Latest Institutional Purchases of Wiswisdomtree Tr (DNL)
This list provides information on the latest institutional transactions involving Wiswisdomtree Tr (DNL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
62+ 105.08% |
$2.23K - $2.44K
|
121
$4.55K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
58+ 14.61% |
$2.09K - $2.28K
|
455
$17.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
38+ 0.38% |
$1.37K - $1.5K
|
10.1K
$381K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11+ 0.7% |
$396 - $433
|
1.59K
$59.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7+ 0.04% |
$252 - $276
|
17.9K
$674K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
7+ 0.06% |
$252 - $276
|
11.4K
$430K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4+ 0.13% |
$144 - $158
|
2.99K
$113K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39.3K+ 106.97% |
$1.44M - $1.6M
|
76.1K
$2.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
18.1K+ 9.76% |
$662K - $737K
|
203K
$7.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.76KNew |
$211K - $235K
|
5.76K
$217K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
5.26KNew |
$193K - $215K
|
5.26K
$198K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.9KNew |
$180K - $200K
|
4.9K
$184K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.33K+ 3.58% |
$122K - $136K
|
96.3K
$3.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.53KNew |
$92.5K - $103K
|
2.53K
$95K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.05K+ 7.62% |
$38.6K - $43K
|
14.9K
$560K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
969+ 7.92% |
$35.5K - $39.5K
|
13.2K
$497K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
940New |
$34.5K - $38.4K
|
940
$35.4K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
325+ 2.83% |
$11.9K - $13.3K
|
11.8K
$444K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
200+ 2.83% |
$7.33K - $8.16K
|
7.26K
$273K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
144+ 7.0% |
$5.28K - $5.88K
|
2.2K
$82.8K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
139+ 1.31% |
$5.09K - $5.67K
|
10.7K
$403K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
112New |
$4.1K - $4.57K
|
112
$4.21K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
49+ 0.39% |
$1.8K - $2K
|
12.7K
$479K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22+ 0.4% |
$806 - $898
|
5.54K
$209K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9KNew |
$333K - $360K
|
9K
$339K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.99KNew |
$222K - $239K
|
5.99K
$225K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
800New |
$29.6K - $32K
|
800
$30.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
433New |
$16K - $17.3K
|
433
$16.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
311+ 25.81% |
$11.5K - $12.4K
|
1.52K
$57K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
17+ 0.68% |
$630 - $679
|
2.53K
$95.1K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
59.6K+ 148.98% |
$2.11M - $2.33M
|
99.7K
$3.75M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.71K+ 34.9% |
$167K - $184K
|
18.2K
$685K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.68K+ 4.32% |
$166K - $183K
|
113K
$4.25M
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.06KNew |
$193K - $225K
|
6.06K
$228K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
5.86KNew |
$187K - $218K
|
5.86K
$221K
|
|
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
5.68KNew |
$181K - $211K
|
5.68K
$214K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
292New |
$9.3K - $10.8K
|
292
$11K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
381KNew |
$12.6M - $14M
|
381K
$14.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
11.4KNew |
$379K - $419K
|
11.4K
$430K
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.17K+ 15.22% |
$38.8K - $42.8K
|
8.85K
$333K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
762New |
$25.3K - $27.9K
|
762
$28.7K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
751+ 1.12% |
$24.9K - $27.5K
|
67.8K
$2.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
411+ 6.66% |
$13.6K - $15.1K
|
6.58K
$248K
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
145+ 1.8% |
$4.81K - $5.31K
|
8.19K
$308K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
133+ 1.46% |
$4.41K - $4.87K
|
9.25K
$348K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
16.6KNew |
$573K - $605K
|
16.6K
$623K
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
8.33KNew |
$288K - $304K
|
8.33K
$314K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.71K+ 6.05% |
$59K - $62.3K
|
29.9K
$1.12M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
559New |
$19.3K - $20.4K
|
559
$21K
|
|