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 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
16+ 0.51% |
$1.07K - $1.14K
|
3.18K
$243K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14+ 0.41% |
$939 - $1K
|
3.47K
$265K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13+ 0.28% |
$872 - $929
|
4.68K
$358K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.06% |
$604 - $643
|
16.3K
$1.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5+ 0.04% |
$335 - $357
|
12.9K
$986K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 0.61% |
$134 - $143
|
331
$25.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1+ 0.0% |
$67.1 - $71.5
|
36.3K
$2.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.59% |
$67.1 - $71.5
|
170
$13K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.42% |
$67.1 - $71.5
|
239
$18.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.5% |
$67.1 - $71.5
|
200
$15.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16- 6.2% |
$1.07K - $1.14K
|
242
$18.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-24- 7.67% |
$1.61K - $1.71K
|
289
$22.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50- 0.11% |
$3.35K - $3.57K
|
47.5K
$3.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-51- 0.8% |
$3.42K - $3.64K
|
6.32K
$483K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-65- 0.02% |
$4.36K - $4.64K
|
278K
$21.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-95- 1.73% |
$6.37K - $6.79K
|
5.39K
$412K
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-129- 2.02% |
$8.65K - $9.22K
|
6.24K
$478K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-155- 0.34% |
$10.4K - $11.1K
|
45.8K
$3.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-167- 0.65% |
$11.2K - $11.9K
|
25.5K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-180- 65.22% |
$12.1K - $12.9K
|
96
$7.34K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-185- 24.6% |
$12.4K - $13.2K
|
567
$43.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-186Closed |
$12.5K - $13.3K
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-192- 6.74% |
$12.9K - $13.7K
|
2.66K
$203K
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-198- 2.05% |
$13.3K - $14.1K
|
9.48K
$725K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 4.71% |
$13.4K - $14.3K
|
4.05K
$310K
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-202- 1.0% |
$13.5K - $14.4K
|
20.1K
$1.54M
|
|
|
Jul 24, 2024
Q2 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-225- 4.04% |
$15.1K - $16.1K
|
5.34K
$409K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-370- 31.62% |
$24.8K - $26.4K
|
800
$61.2K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-390- 1.29% |
$26.2K - $27.9K
|
29.9K
$2.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-391- 5.4% |
$26.2K - $27.9K
|
6.85K
$524K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-400- 7.62% |
$26.8K - $28.6K
|
4.85K
$371K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-419- 42.07% |
$28.1K - $29.9K
|
577
$44.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-433- 8.43% |
$29K - $30.9K
|
4.7K
$360K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-591- 2.96% |
$39.6K - $42.2K
|
19.4K
$1.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-601- 15.93% |
$40.3K - $42.9K
|
3.17K
$243K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-633- 6.15% |
$42.5K - $45.2K
|
9.67K
$739K
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-662- 8.33% |
$44.4K - $47.3K
|
7.29K
$557K
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-724- 15.24% |
$48.6K - $51.7K
|
4.03K
$308K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-782- 5.09% |
$52.4K - $55.9K
|
14.6K
$1.12M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-873- 0.29% |
$58.6K - $62.4K
|
296K
$22.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-923- 5.34% |
$61.9K - $65.9K
|
16.4K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-969- 13.44% |
$65K - $69.2K
|
6.24K
$478K
|
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
SELL
|
- |
-1K- 8.28% |
$67.1K - $71.5K
|
11.1K
$848K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.04K- 3.05% |
$70K - $74.6K
|
33.2K
$2.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.13K- 44.78% |
$75.7K - $80.6K
|
1.39K
$106K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.15K- 3.63% |
$76.9K - $81.9K
|
30.5K
$2.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.4K- 22.13% |
$94K - $100K
|
4.93K
$377K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.53K- 0.7% |
$103K - $109K
|
216K
$16.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.6K- 22.27% |
$107K - $114K
|
5.59K
$427K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.89K- 5.79% |
$127K - $135K
|
30.8K
$2.36M
|