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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
783New |
$36.4K - $41.2K
|
783
$52.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
270+ 0.29% |
$12.6K - $14.2K
|
92K
$6.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
208+ 0.45% |
$9.67K - $10.9K
|
46.7K
$3.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
115New |
$5.35K - $6.05K
|
115
$7.72K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
25New |
$1.16K - $1.31K
|
25
$1.68K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3.15KNew |
$152K - $163K
|
3.15K
$212K
|
|
|
Oct 10, 2023
Q3 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
45+ 0.55% |
$2.17K - $2.33K
|
8.17K
$549K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.52KNew |
$365K - $388K
|
7.52K
$505K
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
7KNew |
$340K - $361K
|
7K
$470K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
5.62KNew |
$273K - $290K
|
5.62K
$377K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.39KNew |
$213K - $226K
|
4.39K
$294K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.26KNew |
$61K - $64.8K
|
1.26K
$84.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
965+ 20.75% |
$46.8K - $49.8K
|
5.62K
$377K
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
539New |
$26.2K - $27.8K
|
539
$36.2K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
6.87KNew |
$325K - $351K
|
6.87K
$461K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
1.27K+ 10.58% |
$60.3K - $65.1K
|
13.3K
$894K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
975New |
$46.2K - $49.8K
|
975
$65.4K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
260New |
$12.3K - $13.3K
|
260
$17.5K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
162New |
$7.67K - $8.28K
|
162
$10.9K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5+ 0.27% |
$237 - $256
|
1.88K
$126K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
36.3KNew |
$1.45M - $1.75M
|
36.3K
$2.44M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
4.84KNew |
$193K - $233K
|
4.84K
$325K
|
|
|
Jan 25, 2023
Q4 2022
|
Greylin Investment Mangement Inc
|
BUY
|
- |
4.32KNew |
$173K - $208K
|
4.32K
$290K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.01KNew |
$40.5K - $48.9K
|
1.01K
$68.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
378New |
$15.1K - $18.2K
|
378
$25.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
356+ 1.19% |
$14.2K - $17.2K
|
30.2K
$2.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
325New |
$13K - $15.7K
|
325
$21.8K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
18.7KNew |
$745K - $890K
|
18.7K
$1.25M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
18.2KNew |
$725K - $867K
|
18.2K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
10.7K+ 51.88% |
$427K - $510K
|
31.4K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
770New |
$30.7K - $36.7K
|
770
$51.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
176+ 8.84% |
$7.02K - $8.39K
|
2.17K
$145K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
15New |
$598 - $715
|
15
$1.01K
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
13KNew |
$591K - $694K
|
13K
$873K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
8.35KNew |
$379K - $445K
|
8.35K
$560K
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
BUY
|
- |
3.03KNew |
$138K - $162K
|
3.03K
$203K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.18KNew |
$53.4K - $62.6K
|
1.18K
$78.9K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.01K+ 437.07% |
$46.1K - $54.1K
|
1.25K
$83.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
82New |
$3.73K - $4.37K
|
82
$5.5K
|
|
|
Mar 28, 2025
Q2 2022
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
16+ 0.33% |
$727 - $853
|
4.91K
$330K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6New |
$273 - $320
|
6
$403
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 2.52% |
$182 - $213
|
163
$10.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
4+ 3.08% |
$182 - $213
|
134
$8.99K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.76% |
$45.4 - $53.3
|
133
$8.93K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
165KNew |
$8.03M - $9.19M
|
165K
$11.1M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
27KNew |
$1.31M - $1.5M
|
27K
$1.81M
|
|
| Q3 2021 | |||||||
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
180New |
$9.52K - $10.2K
|
180
$12.1K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
21.6KNew |
$1.15M - $1.23M
|
21.6K
$1.45M
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
4.23KNew |
$224K - $239K
|
4.23K
$284K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
117New |
$5.89K - $6.24K
|
117
$7.85K
|
|