Purchases and Sales Made in Q1 2025 in Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM) during Q1 2025. 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 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
44.3K+ 17.23% |
$2.31M - $2.65M
|
302K
$18.2M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
8.52K+ 18.6% |
$445K - $510K
|
54.3K
$3.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.15K+ 22.13% |
$321K - $368K
|
33.9K
$2.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
4.91KNew |
$256K - $294K
|
4.91K
$297K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
4.3KNew |
$224K - $257K
|
4.3K
$260K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.21K+ 106833.33% |
$167K - $192K
|
3.21K
$194K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.85K+ 16.29% |
$149K - $171K
|
20.3K
$1.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.48K+ 4.63% |
$130K - $149K
|
56.1K
$3.4M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.98K+ 82.51% |
$103K - $118K
|
4.37K
$264K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
816New |
$42.6K - $48.8K
|
816
$49.4K
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
514+ 11.58% |
$26.8K - $30.8K
|
4.95K
$300K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
512+ 3.24% |
$26.7K - $30.6K
|
16.3K
$986K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
445+ 2.57% |
$23.2K - $26.6K
|
17.8K
$1.08M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
320New |
$16.7K - $19.2K
|
320
$19.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
246New |
$12.8K - $14.7K
|
246
$14.9K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
98+ 0.15% |
$5.11K - $5.87K
|
63.4K
$3.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
85+ 0.35% |
$4.44K - $5.09K
|
24.4K
$1.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
48+ 0.42% |
$2.51K - $2.87K
|
11.4K
$688K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.38% |
$1.2K - $1.38K
|
6.06K
$367K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.26% |
$52.2 - $59.9
|
388
$23.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-46- 10.72% |
$2.4K - $2.75K
|
383
$23.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-136- 0.45% |
$7.1K - $8.14K
|
30.1K
$1.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-210- 0.4% |
$11K - $12.6K
|
52.5K
$3.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-478- 0.97% |
$24.9K - $28.6K
|
48.8K
$2.95M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.11K- 0.28% |
$57.7K - $66.1K
|
390K
$23.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.11K- 1.85% |
$57.9K - $66.4K
|
58.8K
$3.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-2.44K- 17.49% |
$128K - $146K
|
11.5K
$697K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.51K- 3.22% |
$131K - $150K
|
75.4K
$4.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.64K- 5.62% |
$190K - $218K
|
61.2K
$3.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-3.85K- 26.19% |
$201K - $231K
|
10.9K
$657K
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
SELL
|
- |
-4.34K- 3.71% |
$227K - $260K
|
113K
$6.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-31.1K- 57.74% |
$1.63M - $1.86M
|
22.8K
$1.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-123K- 26.5% |
$6.44M - $7.39M
|
342K
$20.7M
|