Latest Institutional Transactions on Wisdomtree Tr (DWM)
This table provides information on the latest institutional transactions involving Wisdomtree Tr (DWM) 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 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-200- 85.11% |
$12.6K - $13.4K
|
35
$2.35K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.96K- 19.7% |
$186K - $198K
|
12.1K
$809K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.45K+ 5.05% |
$154K - $164K
|
51K
$3.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.95K+ 9.13% |
$122K - $130K
|
23.3K
$1.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1+ 1.11% |
$62.8 - $67
|
91
$6.11K
|
|
|
Nov 06, 2025
Q3 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
7+ 0.12% |
$440 - $469
|
5.66K
$380K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-283- 2.33% |
$17.8K - $18.9K
|
11.9K
$796K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.9K+ 3.55% |
$119K - $127K
|
55.5K
$3.73M
|
|
|
Nov 05, 2025
Q3 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
19+ 0.11% |
$1.19K - $1.27K
|
17.3K
$1.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
369+ 5.6% |
$23.2K - $24.7K
|
6.96K
$467K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-402- 0.68% |
$25.2K - $26.9K
|
58.5K
$3.92M
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-895- 3.03% |
$56.2K - $59.9K
|
28.7K
$1.92M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.64K- 3.66% |
$103K - $110K
|
43.1K
$2.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.58K- 2.75% |
$99.3K - $106K
|
55.9K
$3.75M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.54KNew |
$599K - $639K
|
9.54K
$640K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.12K+ 6.85% |
$70.5K - $75.2K
|
17.5K
$1.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
370+ 3.11% |
$23.2K - $24.8K
|
12.3K
$823K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
112+ 0.42% |
$7.03K - $7.5K
|
26.8K
$1.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
116New |
$7.28K - $7.77K
|
116
$7.79K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.57K- 9.05% |
$98.4K - $105K
|
15.7K
$1.06M
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-91- 2.64% |
$5.71K - $6.09K
|
3.35K
$225K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
517+ 3.45% |
$32.5K - $34.6K
|
15.5K
$1.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.85K+ 1.28% |
$242K - $258K
|
305K
$20.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
701+ 4.7% |
$44K - $46.9K
|
15.6K
$1.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-237- 0.89% |
$14.9K - $15.9K
|
26.4K
$1.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
291+ 0.62% |
$18.3K - $19.5K
|
47.2K
$3.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
82New |
$5.15K - $5.49K
|
82
$5.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
35+ 0.15% |
$2.2K - $2.34K
|
23.7K
$1.59M
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.37K+ 4.06% |
$149K - $159K
|
60.8K
$4.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
10+ 0.23% |
$628 - $670
|
4.42K
$296K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-685- 1.25% |
$43K - $45.9K
|
54.1K
$3.63M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
113New |
$7.1K - $7.57K
|
113
$7.58K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-151- 1.3% |
$9.48K - $10.1K
|
11.5K
$771K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.17K- 12.03% |
$73.5K - $78.4K
|
8.56K
$575K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32- 0.16% |
$1.67K - $2.05K
|
19.7K
$1.32M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.9K- 9.76% |
$99K - $122K
|
17.6K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.18KNew |
$113K - $139K
|
2.18K
$146K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.23KNew |
$168K - $206K
|
3.23K
$216K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-11- 0.99% |
$573 - $703
|
1.1K
$73.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1New |
$52.1 - $63.9
|
1
$67.1
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-17- 0.18% |
$885 - $1.09K
|
9.23K
$619K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-693- 4.48% |
$36.1K - $44.3K
|
14.8K
$991K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
793New |
$41.3K - $50.7K
|
793
$53.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-253- 5.93% |
$13.2K - $16.2K
|
4.02K
$269K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
250+ 140.45% |
$13K - $16K
|
428
$28.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30+ 1.15% |
$1.56K - $1.92K
|
2.64K
$177K
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-68- 1.38% |
$3.54K - $4.35K
|
4.84K
$325K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3K- 0.77% |
$156K - $192K
|
387K
$25.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
255+ 0.85% |
$13.3K - $16.3K
|
30.4K
$2.04M
|
|