Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
510KNew |
$28.1M - $32.4M
|
510K
$42.7M
|
|
|
May 11, 2023
Q4 2022
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
126KNew |
$6.92M - $8M
|
126K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
84.7K+ 10.05% |
$4.66M - $5.38M
|
927K
$77.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
77.6KNew |
$4.27M - $4.93M
|
77.6K
$6.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
70.8KNew |
$3.89M - $4.5M
|
70.8K
$5.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
52.4K+ 3.24% |
$2.88M - $3.33M
|
1.67M
$140M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
48.4K+ 408.72% |
$2.66M - $3.08M
|
60.3K
$5.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
42.7K+ 612.27% |
$2.35M - $2.72M
|
49.7K
$4.16M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
40KNew |
$2.2M - $2.54M
|
40K
$3.35M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
38.3KNew |
$2.11M - $2.44M
|
38.3K
$3.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
33.3K+ 6.02% |
$1.83M - $2.12M
|
587K
$49.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.5K+ 92.49% |
$1.57M - $1.81M
|
59.4K
$4.97M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
23.4KNew |
$1.29M - $1.49M
|
23.4K
$1.96M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23.2KNew |
$1.28M - $1.48M
|
23.2K
$1.94M
|
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
22.7KNew |
$1.25M - $1.44M
|
22.7K
$1.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.3K+ 4.98% |
$1.23M - $1.42M
|
470K
$39.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
14.2KNew |
$781K - $904K
|
14.2K
$1.19M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.7K+ 6.57% |
$755K - $873K
|
223K
$18.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
13.7KNew |
$752K - $870K
|
13.7K
$1.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
12.4K+ 4.16% |
$680K - $786K
|
309K
$25.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
10.6KNew |
$583K - $674K
|
10.6K
$886K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.1KNew |
$556K - $643K
|
10.1K
$845K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10.1K+ 19.72% |
$554K - $640K
|
61.1K
$5.11M
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
9.84KNew |
$541K - $626K
|
9.84K
$823K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.57K+ 10.8% |
$526K - $609K
|
98.2K
$8.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.38K+ 21.19% |
$516K - $596K
|
53.6K
$4.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9.13KNew |
$502K - $580K
|
9.13K
$764K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
7.7K+ 7.08% |
$424K - $490K
|
116K
$9.74M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.69K+ 17.67% |
$423K - $489K
|
51.2K
$4.28M
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
7.45KNew |
$410K - $474K
|
7.45K
$623K
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
7.29K+ 61.91% |
$401K - $464K
|
19.1K
$1.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
7K+ 34.85% |
$385K - $445K
|
27.1K
$2.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.52KNew |
$359K - $415K
|
6.52K
$545K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.44K+ 25.69% |
$354K - $409K
|
31.5K
$2.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.33K+ 14.25% |
$348K - $402K
|
50.7K
$4.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.4KNew |
$297K - $343K
|
5.4K
$451K
|
|
|
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4.74KNew |
$261K - $302K
|
4.74K
$397K
|
|
|
Feb 24, 2023
Q4 2022
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
4.5KNew |
$248K - $286K
|
4.5K
$377K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.48K+ 44.44% |
$246K - $285K
|
14.6K
$1.22M
|
|
|
Feb 01, 2023
Q4 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
4.37KNew |
$240K - $278K
|
4.37K
$365K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.36KNew |
$240K - $277K
|
4.36K
$365K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.28K+ 13.11% |
$235K - $272K
|
36.9K
$3.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.9KNew |
$214K - $248K
|
3.9K
$326K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
3.85KNew |
$212K - $245K
|
3.85K
$322K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3.8K+ 190.19% |
$209K - $242K
|
5.8K
$485K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.72K+ 9.34% |
$205K - $237K
|
43.5K
$3.64M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.7KNew |
$204K - $235K
|
3.7K
$310K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.57K+ 75.96% |
$197K - $227K
|
8.28K
$693K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.56K+ 7.92% |
$196K - $227K
|
48.5K
$4.06M
|
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
3.5KNew |
$193K - $223K
|
3.5K
$293K
|