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 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-264- 2.76% |
$13.9K - $14.9K
|
9.3K
$500K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-284- 4.68% |
$14.9K - $16K
|
5.78K
$311K
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-325- 1.28% |
$17.1K - $18.3K
|
25K
$1.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-366- 6.91% |
$19.2K - $20.7K
|
4.93K
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-419- 3.01% |
$22K - $23.6K
|
13.5K
$726K
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-427- 2.96% |
$22.4K - $24.1K
|
14K
$753K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-537- 4.14% |
$28.2K - $30.3K
|
12.4K
$669K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-601- 3.35% |
$31.6K - $33.9K
|
17.3K
$931K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-629- 3.01% |
$33K - $35.5K
|
20.3K
$1.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-667- 8.82% |
$35K - $37.6K
|
6.9K
$371K
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
SELL
|
- |
-778- 0.64% |
$40.9K - $43.9K
|
120K
$6.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-936- 1.87% |
$49.2K - $52.8K
|
49.1K
$2.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.03K- 5.17% |
$54K - $58K
|
18.8K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.05K- 5.0% |
$55.2K - $59.3K
|
20K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.15K- 21.48% |
$60.5K - $65K
|
4.21K
$226K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.35K- 86.52% |
$71.1K - $76.4K
|
211
$11.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.4K- 8.18% |
$73.4K - $78.8K
|
15.7K
$843K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.78K- 5.22% |
$93.5K - $100K
|
32.3K
$1.74M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.84K- 10.09% |
$96.7K - $104K
|
16.4K
$883K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.96K- 0.49% |
$103K - $111K
|
397K
$21.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.14K- 2.55% |
$113K - $121K
|
81.7K
$4.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.83K- 3.39% |
$149K - $160K
|
80.5K
$4.33M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.58K- 12.46% |
$188K - $202K
|
25.1K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3.89K- 5.65% |
$204K - $220K
|
65K
$3.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-4.52K- 22.43% |
$238K - $255K
|
15.6K
$841K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.91K- 21.8% |
$258K - $277K
|
17.6K
$947K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.01K- 33.96% |
$316K - $339K
|
11.7K
$628K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.25K- 9.4% |
$328K - $353K
|
60.2K
$3.24M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-6.35K- 23.5% |
$334K - $358K
|
20.7K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.11K- 10.08% |
$426K - $458K
|
72.3K
$3.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-9.63K- 10.41% |
$506K - $544K
|
82.9K
$4.46M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17.6K- 26.4% |
$925K - $994K
|
49.1K
$2.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-20.7K- 5.22% |
$1.09M - $1.17M
|
377K
$20.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-25.7K- 46.46% |
$1.35M - $1.45M
|
29.6K
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-45.4K- 60.4% |
$2.38M - $2.56M
|
29.7K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-73.1K- 16.69% |
$3.84M - $4.13M
|
365K
$19.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-82.2K- 90.86% |
$4.32M - $4.64M
|
8.27K
$445K
|