Wisdomtree Tr DWM

DWM Quotes by TradingView
Institutional shares held 6.07 Million
0 calls
0 puts
Total value of holdings $364M
$0 calls
$0 puts
# of Institutions 129

Quarterly Institutional Activity in DWM

Shares Bought
Shares Sold
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Top Institutions Holding DWM

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Latest Institutional Activity in DWM

Top Purchases

Q1 2025
Valmark Advisers, Inc. Shares Held: 302K ($18.1M)
44.3K Shares purchased
17.23% Added
Q1 2025
Merit Financial Group, LLC Shares Held: 33.9K ($2.03M)
6.15K Shares purchased
22.13% Added
Q1 2025
Mc Namara Financial Services, Inc. Shares Held: 4.91K ($294K)
4.91K Shares purchased
New Holding
Q1 2025
Essex LLC Shares Held: 4.3K ($258K)
4.3K Shares purchased
New Holding
Q1 2025
Nbc Securities, Inc. Shares Held: 3.21K ($192K)
3.21K Shares purchased
106833.33% Added
View All Buyers

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 342K ($20.5M)
123K Shares sold
26.5% Reduced
Q1 2025
Robertson Stephens Wealth Management, LLC Shares Held: 22.8K ($1.37M)
31.1K Shares sold
57.74% Reduced
Q1 2025
Moller Financial Services Shares Held: 113K ($6.75M)
4.34K Shares sold
3.71% Reduced
Q1 2025
Beacon Financial Group Shares Held: 10.9K ($650K)
3.85K Shares sold
26.19% Reduced
Q1 2025
Mission Wealth Management, LP Shares Held: 61.2K ($3.66M)
3.64K Shares sold
5.62% Reduced
View All Sellers

About DWM

DWM Chart by TradingView
DWM Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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Track Activities on DWM