Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
229K+ 8896.74% |
$18.3M - $19.3M
|
232K
$19.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
17.7K+ 14.14% |
$1.41M - $1.48M
|
143K
$11.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
7.8KNew |
$622K - $655K
|
7.8K
$652K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.74KNew |
$378K - $398K
|
4.74K
$396K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.43KNew |
$273K - $288K
|
3.43K
$287K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
3KNew |
$239K - $252K
|
3K
$251K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.51K+ 5.81% |
$200K - $211K
|
45.7K
$3.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
2.44KNew |
$194K - $205K
|
2.44K
$204K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.37K+ 40.44% |
$110K - $115K
|
4.77K
$399K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.34K+ 4.24% |
$107K - $112K
|
32.9K
$2.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
881+ 14.18% |
$70.3K - $74K
|
7.09K
$594K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
838+ 27.38% |
$66.9K - $70.4K
|
3.9K
$326K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.44% |
$479 - $504
|
1.37K
$114K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
5+ 0.55% |
$399 - $420
|
913
$76.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
5+ 0.55% |
$399 - $420
|
917
$76.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1+ 0.01% |
$79.8 - $84
|
11.6K
$968K
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1+ 0.02% |
$79.8 - $84
|
4.26K
$356K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.56% |
$79.8 - $84
|
179
$15K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-38- 1.05% |
$3.03K - $3.19K
|
3.59K
$300K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-57- 1.31% |
$4.55K - $4.79K
|
4.31K
$361K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-65- 0.46% |
$5.19K - $5.46K
|
14K
$1.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-98- 1.9% |
$7.82K - $8.23K
|
5.07K
$424K
|
|
|
Oct 14, 2025
Q3 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-136- 0.73% |
$10.9K - $11.4K
|
18.5K
$1.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-176- 2.54% |
$14.1K - $14.8K
|
6.75K
$565K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-196- 1.82% |
$15.6K - $16.5K
|
10.6K
$886K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-240- 2.24% |
$19.2K - $20.2K
|
10.5K
$876K
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-252- 35.74% |
$20.1K - $21.2K
|
453
$37.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-257- 0.68% |
$20.5K - $21.6K
|
37.4K
$3.13M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-266- 5.56% |
$21.2K - $22.3K
|
4.52K
$378K
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-281- 5.6% |
$22.4K - $23.6K
|
4.74K
$397K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-348- 3.21% |
$27.8K - $29.2K
|
10.5K
$879K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-361- 3.5% |
$28.8K - $30.3K
|
9.96K
$833K
|
|
|
Oct 09, 2025
Q3 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-386- 13.93% |
$30.8K - $32.4K
|
2.39K
$200K
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-400- 2.92% |
$31.9K - $33.6K
|
13.3K
$1.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-565- 10.11% |
$45.1K - $47.5K
|
5.02K
$420K
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-1.46K- 1.87% |
$117K - $123K
|
76.9K
$6.43M
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-1.77K- 2.72% |
$141K - $149K
|
63.3K
$5.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.79K- 31.97% |
$143K - $150K
|
3.8K
$318K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.92K- 21.65% |
$154K - $162K
|
6.96K
$583K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.68K- 25.34% |
$453K - $477K
|
16.7K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.7K- 27.72% |
$1.09M - $1.15M
|
35.7K
$2.99M
|