
$12.8M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
16.9KNew |
$799K - $863K
|
16.9K
$908K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.8K+ 5.77% |
$699K - $755K
|
271K
$14.6M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
14.7KNew |
$698K - $754K
|
14.7K
$793K
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
BUY
|
- |
13K+ 7.45% |
$615K - $665K
|
187K
$10.1M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.61KNew |
$455K - $491K
|
9.61K
$517K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.67KNew |
$411K - $443K
|
8.67K
$467K
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
6.87KNew |
$325K - $351K
|
6.87K
$369K
|
|
|
May 15, 2023
Q1 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
5.31K+ 7.68% |
$251K - $271K
|
74.4K
$4M
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
5KNew |
$237K - $256K
|
5K
$269K
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
4.12KNew |
$195K - $211K
|
4.12K
$222K
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4K+ 2.06% |
$190K - $205K
|
198K
$10.7M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.99K+ 4.11% |
$189K - $204K
|
101K
$5.44M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.85KNew |
$182K - $197K
|
3.85K
$207K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.95K+ 10.75% |
$140K - $151K
|
30.4K
$1.64M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.94K+ 2.21% |
$139K - $150K
|
136K
$7.32M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
2.64K+ 8.54% |
$125K - $135K
|
33.6K
$1.81M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.48K+ 36.42% |
$117K - $127K
|
9.27K
$499K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.06K+ 26.19% |
$97.5K - $105K
|
9.92K
$534K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
2.04K+ 4.15% |
$96.8K - $104K
|
51.3K
$2.76M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.65K+ 4.2% |
$78.1K - $84.3K
|
40.9K
$2.2M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.38K+ 0.45% |
$65.4K - $70.6K
|
305K
$16.4M
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.34K+ 1.5% |
$63.4K - $68.5K
|
90.8K
$4.89M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
1.27K+ 10.58% |
$60.3K - $65.1K
|
13.3K
$717K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.04K+ 17.2% |
$49.2K - $53.2K
|
7.09K
$381K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.03K+ 0.28% |
$48.7K - $52.6K
|
368K
$19.8M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
975New |
$46.2K - $49.8K
|
975
$52.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
957+ 1.64% |
$45.3K - $48.9K
|
59.3K
$3.19M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
905+ 11.79% |
$42.8K - $46.3K
|
8.58K
$462K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
739+ 21.97% |
$35K - $37.8K
|
4.1K
$221K
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
525+ 1.81% |
$24.9K - $26.8K
|
29.5K
$1.59M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
500+ 2.4% |
$23.7K - $25.6K
|
21.3K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
499+ 172.07% |
$23.6K - $25.5K
|
789
$42.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
417+ 0.6% |
$19.7K - $21.3K
|
69.9K
$3.76M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
356+ 2.0% |
$16.9K - $18.2K
|
18.1K
$976K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
260New |
$12.3K - $13.3K
|
260
$14K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
244+ 1.24% |
$11.6K - $12.5K
|
20K
$1.07M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
235+ 0.93% |
$11.1K - $12K
|
25.6K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200+ 2.06% |
$9.47K - $10.2K
|
9.9K
$533K
|
|
|
Apr 25, 2023
Q1 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
195+ 0.45% |
$9.23K - $9.97K
|
43.7K
$2.35M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
188+ 2.08% |
$8.9K - $9.61K
|
9.23K
$497K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
188+ 3.08% |
$8.9K - $9.61K
|
6.29K
$338K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
162New |
$7.67K - $8.28K
|
162
$8.71K
|