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 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-386- 1.35% |
$20.3K - $22K
|
28.2K
$1.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-495- 2.9% |
$26K - $28.3K
|
16.6K
$979K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-863- 6.35% |
$45.3K - $49.3K
|
12.7K
$752K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-917- 5.39% |
$48.2K - $52.4K
|
16.1K
$951K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.07K- 14.23% |
$56.3K - $61.2K
|
6.45K
$381K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 6.6% |
$58.6K - $63.7K
|
15.8K
$933K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.23K- 7.72% |
$64.7K - $70.3K
|
14.7K
$869K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 1.59% |
$66K - $71.8K
|
77.9K
$4.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.73K- 2.69% |
$91K - $98.9K
|
62.6K
$3.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.16K- 4.53% |
$114K - $124K
|
45.6K
$2.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.2K- 15.6% |
$168K - $183K
|
17.3K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.25K- 99.91% |
$171K - $186K
|
3
$177
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4.06K- 12.99% |
$213K - $232K
|
27.2K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-7.56K- 21.1% |
$397K - $432K
|
28.3K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-7.93K- 15.04% |
$417K - $453K
|
44.8K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.88K- 0.92% |
$519K - $564K
|
1.07M
$63.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-12.9K- 16.59% |
$678K - $736K
|
64.8K
$3.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-13.9K- 48.4% |
$733K - $797K
|
14.9K
$879K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-15.5K- 16.31% |
$812K - $883K
|
79.3K
$4.69M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-25.6K- 56.79% |
$1.35M - $1.46M
|
19.5K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.8K- 50.33% |
$1.41M - $1.53M
|
26.4K
$1.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-28.8K- 3.89% |
$1.51M - $1.65M
|
712K
$42.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-34K- 40.81% |
$1.78M - $1.94M
|
49.3K
$2.91M
|