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 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-360- 31.36% |
$13.8K - $14.8K
|
788
$32.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-6.13K- 24.03% |
$235K - $251K
|
19.4K
$790K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
341+ 3.71% |
$13.1K - $14K
|
9.52K
$389K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.76K+ 0.73% |
$67.5K - $72.4K
|
243K
$9.93M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.15K+ 7.93% |
$44K - $47.1K
|
15.6K
$637K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
1.69K+ 7.13% |
$64.8K - $69.5K
|
25.4K
$1.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
19.1K+ 10.26% |
$731K - $784K
|
205K
$8.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
617+ 1.39% |
$23.6K - $25.3K
|
44.9K
$1.83M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-230- 0.62% |
$8.81K - $9.44K
|
36.9K
$1.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-54.3K- 25.04% |
$2.08M - $2.23M
|
162K
$6.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
4.99KNew |
$191K - $205K
|
4.99K
$204K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
114+ 1.88% |
$4.37K - $4.68K
|
6.18K
$252K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-34.8K- 7.3% |
$1.33M - $1.43M
|
441K
$18M
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.36K- 6.73% |
$90.5K - $97K
|
32.7K
$1.34M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
494+ 2.2% |
$18.9K - $20.3K
|
22.9K
$935K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-585- 1.18% |
$22.4K - $24K
|
48.9K
$1.99M
|
|
|
Oct 14, 2025
Q3 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
43+ 0.42% |
$1.65K - $1.77K
|
10.3K
$421K
|
|
|
Oct 09, 2025
Q3 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
7+ 0.04% |
$268 - $287
|
16.9K
$690K
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
5.86KNew |
$225K - $241K
|
5.86K
$239K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
125New |
$4.79K - $5.13K
|
125
$5.1K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.64K- 0.72% |
$117K - $147K
|
501K
$20.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
6.03K+ 32.5% |
$194K - $243K
|
24.6K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.82K- 9.75% |
$155K - $194K
|
44.6K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-73- 19.36% |
$2.35K - $2.94K
|
304
$12.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.52KNew |
$210K - $262K
|
6.52K
$266K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.08K- 15.44% |
$34.8K - $43.6K
|
5.93K
$242K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-6.1K- 13.0% |
$196K - $245K
|
40.8K
$1.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
720New |
$23.2K - $29K
|
720
$29.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.12K+ 39.88% |
$165K - $206K
|
18K
$733K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
426New |
$13.7K - $17.2K
|
426
$17.4K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.55K- 2.38% |
$49.7K - $62.3K
|
63.4K
$2.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20+ 0.11% |
$643 - $805
|
17.9K
$732K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
228New |
$7.33K - $9.18K
|
228
$9.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.23KNew |
$168K - $210K
|
5.23K
$213K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.72KNew |
$55.4K - $69.4K
|
1.72K
$70.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.15KNew |
$37K - $46.3K
|
1.15K
$46.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
868+ 42.61% |
$27.9K - $35K
|
2.91K
$119K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-297- 4.73% |
$9.55K - $12K
|
5.99K
$244K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-7- 0.06% |
$225 - $282
|
11.4K
$466K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
196+ 0.82% |
$6.3K - $7.89K
|
24K
$980K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-355- 1.59% |
$11.4K - $14.3K
|
22K
$900K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-500- 25.0% |
$16.1K - $20.1K
|
1.5K
$61.2K
|
|
| Q1 2025 | |||||||
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
27.2KNew |
$968K - $1.04M
|
27.2K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.88K+ 3.3% |
$67K - $72K
|
58.9K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-102K- 94.32% |
$3.62M - $3.89M
|
6.13K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-119K- 95.48% |
$4.23M - $4.55M
|
5.63K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5.94KNew |
$211K - $227K
|
5.94K
$242K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-4.03K- 20.18% |
$143K - $154K
|
15.9K
$650K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-636- 9.16% |
$22.6K - $24.3K
|
6.31K
$257K
|
|