Purchases and Sales Made in Q3 2025 in Wiswisdomtree Tr (DNL)
This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL) during Q3 2025. The information is specifically focused on institutions that hold shares of WISWISDOMTREE TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
91.9K+ 96.4% |
$3.52M - $3.78M
|
187K
$7.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
53.9KNew |
$2.07M - $2.21M
|
53.9K
$2.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.8K+ 43.03% |
$1.29M - $1.39M
|
112K
$4.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
30.4K+ 5.64% |
$1.16M - $1.25M
|
569K
$23.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
20K+ 4.62% |
$767K - $822K
|
453K
$18.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
19.1K+ 10.26% |
$731K - $784K
|
205K
$8.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.6K+ 17.56% |
$711K - $762K
|
124K
$5.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
17.9KNew |
$685K - $735K
|
17.9K
$730K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.9K+ 2.04% |
$648K - $694K
|
847K
$34.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.5K+ 3.03% |
$518K - $555K
|
460K
$18.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13K+ 7.6% |
$498K - $534K
|
184K
$7.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.51K+ 23.68% |
$326K - $349K
|
44.4K
$1.81M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.47K+ 4.11% |
$325K - $348K
|
215K
$8.77M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.43K+ 15.72% |
$246K - $264K
|
47.3K
$1.93M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
5.86KNew |
$225K - $241K
|
5.86K
$239K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
4.99KNew |
$191K - $205K
|
4.99K
$204K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.35K+ 78.21% |
$89.9K - $96.4K
|
5.35K
$218K
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.17K+ 20.68% |
$83K - $88.9K
|
12.6K
$516K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.09K+ 2.97% |
$80K - $85.7K
|
72.3K
$2.95M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.76K+ 0.73% |
$67.5K - $72.4K
|
243K
$9.93M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
1.69K+ 7.13% |
$64.8K - $69.5K
|
25.4K
$1.04M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.27KNew |
$48.5K - $52K
|
1.27K
$51.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.15K+ 7.93% |
$44K - $47.1K
|
15.6K
$637K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
1.12K+ 1.58% |
$42.8K - $45.9K
|
72.1K
$2.94M
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.05K+ 10.94% |
$40.2K - $43.1K
|
10.7K
$435K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
933+ 1.7% |
$35.7K - $38.3K
|
56K
$2.28M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
831+ 2.94% |
$31.8K - $34.1K
|
29.1K
$1.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
617+ 1.39% |
$23.6K - $25.3K
|
44.9K
$1.83M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
494+ 2.2% |
$18.9K - $20.3K
|
22.9K
$935K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
400+ 13.01% |
$15.3K - $16.4K
|
3.48K
$142K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
341+ 3.71% |
$13.1K - $14K
|
9.52K
$389K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
125New |
$4.79K - $5.13K
|
125
$5.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
114+ 1.88% |
$4.37K - $4.68K
|
6.18K
$252K
|
|
|
Oct 14, 2025
Q3 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
43+ 0.42% |
$1.65K - $1.77K
|
10.3K
$421K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29+ 5.05% |
$1.11K - $1.19K
|
603
$24.6K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.06% |
$268 - $287
|
11.8K
$481K
|
|
|
Oct 09, 2025
Q3 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
7+ 0.04% |
$268 - $287
|
16.9K
$690K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5- 0.08% |
$192 - $205
|
5.92K
$242K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-30- 0.56% |
$1.15K - $1.23K
|
5.3K
$216K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-58- 0.91% |
$2.22K - $2.38K
|
6.28K
$256K
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-96- 0.22% |
$3.68K - $3.94K
|
42.9K
$1.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
SELL
|
- |
-99- 0.66% |
$3.79K - $4.06K
|
14.9K
$606K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-226- 5.37% |
$8.66K - $9.28K
|
3.99K
$163K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-230- 0.62% |
$8.81K - $9.44K
|
36.9K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-281- 4.95% |
$10.8K - $11.5K
|
5.39K
$220K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-360- 31.36% |
$13.8K - $14.8K
|
788
$32.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-585- 1.18% |
$22.4K - $24K
|
48.9K
$1.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-900- 6.67% |
$34.5K - $37K
|
12.6K
$514K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.4K- 12.18% |
$53.6K - $57.4K
|
10.1K
$411K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.47K- 1.99% |
$56.2K - $60.3K
|
72.2K
$2.95M
|
|