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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-62- 51.24% |
$2.2K - $2.37K
|
59
$2.41K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
13New |
$462 - $497
|
13
$531
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-285- 57.0% |
$10.1K - $10.9K
|
215
$8.77K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 5.0% |
$35.6 - $38.2
|
21
$857
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.54KNew |
$126K - $135K
|
3.54K
$145K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-3- 2.61% |
$107 - $115
|
112
$4.57K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
762New |
$27.1K - $29.1K
|
762
$31.1K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
BUY
|
- |
7.4K+ 1.77% |
$266K - $291K
|
425K
$17.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
150New |
$5.4K - $5.91K
|
150
$6.12K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-5.26KClosed |
$189K - $207K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.15KNew |
$41.4K - $45.3K
|
1.15K
$47K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-6- 0.37% |
$216 - $236
|
1.6K
$65.2K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.79KNew |
$208K - $228K
|
5.79K
$236K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
710New |
$25.5K - $28K
|
710
$29K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
382+ 136.43% |
$13.7K - $15K
|
662
$27K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.81K- 63.86% |
$101K - $111K
|
1.59K
$64.9K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.05K+ 7.62% |
$38.6K - $43K
|
14.9K
$607K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
940New |
$34.5K - $38.4K
|
940
$38.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
200+ 2.83% |
$7.33K - $8.16K
|
7.26K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5Closed |
$183 - $204
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.9KNew |
$180K - $200K
|
4.9K
$200K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.44K- 10.0% |
$236K - $263K
|
58K
$2.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-247- 54.41% |
$9.05K - $10.1K
|
207
$8.45K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22+ 0.4% |
$806 - $898
|
5.54K
$226K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
18.1K+ 9.76% |
$662K - $737K
|
203K
$8.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
112New |
$4.1K - $4.57K
|
112
$4.57K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.33K+ 3.58% |
$122K - $136K
|
96.3K
$3.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39.3K+ 106.97% |
$1.44M - $1.6M
|
76.1K
$3.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
5.26KNew |
$193K - $215K
|
5.26K
$215K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
969+ 7.92% |
$35.5K - $39.5K
|
13.2K
$539K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
49+ 0.39% |
$1.8K - $2K
|
12.7K
$519K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.99KNew |
$222K - $239K
|
5.99K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9KNew |
$333K - $360K
|
9K
$367K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-530- 99.62% |
$19.6K - $21.2K
|
2
$81.6
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
433New |
$16K - $17.3K
|
433
$17.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.45K- 3.5% |
$53.6K - $57.9K
|
40K
$1.63M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
800New |
$29.6K - $32K
|
800
$32.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
17+ 0.68% |
$630 - $679
|
2.53K
$103K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
311+ 25.81% |
$11.5K - $12.4K
|
1.52K
$61.9K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.71K+ 34.9% |
$167K - $184K
|
18.2K
$743K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.68K+ 4.32% |
$166K - $183K
|
113K
$4.61M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
59.6K+ 148.98% |
$2.11M - $2.33M
|
99.7K
$4.07M
|
|
|
Apr 12, 2024
Q1 2024
|
Systelligence, LLC
|
SELL
|
- |
-594- 0.36% |
$21K - $23.2K
|
167K
$6.8M
|
|
| Q4 2023 | |||||||
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
5.68KNew |
$181K - $211K
|
5.68K
$232K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.06KNew |
$193K - $225K
|
6.06K
$247K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
292New |
$9.3K - $10.8K
|
292
$11.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-240- 40.68% |
$7.64K - $8.9K
|
350
$14.3K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-19.1K- 75.17% |
$634K - $700K
|
6.31K
$257K
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.17K+ 15.22% |
$38.8K - $42.8K
|
8.85K
$361K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
411+ 6.66% |
$13.6K - $15.1K
|
6.58K
$269K
|
|