Purchases and Sales Made in Q4 2021 in Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
199KNew |
$10.3M - $10.9M
|
199K
$10.7M
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
116KNew |
$5.98M - $6.35M
|
116K
$6.23M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
73.3KNew |
$3.78M - $4.02M
|
73.3K
$3.94M
|
|
Apr 05, 2022
Q4 2021
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
39.2KNew |
$2.02M - $2.15M
|
39.2K
$2.11M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36.3K+ 107.54% |
$1.87M - $1.99M
|
70K
$3.77M
|
|
Feb 07, 2022
Q4 2021
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
34.5KNew |
$1.78M - $1.89M
|
34.5K
$1.85M
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
31.6K+ 3.92% |
$1.63M - $1.73M
|
836K
$45M
|
|
Jan 10, 2022
Q4 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
26K+ 8.23% |
$1.34M - $1.43M
|
342K
$18.4M
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
21.2K+ 19.43% |
$1.09M - $1.16M
|
130K
$7.02M
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.3KNew |
$996K - $1.06M
|
19.3K
$1.04M
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
16.3K+ 104.94% |
$841K - $893K
|
31.8K
$1.71M
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
15.7K+ 42.01% |
$809K - $859K
|
53K
$2.85M
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
14.5K+ 20.64% |
$748K - $795K
|
84.7K
$4.56M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.2K+ 1.74% |
$733K - $779K
|
832K
$44.7M
|
|
Jan 21, 2022
Q4 2021
|
Melone Private Wealth, LLC
|
BUY
|
- |
12.5KNew |
$644K - $684K
|
12.5K
$672K
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
11.5K+ 57.51% |
$592K - $628K
|
31.4K
$1.69M
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
BUY
|
- |
10.8K+ 9.97% |
$558K - $593K
|
119K
$6.42M
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
9.8K+ 27.3% |
$506K - $537K
|
45.7K
$2.46M
|
|
Feb 15, 2022
Q4 2021
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
9.03K+ 13.65% |
$466K - $495K
|
75.1K
$4.04M
|
|
Feb 11, 2022
Q4 2021
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
8.87KNew |
$458K - $486K
|
8.87K
$477K
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
8.01K+ 11.45% |
$413K - $439K
|
78K
$4.19M
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
7.57KNew |
$391K - $415K
|
7.57K
$407K
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.52K+ 9.37% |
$388K - $412K
|
87.8K
$4.72M
|
|
Jan 21, 2022
Q4 2021
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
7.14KNew |
$368K - $391K
|
7.14K
$384K
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
6.87KNew |
$354K - $376K
|
6.87K
$369K
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.85K+ 119.88% |
$353K - $375K
|
12.6K
$676K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.73K+ 14.11% |
$347K - $369K
|
54.4K
$2.93M
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.66K+ 44.97% |
$343K - $365K
|
21.5K
$1.15M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
6.37K+ 3.31% |
$329K - $349K
|
199K
$10.7M
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
6.11K+ 3.05% |
$315K - $335K
|
206K
$11.1M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.78K+ 5.91% |
$298K - $316K
|
103K
$5.57M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.39K+ 2.28% |
$226K - $240K
|
197K
$10.6M
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
4.2KNew |
$217K - $230K
|
4.2K
$226K
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.87KNew |
$200K - $212K
|
3.87K
$208K
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.53K+ 7.81% |
$131K - $139K
|
35K
$1.88M
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
2.51K+ 46.56% |
$129K - $137K
|
7.89K
$424K
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
2.5K+ 6.76% |
$129K - $137K
|
39.5K
$2.13M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.43K+ 7.53% |
$125K - $133K
|
34.7K
$1.87M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.38K+ 88.13% |
$123K - $130K
|
5.07K
$273K
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.25K+ 3.29% |
$116K - $123K
|
70.6K
$3.8M
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.7KNew |
$87.6K - $93.1K
|
1.7K
$91.3K
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.43KNew |
$73.9K - $78.5K
|
1.43K
$77K
|
|
Jan 14, 2022
Q4 2021
|
Culbertson A N & CO Inc
|
BUY
|
- |
800+ 10.17% |
$41.3K - $43.8K
|
8.67K
$466K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
748+ 322.41% |
$38.6K - $41K
|
980
$52.7K
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
594+ 0.9% |
$30.7K - $32.6K
|
66.4K
$3.57M
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
500New |
$25.8K - $27.4K
|
500
$26.9K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
461+ 10.91% |
$23.8K - $25.3K
|
4.69K
$252K
|
|
Feb 07, 2022
Q4 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
287+ 1.73% |
$14.8K - $15.7K
|
16.9K
$910K
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
280New |
$14.4K - $15.3K
|
280
$15.1K
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
246New |
$12.7K - $13.5K
|
246
$13.2K
|