Purchases and Sales Made in Q2 2022 in Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
252K+ 186.42% |
$11.5M - $13.4M
|
388K
$20.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
236K+ 18.48% |
$10.7M - $12.6M
|
1.51M
$81.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
156K+ 77.11% |
$7.07M - $8.3M
|
357K
$19.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
70.5KNew |
$3.2M - $3.76M
|
70.5K
$3.79M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
60.8K+ 7.24% |
$2.76M - $3.24M
|
902K
$48.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
60.8K+ 7.24% |
$2.76M - $3.24M
|
902K
$48.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
33.5K+ 716.54% |
$1.52M - $1.79M
|
38.2K
$2.05M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
28.3KNew |
$1.29M - $1.51M
|
28.3K
$1.52M
|
|
|
Jul 29, 2022
Q2 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
13KNew |
$591K - $694K
|
13K
$700K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
12.6K+ 158.07% |
$575K - $674K
|
20.6K
$1.11M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.4K+ 4.86% |
$562K - $660K
|
267K
$14.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.1KNew |
$550K - $646K
|
12.1K
$651K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.7K+ 15.93% |
$533K - $626K
|
85.4K
$4.59M
|
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
11.6K+ 136.99% |
$528K - $619K
|
20.1K
$1.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
10.4K+ 33.13% |
$474K - $556K
|
41.9K
$2.25M
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
9.14K+ 6.34% |
$415K - $487K
|
153K
$8.25M
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
8.35KNew |
$379K - $445K
|
8.35K
$449K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.13KNew |
$324K - $380K
|
7.13K
$383K
|
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
7KNew |
$318K - $373K
|
7K
$377K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.14K+ 4.97% |
$233K - $274K
|
108K
$5.83M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.07K+ 8.03% |
$185K - $217K
|
54.7K
$2.94M
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.77K+ 9.88% |
$171K - $201K
|
41.9K
$2.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.31K+ 82.69% |
$150K - $177K
|
7.32K
$393K
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
3.3K+ 17.78% |
$150K - $176K
|
21.9K
$1.18M
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
BUY
|
- |
3.03KNew |
$138K - $162K
|
3.03K
$163K
|
|
|
Aug 09, 2022
Q2 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.74K+ 0.77% |
$125K - $146K
|
357K
$19.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.59K+ 7.6% |
$118K - $138K
|
36.7K
$1.98M
|
|
|
Jul 20, 2022
Q2 2022
|
Falcon Wealth Planning
|
BUY
|
- |
2.4K+ 1.76% |
$109K - $128K
|
139K
$7.47M
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.89K+ 0.81% |
$85.8K - $101K
|
236K
$12.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.66K+ 26.58% |
$75.6K - $88.7K
|
7.92K
$426K
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.66K+ 26.58% |
$75.6K - $88.7K
|
7.92K
$426K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.61K+ 2.48% |
$73.3K - $86K
|
66.7K
$3.59M
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.53K+ 4.16% |
$69.7K - $81.7K
|
38.4K
$2.06M
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
1.25K+ 2.77% |
$56.6K - $66.4K
|
46.2K
$2.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.18KNew |
$53.4K - $62.6K
|
1.18K
$63.2K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.01K+ 437.07% |
$46.1K - $54.1K
|
1.25K
$67K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
755+ 1.77% |
$34.3K - $40.2K
|
43.3K
$2.33M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
750+ 348.84% |
$34.1K - $40K
|
965
$51.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
694+ 11.88% |
$31.5K - $37K
|
6.54K
$352K
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
635+ 8.29% |
$28.9K - $33.9K
|
8.29K
$446K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
484New |
$22K - $25.8K
|
484
$26K
|
|
|
Aug 08, 2022
Q2 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
401+ 0.99% |
$18.2K - $21.4K
|
40.8K
$2.19M
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
395+ 1.01% |
$17.9K - $21.1K
|
39.4K
$2.12M
|
|
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
217+ 2.14% |
$9.86K - $11.6K
|
10.3K
$557K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
190New |
$8.63K - $10.1K
|
190
$10.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
152+ 3.09% |
$6.91K - $8.1K
|
5.07K
$273K
|
|
|
Jul 11, 2022
Q2 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
146+ 1.47% |
$6.63K - $7.78K
|
10.1K
$543K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
130+ 0.59% |
$5.91K - $6.93K
|
22.2K
$1.19M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
120New |
$5.45K - $6.4K
|
120
$6.45K
|
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
110+ 1.84% |
$5K - $5.86K
|
6.1K
$328K
|