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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
226+ 0.88% |
$11.7K - $12.4K
|
25.8K
$1.39M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
225+ 3.03% |
$11.6K - $12.3K
|
7.66K
$412K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
216+ 0.44% |
$11.1K - $11.8K
|
49.2K
$2.65M
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
212+ 2.17% |
$10.9K - $11.6K
|
9.96K
$536K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
110New |
$5.68K - $6.03K
|
110
$5.92K
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
85+ 0.26% |
$4.39K - $4.66K
|
32.4K
$1.74M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
40+ 8.39% |
$2.06K - $2.19K
|
517
$27.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
27New |
$1.39K - $1.48K
|
27
$1.45K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9+ 0.21% |
$464 - $493
|
4.36K
$234K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 0.76% |
$413 - $438
|
1.07K
$57.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4+ 0.02% |
$206 - $219
|
17.9K
$965K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 1.27% |
$103 - $110
|
159
$8.55K
|
|
|
Jan 24, 2022
Q4 2021
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-2- 0.04% |
$103 - $110
|
5.53K
$297K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10- 0.02% |
$516 - $548
|
47.8K
$2.57M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-30Closed |
$1.55K - $1.64K
|
0
$0
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-40- 18.43% |
$2.06K - $2.19K
|
177
$9.52K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-54- 3.62% |
$2.79K - $2.96K
|
1.44K
$77.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-102Closed |
$5.26K - $5.59K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-154- 2.33% |
$7.95K - $8.44K
|
6.46K
$347K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-172- 5.9% |
$8.88K - $9.43K
|
2.74K
$148K
|
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-217- 0.94% |
$11.2K - $11.9K
|
22.9K
$1.23M
|
|
|
Jan 27, 2022
Q4 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-225- 0.71% |
$11.6K - $12.3K
|
31.4K
$1.69M
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-256- 8.87% |
$13.2K - $14K
|
2.63K
$142K
|
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-272- 1.6% |
$14K - $14.9K
|
16.8K
$901K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-300- 7.25% |
$15.5K - $16.4K
|
3.84K
$206K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-300Closed |
$15.5K - $16.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-325- 3.02% |
$16.8K - $17.8K
|
10.5K
$562K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-353- 73.85% |
$18.2K - $19.3K
|
125
$6.72K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-365- 1.14% |
$18.8K - $20K
|
31.7K
$1.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-468Closed |
$24.1K - $25.6K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-516- 7.92% |
$26.6K - $28.3K
|
6K
$323K
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-545- 77.09% |
$28.1K - $29.9K
|
162
$8.71K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-613- 84.2% |
$31.6K - $33.6K
|
115
$6.19K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-702- 13.87% |
$36.2K - $38.5K
|
4.36K
$235K
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-884- 1.83% |
$45.6K - $48.4K
|
47.4K
$2.55M
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
SELL
|
- |
-914- 8.87% |
$47.2K - $50.1K
|
9.39K
$505K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-975- 50.0% |
$50.3K - $53.4K
|
975
$52.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.45KClosed |
$74.6K - $79.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.58K- 15.21% |
$81.5K - $86.5K
|
8.81K
$474K
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-1.59K- 21.04% |
$81.9K - $87K
|
5.96K
$320K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-1.62K- 7.12% |
$83.6K - $88.8K
|
21.1K
$1.14M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.18K- 17.49% |
$112K - $119K
|
10.3K
$553K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.91K- 11.03% |
$253K - $269K
|
39.6K
$2.13M
|
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-6.87KClosed |
$354K - $376K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-10.4K- 5.81% |
$534K - $568K
|
168K
$9.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-10.4K- 51.48% |
$539K - $573K
|
9.85K
$530K
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
SELL
|
- |
-12.6K- 73.5% |
$651K - $692K
|
4.55K
$245K
|
|
|
Jan 20, 2022
Q4 2021
|
Moller Financial Services
|
SELL
|
- |
-19.3K- 12.17% |
$998K - $1.06M
|
140K
$7.51M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-24.6K- 8.88% |
$1.27M - $1.35M
|
252K
$13.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-43.3K- 77.16% |
$2.23M - $2.37M
|
12.8K
$689K
|