Latest Institutional Purchases of Wisdomtree Tr (DWM)
This list provides information on the latest institutional transactions involving Wisdomtree Tr (DWM) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.8K+ 5.67% |
$1.31M - $1.39M
|
388K
$26M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.3K+ 27.13% |
$1.08M - $1.16M
|
80.9K
$5.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.5KNew |
$972K - $1.04M
|
15.5K
$1.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13K+ 11.02% |
$815K - $869K
|
131K
$8.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.5K+ 3.23% |
$661K - $705K
|
337K
$22.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.92KNew |
$623K - $664K
|
9.92K
$665K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.54KNew |
$599K - $639K
|
9.54K
$640K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.03K+ 7615.15% |
$316K - $337K
|
5.09K
$342K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.17KNew |
$262K - $279K
|
4.17K
$280K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.85K+ 1.28% |
$242K - $258K
|
305K
$20.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.49KNew |
$219K - $234K
|
3.49K
$234K
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.27KNew |
$206K - $219K
|
3.27K
$220K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
3.08KNew |
$193K - $206K
|
3.08K
$207K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.45K+ 5.05% |
$154K - $164K
|
51K
$3.42M
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.37K+ 4.06% |
$149K - $159K
|
60.8K
$4.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.95K+ 9.13% |
$122K - $130K
|
23.3K
$1.56M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.9K+ 3.55% |
$119K - $127K
|
55.5K
$3.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.43K+ 1.69% |
$90K - $96K
|
86K
$5.77M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.2KNew |
$75.3K - $80.4K
|
1.2K
$80.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.12K+ 6.85% |
$70.5K - $75.2K
|
17.5K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.01KNew |
$63.6K - $67.8K
|
1.01K
$68K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
705+ 3.76% |
$44.3K - $47.2K
|
19.5K
$1.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
701+ 4.7% |
$44K - $46.9K
|
15.6K
$1.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
678+ 0.4% |
$42.6K - $45.4K
|
171K
$11.5M
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
631+ 0.95% |
$39.6K - $42.3K
|
67K
$4.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
566+ 2.53% |
$35.5K - $37.9K
|
22.9K
$1.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
523+ 12.31% |
$32.8K - $35K
|
4.77K
$320K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
517+ 3.45% |
$32.5K - $34.6K
|
15.5K
$1.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
487+ 3.38% |
$30.6K - $32.6K
|
14.9K
$1M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
377+ 3.0% |
$23.7K - $25.2K
|
12.9K
$869K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
370+ 3.11% |
$23.2K - $24.8K
|
12.3K
$823K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
369+ 5.6% |
$23.2K - $24.7K
|
6.96K
$467K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
291+ 0.62% |
$18.3K - $19.5K
|
47.2K
$3.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
258New |
$16.2K - $17.3K
|
258
$17.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
189+ 5.05% |
$11.9K - $12.7K
|
3.93K
$264K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
154New |
$9.67K - $10.3K
|
154
$10.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
116New |
$7.28K - $7.77K
|
116
$7.79K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
114+ 0.15% |
$7.16K - $7.63K
|
74.3K
$4.98M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
113New |
$7.1K - $7.57K
|
113
$7.58K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
112+ 0.42% |
$7.03K - $7.5K
|
26.8K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 1.07% |
$6.28K - $6.7K
|
9.41K
$631K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
82New |
$5.15K - $5.49K
|
82
$5.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
79New |
$4.96K - $5.29K
|
79
$5.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
70+ 0.26% |
$4.4K - $4.69K
|
27.4K
$1.84M
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
35+ 0.15% |
$2.2K - $2.34K
|
23.7K
$1.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
21+ 0.47% |
$1.32K - $1.41K
|
4.49K
$301K
|
|
|
Nov 05, 2025
Q3 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
19+ 0.11% |
$1.19K - $1.27K
|
17.3K
$1.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
10+ 0.23% |
$628 - $670
|
4.42K
$296K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7+ 0.34% |
$440 - $469
|
2.07K
$139K
|
|
|
Nov 06, 2025
Q3 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
7+ 0.12% |
$440 - $469
|
5.66K
$380K
|
|