Purchases and Sales Made in Q3 2022 in Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM) during Q3 2022. 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 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
275K+ 30.47% |
$11M - $13.1M
|
1.18M
$62.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
159K+ 103.78% |
$6.34M - $7.58M
|
312K
$16.6M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
144K+ 61.31% |
$5.76M - $6.88M
|
380K
$20.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
58.2K+ 21.77% |
$2.32M - $2.77M
|
325K
$17.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.7K+ 101.74% |
$2.22M - $2.65M
|
110K
$5.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
54.7KNew |
$2.18M - $2.61M
|
54.7K
$2.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
53.4K+ 41.26% |
$2.13M - $2.55M
|
183K
$9.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.2K+ 12.69% |
$1.96M - $2.34M
|
437K
$23.2M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
46KNew |
$1.83M - $2.19M
|
46K
$2.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.2K+ 84.15% |
$1.68M - $2.01M
|
92.2K
$4.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
26.2KNew |
$1.04M - $1.25M
|
26.2K
$1.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
BUY
|
- |
25.6K+ 18.44% |
$1.02M - $1.22M
|
165K
$8.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
23KNew |
$915K - $1.09M
|
23K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
20.7K+ 5.81% |
$827K - $988K
|
378K
$20M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
18.7KNew |
$745K - $890K
|
18.7K
$992K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
18.2KNew |
$725K - $867K
|
18.2K
$966K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
10.7K+ 51.88% |
$427K - $510K
|
31.4K
$1.66M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10KNew |
$399K - $477K
|
10K
$532K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.99K+ 9.22% |
$398K - $476K
|
118K
$6.28M
|
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
8.21K+ 9.33% |
$327K - $391K
|
96.2K
$5.11M
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
8.06K+ 40.14% |
$321K - $384K
|
28.1K
$1.49M
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
7.9K+ 36.11% |
$315K - $377K
|
29.8K
$1.58M
|
|
|
Oct 11, 2022
Q3 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.43KNew |
$296K - $354K
|
7.43K
$394K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.21K+ 3.34% |
$287K - $344K
|
223K
$11.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
6.73K+ 7.5% |
$268K - $320K
|
96.4K
$5.12M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.03KNew |
$240K - $287K
|
6.03K
$320K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.76K+ 5.57% |
$190K - $227K
|
90.2K
$4.78M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.85K+ 10.49% |
$154K - $184K
|
40.6K
$2.15M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.84K+ 10.04% |
$113K - $135K
|
31.2K
$1.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.22K+ 229.64% |
$88.3K - $106K
|
3.18K
$169K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
1.79K+ 3.88% |
$71.3K - $85.3K
|
48K
$2.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.6K+ 13.2% |
$63.7K - $76.2K
|
13.7K
$728K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
904+ 1.36% |
$36K - $43.1K
|
67.6K
$3.59M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
865+ 10.92% |
$34.5K - $41.2K
|
8.79K
$466K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
865+ 10.92% |
$34.5K - $41.2K
|
8.79K
$466K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
770New |
$30.7K - $36.7K
|
770
$40.9K
|
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
685+ 11.23% |
$27.3K - $32.6K
|
6.79K
$360K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
603+ 8.24% |
$24K - $28.7K
|
7.92K
$420K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
590+ 5.98% |
$23.5K - $28.1K
|
10.5K
$555K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
454+ 2.24% |
$18.1K - $21.6K
|
20.7K
$1.1M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
403+ 3.33% |
$16.1K - $19.2K
|
12.5K
$663K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
217New |
$8.65K - $10.3K
|
217
$11.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
176+ 8.84% |
$7.02K - $8.39K
|
2.17K
$115K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
176+ 0.46% |
$7.02K - $8.39K
|
38.6K
$2.05M
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
127+ 0.39% |
$5.06K - $6.05K
|
32.7K
$1.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
99+ 82.5% |
$3.95K - $4.72K
|
219
$11.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
85+ 0.82% |
$3.39K - $4.05K
|
10.4K
$554K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
67New |
$2.67K - $3.19K
|
67
$3.56K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
15New |
$598 - $715
|
15
$796
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11+ 0.42% |
$438 - $524
|
2.6K
$138K
|