Purchases and Sales Made in Q4 2022 in Wisdomtree Tr (DWM)

DWM Quotes by TradingView

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
Jan 20, 2023 Q4 2022
Davenport & CO LLC

BUY
 -
155
+ 0.75%
$6.19K - $7.48K
20.8K $1.12M
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

BUY
 -
141
+ 2.66%
$5.63K - $6.8K
5.45K $293K
Feb 13, 2023 Q4 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
92
+ 0.52%
$3.67K - $4.44K
17.8K $956K
Feb 14, 2023 Q4 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
66
New
$2.64K - $3.18K
66 $3.55K
Jan 12, 2023 Q4 2022
Kmg Fiduciary Partners, LLC

BUY
 -
64
+ 0.61%
$2.56K - $3.09K
10.5K $565K
Jan 19, 2023 Q4 2022
Mc Lean Asset Management Corp

BUY
 -
4
+ 0.02%
$160 - $193
16.1K $866K
Feb 08, 2023 Q4 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
3
+ 0.05%
$120 - $145
6.03K $325K
Jan 13, 2023 Q4 2022
Allworth Financial LP

BUY
 -
3
+ 0.54%
$120 - $145
556 $29.9K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 28, 2024 Q4 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-34
- 0.61%
$1.36K - $1.64K
5.53K $297K
Feb 09, 2023 Q4 2022
Huntington National Bank

Columbus, OH
SELL
 -
-65
- 3.96%
$2.6K - $3.14K
1.58K $84.8K
Feb 06, 2023 Q4 2022
Syverson Strege & CO

West Des Moines, IA
SELL
 -
-73
- 3.76%
$2.92K - $3.52K
1.87K $101K
Feb 10, 2023 Q4 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-97
- 25.06%
$3.87K - $4.68K
290 $15.6K
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

SELL
 -
-98
- 1.0%
$3.91K - $4.73K
9.7K $522K
Feb 01, 2023 Q4 2022
Creative Financial Designs Inc

SELL
 -
-153
- 9.31%
$6.11K - $7.38K
1.49K $80.2K
Feb 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-241
- 3.04%
$9.63K - $11.6K
7.68K $413K
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

SELL
 -
-297
- 4.68%
$11.9K - $14.3K
6.05K $325K
Jan 24, 2023 Q4 2022
Courier Capital LLC

SELL
 -
-320
- 1.19%
$12.8K - $15.4K
26.7K $1.43M
Jan 19, 2023 Q4 2022
Beacon Financial Group

SELL
 -
-386
- 1.18%
$15.4K - $18.6K
32.3K $1.74M
Feb 01, 2023 Q4 2022
Trust CO Of Virginia

SELL
 -
-455
- 6.18%
$18.2K - $22K
6.91K $372K
Feb 10, 2023 Q4 2022
Blair William & CO

Chicago, IL
SELL
 -
-492
- 18.92%
$19.7K - $23.7K
2.11K $113K
Jan 18, 2023 Q4 2022
Inspirion Wealth Advisors, LLC

SELL
 -
-518
- 7.96%
$20.7K - $25K
5.99K $322K
Jan 19, 2023 Q4 2022
Plimoth Trust CO LLC

SELL
 -
-567
- 1.92%
$22.6K - $27.4K
29K $1.56M
Feb 07, 2023 Q4 2022
Tnf LLC

SELL
 -
-671
- 10.89%
$26.8K - $32.4K
5.49K $295K
Jan 13, 2023 Q4 2022
Merit Financial Group, LLC

SELL
 -
-859
- 3.28%
$34.3K - $41.4K
25.3K $1.36M
Feb 15, 2023 Q4 2022
Connors Investor Services Inc

Wyomissing, PA
SELL
 -
-1.06K
- 1.5%
$42.1K - $50.9K
69.1K $3.72M
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-1.25K
- 1.68%
$49.8K - $60.2K
72.9K $3.92M
Feb 09, 2023 Q4 2022
Oarsman Capital, Inc.

Milwaukee, WI
SELL
 -
-1.32K
- 5.75%
$52.7K - $63.7K
21.6K $1.16M
Feb 01, 2023 Q4 2022
Janney Montgomery Scott LLC

SELL
 -
-1.36K
- 4.29%
$54.4K - $65.8K
30.4K $1.63M
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-1.6K
- 32.17%
$63.7K - $77K
3.36K $181K
Jan 23, 2023 Q4 2022
Culbertson A N & CO Inc

SELL
 -
-1.6K
- 22.97%
$63.9K - $77.2K
5.37K $289K
Jan 19, 2023 Q4 2022
Melone Private Wealth, LLC

SELL
 -
-1.76K
- 17.74%
$70.3K - $84.9K
8.16K $439K
Jan 19, 2023 Q4 2022
Stratos Wealth Advisors, LLC

SELL
 -
-2.15K
- 21.5%
$86K - $104K
7.86K $423K
Feb 21, 2023 Q4 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-2.98K
- 6.48%
$119K - $144K
43K $2.31M
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-3.42K
- 5.55%
$137K - $165K
58.3K $3.14M
Feb 07, 2023 Q4 2022
My Legacy Advisors, LLC

SELL
 -
-3.96K
- 14.07%
$158K - $191K
24.2K $1.3M
Feb 13, 2023 Q4 2022
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-6.1K
- 48.8%
$244K - $294K
6.4K $344K
Feb 06, 2023 Q4 2022
Parsec Financial Management, Inc.

SELL
 -
-7.85K
- 53.35%
$313K - $379K
6.86K $369K
Jan 11, 2023 Q4 2022
Signature Estate & Investment Advisors LLC

SELL
 -
-9.69K
- 58.08%
$387K - $467K
6.99K $376K
Feb 09, 2023 Q4 2022
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-10.4K
- 31.43%
$414K - $500K
22.6K $1.22M
Feb 10, 2023 Q4 2022
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-12.8K
- 3.37%
$511K - $617K
367K $19.8M
Jan 18, 2023 Q4 2022
Thrive Capital Management, LLC

Fort Washington, PA
SELL
 -
-13.5K
- 14.05%
$540K - $653K
82.7K $4.45M
Jan 31, 2023 Q4 2022
Ae Wealth Management LLC

SELL
 -
-13.6K
- 14.14%
$545K - $658K
82.8K $4.45M
Feb 14, 2023 Q4 2022
Jane Street Group, LLC

New York, NY
SELL
 -
-15K
- 27.34%
$598K - $722K
39.7K $2.14M
Feb 10, 2023 Q4 2022
Bank Of America Corp

Charlotte, NC
SELL
 -
-21.6K
- 6.63%
$862K - $1.04M
304K $16.3M
Jan 18, 2023 Q4 2022
Moller Financial Services

SELL
 -
-21.8K
- 14.48%
$872K - $1.05M
129K $6.94M
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

SELL
 -
-25.4K
- 81.68%
$1.02M - $1.23M
5.71K $307K
Feb 02, 2023 Q4 2022
Mission Wealth Management, LP

SELL
 -
-25.8K
- 17.66%
$1.03M - $1.25M
120K $6.48M
Jan 18, 2023 Q4 2022
Private Advisor Group, LLC

SELL
 -
-27.5K
- 58.25%
$1.1M - $1.33M
19.7K $1.06M

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