Purchases and Sales Made in Q1 2024 in Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM) during Q1 2024. 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 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
399KNew |
$20.3M - $22M
|
399K
$21.5M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
51.4K+ 177.3% |
$2.62M - $2.83M
|
80.5K
$4.33M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
30.7K+ 8.38% |
$1.56M - $1.69M
|
397K
$21.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21K+ 5.77% |
$1.07M - $1.16M
|
385K
$20.7M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.6K+ 90.22% |
$899K - $972K
|
37.2K
$2M
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
17K+ 37.45% |
$867K - $938K
|
62.5K
$3.36M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.4K+ 77.05% |
$785K - $849K
|
35.4K
$1.91M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15.2K+ 29.53% |
$774K - $837K
|
66.7K
$3.59M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
14.4K+ 32.77% |
$733K - $793K
|
58.3K
$3.14M
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
12.9K+ 3.04% |
$657K - $711K
|
438K
$23.6M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6K+ 31.84% |
$644K - $696K
|
52.3K
$2.82M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.59K+ 2.73% |
$437K - $473K
|
324K
$17.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.36KNew |
$426K - $460K
|
8.36K
$450K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
4.46K+ 17.59% |
$227K - $245K
|
29.8K
$1.6M
|
|
|
Apr 22, 2024
Q1 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
4.18KNew |
$213K - $230K
|
4.18K
$225K
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
3.7KNew |
$188K - $204K
|
3.7K
$199K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.1K+ 18.58% |
$158K - $171K
|
19.8K
$1.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.26K+ 17.72% |
$115K - $124K
|
15K
$806K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.88K+ 2.12% |
$95.7K - $103K
|
90.5K
$4.87M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.43K+ 4.04% |
$72.9K - $78.8K
|
36.8K
$1.98M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.42K+ 1.92% |
$72.2K - $78K
|
75.1K
$4.04M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.05K+ 5.26% |
$53.5K - $57.9K
|
21K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 7.98% |
$52.4K - $56.7K
|
13.9K
$749K
|
|
|
Apr 24, 2024
Q1 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
923+ 1.97% |
$47K - $50.8K
|
47.9K
$2.57M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
853+ 0.11% |
$43.5K - $47K
|
789K
$42.4M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
819+ 1.89% |
$41.7K - $45.1K
|
44.1K
$2.37M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
654+ 3.4% |
$33.3K - $36K
|
19.9K
$1.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
608+ 0.66% |
$31K - $33.5K
|
92.5K
$4.98M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
570+ 0.21% |
$29K - $31.4K
|
275K
$14.8M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
485New |
$24.7K - $26.7K
|
485
$26.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
365New |
$18.6K - $20.1K
|
365
$19.6K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
260New |
$13.2K - $14.3K
|
260
$14K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
229+ 0.86% |
$11.7K - $12.6K
|
26.9K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
224+ 38.62% |
$11.4K - $12.3K
|
804
$43.2K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
211+ 15.58% |
$10.7K - $11.6K
|
1.57K
$84.2K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
199+ 1.0% |
$10.1K - $11K
|
20.2K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
179+ 3.46% |
$9.12K - $9.86K
|
5.36K
$288K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
146+ 811.11% |
$7.44K - $8.04K
|
164
$8.82K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
135+ 1.48% |
$6.88K - $7.44K
|
9.28K
$499K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
113New |
$5.76K - $6.22K
|
113
$6.08K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
106+ 0.81% |
$5.4K - $5.84K
|
13.3K
$714K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
79+ 0.46% |
$4.02K - $4.35K
|
17.1K
$919K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
60+ 0.55% |
$3.06K - $3.3K
|
11K
$592K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
52+ 1.53% |
$2.65K - $2.86K
|
3.45K
$186K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
40New |
$2.04K - $2.2K
|
40
$2.15K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
34+ 0.21% |
$1.73K - $1.87K
|
15.9K
$857K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17New |
$866 - $936
|
17
$914
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3+ 0.04% |
$153 - $165
|
7.51K
$404K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-5- 0.1% |
$255 - $275
|
5.01K
$269K
|