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 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-380- 2.27% |
$13.7K - $15K
|
16.3K
$611K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.25K+ 8.16% |
$117K - $128K
|
43.1K
$1.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
104KNew |
$3.74M - $4.09M
|
104K
$3.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.95K- 38.73% |
$142K - $156K
|
6.25K
$234K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
7+ 0.06% |
$252 - $276
|
11.4K
$427K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
629+ 5.89% |
$22.6K - $24.8K
|
11.3K
$423K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10.5KNew |
$378K - $413K
|
10.5K
$392K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11+ 0.7% |
$396 - $433
|
1.59K
$59.5K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.78K- 7.95% |
$208K - $228K
|
67K
$2.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.48K+ 0.2% |
$53.2K - $58.3K
|
755K
$28.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
2.01K+ 9.75% |
$72.4K - $79.3K
|
22.7K
$847K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
8.32K+ 1.95% |
$299K - $328K
|
436K
$16.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-42.4K- 6.28% |
$1.52M - $1.67M
|
632K
$23.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.29K+ 5.68% |
$46.3K - $50.7K
|
24K
$896K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-985- 12.42% |
$35.4K - $38.8K
|
6.94K
$260K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-560- 2.15% |
$20.1K - $22.1K
|
25.5K
$954K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4+ 0.13% |
$144 - $158
|
2.99K
$112K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
64.5K+ 30.51% |
$2.32M - $2.54M
|
276K
$10.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-138- 1.36% |
$4.97K - $5.44K
|
10K
$374K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-157- 0.67% |
$5.65K - $6.18K
|
23.3K
$869K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
116+ 0.37% |
$4.17K - $4.57K
|
31.2K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.69K- 13.68% |
$60.9K - $66.6K
|
10.7K
$399K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
24.8K+ 88.72% |
$892K - $976K
|
52.7K
$1.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
12.2K+ 33.01% |
$439K - $481K
|
49.2K
$1.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-134K- 80.65% |
$4.81M - $5.27M
|
32.1K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
205+ 1.45% |
$7.38K - $8.07K
|
14.3K
$535K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-36- 0.67% |
$1.3K - $1.42K
|
5.35K
$200K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
382+ 136.43% |
$13.7K - $15K
|
662
$24.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
36.9K+ 41.08% |
$1.33M - $1.46M
|
127K
$4.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
13.1KNew |
$470K - $514K
|
13.1K
$488K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
38+ 0.38% |
$1.37K - $1.5K
|
10.1K
$379K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-15.3K- 48.23% |
$550K - $603K
|
16.4K
$614K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.9K- 2.19% |
$68.2K - $74.7K
|
84.5K
$3.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.81K- 63.86% |
$101K - $111K
|
1.59K
$59.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
9.83K+ 8.32% |
$354K - $387K
|
128K
$4.79M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
6.54KNew |
$235K - $258K
|
6.54K
$245K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.3K+ 14.53% |
$1M - $1.11M
|
215K
$8.05M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
139+ 1.31% |
$5.09K - $5.67K
|
10.7K
$401K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.48KNew |
$347K - $387K
|
9.48K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
430+ 3.33% |
$15.8K - $17.5K
|
13.3K
$499K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.6K+ 6.82% |
$169K - $188K
|
72.1K
$2.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.9K+ 0.63% |
$179K - $200K
|
786K
$29.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16.3K- 5.71% |
$598K - $665K
|
269K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-50.1K- 6.84% |
$1.83M - $2.04M
|
682K
$25.5M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-34.4K- 98.86% |
$1.26M - $1.4M
|
397
$14.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
754+ 2.44% |
$27.6K - $30.8K
|
31.7K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
6.68K+ 1.63% |
$245K - $273K
|
418K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-228- 0.36% |
$8.36K - $9.3K
|
63.7K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
54.6K+ 6.33% |
$2M - $2.23M
|
916K
$34.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.9K+ 1.19% |
$436K - $486K
|
1.01M
$37.7M
|
|