Purchases and Sales Made in Q3 2024 in Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
57.6K+ 46.14% |
$3.01M - $3.34M
|
182K
$9.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.1K+ 4.46% |
$2.41M - $2.68M
|
1.08M
$58M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
28.8KNew |
$1.5M - $1.67M
|
28.8K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.2KNew |
$688K - $766K
|
13.2K
$709K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
11.7K+ 4.69% |
$613K - $682K
|
262K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.2K+ 3.36% |
$586K - $651K
|
345K
$18.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.57K+ 56.25% |
$343K - $382K
|
18.3K
$982K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
4.32KNew |
$226K - $251K
|
4.32K
$232K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
4.04K+ 10.22% |
$211K - $234K
|
43.5K
$2.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
3.79K+ 11.39% |
$198K - $220K
|
37.1K
$1.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
3.7KNew |
$193K - $215K
|
3.7K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3K+ 10.1% |
$157K - $174K
|
32.7K
$1.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.74K+ 10.59% |
$143K - $159K
|
28.6K
$1.54M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.15K+ 8.55% |
$112K - $125K
|
27.3K
$1.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.01K+ 4.04% |
$105K - $117K
|
51.7K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.75K+ 500.0% |
$91.4K - $102K
|
2.1K
$113K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.65K+ 7.16% |
$86.1K - $95.8K
|
24.7K
$1.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 10.02% |
$80.8K - $89.9K
|
17K
$914K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.48K+ 1.81% |
$77.5K - $86.2K
|
83.2K
$4.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
994+ 2.23% |
$51.9K - $57.8K
|
45.5K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
856+ 4.29% |
$44.7K - $49.7K
|
20.8K
$1.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
762New |
$39.8K - $44.3K
|
762
$41K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
598+ 28.15% |
$31.2K - $34.7K
|
2.72K
$146K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
564+ 2.55% |
$29.5K - $32.8K
|
22.7K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
288+ 0.64% |
$15K - $16.7K
|
45.3K
$2.44M
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
283+ 6.78% |
$14.8K - $16.4K
|
4.45K
$240K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
278+ 1.37% |
$14.5K - $16.2K
|
20.5K
$1.1M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
254+ 0.43% |
$13.3K - $14.8K
|
59.5K
$3.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
251New |
$13.1K - $14.6K
|
251
$13.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
155+ 1.11% |
$8.1K - $9.01K
|
14.2K
$762K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
140+ 3.07% |
$7.31K - $8.13K
|
4.7K
$253K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
140+ 0.51% |
$7.31K - $8.13K
|
27.6K
$1.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
117+ 0.4% |
$6.11K - $6.8K
|
29.7K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
60+ 0.38% |
$3.13K - $3.49K
|
15.7K
$847K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
52+ 0.46% |
$2.72K - $3.02K
|
11.3K
$606K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
43+ 0.18% |
$2.25K - $2.5K
|
23.3K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
21+ 0.5% |
$1.1K - $1.22K
|
4.23K
$227K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.54% |
$104 - $116
|
374
$20.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2+ 0.03% |
$104 - $116
|
7.53K
$405K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.06% |
$104 - $116
|
3.25K
$175K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 66.67% |
$104 - $116
|
1
$53.8
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-7- 0.13% |
$366 - $407
|
5.18K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-30- 0.32% |
$1.57K - $1.74K
|
9.31K
$501K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-36- 0.12% |
$1.88K - $2.09K
|
30.1K
$1.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-44- 26.19% |
$2.3K - $2.56K
|
124
$6.67K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-60- 1.1% |
$3.13K - $3.49K
|
5.4K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-65- 6.1% |
$3.4K - $3.78K
|
1K
$53.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-87- 0.11% |
$4.54K - $5.05K
|
79.2K
$4.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-145- 0.24% |
$7.57K - $8.42K
|
60.1K
$3.23M
|