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 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-21- 0.72% |
$1.11K - $1.18K
|
2.89K
$155K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-40- 18.43% |
$2.11K - $2.26K
|
177
$9.52K
|
|
Oct 22, 2021
Q3 2021
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-45- 0.81% |
$2.38K - $2.54K
|
5.53K
$297K
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-49- 0.53% |
$2.59K - $2.76K
|
9.24K
$497K
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-75- 1.0% |
$3.97K - $4.23K
|
7.45K
$401K
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-76- 36.36% |
$4.02K - $4.29K
|
133
$7.15K
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-78- 0.17% |
$4.12K - $4.4K
|
44.5K
$2.39M
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
SELL
|
- |
-95- 0.55% |
$5.02K - $5.36K
|
17.2K
$924K
|
|
Oct 20, 2021
Q3 2021
|
Moller Financial Services
|
SELL
|
- |
-118- 0.07% |
$6.24K - $6.65K
|
159K
$8.55M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-174- 0.54% |
$9.2K - $9.81K
|
32.3K
$1.74M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-215- 0.83% |
$11.4K - $12.1K
|
25.6K
$1.38M
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-243Closed |
$12.8K - $13.7K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-268- 3.95% |
$14.2K - $15.1K
|
6.52K
$351K
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-270Closed |
$14.3K - $15.2K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-320- 0.85% |
$16.9K - $18K
|
37.3K
$2.01M
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-332- 4.78% |
$17.6K - $18.7K
|
6.61K
$355K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-565- 3.05% |
$29.9K - $31.9K
|
17.9K
$965K
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
SELL
|
- |
-649- 2.35% |
$34.3K - $36.6K
|
27K
$1.45M
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-809Closed |
$42.8K - $45.6K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.34K- 4.06% |
$70.8K - $75.6K
|
31.7K
$1.7M
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.45K- 7.85% |
$76.7K - $81.8K
|
17K
$916K
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-1.65KClosed |
$87.4K - $93.3K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.86KClosed |
$98.3K - $105K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.53K- 33.35% |
$134K - $143K
|
5.06K
$272K
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.66K- 1.47% |
$141K - $150K
|
178K
$9.59M
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4KClosed |
$211K - $226K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.01KClosed |
$212K - $226K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.78K- 9.09% |
$253K - $269K
|
47.8K
$2.57M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.92K- 24.95% |
$260K - $277K
|
14.8K
$796K
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-5.83KClosed |
$308K - $329K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.88K- 5.67% |
$311K - $331K
|
97.7K
$5.26M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.42K- 6.23% |
$339K - $362K
|
96.5K
$5.19M
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.12KClosed |
$376K - $401K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7.29K- 9.98% |
$385K - $411K
|
65.8K
$3.54M
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-9.72KClosed |
$514K - $548K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-14.5K- 23.07% |
$766K - $817K
|
48.3K
$2.6M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-27.9KClosed |
$1.48M - $1.57M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-37.7K- 12.0% |
$2M - $2.13M
|
277K
$14.9M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-40.6KClosed |
$2.15M - $2.29M
|
0
$0
|