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 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
3.4KNew |
$187K - $216K
|
3.4K
$266K
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.39KNew |
$186K - $215K
|
3.39K
$265K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.34KNew |
$184K - $213K
|
3.34K
$262K
|
|
|
Jan 24, 2023
Q4 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
3.29K+ 76.16% |
$181K - $209K
|
7.61K
$595K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.23K+ 14.88% |
$178K - $206K
|
25K
$1.95M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
3.11KNew |
$171K - $198K
|
3.11K
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.44KNew |
$134K - $155K
|
2.44K
$191K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.07K+ 21.82% |
$114K - $132K
|
11.6K
$905K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.92K+ 24.13% |
$105K - $122K
|
9.86K
$771K
|
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
1.62K+ 5.74% |
$89K - $103K
|
29.8K
$2.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.61K+ 4.71% |
$88.6K - $102K
|
35.8K
$2.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.51KNew |
$82.8K - $95.8K
|
1.51K
$118K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.31K+ 3.45% |
$71.8K - $83K
|
39.2K
$3.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.07K+ 22.29% |
$59.1K - $68.3K
|
5.89K
$461K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1K+ 19.88% |
$55.1K - $63.7K
|
6.04K
$472K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
796New |
$43.8K - $50.6K
|
796
$62.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
639New |
$35.1K - $40.6K
|
639
$50K
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
604+ 15.12% |
$33.2K - $38.4K
|
4.6K
$360K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
577+ 137.71% |
$31.7K - $36.7K
|
996
$77.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
569+ 4.35% |
$31.3K - $36.2K
|
13.7K
$1.07M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
468New |
$25.7K - $29.8K
|
468
$36.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
450+ 10.54% |
$24.8K - $28.6K
|
4.72K
$369K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
350New |
$19.3K - $22.3K
|
350
$27.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
350+ 8.97% |
$19.3K - $22.3K
|
4.25K
$332K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
252+ 2.08% |
$13.9K - $16K
|
12.4K
$966K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
238New |
$13.1K - $15.1K
|
238
$18.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
200+ 3.49% |
$11K - $12.7K
|
5.92K
$463K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
175+ 3.2% |
$9.63K - $11.1K
|
5.64K
$441K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
170+ 1.58% |
$9.35K - $10.8K
|
10.9K
$853K
|
|
|
Jan 18, 2023
Q4 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
132+ 0.76% |
$7.26K - $8.4K
|
17.6K
$1.38M
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
77+ 0.01% |
$4.24K - $4.9K
|
531K
$41.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
40+ 0.74% |
$2.2K - $2.54K
|
5.48K
$429K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
40+ 0.15% |
$2.2K - $2.54K
|
26.5K
$2.07M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
38+ 1.01% |
$2.09K - $2.42K
|
3.79K
$296K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
28+ 0.27% |
$1.54K - $1.78K
|
10.4K
$814K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20+ 0.32% |
$1.1K - $1.27K
|
6.29K
$492K
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
17+ 0.29% |
$935 - $1.08K
|
5.86K
$458K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
15+ 3.23% |
$825 - $954
|
480
$37.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
6+ 300.0% |
$330 - $382
|
8
$626
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5+ 0.07% |
$275 - $318
|
7.53K
$589K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3+ 0.01% |
$165 - $191
|
25.9K
$2.03M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 1.23% |
$110 - $127
|
164
$12.8K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.03% |
$55 - $63.6
|
3.79K
$296K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-6- 2.53% |
$330 - $382
|
231
$18.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-67- 23.93% |
$3.69K - $4.26K
|
213
$16.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-95- 61.29% |
$5.23K - $6.04K
|
60
$4.69K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-142- 50.35% |
$7.81K - $9.03K
|
140
$10.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-150- 2.04% |
$8.25K - $9.54K
|
7.22K
$564K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-216- 3.5% |
$11.9K - $13.7K
|
5.96K
$466K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-218- 8.49% |
$12K - $13.9K
|
2.35K
$184K
|