Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
131KNew |
$7.7M - $8.12M
|
131K
$10M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.5KNew |
$1.38M - $1.46M
|
23.5K
$1.79M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.9K+ 4.13% |
$1.35M - $1.42M
|
578K
$44.1M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
13KNew |
$763K - $805K
|
13K
$993K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.41K+ 45.2% |
$494K - $521K
|
27K
$2.06M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.88K+ 27.56% |
$404K - $426K
|
31.8K
$2.43M
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.76K+ 34.8% |
$221K - $233K
|
14.6K
$1.11M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.59KNew |
$211K - $222K
|
3.59K
$274K
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3.33KNew |
$196K - $206K
|
3.33K
$254K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.83K+ 10.44% |
$166K - $175K
|
30K
$2.29M
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.83KNew |
$166K - $175K
|
2.83K
$216K
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.1K+ 25.71% |
$123K - $130K
|
10.2K
$782K
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.09KNew |
$123K - $130K
|
2.09K
$160K
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.07KNew |
$121K - $128K
|
2.07K
$158K
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
2.03KNew |
$119K - $126K
|
2.03K
$155K
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.98KNew |
$116K - $123K
|
1.98K
$151K
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
1.97KNew |
$115K - $122K
|
1.97K
$150K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.68K+ 43.83% |
$98.5K - $104K
|
5.51K
$420K
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.62K+ 58.18% |
$95K - $100K
|
4.4K
$336K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.38K+ 2.69% |
$80.7K - $85.2K
|
52.4K
$4M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.19K+ 9.91% |
$69.6K - $73.5K
|
13.1K
$1M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.15K+ 11.38% |
$67.7K - $71.4K
|
11.3K
$862K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.13K+ 9.04% |
$66.4K - $70.1K
|
13.6K
$1.04M
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
848+ 4.12% |
$49.8K - $52.5K
|
21.4K
$1.64M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
781+ 2.34% |
$45.9K - $48.4K
|
34.1K
$2.61M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
746+ 23.79% |
$43.8K - $46.2K
|
3.88K
$296K
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
718+ 35.14% |
$42.2K - $44.5K
|
2.76K
$211K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
635+ 1.09% |
$37.3K - $39.3K
|
58.7K
$4.48M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
591+ 7.86% |
$34.7K - $36.6K
|
8.11K
$619K
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
581New |
$34.1K - $36K
|
581
$44.4K
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
535+ 10.03% |
$31.4K - $33.1K
|
5.87K
$448K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
500New |
$29.4K - $31K
|
500
$38.2K
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
468+ 205.26% |
$27.5K - $29K
|
696
$53.1K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
414+ 66.45% |
$24.3K - $25.6K
|
1.04K
$79.2K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
301New |
$17.7K - $18.6K
|
301
$23K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
290+ 1.56% |
$17K - $18K
|
18.8K
$1.44M
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
BUY
|
- |
257New |
$15.1K - $15.9K
|
257
$19.6K
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
251+ 2.79% |
$14.7K - $15.5K
|
9.24K
$706K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
197+ 4.52% |
$11.6K - $12.2K
|
4.55K
$348K
|
|
Oct 15, 2021
Q3 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
196+ 2.91% |
$11.5K - $12.1K
|
6.94K
$529K
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
176+ 0.2% |
$10.3K - $10.9K
|
88.5K
$6.75M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
142New |
$8.34K - $8.8K
|
142
$10.8K
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
135New |
$7.93K - $8.36K
|
135
$10.3K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
98+ 100.0% |
$5.75K - $6.07K
|
196
$15K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
92+ 0.83% |
$5.4K - $5.7K
|
11.2K
$854K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
70+ 0.53% |
$4.11K - $4.34K
|
13.2K
$1.01M
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
65New |
$3.82K - $4.03K
|
65
$4.96K
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
62+ 1.71% |
$3.64K - $3.84K
|
3.68K
$281K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
40New |
$2.35K - $2.48K
|
40
$3.05K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
35+ 0.46% |
$2.05K - $2.17K
|
7.67K
$586K
|