Purchases and Sales Made in Q2 2025 in Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
36.6K+ 219.14% |
$1.91M - $2.34M
|
53.3K
$3.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.1K+ 4.16% |
$1.1M - $1.35M
|
527K
$34.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
17.3KNew |
$901K - $1.11M
|
17.3K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.8K+ 30.32% |
$771K - $947K
|
63.7K
$4.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13K+ 38.23% |
$676K - $829K
|
46.9K
$3.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.7K+ 12.08% |
$661K - $811K
|
118K
$7.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.25KNew |
$221K - $272K
|
4.25K
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.74KNew |
$195K - $239K
|
3.74K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.58K+ 1.11% |
$187K - $229K
|
326K
$21.2M
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
3.44KNew |
$179K - $220K
|
3.44K
$224K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.27KNew |
$170K - $209K
|
3.27K
$213K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.23KNew |
$168K - $206K
|
3.23K
$210K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
2.88K+ 4.53% |
$150K - $184K
|
66.3K
$4.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.81K+ 8.62% |
$146K - $180K
|
35.4K
$2.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.18KNew |
$113K - $139K
|
2.18K
$142K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.87K+ 0.51% |
$97.6K - $120K
|
367K
$23.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.34K+ 2.85% |
$70K - $85.9K
|
48.6K
$3.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.19K+ 10.45% |
$61.9K - $76K
|
12.6K
$818K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.07K+ 1.28% |
$55.6K - $68.3K
|
84.6K
$5.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
976+ 5.49% |
$50.8K - $62.4K
|
18.7K
$1.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
972+ 4.78% |
$50.6K - $62.1K
|
21.3K
$1.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
793New |
$41.3K - $50.7K
|
793
$51.6K
|
|
|
Aug 12, 2025
Q2 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
703+ 14.2% |
$36.6K - $44.9K
|
5.65K
$368K
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
574+ 1.09% |
$29.9K - $36.7K
|
53K
$3.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
508New |
$26.4K - $32.5K
|
508
$33.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
418+ 1.9% |
$21.8K - $26.7K
|
22.4K
$1.46M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
396+ 1.51% |
$20.6K - $25.3K
|
26.7K
$1.73M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
370+ 3.14% |
$19.3K - $23.6K
|
12.1K
$790K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
255+ 0.85% |
$13.3K - $16.3K
|
30.4K
$1.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
250+ 140.45% |
$13K - $16K
|
428
$27.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
115+ 1.0% |
$5.99K - $7.35K
|
11.6K
$758K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
105+ 1.73% |
$5.47K - $6.71K
|
6.17K
$401K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
90New |
$4.69K - $5.75K
|
90
$5.86K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
90+ 1.21% |
$4.69K - $5.75K
|
7.53K
$490K
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
77+ 1.75% |
$4.01K - $4.92K
|
4.47K
$291K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
36+ 0.22% |
$1.87K - $2.3K
|
16.4K
$1.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
35+ 0.8% |
$1.82K - $2.24K
|
4.41K
$287K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30+ 1.15% |
$1.56K - $1.92K
|
2.64K
$172K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
28+ 1.38% |
$1.46K - $1.79K
|
2.06K
$134K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12+ 0.05% |
$625 - $767
|
24.3K
$1.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
9+ 0.15% |
$469 - $575
|
5.97K
$388K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 1.8% |
$364 - $447
|
395
$25.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1New |
$52.1 - $63.9
|
1
$65.1
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-11- 0.99% |
$573 - $703
|
1.1K
$71.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-17- 0.18% |
$885 - $1.09K
|
9.23K
$600K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32- 0.16% |
$1.67K - $2.05K
|
19.7K
$1.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-68- 1.38% |
$3.54K - $4.35K
|
4.84K
$315K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-90- 1.7% |
$4.69K - $5.75K
|
5.21K
$339K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-243- 1.6% |
$12.7K - $15.5K
|
14.9K
$971K
|