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 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-407- 1.29% |
$27.9K - $32.4K
|
31.2K
$2.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-412- 7.92% |
$28.2K - $32.8K
|
4.79K
$401K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-422- 3.74% |
$28.9K - $33.6K
|
10.9K
$908K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-445- 9.25% |
$30.5K - $35.4K
|
4.37K
$365K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-464- 4.96% |
$31.8K - $36.9K
|
8.89K
$744K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-500- 5.09% |
$34.2K - $39.8K
|
9.32K
$780K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-526- 0.98% |
$36K - $41.8K
|
53.2K
$4.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-538- 3.57% |
$36.8K - $42.8K
|
14.5K
$1.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-560- 2.81% |
$38.3K - $44.5K
|
19.4K
$1.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-566- 10.59% |
$38.7K - $45K
|
4.78K
$400K
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-600- 2.4% |
$41.1K - $47.7K
|
24.4K
$2.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
SELL
|
- |
-600- 16.67% |
$41.1K - $47.7K
|
3K
$251K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-625- 8.72% |
$42.8K - $49.7K
|
6.55K
$548K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-728- 16.24% |
$49.8K - $57.9K
|
3.76K
$314K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-846- 8.72% |
$57.9K - $67.3K
|
8.86K
$741K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-896- 1.01% |
$61.3K - $71.2K
|
88.1K
$7.37M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.13K- 0.57% |
$77.2K - $89.7K
|
195K
$16.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.42K- 4.31% |
$97.4K - $113K
|
31.6K
$2.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.44K- 35.96% |
$98.2K - $114K
|
2.56K
$214K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-1.49K- 15.8% |
$102K - $119K
|
7.94K
$665K
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.5K- 9.62% |
$103K - $119K
|
14.1K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.03K- 40.39% |
$139K - $162K
|
3K
$251K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.05K- 14.19% |
$140K - $163K
|
12.4K
$1.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.08K- 16.74% |
$142K - $165K
|
10.3K
$864K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.15K- 27.82% |
$147K - $171K
|
5.59K
$467K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.47K- 30.07% |
$169K - $197K
|
5.75K
$481K
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
SELL
|
- |
-2.72K- 0.87% |
$186K - $216K
|
310K
$25.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-2.78K- 1.03% |
$190K - $221K
|
267K
$22.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.17K- 23.64% |
$217K - $252K
|
10.3K
$858K
|
|
|
Jul 28, 2025
Q2 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-3.39K- 35.45% |
$232K - $269K
|
6.17K
$516K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-3.96K- 52.23% |
$271K - $315K
|
3.62K
$303K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-4.08K- 49.97% |
$279K - $324K
|
4.08K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.27K- 2.81% |
$292K - $339K
|
148K
$12.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-5.07K- 1.83% |
$347K - $403K
|
271K
$22.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-6.41K- 7.57% |
$439K - $510K
|
78.3K
$6.55M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-13.5K- 72.84% |
$922K - $1.07M
|
5.02K
$420K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.7K- 46.98% |
$1.42M - $1.65M
|
23.4K
$1.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-20.8K- 82.83% |
$1.42M - $1.65M
|
4.31K
$360K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-33.4K- 45.22% |
$2.29M - $2.66M
|
40.5K
$3.39M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-37.6K- 50.0% |
$2.57M - $2.99M
|
37.6K
$3.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-41.7K- 82.82% |
$2.86M - $3.32M
|
8.66K
$724K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-44.2K- 3.94% |
$3.02M - $3.51M
|
1.08M
$90.2M
|