Purchases and Sales Made in Q2 2025 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 2025. 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 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
68K+ 152.49% |
$4.65M - $5.41M
|
113K
$9.42M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52.5K+ 129.5% |
$3.59M - $4.17M
|
93K
$7.78M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
37.6K+ 100.0% |
$2.57M - $2.99M
|
75.1K
$6.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.3K+ 369.93% |
$2.01M - $2.33M
|
37.3K
$3.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
23.5K+ 119.78% |
$1.61M - $1.87M
|
43.2K
$3.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
18.1K+ 8.6% |
$1.24M - $1.44M
|
229K
$19.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.1K+ 2.29% |
$1.17M - $1.36M
|
765K
$64M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.2K+ 4.2% |
$1.11M - $1.29M
|
402K
$33.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
12K+ 718.63% |
$819K - $951K
|
13.6K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.5K+ 7.81% |
$716K - $832K
|
144K
$12.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.15K+ 18.67% |
$627K - $728K
|
58.2K
$4.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.43K+ 9.89% |
$509K - $591K
|
82.6K
$6.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.29K+ 190.76% |
$499K - $580K
|
11.1K
$930K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
6.92KNew |
$474K - $551K
|
6.92K
$579K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.28K+ 30.79% |
$361K - $420K
|
22.4K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.5KNew |
$308K - $358K
|
4.5K
$377K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
4.14KNew |
$283K - $329K
|
4.14K
$346K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.97K+ 6.18% |
$271K - $315K
|
68.1K
$5.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.4KNew |
$232K - $270K
|
3.4K
$284K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.28KNew |
$224K - $260K
|
3.28K
$274K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.1K+ 14.77% |
$212K - $247K
|
24.1K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.86K+ 0.15% |
$196K - $228K
|
1.94M
$162M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.59K+ 7.38% |
$177K - $206K
|
37.7K
$3.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
2.58KNew |
$177K - $205K
|
2.58K
$216K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.53K+ 2.06% |
$173K - $201K
|
125K
$10.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2.35K+ 2284.47% |
$161K - $187K
|
2.46K
$205K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.14K+ 4.64% |
$146K - $170K
|
48.2K
$4.03M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.7K+ 42.77% |
$116K - $135K
|
5.68K
$475K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.44K+ 23.61% |
$98.2K - $114K
|
7.51K
$629K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.39K+ 2.89% |
$95.2K - $111K
|
49.5K
$4.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.37KNew |
$93.7K - $109K
|
1.37K
$115K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.29K+ 54.03% |
$88.2K - $102K
|
3.67K
$307K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.19KNew |
$81.5K - $94.7K
|
1.19K
$99.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.16K+ 6.46% |
$79.3K - $92.2K
|
19.1K
$1.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.12K+ 462.81% |
$76.7K - $89.1K
|
1.36K
$114K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
915New |
$62.6K - $72.8K
|
915
$76.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
908New |
$62.2K - $72.2K
|
908
$76K
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
876+ 2.78% |
$60K - $69.7K
|
32.3K
$2.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
811+ 6.53% |
$55.5K - $64.5K
|
13.2K
$1.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
777+ 4.52% |
$53.2K - $61.8K
|
18K
$1.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
692+ 12.53% |
$47.4K - $55K
|
6.21K
$520K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
660+ 6.15% |
$45.2K - $52.5K
|
11.4K
$953K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
656+ 1.18% |
$44.9K - $52.2K
|
56.1K
$4.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
552New |
$37.8K - $43.9K
|
552
$46.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
546+ 5.33% |
$37.4K - $43.4K
|
10.8K
$902K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
490+ 0.77% |
$33.5K - $39K
|
63.9K
$5.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
399+ 14.04% |
$27.3K - $31.7K
|
3.24K
$271K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
318New |
$21.8K - $25.3K
|
318
$26.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
269+ 62.85% |
$18.4K - $21.4K
|
697
$58.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
268+ 9.56% |
$18.3K - $21.3K
|
3.07K
$257K
|