Latest Institutional Sells of Wiswisdomtree Tr (DNL)
This list provides information on the latest institutional transactions involving Wiswisdomtree Tr (DNL) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-134K- 80.65% |
$4.81M - $5.27M
|
32.1K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-118K- 17.33% |
$4.25M - $4.66M
|
564K
$21.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-42.4K- 6.28% |
$1.52M - $1.67M
|
632K
$23.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-34.7K- 24.53% |
$1.25M - $1.37M
|
107K
$4.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-22.2K- 17.07% |
$800K - $876K
|
108K
$4.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16K- 6.98% |
$576K - $630K
|
213K
$8.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-15.3K- 48.23% |
$550K - $603K
|
16.4K
$618K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.64K- 10.43% |
$239K - $262K
|
57K
$2.15M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.78K- 7.95% |
$208K - $228K
|
67K
$2.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-5.26KClosed |
$189K - $207K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.78K- 0.47% |
$172K - $188K
|
1M
$37.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.71K- 9.75% |
$169K - $185K
|
43.6K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.95K- 38.73% |
$142K - $156K
|
6.25K
$235K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.81K- 63.86% |
$101K - $111K
|
1.59K
$59.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.92K- 20.26% |
$69.1K - $75.6K
|
7.56K
$284K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.9K- 2.19% |
$68.2K - $74.7K
|
84.5K
$3.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.69K- 13.68% |
$60.9K - $66.6K
|
10.7K
$402K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-985- 12.42% |
$35.4K - $38.8K
|
6.94K
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-602- 2.93% |
$21.7K - $23.7K
|
20K
$751K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-560- 2.15% |
$20.1K - $22.1K
|
25.5K
$960K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-550- 59.33% |
$19.8K - $21.7K
|
377
$14.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-380- 2.27% |
$13.7K - $15K
|
16.3K
$615K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-268- 3.69% |
$9.64K - $10.6K
|
6.99K
$263K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-179- 0.32% |
$6.44K - $7.05K
|
55.7K
$2.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-157- 0.67% |
$5.65K - $6.18K
|
23.3K
$875K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-138- 1.36% |
$4.97K - $5.44K
|
10K
$377K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-36- 0.67% |
$1.3K - $1.42K
|
5.35K
$201K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-6- 0.37% |
$216 - $236
|
1.6K
$60.1K
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.44K- 10.0% |
$236K - $263K
|
58K
$2.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-247- 54.41% |
$9.05K - $10.1K
|
207
$7.79K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-75- 13.04% |
$2.75K - $3.06K
|
500
$18.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-36- 0.08% |
$1.32K - $1.47K
|
43.8K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5Closed |
$183 - $204
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.45K- 3.5% |
$53.6K - $57.9K
|
40K
$1.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-530- 99.62% |
$19.6K - $21.2K
|
2
$75.3
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-71- 1.66% |
$2.63K - $2.84K
|
4.21K
$159K
|
|
| Q1 2024 | |||||||
|
Apr 12, 2024
Q1 2024
|
Systelligence, LLC
|
SELL
|
- |
-594- 0.36% |
$21K - $23.2K
|
167K
$6.27M
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-240- 40.68% |
$7.64K - $8.9K
|
350
$13.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-57- 33.14% |
$1.81K - $2.11K
|
115
$4.33K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-19.1K- 75.17% |
$634K - $700K
|
6.31K
$237K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.31K- 16.45% |
$43.4K - $47.9K
|
6.64K
$250K
|
|
|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-511- 0.86% |
$16.9K - $18.7K
|
58.7K
$2.21M
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-84- 5.3% |
$2.91K - $3.07K
|
1.5K
$56.4K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.24K- 75.69% |
$236K - $259K
|
2.33K
$87.5K
|
|
| Q4 2022 | |||||||
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-250- 26.88% |
$6.85K - $8.41K
|
680
$25.6K
|
|
| Q2 2022 | |||||||
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-36.7KClosed |
$1.16M - $1.48M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-24.2KClosed |
$767K - $977K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-12.2KClosed |
$387K - $493K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
SELL
|
- |
-5.15KClosed |
$163K - $208K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-5.13KClosed |
$162K - $207K
|
0
$0
|
|