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 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-881- 6.82% |
$45.9K - $56.3K
|
12K
$783K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-997- 32.82% |
$51.9K - $63.7K
|
2.04K
$133K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.12K- 10.34% |
$58.4K - $71.7K
|
9.73K
$633K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 1.66% |
$65.3K - $80.2K
|
74.1K
$4.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 8.02% |
$68K - $83.5K
|
15K
$976K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.88K- 12.49% |
$97.7K - $120K
|
13.2K
$856K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.31K- 3.78% |
$120K - $148K
|
58.9K
$3.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3K- 0.77% |
$156K - $192K
|
387K
$25.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3.62K- 5.92% |
$188K - $231K
|
57.5K
$3.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.01K- 8.21% |
$209K - $256K
|
44.8K
$2.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.08K- 6.94% |
$212K - $261K
|
54.8K
$3.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-5.83K- 5.17% |
$303K - $372K
|
107K
$6.96M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.54K- 28.67% |
$340K - $418K
|
16.3K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-12.4K- 29.61% |
$647K - $795K
|
29.6K
$1.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-27.4K- 8.02% |
$1.43M - $1.75M
|
315K
$20.5M
|