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
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.59K- 30.48% |
$152K - $161K
|
5.91K
$463K
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-2.62K- 11.19% |
$154K - $163K
|
20.8K
$1.63M
|
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-3.52K- 13.11% |
$207K - $218K
|
23.3K
$1.83M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.86K- 18.26% |
$403K - $426K
|
30.7K
$2.41M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-17.7K- 23.31% |
$1.04M - $1.1M
|
58.4K
$4.57M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-18.2K- 31.17% |
$1.07M - $1.13M
|
40.2K
$3.15M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.8K- 5.15% |
$1.28M - $1.35M
|
401K
$31.4M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-24.6K- 87.71% |
$1.44M - $1.53M
|
3.45K
$270K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-34.2K- 6.65% |
$2.01M - $2.12M
|
480K
$37.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-39.4K- 23.4% |
$2.31M - $2.44M
|
129K
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-62K- 6.26% |
$3.64M - $3.85M
|
929K
$72.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-195K- 40.7% |
$11.4M - $12.1M
|
284K
$22.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-195K- 36.63% |
$11.5M - $12.1M
|
338K
$26.5M
|