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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-549- 9.5% |
$24.9K - $29.3K
|
5.23K
$288K
|
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-5.31KClosed |
$241K - $283K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1- 0.01% |
$48.6 - $55.7
|
9.24K
$509K
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
165KNew |
$8.03M - $9.19M
|
165K
$9.08M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-27.3KClosed |
$1.33M - $1.52M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
SELL
|
- |
-100Closed |
$4.86K - $5.57K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-100- 2.38% |
$4.86K - $5.57K
|
4.1K
$226K
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-898- 62.71% |
$43.7K - $50K
|
534
$29.4K
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
27KNew |
$1.31M - $1.5M
|
27K
$1.48M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-500Closed |
$24.3K - $27.8K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-280Closed |
$13.6K - $15.6K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.36KClosed |
$212K - $243K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-150- 5.85% |
$7.29K - $8.35K
|
2.42K
$133K
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-613- 84.2% |
$31.6K - $33.6K
|
115
$6.33K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.45KClosed |
$74.6K - $79.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-468Closed |
$24.1K - $25.6K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-300Closed |
$15.5K - $16.4K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-30Closed |
$1.55K - $1.64K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-5.83KClosed |
$308K - $329K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4KClosed |
$211K - $226K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.86KClosed |
$98.3K - $105K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-9.72KClosed |
$514K - $548K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-243Closed |
$12.8K - $13.7K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-270Closed |
$14.3K - $15.2K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-1.65KClosed |
$87.4K - $93.3K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-809Closed |
$42.8K - $45.6K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.12KClosed |
$376K - $401K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
180New |
$9.52K - $10.2K
|
180
$9.91K
|
|
| Q2 2021 | |||||||
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-46.2KClosed |
$2.45M - $2.62M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-18Closed |
$955 - $1.02K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.5KClosed |
$239K - $255K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
4.23KNew |
$224K - $239K
|
4.23K
$233K
|
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-700Closed |
$37.2K - $39.7K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-6.3KClosed |
$334K - $357K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-156Closed |
$8.28K - $8.84K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
21.6KNew |
$1.15M - $1.23M
|
21.6K
$1.19M
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.26KClosed |
$265K - $280K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
117New |
$5.89K - $6.24K
|
117
$6.44K
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.67KClosed |
$84K - $88.9K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.67KClosed |
$83.8K - $88.7K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-17.6KClosed |
$888K - $940K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-739Closed |
$37.2K - $39.4K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-105KClosed |
$5.27M - $5.58M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-5.13KClosed |
$224K - $261K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-195Closed |
$8.52K - $9.93K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-24.7KClosed |
$1.08M - $1.26M
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Girard Partners Ltd.
|
SELL
|
- |
-8.44KClosed |
$369K - $429K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.96KClosed |
$129K - $150K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.96KClosed |
$347K - $405K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-549Closed |
$24K - $27.9K
|
0
$0
|
|