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
$9.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
23.5K+ 119.78% |
$1.61M - $1.87M
|
43.2K
$3.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
12K+ 718.63% |
$819K - $951K
|
13.6K
$1.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.15K+ 18.67% |
$627K - $728K
|
58.2K
$4.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.43K+ 9.89% |
$509K - $591K
|
82.6K
$6.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.28K+ 30.79% |
$361K - $420K
|
22.4K
$1.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
4.14KNew |
$283K - $329K
|
4.14K
$336K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.97K+ 6.18% |
$271K - $315K
|
68.1K
$5.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.4KNew |
$232K - $270K
|
3.4K
$276K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.59K+ 7.38% |
$177K - $206K
|
37.7K
$3.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
2.58KNew |
$177K - $205K
|
2.58K
$210K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.53K+ 2.06% |
$173K - $201K
|
125K
$10.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2.35K+ 2284.47% |
$161K - $187K
|
2.46K
$200K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.14K+ 4.64% |
$146K - $170K
|
48.2K
$3.92M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.39K+ 2.89% |
$95.2K - $111K
|
49.5K
$4.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.37KNew |
$93.7K - $109K
|
1.37K
$111K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.29K+ 54.03% |
$88.2K - $102K
|
3.67K
$299K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.16K+ 6.46% |
$79.3K - $92.2K
|
19.1K
$1.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
908New |
$62.2K - $72.2K
|
908
$73.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
777+ 4.52% |
$53.2K - $61.8K
|
18K
$1.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
692+ 12.53% |
$47.4K - $55K
|
6.21K
$505K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
660+ 6.15% |
$45.2K - $52.5K
|
11.4K
$926K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
656+ 1.18% |
$44.9K - $52.2K
|
56.1K
$4.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
552New |
$37.8K - $43.9K
|
552
$44.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
546+ 5.33% |
$37.4K - $43.4K
|
10.8K
$877K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
318New |
$21.8K - $25.3K
|
318
$25.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
269+ 62.85% |
$18.4K - $21.4K
|
697
$56.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
189+ 1.66% |
$12.9K - $15K
|
11.6K
$941K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
151+ 12.07% |
$10.3K - $12K
|
1.4K
$114K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
141+ 0.48% |
$9.65K - $11.2K
|
29.8K
$2.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
128+ 4.36% |
$8.76K - $10.2K
|
3.06K
$249K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
108+ 0.58% |
$7.39K - $8.59K
|
18.6K
$1.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
21+ 0.15% |
$1.44K - $1.67K
|
13.7K
$1.11M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
15+ 0.29% |
$1.03K - $1.19K
|
5.15K
$419K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13+ 0.28% |
$890 - $1.03K
|
4.72K
$384K
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
5+ 0.55% |
$342 - $398
|
912
$74.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.04% |
$137 - $159
|
4.56K
$371K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-10- 0.41% |
$685 - $795
|
2.44K
$198K
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-58- 0.09% |
$3.97K - $4.61K
|
65.1K
$5.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-104- 1.48% |
$7.12K - $8.27K
|
6.93K
$563K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-115- 0.83% |
$7.87K - $9.14K
|
13.7K
$1.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-203- 0.58% |
$13.9K - $16.1K
|
34.6K
$2.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-212- 0.06% |
$14.5K - $16.9K
|
353K
$28.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-229- 4.24% |
$15.7K - $18.2K
|
5.17K
$420K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-259- 26.87% |
$17.7K - $20.6K
|
705
$57.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-327- 9.03% |
$22.4K - $26K
|
3.3K
$268K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-387- 12.0% |
$26.5K - $30.8K
|
2.84K
$231K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-412- 7.92% |
$28.2K - $32.8K
|
4.79K
$389K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-422- 3.74% |
$28.9K - $33.6K
|
10.9K
$882K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-445- 9.25% |
$30.5K - $35.4K
|
4.37K
$355K
|