Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
23.8K+ 38.97% |
$1.78M - $1.9M
|
84.7K
$6.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.1K+ 94100.0% |
$1.13M - $1.2M
|
15.1K
$1.15M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
12.3KNew |
$922K - $985K
|
12.3K
$939K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
8.92K+ 2.94% |
$668K - $714K
|
313K
$23.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.64K+ 92.22% |
$272K - $291K
|
7.59K
$579K
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.89K+ 1.57% |
$141K - $151K
|
122K
$9.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
BUY
|
- |
600+ 20.0% |
$44.9K - $48K
|
3.6K
$275K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
299+ 1.78% |
$22.4K - $23.9K
|
17.1K
$1.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
258+ 0.74% |
$19.3K - $20.6K
|
35.1K
$2.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
84+ 0.46% |
$6.29K - $6.72K
|
18.5K
$1.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
62+ 0.61% |
$4.64K - $4.96K
|
10.2K
$781K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2+ 0.04% |
$150 - $160
|
5.14K
$392K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.18% |
$74.9 - $80
|
569
$43.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-46- 4.55% |
$3.44K - $3.68K
|
964
$73.5K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-52- 0.53% |
$3.89K - $4.16K
|
9.7K
$740K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-109- 0.96% |
$8.16K - $8.72K
|
11.3K
$860K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-209- 0.63% |
$15.6K - $16.7K
|
33K
$2.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-219- 7.32% |
$16.4K - $17.5K
|
2.77K
$211K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-425- 10.5% |
$31.8K - $34K
|
3.62K
$276K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-611- 5.39% |
$45.7K - $48.9K
|
10.7K
$819K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-751- 3.9% |
$56.2K - $60.1K
|
18.5K
$1.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-12.2K- 98.7% |
$910K - $972K
|
160
$12.2K
|