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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-7- 0.17% |
$357 - $386
|
4.11K
$221K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9- 6.98% |
$458 - $496
|
120
$6.45K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-26- 0.28% |
$1.32K - $1.43K
|
9.34K
$502K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-30- 0.13% |
$1.53K - $1.65K
|
23.4K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-78- 1.77% |
$3.97K - $4.3K
|
4.33K
$233K
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-104- 1.86% |
$5.3K - $5.73K
|
5.48K
$295K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-216- 3.44% |
$11K - $11.9K
|
6.07K
$326K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-224- 1.06% |
$11.4K - $12.3K
|
20.9K
$1.12M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-292- 5.79% |
$14.9K - $16.1K
|
4.76K
$256K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-329- 0.39% |
$16.8K - $18.1K
|
83.9K
$4.51M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-339- 6.01% |
$17.3K - $18.7K
|
5.3K
$285K
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-435- 1.69% |
$22.2K - $24K
|
25.3K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-444- 2.42% |
$22.6K - $24.5K
|
17.9K
$964K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-548- 2.98% |
$27.9K - $30.2K
|
17.9K
$961K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-557- 3.72% |
$28.4K - $30.7K
|
14.4K
$776K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-623- 3.09% |
$31.7K - $34.3K
|
19.6K
$1.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-656- 6.42% |
$33.4K - $36.1K
|
9.56K
$514K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-726- 8.76% |
$37K - $40K
|
7.56K
$407K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.19K- 5.02% |
$60.6K - $65.5K
|
22.5K
$1.21M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.58K- 1.29% |
$80.6K - $87.2K
|
121K
$6.53M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.6K- 0.15% |
$81.2K - $87.9K
|
1.03M
$55.4M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.76K- 8.81% |
$89.9K - $97.2K
|
18.3K
$982K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.86K- 2.19% |
$94.9K - $103K
|
83.3K
$4.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.02K- 3.66% |
$154K - $166K
|
79.3K
$4.26M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.12K- 5.86% |
$159K - $172K
|
50K
$2.69M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.12K- 14.98% |
$159K - $172K
|
17.7K
$952K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-3.42K- 7.12% |
$174K - $189K
|
44.7K
$2.4M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3.83K- 10.1% |
$195K - $211K
|
34.1K
$1.83M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.26K- 21.17% |
$217K - $235K
|
15.9K
$853K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.04K- 8.36% |
$257K - $278K
|
55.3K
$2.97M
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-5.31K- 7.16% |
$271K - $293K
|
68.9K
$3.71M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.84K- 24.54% |
$348K - $377K
|
21K
$1.13M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.43K- 38.96% |
$480K - $520K
|
14.8K
$795K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-13.6K- 17.03% |
$695K - $752K
|
66.5K
$3.58M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28.1K- 2.66% |
$1.43M - $1.55M
|
1.03M
$55.4M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28.1K- 2.66% |
$1.43M - $1.55M
|
1.03M
$55.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-458K- 94.43% |
$23.3M - $25.2M
|
27K
$1.45M
|