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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
242New |
$16.6K - $19.2K
|
242
$20.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
200+ 7.29% |
$13.7K - $15.9K
|
2.94K
$246K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
194+ 6.75% |
$13.3K - $15.4K
|
3.07K
$257K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
189+ 1.66% |
$12.9K - $15K
|
11.6K
$968K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
151+ 12.07% |
$10.3K - $12K
|
1.4K
$117K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
141+ 0.48% |
$9.65K - $11.2K
|
29.8K
$2.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
135+ 2.28% |
$9.24K - $10.7K
|
6.06K
$507K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
134+ 0.27% |
$9.17K - $10.7K
|
49.6K
$4.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
128+ 4.36% |
$8.76K - $10.2K
|
3.06K
$256K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
120+ 0.13% |
$8.21K - $9.54K
|
93.5K
$7.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
108+ 0.58% |
$7.39K - $8.59K
|
18.6K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21+ 0.22% |
$1.44K - $1.67K
|
9.75K
$816K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
21+ 0.15% |
$1.44K - $1.67K
|
13.7K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
20+ 0.57% |
$1.37K - $1.59K
|
3.52K
$294K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15+ 0.51% |
$1.03K - $1.19K
|
2.94K
$246K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
15+ 0.29% |
$1.03K - $1.19K
|
5.15K
$431K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14+ 20.9% |
$958 - $1.11K
|
81
$6.78K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13+ 0.28% |
$890 - $1.03K
|
4.72K
$395K
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
5+ 0.55% |
$342 - $398
|
912
$76.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 0.6% |
$137 - $159
|
338
$28.3K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2+ 0.07% |
$137 - $159
|
2.8K
$234K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.04% |
$137 - $159
|
4.56K
$382K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.56% |
$68.5 - $79.5
|
178
$14.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.49% |
$68.5 - $79.5
|
204
$17.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
1New |
$68.5 - $79.5
|
1
$83.7
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.36% |
$68.5 - $79.5
|
280
$23.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1- 0.01% |
$68.5 - $79.5
|
6.99K
$585K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-10- 0.41% |
$685 - $795
|
2.44K
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-19- 0.26% |
$1.3K - $1.51K
|
7.33K
$613K
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-58- 0.09% |
$3.97K - $4.61K
|
65.1K
$5.45M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-59- 1.61% |
$4.04K - $4.69K
|
3.62K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-63- 1.46% |
$4.31K - $5.01K
|
4.26K
$356K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-104- 1.48% |
$7.12K - $8.27K
|
6.93K
$580K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-115- 0.83% |
$7.87K - $9.14K
|
13.7K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-126- 2.67% |
$8.62K - $10K
|
4.59K
$384K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-130- 2.35% |
$8.9K - $10.3K
|
5.4K
$452K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-181- 1.77% |
$12.4K - $14.4K
|
10.1K
$841K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-191- 3.61% |
$13.1K - $15.2K
|
5.1K
$427K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-203- 0.58% |
$13.9K - $16.1K
|
34.6K
$2.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-212- 5.06% |
$14.5K - $16.9K
|
3.98K
$333K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-212- 0.06% |
$14.5K - $16.9K
|
353K
$29.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-229- 4.24% |
$15.7K - $18.2K
|
5.17K
$432K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-231- 1.45% |
$15.8K - $18.4K
|
15.7K
$1.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-259- 26.87% |
$17.7K - $20.6K
|
705
$59K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-266- 7.03% |
$18.2K - $21.2K
|
3.52K
$294K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-308- 12.42% |
$21.1K - $24.5K
|
2.17K
$182K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-327- 9.03% |
$22.4K - $26K
|
3.3K
$276K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-334- 10.69% |
$22.9K - $26.6K
|
2.79K
$233K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-387- 12.0% |
$26.5K - $30.8K
|
2.84K
$238K
|