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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.9K+ 1.19% |
$436K - $486K
|
1.01M
$37.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
144+ 7.0% |
$5.28K - $5.88K
|
2.2K
$81.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-163K- 22.47% |
$5.98M - $6.66M
|
563K
$20.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-49.3K- 36.22% |
$1.81M - $2.01M
|
86.7K
$3.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
940New |
$34.5K - $38.4K
|
940
$34.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-729- 4.18% |
$26.7K - $29.8K
|
16.7K
$621K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-387- 2.12% |
$14.2K - $15.8K
|
17.9K
$665K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-101K- 67.73% |
$3.71M - $4.13M
|
48.3K
$1.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-351K- 72.94% |
$12.9M - $14.3M
|
130K
$4.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.87K- 1.99% |
$105K - $117K
|
141K
$5.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
14.2K+ 223.59% |
$521K - $580K
|
20.6K
$764K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12+ 0.06% |
$440 - $490
|
20.5K
$763K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
125+ 0.17% |
$4.58K - $5.1K
|
72.7K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.23K- 2.16% |
$45.2K - $50.4K
|
55.9K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.9KNew |
$180K - $200K
|
4.9K
$182K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5Closed |
$183 - $204
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
975+ 161.42% |
$35.7K - $39.8K
|
1.58K
$58.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
200+ 2.83% |
$7.33K - $8.16K
|
7.26K
$270K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.53KNew |
$92.5K - $103K
|
2.53K
$93.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
124+ 15.44% |
$4.54K - $5.06K
|
927
$34.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
103+ 0.97% |
$3.77K - $4.2K
|
10.7K
$397K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.8K+ 5.71% |
$1.46M - $1.63M
|
738K
$27.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-3.08K- 2.52% |
$113K - $126K
|
119K
$4.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
16.6K+ 7.26% |
$609K - $678K
|
245K
$9.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3- 0.03% |
$110 - $122
|
9.36K
$348K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.76KNew |
$211K - $235K
|
5.76K
$214K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.44K- 10.0% |
$236K - $263K
|
58K
$2.15M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
325+ 2.83% |
$11.9K - $13.3K
|
11.8K
$438K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-247- 54.41% |
$9.05K - $10.1K
|
207
$7.69K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
62+ 0.13% |
$2.27K - $2.53K
|
47.5K
$1.77M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22+ 0.4% |
$806 - $898
|
5.54K
$206K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
3.56K+ 20.84% |
$131K - $145K
|
20.6K
$767K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-619- 0.73% |
$22.7K - $25.3K
|
84.5K
$3.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-75- 13.04% |
$2.75K - $3.06K
|
500
$18.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
18.1K+ 9.76% |
$662K - $737K
|
203K
$7.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
112New |
$4.1K - $4.57K
|
112
$4.16K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.33K+ 3.58% |
$122K - $136K
|
96.3K
$3.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39.3K+ 106.97% |
$1.44M - $1.6M
|
76.1K
$2.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17K+ 3.93% |
$623K - $693K
|
450K
$16.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-36- 0.08% |
$1.32K - $1.47K
|
43.8K
$1.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
5.26KNew |
$193K - $215K
|
5.26K
$195K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-6.36K- 0.84% |
$233K - $260K
|
754K
$28M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
969+ 7.92% |
$35.5K - $39.5K
|
13.2K
$490K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
49+ 0.39% |
$1.8K - $2K
|
12.7K
$473K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.99KNew |
$222K - $239K
|
5.99K
$222K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9KNew |
$333K - $360K
|
9K
$334K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-530- 99.62% |
$19.6K - $21.2K
|
2
$74.3
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
503+ 45.69% |
$18.6K - $20.1K
|
1.6K
$59.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
433New |
$16K - $17.3K
|
433
$16.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.45K- 3.5% |
$53.6K - $57.9K
|
40K
$1.48M
|
|