Purchases and Sales Made in Q3 2021 in Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
818KNew |
$43.2M - $46.1M
|
818K
$44M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
70.2K+ 376.2% |
$3.71M - $3.96M
|
88.9K
$4.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
56.1KNew |
$2.97M - $3.16M
|
56.1K
$3.02M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
46.1KNew |
$2.43M - $2.6M
|
46.1K
$2.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
27.4K+ 33.44% |
$1.45M - $1.54M
|
109K
$5.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.2K+ 51.37% |
$1.44M - $1.54M
|
80.3K
$4.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
24.4K+ 23.49% |
$1.29M - $1.38M
|
128K
$6.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.2K+ 49.44% |
$857K - $914K
|
49K
$2.64M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
15.7K+ 8.51% |
$830K - $886K
|
200K
$10.8M
|
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
BUY
|
- |
15.6K+ 16.79% |
$825K - $880K
|
109K
$5.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
13.3K+ 7.41% |
$702K - $749K
|
192K
$10.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
12.6K+ 4.16% |
$668K - $713K
|
316K
$17M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11K+ 6.08% |
$583K - $622K
|
192K
$10.3M
|
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
10.3KNew |
$545K - $581K
|
10.3K
$554K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.27K+ 197.37% |
$437K - $466K
|
12.5K
$670K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.54KNew |
$399K - $425K
|
7.54K
$406K
|
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
6.62K+ 1732.46% |
$350K - $373K
|
7K
$377K
|
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.6K+ 0.7% |
$296K - $316K
|
805K
$43.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
5.38KNew |
$285K - $303K
|
5.38K
$289K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
4.71K+ 7.21% |
$249K - $265K
|
70K
$3.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.23K+ 9.73% |
$223K - $238K
|
47.7K
$2.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.2K+ 4.77% |
$169K - $180K
|
70.2K
$3.78M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.53K+ 0.8% |
$134K - $143K
|
320K
$17.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.16K+ 3.27% |
$114K - $122K
|
68.3K
$3.68M
|
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
1.86K+ 10.29% |
$98.3K - $105K
|
19.9K
$1.07M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.84K+ 21.48% |
$97.1K - $104K
|
10.4K
$559K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
1.37K+ 3.84% |
$72.4K - $77.2K
|
37K
$1.99M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.28K+ 3.93% |
$67.5K - $72K
|
33.7K
$1.81M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.25K+ 13.12% |
$66.1K - $70.5K
|
10.8K
$580K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
1.11K+ 5.15% |
$58.8K - $62.8K
|
22.7K
$1.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.06KNew |
$56K - $59.7K
|
1.06K
$57K
|
|
|
Nov 15, 2021
Q3 2021
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
990+ 1.52% |
$52.3K - $55.8K
|
66.1K
$3.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
944+ 53.91% |
$49.9K - $53.2K
|
2.7K
$145K
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
830+ 17.0% |
$43.9K - $46.8K
|
5.71K
$307K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
799+ 2.53% |
$42.2K - $45.1K
|
32.4K
$1.74M
|
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
707New |
$37.4K - $39.9K
|
707
$38K
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
618+ 9.07% |
$32.7K - $34.8K
|
7.43K
$400K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
595+ 66.33% |
$31.5K - $33.6K
|
1.49K
$80.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
535+ 2.37% |
$28.3K - $30.2K
|
23.1K
$1.24M
|
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
390+ 4.17% |
$20.6K - $22K
|
9.75K
$524K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
360+ 1.13% |
$19K - $20.3K
|
32.1K
$1.73M
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
180New |
$9.52K - $10.2K
|
180
$9.68K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
128New |
$6.77K - $7.22K
|
128
$6.89K
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
111+ 30.25% |
$5.87K - $6.26K
|
478
$25.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
102New |
$5.39K - $5.75K
|
102
$5.49K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
23+ 0.07% |
$1.22K - $1.3K
|
32.3K
$1.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20+ 0.48% |
$1.06K - $1.13K
|
4.23K
$227K
|
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
BUY
|
- |
11+ 0.15% |
$582 - $620
|
7.54K
$406K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11+ 0.25% |
$582 - $620
|
4.35K
$234K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.64% |
$52.9 - $56.4
|
157
$8.45K
|