Purchases and Sales Made in Q2 2024 in Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
250KNew |
$13.2M - $14.1M
|
250K
$13.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
50.9K+ 143.58% |
$2.67M - $2.87M
|
86.3K
$4.64M
|
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
45.5KNew |
$2.39M - $2.57M
|
45.5K
$2.45M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
41.1K+ 10.68% |
$2.16M - $2.32M
|
426K
$22.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
39.8KNew |
$2.09M - $2.25M
|
39.8K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.8KNew |
$1.36M - $1.46M
|
25.8K
$1.39M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
15.6K+ 210.05% |
$819K - $880K
|
23K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.3K+ 3.2% |
$543K - $584K
|
334K
$18M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.96K+ 3.62% |
$523K - $562K
|
285K
$15.3M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.84K+ 21.07% |
$412K - $442K
|
45K
$2.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.75K+ 0.73% |
$302K - $324K
|
794K
$42.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.81KNew |
$253K - $272K
|
4.81K
$259K
|
|
|
Aug 02, 2024
Q2 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
4.17KNew |
$219K - $235K
|
4.17K
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
4.16KNew |
$218K - $235K
|
4.16K
$224K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
3.5K+ 11.75% |
$184K - $198K
|
33.3K
$1.79M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.42K+ 2.81% |
$179K - $193K
|
125K
$6.71M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
2.67K+ 7.26% |
$140K - $151K
|
39.5K
$2.12M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.66K+ 5.08% |
$140K - $150K
|
55K
$2.96M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.31K+ 11.66% |
$121K - $130K
|
22.1K
$1.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.83K+ 3.83% |
$96.4K - $104K
|
49.7K
$2.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.6K+ 0.15% |
$83.8K - $90K
|
1.03M
$55.5M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.6K+ 0.15% |
$83.8K - $90K
|
1.03M
$55.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.32K+ 164.18% |
$69.4K - $74.5K
|
2.12K
$114K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
955+ 1.64% |
$50.2K - $53.9K
|
59.3K
$3.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
512+ 1.9% |
$26.9K - $28.9K
|
27.5K
$1.48M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
456+ 1.03% |
$24K - $25.7K
|
44.6K
$2.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
456+ 3.04% |
$24K - $25.7K
|
15.4K
$830K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
350New |
$18.4K - $19.8K
|
350
$18.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
235New |
$12.3K - $13.3K
|
235
$12.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
203+ 1.27% |
$10.7K - $11.5K
|
16.1K
$868K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
200New |
$10.5K - $11.3K
|
200
$10.8K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
196+ 1.33% |
$10.3K - $11.1K
|
15K
$806K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
194+ 1.76% |
$10.2K - $10.9K
|
11.2K
$603K
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
176+ 3.51% |
$9.25K - $9.93K
|
5.19K
$279K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
90New |
$4.73K - $5.08K
|
90
$4.84K
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
10+ 0.13% |
$525 - $564
|
7.52K
$405K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9+ 0.07% |
$473 - $508
|
13.3K
$714K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
9+ 1.86% |
$473 - $508
|
494
$26.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7+ 1.92% |
$368 - $395
|
372
$20K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 3.7% |
$52.5 - $56.4
|
28
$1.51K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.03% |
$1.1K - $1.19K
|
79.2K
$4.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-22- 0.4% |
$1.16K - $1.24K
|
5.46K
$294K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-35- 17.24% |
$1.84K - $1.98K
|
168
$9.04K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-38- 0.13% |
$2K - $2.14K
|
30.1K
$1.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-117- 0.66% |
$6.15K - $6.6K
|
17.7K
$954K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-140- 0.6% |
$7.36K - $7.9K
|
23.3K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-145- 0.91% |
$7.62K - $8.18K
|
15.7K
$845K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-172- 3.98% |
$9.04K - $9.71K
|
4.16K
$223K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-201- 5.82% |
$10.6K - $11.3K
|
3.25K
$175K
|