Purchases and Sales Made in Q1 2023 in Wisdomtree Tr U.S Total Divide (DTD)

DTD Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr U.S Total Divide (DTD) during Q1 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE TR U.S TOTAL DIVIDE.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
162K
+ 9.7%
$9.4M - $10.2M
1.83M $140M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
63.3K
+ 6.83%
$3.68M - $4.01M
991K $75.6M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
44.1K
+ 9.38%
$2.56M - $2.79M
514K $39.2M
May 16, 2023 Q1 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
23K
+ 4.51%
$1.33M - $1.45M
533K $40.7M
May 11, 2023 Q1 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
21.6K
New
$1.26M - $1.37M
21.6K $1.65M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
20.9K
+ 332.28%
$1.21M - $1.32M
27.2K $2.08M
May 16, 2023 Q1 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
13.8K
New
$804K - $876K
13.8K $1.06M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
12K
+ 47.91%
$694K - $757K
36.9K $2.82M
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
11.4K
New
$661K - $721K
11.4K $869K
May 11, 2023 Q1 2023
Arvest Trust CO N A

Rogers, AR
BUY
 -
8.28K
+ 27.79%
$481K - $524K
38.1K $2.9M
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
7.61K
New
$442K - $482K
7.61K $580K
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
5.59K
New
$325K - $354K
5.59K $427K
Apr 17, 2023 Q1 2023
Claro Advisors LLC

Boston, MA
BUY
 -
4.76K
+ 52.19%
$277K - $301K
13.9K $1.06M
Aug 29, 2024 Q1 2023
Waldron Private Wealth LLC

BUY
 -
4.18K
New
$243K - $265K
4.18K $319K
Apr 11, 2023 Q1 2023
My Legacy Advisors, LLC

BUY
 -
3.99K
+ 13.87%
$232K - $253K
32.8K $2.5M
May 11, 2023 Q1 2023
Avant Capital LLC

Lafayette, LA
BUY
 -
3.97K
+ 17.3%
$231K - $251K
26.9K $2.06M
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
3.85K
+ 65.26%
$223K - $243K
9.74K $743K
Apr 20, 2023 Q1 2023
Melone Private Wealth, LLC

BUY
 -
3.36K
+ 3.36%
$195K - $213K
103K $7.88M
May 09, 2023 Q1 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
3.26K
+ 33.09%
$189K - $206K
13.1K $1M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
3.25K
+ 22.29%
$188K - $205K
17.8K $1.36M
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.69K
+ 57.04%
$156K - $170K
7.41K $566K
May 05, 2023 Q1 2023
Sandy Spring Bank

BUY
 -
2.48K
New
$144K - $157K
2.48K $189K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
2.28K
+ 6.17%
$132K - $144K
39.2K $2.99M
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
2.23K
+ 16.32%
$129K - $141K
15.9K $1.21M
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
1.94K
+ 1.97%
$112K - $123K
100K $7.64M
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.91K
+ 0.86%
$111K - $121K
224K $17.1M
Apr 21, 2023 Q1 2023
Alta Wealth Advisors LLC

BUY
 -
1.91K
+ 25.59%
$111K - $121K
9.36K $714K
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
1.8K
+ 51.12%
$105K - $114K
5.33K $407K
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
1.71K
New
$99.3K - $108K
1.71K $131K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
1.59K
+ 15.3%
$92.5K - $101K
12K $916K
May 15, 2023 Q1 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
1.49K
+ 3.8%
$86.3K - $94.1K
40.7K $3.1M
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.26K
+ 87.57%
$73.2K - $79.8K
2.7K $206K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
1.25K
+ 165.69%
$72.3K - $78.9K
2K $152K
May 15, 2023 Q1 2023
Bridgewealth Advisory Group, LLC

Fresno, CA
BUY
 -
1.2K
+ 26.69%
$69.8K - $76.1K
5.71K $435K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
1.05K
New
$60.9K - $66.4K
1.05K $80K
May 15, 2023 Q1 2023
Klr Investment Advisors, LLC

Providence, RI
BUY
 -
820
+ 3.61%
$47.6K - $51.9K
23.5K $1.79M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
675
+ 1.32%
$39.2K - $42.7K
51.9K $3.96M
Apr 27, 2023 Q1 2023
Stratos Wealth Partners, Ltd.

BUY
 -
614
+ 3.64%
$35.6K - $38.9K
17.5K $1.34M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
531
+ 0.99%
$30.8K - $33.6K
54.2K $4.13M
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
500
New
$29K - $31.7K
500 $38.1K
Mar 07, 2024 Q1 2023
Willis Investment Counsel

Gainesville, GA
BUY
 -
480
+ 8.62%
$27.9K - $30.4K
6.05K $461K
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
430
New
$25K - $27.2K
430 $32.8K
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
392
+ 4900.0%
$22.8K - $24.8K
400 $30.5K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
312
+ 0.67%
$18.1K - $19.7K
46.8K $3.57M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
311
New
$18.1K - $19.7K
311 $23.7K
Apr 19, 2023 Q1 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
252
+ 0.75%
$14.6K - $16K
33.7K $2.57M
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
245
+ 4.11%
$14.2K - $15.5K
6.21K $473K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
243
New
$14.1K - $15.4K
243 $18.5K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
230
+ 2.78%
$13.4K - $14.6K
8.51K $649K

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