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 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-1.91K- 2.93% |
$128K - $136K
|
63.2K
$4.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.13K- 2.08% |
$143K - $152K
|
100K
$7.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.18K- 42.29% |
$146K - $156K
|
2.97K
$225K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.36K- 12.2% |
$158K - $169K
|
17K
$1.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.43K- 33.57% |
$163K - $173K
|
4.8K
$364K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.45K- 4.06% |
$164K - $175K
|
57.8K
$4.38M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.58K- 43.98% |
$173K - $184K
|
3.29K
$249K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.59K- 19.79% |
$174K - $185K
|
10.5K
$796K
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-3.4K- 32.25% |
$228K - $243K
|
7.13K
$540K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.55K- 17.8% |
$238K - $254K
|
16.4K
$1.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.28K- 96.26% |
$287K - $305K
|
166
$12.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.98K- 92.7% |
$334K - $356K
|
392
$29.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.25K- 13.13% |
$352K - $375K
|
34.7K
$2.63M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-6.37K- 18.71% |
$427K - $455K
|
27.7K
$2.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.54K- 14.68% |
$439K - $468K
|
38K
$2.88M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.53K- 10.92% |
$505K - $538K
|
61.4K
$4.65M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.56K- 39.28% |
$507K - $540K
|
11.7K
$885K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-10.6K- 9.82% |
$708K - $754K
|
96.9K
$7.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.9K- 3.19% |
$797K - $849K
|
361K
$27.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.9K- 69.85% |
$1M - $1.07M
|
6.44K
$488K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-15K- 40.2% |
$1M - $1.07M
|
22.3K
$1.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.4K- 20.0% |
$1.03M - $1.1M
|
61.4K
$4.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-107K- 52.91% |
$7.16M - $7.63M
|
95K
$7.2M
|