Purchases and Sales Made in Q4 2022 in Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
223K+ 50.99% |
$8.89M - $10.7M
|
659K
$35.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
180K+ 15.26% |
$7.17M - $8.67M
|
1.36M
$72.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
98.5K+ 718.72% |
$3.94M - $4.75M
|
112K
$6.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
89.5KNew |
$3.57M - $4.32M
|
89.5K
$4.81M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
45.8K+ 14.67% |
$1.83M - $2.21M
|
358K
$19.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
43K+ 480.17% |
$1.72M - $2.07M
|
51.9K
$2.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
39.6K+ 208.04% |
$1.58M - $1.91M
|
58.6K
$3.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
36.3KNew |
$1.45M - $1.75M
|
36.3K
$1.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.7K+ 14.64% |
$1.31M - $1.58M
|
256K
$13.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.3K+ 12444.29% |
$1.09M - $1.31M
|
27.5K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
23.3K+ 6.17% |
$930K - $1.12M
|
401K
$21.6M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.9K+ 96.19% |
$833K - $1.01M
|
42.5K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.3KNew |
$809K - $977K
|
20.3K
$1.09M
|
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
17.7KNew |
$706K - $853K
|
17.7K
$951K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.8K+ 12.51% |
$591K - $714K
|
133K
$7.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
11.4K+ 6.22% |
$454K - $549K
|
194K
$10.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
9.94K+ 6.04% |
$397K - $480K
|
174K
$9.38M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.6K+ 25.19% |
$343K - $415K
|
42.7K
$2.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.06K+ 7.83% |
$282K - $341K
|
97.2K
$5.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7KNew |
$280K - $338K
|
7K
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.97K+ 37.06% |
$278K - $336K
|
25.8K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
6.79K+ 18.47% |
$271K - $327K
|
43.5K
$2.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.71KNew |
$268K - $324K
|
6.71K
$361K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.6K+ 16.26% |
$264K - $318K
|
47.2K
$2.54M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
4.84KNew |
$193K - $233K
|
4.84K
$260K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
4.84KNew |
$193K - $233K
|
4.84K
$260K
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
4.68KNew |
$187K - $226K
|
4.68K
$252K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
4.65KNew |
$186K - $224K
|
4.65K
$250K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
4.56KNew |
$182K - $220K
|
4.56K
$245K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.53KNew |
$181K - $219K
|
4.53K
$244K
|
|
|
Jan 25, 2023
Q4 2022
|
Greylin Investment Mangement Inc
|
BUY
|
- |
4.32KNew |
$173K - $208K
|
4.32K
$232K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.62K+ 113.71% |
$144K - $175K
|
6.8K
$366K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.72K+ 31.99% |
$108K - $131K
|
11.2K
$603K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.93K+ 6.65% |
$77K - $93K
|
30.9K
$1.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.86K+ 2.76% |
$74.4K - $89.9K
|
69.4K
$3.74M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.59K+ 15.17% |
$63.4K - $76.6K
|
12K
$648K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.35KNew |
$54.1K - $65.3K
|
1.35K
$72.8K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
1.28K+ 2.67% |
$51.1K - $61.8K
|
49.3K
$2.65M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.23K+ 3.16% |
$49K - $59.2K
|
40K
$2.15M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.01KNew |
$40.5K - $48.9K
|
1.01K
$54.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
754+ 7.92% |
$30.1K - $36.4K
|
10.3K
$553K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
692+ 1.79% |
$27.6K - $33.4K
|
39.3K
$2.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
393+ 0.36% |
$15.7K - $19K
|
111K
$5.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
378New |
$15.1K - $18.2K
|
378
$20.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
356+ 1.19% |
$14.2K - $17.2K
|
30.2K
$1.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
325New |
$13K - $15.7K
|
325
$17.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
315+ 52.85% |
$12.6K - $15.2K
|
911
$49K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
294New |
$11.7K - $14.2K
|
294
$15.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
278+ 2.97% |
$11.1K - $13.4K
|
9.64K
$518K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
254+ 2.89% |
$10.1K - $12.3K
|
9.04K
$486K
|