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
|
Blue Barn Wealth, LLC
|
BUY
|
- |
9+ 0.45% |
$528 - $558
|
2K
$157K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
6+ 0.28% |
$352 - $372
|
2.13K
$167K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
6+ 0.35% |
$352 - $372
|
1.72K
$135K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6+ 0.27% |
$352 - $372
|
2.19K
$172K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 0.51% |
$294 - $310
|
994
$77.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4+ 0.04% |
$235 - $248
|
11.1K
$871K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3+ 0.74% |
$176 - $186
|
411
$32.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
2+ 0.57% |
$117 - $124
|
350
$27.4K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1+ 1.96% |
$58.7 - $62
|
52
$4.07K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-23- 1.09% |
$1.35K - $1.42K
|
2.08K
$163K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-26- 0.93% |
$1.53K - $1.61K
|
2.76K
$216K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-30- 2.35% |
$1.76K - $1.86K
|
1.25K
$97.7K
|
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-40- 2.25% |
$2.35K - $2.48K
|
1.74K
$136K
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-41- 0.39% |
$2.41K - $2.54K
|
10.6K
$828K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-52- 2.05% |
$3.05K - $3.22K
|
2.48K
$194K
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-79- 2.3% |
$4.64K - $4.89K
|
3.35K
$262K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-83- 2.36% |
$4.87K - $5.14K
|
3.43K
$268K
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-121- 0.31% |
$7.1K - $7.5K
|
39.2K
$3.07M
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-125- 52.74% |
$7.34K - $7.74K
|
112
$8.76K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-126Closed |
$7.4K - $7.81K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-130- 13.13% |
$7.63K - $8.05K
|
860
$67.3K
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-168- 0.06% |
$9.86K - $10.4K
|
273K
$21.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-231- 2.19% |
$13.6K - $14.3K
|
10.3K
$808K
|
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-349- 18.05% |
$20.5K - $21.6K
|
1.59K
$124K
|
|
|
Nov 12, 2021
Q3 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-400- 4.25% |
$23.5K - $24.8K
|
9.02K
$705K
|
|
|
Nov 05, 2021
Q3 2021
|
Kendall Capital Management
|
SELL
|
- |
-400- 3.53% |
$23.5K - $24.8K
|
10.9K
$856K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-422Closed |
$24.8K - $26.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-475- 39.58% |
$27.9K - $29.4K
|
725
$56.7K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-510Closed |
$29.9K - $31.6K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-521- 4.24% |
$30.6K - $32.3K
|
11.8K
$920K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-745- 3.39% |
$43.7K - $46.2K
|
21.2K
$1.66M
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
SELL
|
- |
-950Closed |
$55.8K - $58.9K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Epiq Partners, LLC
|
SELL
|
- |
-1.1K- 28.95% |
$64.6K - $68.1K
|
2.7K
$211K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.47K- 1.56% |
$86.4K - $91.2K
|
93K
$7.28M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.57KClosed |
$91.9K - $97K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.61K- 6.62% |
$94.5K - $99.7K
|
22.7K
$1.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.9K- 45.38% |
$112K - $118K
|
2.29K
$179K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2K- 7.82% |
$117K - $124K
|
23.6K
$1.84M
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-2.38KClosed |
$140K - $148K
|
0
$0
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.94K- 44.47% |
$173K - $182K
|
3.67K
$287K
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.99K- 61.95% |
$234K - $247K
|
2.45K
$192K
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-5.4K- 21.68% |
$317K - $335K
|
19.5K
$1.53M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.54KClosed |
$325K - $343K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.9K- 6.75% |
$1.17M - $1.23M
|
275K
$21.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-34.6K- 65.82% |
$2.03M - $2.14M
|
18K
$1.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-42.1K- 94.59% |
$2.47M - $2.61M
|
2.41K
$188K
|