Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
68.8K+ 408.44% |
$4.61M - $4.92M
|
85.6K
$7.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.7K+ 5.52% |
$2.26M - $2.41M
|
643K
$53.8M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.9K+ 2.93% |
$2.14M - $2.28M
|
1.12M
$93.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.9K+ 2.93% |
$2.14M - $2.28M
|
1.12M
$93.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
13.6KNew |
$914K - $974K
|
13.6K
$1.14M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.7K+ 3.78% |
$788K - $839K
|
322K
$27M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.5K+ 51.09% |
$768K - $818K
|
33.9K
$2.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
9.54KNew |
$640K - $682K
|
9.54K
$798K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.88KNew |
$528K - $563K
|
7.88K
$659K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.11K+ 14.07% |
$410K - $436K
|
49.5K
$4.14M
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
BUY
|
- |
5.18K+ 1.74% |
$348K - $370K
|
302K
$25.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.94KNew |
$331K - $353K
|
4.94K
$413K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.51K+ 2.98% |
$302K - $322K
|
156K
$13.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.42K+ 8.12% |
$297K - $316K
|
58.9K
$4.93M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.11KNew |
$275K - $293K
|
4.11K
$343K
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.5KNew |
$235K - $250K
|
3.5K
$293K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.88K+ 27.45% |
$193K - $206K
|
13.4K
$1.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.61K+ 6.17% |
$175K - $187K
|
45K
$3.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.56K+ 2.46% |
$105K - $111K
|
65.1K
$5.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.15K+ 182.28% |
$77.3K - $82.3K
|
1.78K
$149K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
937+ 1.71% |
$62.8K - $66.9K
|
55.6K
$4.65M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
762+ 54.74% |
$51.1K - $54.4K
|
2.15K
$180K
|
|
|
Jul 12, 2024
Q2 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
756+ 0.66% |
$50.7K - $54K
|
116K
$9.69M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
666+ 4.08% |
$44.7K - $47.6K
|
17K
$1.42M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
622New |
$41.7K - $44.4K
|
622
$52K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
605+ 21.06% |
$40.6K - $43.2K
|
3.48K
$291K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
438+ 8.12% |
$29.4K - $31.3K
|
5.83K
$488K
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
400+ 1.98% |
$26.8K - $28.6K
|
20.6K
$1.72M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
384+ 7.33% |
$25.8K - $27.4K
|
5.62K
$471K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
312+ 0.02% |
$20.9K - $22.3K
|
2.03M
$170M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
308+ 3.69% |
$20.7K - $22K
|
8.66K
$725K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
306+ 3.84% |
$20.5K - $21.9K
|
8.28K
$693K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
266+ 1.7% |
$17.8K - $19K
|
15.9K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
249+ 3.44% |
$16.7K - $17.8K
|
7.48K
$626K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
240+ 2.29% |
$16.1K - $17.1K
|
10.7K
$896K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
212+ 7.42% |
$14.2K - $15.1K
|
3.07K
$257K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
182+ 2.03% |
$12.2K - $13K
|
9.13K
$764K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
157+ 0.46% |
$10.5K - $11.2K
|
33.9K
$2.84M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
150+ 48.54% |
$10.1K - $10.7K
|
459
$38.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
145+ 0.48% |
$9.73K - $10.4K
|
30.1K
$2.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
140New |
$9.39K - $10K
|
140
$11.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
117+ 0.09% |
$7.85K - $8.36K
|
135K
$11.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
107+ 0.59% |
$7.18K - $7.65K
|
18.3K
$1.53M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
98+ 0.58% |
$6.57K - $7K
|
17K
$1.42M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
45+ 0.56% |
$3.02K - $3.22K
|
8.14K
$681K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
32+ 0.23% |
$2.15K - $2.29K
|
14.2K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
32+ 0.43% |
$2.15K - $2.29K
|
7.39K
$618K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
30+ 0.18% |
$2.01K - $2.14K
|
16.5K
$1.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
23+ 0.19% |
$1.54K - $1.64K
|
11.9K
$996K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
20+ 0.57% |
$1.34K - $1.43K
|
3.51K
$294K
|