Purchases and Sales Made in Q4 2025 in Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM) during Q4 2025. 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 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.5K+ 8.68% |
$1.72M - $1.8M
|
332K
$22.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
244+ 4.07% |
$15.9K - $16.5K
|
6.24K
$419K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
87+ 0.67% |
$5.66K - $5.9K
|
13K
$875K
|
|
|
Jan 08, 2026
Q4 2025
|
Moller Financial Services
|
SELL
|
- |
-450- 0.44% |
$29.3K - $30.5K
|
103K
$6.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-721- 4.84% |
$46.9K - $48.9K
|
14.2K
$952K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.51K- 3.38% |
$163K - $170K
|
71.7K
$4.82M
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-3K- 5.94% |
$195K - $203K
|
47.4K
$3.18M
|
|