Purchases and Sales Made in Q3 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
196K+ 3473.18% |
$10.7M - $12.4M
|
202K
$15.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
129KNew |
$6.97M - $8.13M
|
129K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
108K+ 7.17% |
$5.87M - $6.84M
|
1.62M
$127M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
97.4K+ 13.07% |
$5.28M - $6.16M
|
843K
$66M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
59.7K+ 183.52% |
$3.24M - $3.78M
|
92.2K
$7.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41.2K+ 8.03% |
$2.23M - $2.61M
|
554K
$43.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
26.9K+ 28.2% |
$1.46M - $1.7M
|
122K
$9.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.2K+ 144.95% |
$1.42M - $1.66M
|
44.3K
$3.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
17.6K+ 255.72% |
$956K - $1.11M
|
24.5K
$1.92M
|
|
|
Oct 27, 2022
Q3 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
16.1K+ 5.73% |
$874K - $1.02M
|
297K
$23.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.7K+ 44.66% |
$854K - $996K
|
51K
$3.99M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
14.2K+ 44.24% |
$769K - $896K
|
46.2K
$3.62M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.41K+ 165.72% |
$510K - $595K
|
15.1K
$1.18M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.41K+ 165.72% |
$510K - $595K
|
15.1K
$1.18M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.59K+ 3.77% |
$412K - $480K
|
209K
$16.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.57K+ 4.04% |
$411K - $479K
|
195K
$15.3M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.61KNew |
$359K - $418K
|
6.61K
$518K
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.44K+ 23.55% |
$350K - $408K
|
33.8K
$2.65M
|
|
|
Nov 07, 2022
Q3 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
5.9K+ 26.51% |
$320K - $374K
|
28.2K
$2.21M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.28K+ 24.95% |
$287K - $334K
|
26.5K
$2.07M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.75K+ 5.66% |
$257K - $300K
|
88.6K
$6.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.68K+ 13.31% |
$254K - $296K
|
39.8K
$3.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.02K+ 8.76% |
$218K - $255K
|
50K
$3.91M
|
|
|
Dec 11, 2023
Q3 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4KNew |
$217K - $253K
|
4K
$313K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.6K+ 55.52% |
$195K - $228K
|
10.1K
$790K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
3.02K+ 1063.03% |
$164K - $191K
|
3.3K
$259K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.71KNew |
$147K - $172K
|
2.71K
$213K
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.54K+ 46.9% |
$138K - $160K
|
7.94K
$622K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.18K+ 4.46% |
$118K - $138K
|
51K
$4M
|
|
|
Oct 21, 2022
Q3 2022
|
626 Financial, LLC
|
BUY
|
- |
2.12K+ 0.69% |
$115K - $134K
|
311K
$24.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.1K+ 420.04% |
$114K - $133K
|
2.6K
$203K
|
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
2K+ 11.06% |
$109K - $127K
|
20.1K
$1.57M
|
|
|
Oct 14, 2022
Q3 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.59K+ 1.58% |
$86.4K - $101K
|
102K
$8M
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.56K+ 4.82% |
$84.8K - $98.8K
|
34K
$2.66M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.5K+ 14.49% |
$81.4K - $94.9K
|
11.9K
$929K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.2K+ 10.87% |
$65.1K - $75.9K
|
12.2K
$959K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.19K+ 33.75% |
$64.4K - $75.1K
|
4.7K
$369K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
936+ 10.93% |
$50.8K - $59.2K
|
9.5K
$744K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
880+ 13.25% |
$47.7K - $55.7K
|
7.52K
$589K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
822+ 32.13% |
$44.6K - $52K
|
3.38K
$265K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
800New |
$43.4K - $50.6K
|
800
$62.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
783+ 2.38% |
$42.5K - $49.5K
|
33.7K
$2.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
776+ 3.31% |
$42.1K - $49.1K
|
24.2K
$1.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
688+ 9.6% |
$37.3K - $43.5K
|
7.86K
$616K
|
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
590New |
$32K - $37.3K
|
590
$46.2K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
588+ 12.06% |
$31.9K - $37.2K
|
5.46K
$428K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
570+ 10.98% |
$30.9K - $36.1K
|
5.76K
$451K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
428New |
$23.2K - $27.1K
|
428
$33.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
325+ 8.24% |
$17.6K - $20.6K
|
4.27K
$335K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$10.9K - $12.7K
|
200
$15.7K
|