Latest Institutional Transactions on Wiswisdomtree Tr (DNL)
This table provides information on the latest institutional transactions involving Wiswisdomtree Tr (DNL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.28K+ 10.87% |
$46.1K - $50.5K
|
13.1K
$495K
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
41.5KNew |
$1.49M - $1.63M
|
41.5K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
198K+ 21.66% |
$7.14M - $7.82M
|
1.11M
$42.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-34.7K- 24.53% |
$1.25M - $1.37M
|
107K
$4.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-118K- 17.33% |
$4.25M - $4.66M
|
564K
$21.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
791+ 2.49% |
$28.5K - $31.2K
|
32.5K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
48.1K+ 573.8% |
$1.73M - $1.89M
|
56.4K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.64K- 10.43% |
$239K - $262K
|
57K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.22K+ 4.67% |
$79.9K - $87.4K
|
49.8K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-550- 59.33% |
$19.8K - $21.7K
|
377
$14.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.1K+ 36.51% |
$435K - $476K
|
45.2K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
232+ 0.04% |
$8.35K - $9.14K
|
554K
$21M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16K- 6.98% |
$576K - $630K
|
213K
$8.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
44K+ 232.57% |
$1.58M - $1.73M
|
63K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.97K+ 20.17% |
$107K - $117K
|
17.7K
$670K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.25K+ 47.44% |
$80.8K - $88.4K
|
6.98K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.78K- 0.47% |
$172K - $188K
|
1M
$38M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
10.2K+ 4.17% |
$368K - $403K
|
256K
$9.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
20.9K+ 11.3% |
$753K - $824K
|
206K
$7.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
25.3K+ 3.21% |
$909K - $995K
|
811K
$30.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.57K+ 19.26% |
$92.5K - $101K
|
15.9K
$602K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-22.2K- 17.07% |
$800K - $876K
|
108K
$4.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
1.33K+ 1.58% |
$47.9K - $52.5K
|
85.8K
$3.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-602- 2.93% |
$21.7K - $23.7K
|
20K
$755K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
66.2KNew |
$2.38M - $2.61M
|
66.2K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-5.26KClosed |
$189K - $207K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.71K- 9.75% |
$169K - $185K
|
43.6K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.15KNew |
$41.3K - $45.2K
|
1.15K
$43.4K
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
BUY
|
- |
7.4K+ 1.77% |
$266K - $291K
|
425K
$16.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
150New |
$5.4K - $5.91K
|
150
$5.67K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.86K+ 3.97% |
$103K - $113K
|
75K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
58+ 14.61% |
$2.09K - $2.28K
|
455
$17.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
63.1K+ 29.31% |
$2.27M - $2.49M
|
278K
$10.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-268- 3.69% |
$9.64K - $10.6K
|
6.99K
$264K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.41K+ 4.54% |
$195K - $213K
|
125K
$4.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.15KNew |
$41.4K - $45.3K
|
1.15K
$43.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
56.2K+ 20.89% |
$2.02M - $2.21M
|
325K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-6- 0.37% |
$216 - $236
|
1.6K
$60.5K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.79KNew |
$208K - $228K
|
5.79K
$219K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.56K+ 16.63% |
$56K - $61.3K
|
10.9K
$413K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.6K+ 3.84% |
$777K - $851K
|
584K
$22.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.92K- 20.26% |
$69.1K - $75.6K
|
7.56K
$286K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
710New |
$25.5K - $28K
|
710
$26.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47.5K+ 6.44% |
$1.71M - $1.87M
|
786K
$29.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
516+ 2.51% |
$18.6K - $20.3K
|
21.1K
$797K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.9K+ 28.68% |
$895K - $980K
|
112K
$4.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19K+ 4.23% |
$685K - $750K
|
469K
$17.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-179- 0.32% |
$6.44K - $7.05K
|
55.7K
$2.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
62+ 105.08% |
$2.23K - $2.44K
|
121
$4.58K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7+ 0.04% |
$252 - $276
|
17.9K
$677K
|