Purchases and Sales Made in Q1 2024 in Wisdomtree Tr U.S Total Divide (DTD)
This table provides information about the institutional ownership of Wisdomtree Tr U.S Total Divide (DTD) during Q1 2024. 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 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-767- 2.47% |
$49.5K - $54.2K
|
30.2K
$2.53M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-870- 14.22% |
$56.1K - $61.5K
|
5.25K
$439K
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-930- 4.4% |
$60K - $65.8K
|
20.2K
$1.69M
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
SELL
|
- |
-1K- 7.65% |
$64.5K - $70.7K
|
12.1K
$1.01M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-1.26K- 26.76% |
$81.3K - $89.1K
|
3.45K
$289K
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.26K- 3.71% |
$81.3K - $89.1K
|
32.7K
$2.74M
|
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-1.27K- 1.09% |
$82K - $89.9K
|
115K
$9.62M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.29K- 3.67% |
$83.1K - $91.1K
|
33.8K
$2.83M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.35K- 18.71% |
$87.1K - $95.5K
|
5.87K
$491K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.56K- 2.4% |
$101K - $110K
|
63.5K
$5.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.73K- 7.87% |
$112K - $123K
|
20.3K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.39K- 23.06% |
$154K - $169K
|
7.97K
$667K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.54K- 13.19% |
$164K - $180K
|
16.7K
$1.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-2.63K- 42.83% |
$170K - $186K
|
3.51K
$294K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.76K- 0.73% |
$178K - $195K
|
373K
$31.2M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.86K- 48.81% |
$184K - $202K
|
3K
$251K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.4K- 20.73% |
$219K - $240K
|
13K
$1.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-3.43K- 14.32% |
$221K - $243K
|
20.5K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.48K- 3.29% |
$225K - $246K
|
102K
$8.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.84K- 18.16% |
$247K - $271K
|
17.3K
$1.45M
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-4.09K- 57.52% |
$264K - $289K
|
3.02K
$253K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.36K- 24.96% |
$281K - $308K
|
13.1K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.45K- 5.47% |
$287K - $314K
|
76.8K
$6.42M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.45K- 17.25% |
$287K - $315K
|
21.4K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.47K- 6.91% |
$288K - $316K
|
60.3K
$5.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-5K- 13.66% |
$322K - $353K
|
31.6K
$2.64M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.32K- 11.75% |
$343K - $376K
|
39.9K
$3.34M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.32K- 2.39% |
$343K - $377K
|
217K
$18.2M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.02K- 36.43% |
$388K - $425K
|
10.5K
$878K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.18K- 48.89% |
$463K - $508K
|
7.51K
$628K
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-8.47K- 64.06% |
$546K - $599K
|
4.75K
$398K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-10.7K- 22.27% |
$688K - $754K
|
37.2K
$3.11M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.5K- 39.31% |
$804K - $882K
|
19.2K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-19K- 0.93% |
$1.23M - $1.35M
|
2.03M
$170M
|
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-19.7K- 23.19% |
$1.27M - $1.39M
|
65.1K
$5.45M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-28.7K- 17.58% |
$1.85M - $2.03M
|
134K
$11.2M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31.9K- 2.85% |
$2.06M - $2.25M
|
1.09M
$91.1M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-51.5K- 80.17% |
$3.32M - $3.64M
|
12.7K
$1.06M
|