Purchases and Sales Made in Q2 2023 in Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
279K+ 1889.67% |
$13.5M - $14.4M
|
293K
$15.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
271KNew |
$13.2M - $14M
|
271K
$14.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55.8K+ 77.43% |
$2.71M - $2.88M
|
128K
$6.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
50.3K+ 223.57% |
$2.44M - $2.6M
|
72.8K
$3.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
40.6KNew |
$1.97M - $2.1M
|
40.6K
$2.18M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
24.3K+ 5.8% |
$1.18M - $1.25M
|
444K
$23.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.7K+ 3.43% |
$1.15M - $1.22M
|
715K
$38.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
22.7K+ 22.4% |
$1.1M - $1.17M
|
124K
$6.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
14.2K+ 5.96% |
$691K - $735K
|
253K
$13.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.8K+ 61.34% |
$669K - $712K
|
36.3K
$1.95M
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
8.65K+ 4.62% |
$420K - $447K
|
196K
$10.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.29K+ 123.56% |
$402K - $428K
|
15K
$806K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.52KNew |
$365K - $388K
|
7.52K
$405K
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
7KNew |
$340K - $361K
|
7K
$377K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.04K+ 15.17% |
$293K - $312K
|
45.9K
$2.47M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
5.62KNew |
$273K - $290K
|
5.62K
$302K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.06KNew |
$246K - $261K
|
5.06K
$272K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.39KNew |
$213K - $226K
|
4.39K
$236K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.38K+ 5.16% |
$213K - $226K
|
89.3K
$4.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.88K+ 41.81% |
$188K - $200K
|
13.2K
$707K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.64K+ 37.82% |
$176K - $188K
|
13.2K
$713K
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
3.19K+ 7.58% |
$155K - $165K
|
45.3K
$2.44M
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2.39K+ 1.2% |
$116K - $123K
|
201K
$10.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.9K+ 4.64% |
$92K - $97.9K
|
42.8K
$2.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.82K+ 0.46% |
$88.1K - $93.7K
|
396K
$21.3M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.7K+ 5.92% |
$82.6K - $87.8K
|
30.4K
$1.64M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.64K+ 16.48% |
$79.4K - $84.4K
|
11.6K
$622K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.62K+ 0.53% |
$78.6K - $83.6K
|
307K
$16.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.53K+ 16.1% |
$74.4K - $79.1K
|
11.1K
$594K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.26KNew |
$61K - $64.8K
|
1.26K
$67.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.18K+ 4.61% |
$57.2K - $60.9K
|
26.7K
$1.44M
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
965+ 20.75% |
$46.8K - $49.8K
|
5.62K
$302K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
818+ 2.71% |
$39.7K - $42.2K
|
31K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
818+ 1239.39% |
$39.7K - $42.2K
|
884
$47.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
817+ 18.73% |
$39.7K - $42.2K
|
5.18K
$279K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
554+ 0.93% |
$26.9K - $28.6K
|
59.8K
$3.22M
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
539New |
$26.2K - $27.8K
|
539
$29K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
333+ 0.99% |
$16.2K - $17.2K
|
33.9K
$1.82M
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
264+ 4.84% |
$12.8K - $13.6K
|
5.72K
$308K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
245+ 0.48% |
$11.9K - $12.6K
|
51.6K
$2.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
204+ 2.38% |
$9.9K - $10.5K
|
8.79K
$473K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
199+ 1.88% |
$9.66K - $10.3K
|
10.8K
$581K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
196+ 0.92% |
$9.51K - $10.1K
|
21.5K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
152+ 9.77% |
$7.38K - $7.85K
|
1.71K
$91.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
133+ 1.66% |
$6.46K - $6.87K
|
8.13K
$437K
|
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
102+ 2.04% |
$4.95K - $5.27K
|
5.11K
$275K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
94+ 1.77% |
$4.56K - $4.85K
|
5.41K
$291K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
82+ 0.94% |
$3.98K - $4.23K
|
8.82K
$474K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
63+ 1.0% |
$3.06K - $3.25K
|
6.39K
$344K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
27New |
$1.31K - $1.39K
|
27
$1.45K
|