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
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
93+ 77.5% |
$5.46K - $5.77K
|
213
$17.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
57New |
$3.35K - $3.54K
|
57
$4.77K
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
47+ 0.5% |
$2.76K - $2.92K
|
9.36K
$783K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
46New |
$2.7K - $2.86K
|
46
$3.85K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
39+ 0.6% |
$2.29K - $2.42K
|
6.53K
$546K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
30+ 0.11% |
$1.76K - $1.86K
|
26.2K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
26+ 0.12% |
$1.53K - $1.61K
|
21.7K
$1.81M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
24+ 0.44% |
$1.41K - $1.49K
|
5.5K
$460K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
23+ 0.19% |
$1.35K - $1.43K
|
12K
$1.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
21+ 0.62% |
$1.23K - $1.3K
|
3.43K
$287K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
21New |
$1.23K - $1.3K
|
21
$1.76K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
20+ 0.38% |
$1.17K - $1.24K
|
5.35K
$448K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13+ 0.35% |
$764 - $807
|
3.73K
$312K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
12New |
$705 - $745
|
12
$1K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10+ 0.06% |
$587 - $621
|
15.9K
$1.33M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2+ 0.86% |
$117 - $124
|
234
$19.6K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.61% |
$58.7 - $62.1
|
166
$13.9K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-25- 0.18% |
$1.47K - $1.55K
|
13.8K
$1.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.23% |
$2.35K - $2.48K
|
17.2K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-62- 1.0% |
$3.64K - $3.85K
|
6.12K
$512K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-104- 0.85% |
$6.11K - $6.46K
|
12.1K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-110- 0.18% |
$6.46K - $6.83K
|
62.7K
$5.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-130- 2.08% |
$7.64K - $8.07K
|
6.13K
$513K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-196- 2.6% |
$11.5K - $12.2K
|
7.33K
$614K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-212- 3.42% |
$12.5K - $13.2K
|
5.99K
$501K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-237- 0.66% |
$13.9K - $14.7K
|
35.4K
$2.97M
|
|
|
Jul 11, 2023
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-265- 4.38% |
$15.6K - $16.5K
|
5.78K
$484K
|
|
|
Mar 07, 2024
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-265- 4.38% |
$15.6K - $16.5K
|
5.78K
$484K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-270- 1.04% |
$15.9K - $16.8K
|
25.7K
$2.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-330- 0.76% |
$19.4K - $20.5K
|
42.9K
$3.59M
|
|
|
Aug 03, 2023
Q2 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-368- 8.42% |
$21.6K - $22.8K
|
4K
$335K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-413- 6.78% |
$24.3K - $25.6K
|
5.68K
$475K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-417- 1.2% |
$24.5K - $25.9K
|
34.3K
$2.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-468- 8.83% |
$27.5K - $29.1K
|
4.83K
$404K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-504- 2.37% |
$29.6K - $31.3K
|
20.8K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-551- 68.62% |
$32.4K - $34.2K
|
252
$21.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-552- 1.36% |
$32.4K - $34.3K
|
40.1K
$3.35M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-572- 3.27% |
$33.6K - $35.5K
|
16.9K
$1.42M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-596- 10.08% |
$35K - $37K
|
5.32K
$445K
|
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-677- 10.56% |
$39.8K - $42K
|
5.74K
$480K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-701- 3.94% |
$41.2K - $43.5K
|
17.1K
$1.43M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-731- 1.98% |
$42.9K - $45.4K
|
36.2K
$3.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-804- 5.1% |
$47.2K - $49.9K
|
15K
$1.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-817- 3.48% |
$48K - $50.7K
|
22.7K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.03K- 22.32% |
$60.3K - $63.8K
|
3.58K
$299K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.23K- 18.17% |
$72.4K - $76.5K
|
5.55K
$464K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.26K- 46.69% |
$74.1K - $78.3K
|
1.44K
$120K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.34K- 24.64% |
$78.7K - $83.2K
|
4.1K
$343K
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-2.17K- 5.71% |
$128K - $135K
|
35.9K
$3M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.33K- 5.24% |
$137K - $145K
|
42.1K
$3.53M
|