Purchases and Sales Made in Q2 2023 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
128K+ 7.0% |
$7.53M - $7.96M
|
1.96M
$153M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
90.7KNew |
$5.33M - $5.63M
|
90.7K
$7.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.6K+ 177.75% |
$2.5M - $2.64M
|
66.5K
$5.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
32.2KNew |
$1.89M - $2M
|
32.2K
$2.52M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.3K+ 9777.73% |
$1.37M - $1.44M
|
23.5K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.3K+ 138.22% |
$1.37M - $1.44M
|
40.1K
$3.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.3K+ 39.69% |
$1.02M - $1.08M
|
60.9K
$4.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
12.9KNew |
$759K - $802K
|
12.9K
$1.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.27K+ 196.42% |
$545K - $576K
|
14K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.03K+ 18.29% |
$530K - $560K
|
58.4K
$4.57M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
8.9KNew |
$523K - $553K
|
8.9K
$697K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.14KNew |
$478K - $505K
|
8.14K
$637K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.48K+ 11.97% |
$381K - $402K
|
60.6K
$4.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.34KNew |
$372K - $394K
|
6.34K
$497K
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
5.88KNew |
$345K - $365K
|
5.88K
$461K
|
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
5.86K+ 5.67% |
$344K - $364K
|
109K
$8.55M
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
BUY
|
- |
5.8K+ 1.87% |
$341K - $360K
|
316K
$24.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.25K+ 9.26% |
$309K - $326K
|
62K
$4.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.11K+ 36.82% |
$300K - $318K
|
19K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
4.62K+ 81.03% |
$272K - $287K
|
10.3K
$809K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.27K+ 25.23% |
$251K - $265K
|
21.2K
$1.66M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.31K+ 6.37% |
$194K - $205K
|
55.2K
$4.32M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.16K+ 1.41% |
$185K - $196K
|
228K
$17.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2.66K+ 0.84% |
$156K - $165K
|
320K
$25.1M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.22K+ 6.77% |
$130K - $138K
|
35K
$2.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.21K+ 8.19% |
$130K - $137K
|
29.2K
$2.28M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.18K+ 96.28% |
$128K - $135K
|
4.44K
$348K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.96K+ 1.95% |
$115K - $121K
|
102K
$8M
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
1.92KNew |
$113K - $119K
|
1.92K
$150K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.71K+ 17.55% |
$100K - $106K
|
11.4K
$897K
|
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.38K+ 4.1% |
$81.1K - $85.7K
|
35.1K
$2.75M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.32K+ 11.63% |
$77.8K - $82.2K
|
12.7K
$996K
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.07K+ 11.4% |
$62.7K - $66.3K
|
10.4K
$817K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
982New |
$57.7K - $61K
|
982
$76.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
746+ 13.34% |
$43.8K - $46.3K
|
6.34K
$497K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
737+ 0.74% |
$43.3K - $45.8K
|
101K
$7.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
628+ 1.34% |
$36.9K - $39K
|
47.4K
$3.71M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
603+ 4.6% |
$35.4K - $37.4K
|
13.7K
$1.07M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
590New |
$34.7K - $36.6K
|
590
$46.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
571+ 2.11% |
$33.5K - $35.5K
|
27.7K
$2.17M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
464+ 5.15% |
$27.3K - $28.8K
|
9.47K
$742K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
464+ 5.15% |
$27.3K - $28.8K
|
9.47K
$742K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
352+ 0.9% |
$20.7K - $21.9K
|
39.6K
$3.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
259+ 0.27% |
$15.2K - $16.1K
|
96.9K
$7.59M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
219+ 36.93% |
$12.9K - $13.6K
|
812
$63.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
210+ 0.76% |
$12.3K - $13K
|
27.8K
$2.18M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
180+ 187.5% |
$10.6K - $11.2K
|
276
$21.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
170+ 3.08% |
$9.99K - $10.6K
|
5.69K
$445K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
162+ 0.6% |
$9.52K - $10.1K
|
27.4K
$2.14M
|
|
|
Jul 17, 2023
Q2 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
108+ 0.61% |
$6.34K - $6.71K
|
17.8K
$1.4M
|