Purchases and Sales Made in Q3 2023 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 2023. 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 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
171K+ 433.46% |
$10.3M - $11M
|
211K
$16.1M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
65.5K+ 7.06% |
$3.94M - $4.21M
|
994K
$75.8M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
62.2KNew |
$3.74M - $4M
|
62.2K
$4.75M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.6K+ 12.2% |
$3.52M - $3.76M
|
538K
$41.1M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.1K+ 202.27% |
$1.15M - $1.23M
|
28.6K
$2.18M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.5K+ 39.24% |
$994K - $1.06M
|
58.7K
$4.48M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.5KNew |
$933K - $997K
|
15.5K
$1.18M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
9.43KNew |
$567K - $606K
|
9.43K
$719K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
9.05KNew |
$544K - $582K
|
9.05K
$690K
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
8.04KNew |
$484K - $517K
|
8.04K
$613K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.45KNew |
$388K - $415K
|
6.45K
$492K
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.77KNew |
$347K - $371K
|
5.77K
$440K
|
|
Oct 10, 2023
Q3 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
5.58K+ 5.11% |
$335K - $358K
|
115K
$8.75M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.39K+ 2139.68% |
$324K - $347K
|
5.64K
$431K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.11K+ 5.01% |
$307K - $328K
|
107K
$8.17M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.67K+ 96.57% |
$281K - $300K
|
9.5K
$725K
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.4KNew |
$264K - $283K
|
4.4K
$335K
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.2K+ 13.05% |
$253K - $270K
|
36.4K
$2.78M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.73KNew |
$225K - $240K
|
3.73K
$285K
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
3.65KNew |
$219K - $235K
|
3.65K
$278K
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
3.41KNew |
$205K - $219K
|
3.41K
$260K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.16K+ 2.45% |
$190K - $203K
|
132K
$10.1M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.12KNew |
$188K - $201K
|
3.12K
$238K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.91KNew |
$175K - $187K
|
2.91K
$222K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.84K+ 31.08% |
$111K - $118K
|
7.75K
$591K
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.83K+ 14.16% |
$110K - $118K
|
14.7K
$1.12M
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.57K+ 24.83% |
$94.6K - $101K
|
7.91K
$604K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.28K+ 9.15% |
$77K - $82.3K
|
15.3K
$1.17M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.11K+ 5.22% |
$66.6K - $71.2K
|
22.3K
$1.7M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.03K+ 126.23% |
$61.6K - $65.9K
|
1.84K
$140K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
899+ 20.26% |
$54.1K - $57.8K
|
5.34K
$407K
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
846+ 6.17% |
$50.9K - $54.4K
|
14.6K
$1.11M
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
759+ 0.22% |
$45.6K - $48.8K
|
339K
$25.8M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
713+ 1.15% |
$42.9K - $45.8K
|
62.7K
$4.78M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
687+ 5.4% |
$41.3K - $44.2K
|
13.4K
$1.02M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
668+ 11.75% |
$40.2K - $42.9K
|
6.35K
$485K
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
555+ 1.59% |
$33.4K - $35.7K
|
35.5K
$2.71M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
514+ 3.0% |
$30.9K - $33K
|
17.6K
$1.34M
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
506+ 5.14% |
$30.4K - $32.5K
|
10.3K
$789K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
429+ 2.53% |
$25.8K - $27.6K
|
17.4K
$1.32M
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
274+ 2.93% |
$16.5K - $17.6K
|
9.63K
$735K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
240+ 1.98% |
$14.4K - $15.4K
|
12.4K
$944K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
232+ 0.64% |
$14K - $14.9K
|
36.4K
$2.78M
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
197New |
$11.8K - $12.7K
|
197
$15K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
188+ 0.4% |
$11.3K - $12.1K
|
47.6K
$3.63M
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
186New |
$11.2K - $12K
|
186
$14.2K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
165+ 0.6% |
$9.92K - $10.6K
|
27.5K
$2.1M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
143+ 0.37% |
$8.6K - $9.19K
|
38.5K
$2.94M
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
120+ 0.41% |
$7.22K - $7.71K
|
29.3K
$2.23M
|
|
Oct 10, 2023
Q3 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
114+ 0.64% |
$6.85K - $7.33K
|
17.9K
$1.37M
|