Purchases and Sales Made in Q3 2023 in Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM) during Q3 2023. 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, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
98.8K+ 135.61% |
$4.75M - $5.11M
|
172K
$9.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
89K+ 32.83% |
$4.29M - $4.61M
|
360K
$19.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
62.9K+ 21.43% |
$3.03M - $3.26M
|
356K
$19.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
58.2K+ 143.28% |
$2.8M - $3.01M
|
98.8K
$5.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47.9K+ 6.69% |
$2.3M - $2.48M
|
763K
$41.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.6K+ 585.14% |
$1.43M - $1.53M
|
34.7K
$1.87M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
26.6K+ 5.99% |
$1.28M - $1.38M
|
470K
$25.3M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
23.9KNew |
$1.15M - $1.24M
|
23.9K
$1.29M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
22.4K+ 6.51% |
$1.08M - $1.16M
|
366K
$19.7M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
20.8K+ 45.36% |
$1M - $1.08M
|
66.7K
$3.59M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
19.2K+ 29.21% |
$926K - $996K
|
85.1K
$4.58M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
15.5K+ 49.82% |
$744K - $801K
|
46.5K
$2.5M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
13KNew |
$625K - $672K
|
13K
$698K
|
|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
9.2K+ 2.32% |
$443K - $476K
|
406K
$21.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7.75K+ 6200.0% |
$373K - $401K
|
7.88K
$424K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.17K+ 1.98% |
$249K - $267K
|
266K
$14.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
4.6K+ 5.27% |
$221K - $238K
|
91.8K
$4.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.2K+ 5.86% |
$202K - $218K
|
75.9K
$4.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
3.53K+ 1.39% |
$170K - $183K
|
257K
$13.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.49K+ 15.99% |
$168K - $181K
|
25.3K
$1.36M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.4KNew |
$163K - $176K
|
3.4K
$183K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3.15KNew |
$152K - $163K
|
3.15K
$170K
|
|
|
Oct 31, 2023
Q3 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.86K+ 4.45% |
$89.5K - $96.3K
|
43.6K
$2.35M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.4K+ 4.11% |
$67.1K - $72.2K
|
35.3K
$1.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.11K+ 4.14% |
$53.3K - $57.4K
|
27.9K
$1.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.08K+ 8.2% |
$51.9K - $55.8K
|
14.2K
$765K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
909+ 2.12% |
$43.8K - $47.1K
|
43.7K
$2.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
635+ 3.08% |
$30.6K - $32.9K
|
21.2K
$1.14M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
390+ 0.76% |
$18.8K - $20.2K
|
51.9K
$2.79M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
308+ 2.67% |
$14.8K - $16K
|
11.9K
$638K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
222+ 2.1% |
$10.7K - $11.5K
|
10.8K
$581K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
172+ 0.29% |
$8.28K - $8.91K
|
60K
$3.23M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
171+ 17.54% |
$8.23K - $8.86K
|
1.15K
$61.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
144+ 0.89% |
$6.93K - $7.46K
|
16.3K
$878K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
97+ 1.1% |
$4.67K - $5.02K
|
8.88K
$478K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
68+ 0.63% |
$3.27K - $3.52K
|
10.9K
$585K
|
|
|
Oct 10, 2023
Q3 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
45+ 0.55% |
$2.17K - $2.33K
|
8.17K
$440K
|
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
35+ 0.69% |
$1.68K - $1.81K
|
5.14K
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
24+ 0.37% |
$1.16K - $1.24K
|
6.47K
$348K
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
21+ 0.47% |
$1.01K - $1.09K
|
4.48K
$241K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18New |
$866 - $932
|
18
$968
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8+ 0.37% |
$385 - $414
|
2.15K
$116K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1+ 0.01% |
$48.1 - $51.8
|
9.25K
$497K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3- 37.5% |
$144 - $155
|
5
$269
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-33- 0.58% |
$1.59K - $1.71K
|
5.69K
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-46- 0.53% |
$2.21K - $2.38K
|
8.64K
$465K
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-50- 0.25% |
$2.41K - $2.59K
|
20.2K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-52- 0.59% |
$2.5K - $2.69K
|
8.76K
$471K
|