Purchases and Sales Made in Q4 2023 in Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM) during Q4 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-23- 0.11% |
$1.07K - $1.21K
|
20.1K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-24- 0.37% |
$1.12K - $1.26K
|
6.45K
$342K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-73- 1.63% |
$3.39K - $3.84K
|
4.41K
$234K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-126- 45.99% |
$5.86K - $6.63K
|
148
$7.85K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-135- 0.64% |
$6.28K - $7.1K
|
21.1K
$1.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Moller Financial Services
|
SELL
|
- |
-138- 0.11% |
$6.42K - $7.26K
|
121K
$6.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-184- 0.9% |
$8.56K - $9.67K
|
20.2K
$1.07M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-224- 1.11% |
$10.4K - $11.8K
|
20K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-262- 0.31% |
$12.2K - $13.8K
|
84.2K
$4.47M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-389- 1.91% |
$18.1K - $20.5K
|
20K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-426- 0.97% |
$19.8K - $22.4K
|
43.3K
$2.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-434- 2.66% |
$20.2K - $22.8K
|
15.9K
$843K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-465- 1.94% |
$21.6K - $24.4K
|
23.4K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-490- 4.97% |
$22.8K - $25.8K
|
9.36K
$497K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-529- 6.0% |
$24.6K - $27.8K
|
8.29K
$440K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-907- 13.86% |
$42.2K - $47.7K
|
5.64K
$299K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-980- 4.85% |
$45.6K - $51.5K
|
19.2K
$1.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.08K- 94.24% |
$50.2K - $56.8K
|
66
$3.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.14K- 4.08% |
$52.8K - $59.7K
|
26.7K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.45K- 16.15% |
$67.3K - $76.1K
|
7.51K
$399K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.82K- 33.78% |
$84.7K - $95.8K
|
3.57K
$190K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.99K- 26.22% |
$92.3K - $104K
|
5.59K
$297K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.02K- 94.0% |
$94K - $106K
|
129
$6.85K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.28K- 3.01% |
$106K - $120K
|
73.7K
$3.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.78K- 3.27% |
$129K - $146K
|
82.3K
$4.37M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.91K- 33.67% |
$135K - $153K
|
5.73K
$304K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.26K- 11.88% |
$152K - $172K
|
24.2K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.41K- 12.57% |
$159K - $179K
|
23.7K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.76K- 11.59% |
$175K - $198K
|
28.7K
$1.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.29K- 4.46% |
$200K - $226K
|
91.9K
$4.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4.67K- 10.96% |
$217K - $245K
|
37.9K
$2.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-7.75K- 98.41% |
$360K - $407K
|
125
$6.63K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-8.01K- 15.42% |
$372K - $421K
|
43.9K
$2.33M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.72K- 9.29% |
$406K - $459K
|
85.2K
$4.52M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-9.96K- 11.05% |
$463K - $524K
|
80.1K
$4.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-10.9K- 12.77% |
$505K - $571K
|
74.2K
$3.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.6K- 33.4% |
$677K - $765K
|
29K
$1.54M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-15.2K- 22.8% |
$707K - $799K
|
51.5K
$2.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-15.5K- 20.98% |
$722K - $817K
|
58.5K
$3.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-15.8K- 6.14% |
$732K - $828K
|
241K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-15.8K- 21.03% |
$734K - $830K
|
59.3K
$3.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.7K- 1.92% |
$962K - $1.09M
|
1.06M
$56.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-56.6K- 79.08% |
$2.63M - $2.98M
|
15K
$795K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-78.8K- 79.75% |
$3.66M - $4.14M
|
20K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-123K- 71.96% |
$5.74M - $6.49M
|
48.1K
$2.55M
|