Purchases and Sales Made in Q4 2024 in Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM) during Q4 2024. 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 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
132KNew |
$6.95M - $7.56M
|
132K
$7.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
95KNew |
$4.99M - $5.42M
|
95K
$5.61M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
86.7K+ 22.87% |
$4.55M - $4.95M
|
466K
$27.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
75K+ 41.13% |
$3.94M - $4.28M
|
257K
$15.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
52.7KNew |
$2.77M - $3.01M
|
52.7K
$3.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41.5K+ 15.3% |
$2.18M - $2.37M
|
313K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.7K+ 689.02% |
$1.51M - $1.64M
|
32.8K
$1.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.2K+ 87.58% |
$1.32M - $1.44M
|
53.9K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.6K+ 78.0% |
$1.03M - $1.12M
|
44.7K
$2.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
10.2K+ 3.87% |
$533K - $580K
|
272K
$16.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.38K+ 53.25% |
$440K - $479K
|
24.1K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.94K+ 1.43% |
$259K - $282K
|
350K
$20.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.89KNew |
$257K - $279K
|
4.89K
$289K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.59KNew |
$241K - $262K
|
4.59K
$271K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.86KNew |
$203K - $220K
|
3.86K
$228K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
3.82K+ 6.41% |
$200K - $218K
|
63.4K
$3.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.27K+ 14.41% |
$172K - $187K
|
25.9K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.4K+ 5.29% |
$126K - $137K
|
47.7K
$2.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.31K+ 2561.11% |
$121K - $132K
|
2.4K
$141K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
2.26K+ 5.2% |
$119K - $129K
|
45.8K
$2.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.14K+ 102.05% |
$113K - $122K
|
4.24K
$251K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.96K+ 3.79% |
$103K - $112K
|
53.7K
$3.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.57KNew |
$82.5K - $89.7K
|
1.57K
$92.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
743+ 1.63% |
$39K - $42.4K
|
46.3K
$2.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
509+ 2.06% |
$26.7K - $29.1K
|
25.2K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
506+ 2.98% |
$26.6K - $28.9K
|
17.5K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
429New |
$22.5K - $24.5K
|
429
$25.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
341+ 3.35% |
$17.9K - $19.5K
|
10.5K
$621K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
340+ 12.49% |
$17.9K - $19.4K
|
3.06K
$181K
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
275+ 6.5% |
$14.4K - $15.7K
|
4.5K
$266K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
252+ 1.38% |
$13.2K - $14.4K
|
18.5K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
246New |
$12.9K - $14K
|
246
$14.5K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
238+ 34.64% |
$12.5K - $13.6K
|
925
$54.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
193+ 0.7% |
$10.1K - $11K
|
27.8K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
178New |
$9.35K - $10.2K
|
178
$10.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
136+ 0.45% |
$7.15K - $7.77K
|
30.2K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
103+ 0.44% |
$5.41K - $5.88K
|
23.4K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
73+ 0.65% |
$3.84K - $4.17K
|
11.3K
$669K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
66New |
$3.47K - $3.77K
|
66
$3.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
45+ 0.75% |
$2.36K - $2.57K
|
6.04K
$357K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
37+ 0.01% |
$1.94K - $2.11K
|
379K
$22.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.78% |
$158 - $171
|
387
$22.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1+ 0.02% |
$52.5 - $57.1
|
5.4K
$319K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-17- 0.38% |
$893 - $971
|
4.44K
$262K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-50- 0.33% |
$2.63K - $2.86K
|
15.2K
$900K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-60- 0.29% |
$3.15K - $3.43K
|
20.8K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-142- 0.24% |
$7.46K - $8.11K
|
60K
$3.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-187- 1.32% |
$9.82K - $10.7K
|
14K
$825K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-227- 0.69% |
$11.9K - $13K
|
32.5K
$1.92M
|