Purchases and Sales Made in Q4 2023 in Wisdomtree Tr U.S Total Divide (DTD)

DTD Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr U.S Total Divide (DTD) during Q4 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
Feb 14, 2024 Q4 2023
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
263
New
$15.1K - $17.2K
263 $22K
Jan 02, 2024 Q4 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
237
New
$13.6K - $15.5K
237 $19.8K
Feb 05, 2024 Q4 2023
Mgo Private Wealth, LLC

Irvine, CA
BUY
 -
194
+ 0.89%
$11.2K - $12.7K
22K $1.84M
Jan 08, 2024 Q4 2023
Cherrydale Wealth Management, LLC

BUY
 -
132
+ 0.74%
$7.59K - $8.65K
18.1K $1.51M
Feb 14, 2024 Q4 2023
Ae Wealth Management LLC

BUY
 -
129
+ 1.04%
$7.42K - $8.45K
12.5K $1.05M
Feb 08, 2024 Q4 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
86
+ 0.34%
$4.95K - $5.63K
25.3K $2.12M
Jan 30, 2024 Q4 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
83
+ 0.54%
$4.77K - $5.44K
15.6K $1.31M
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
73
New
$4.2K - $4.78K
73 $6.11K
Jan 18, 2024 Q4 2023
Global Retirement Partners, LLC

BUY
 -
56
+ 28.0%
$3.22K - $3.67K
256 $21.4K
Jan 23, 2024 Q4 2023
Panoramic Investment Advisors, LLC

Denver, CO
BUY
 -
52
+ 0.5%
$2.99K - $3.41K
10.4K $870K
Jan 17, 2024 Q4 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
49
+ 0.75%
$2.82K - $3.21K
6.62K $554K
Jan 10, 2024 Q4 2023
Creative Financial Designs Inc

BUY
 -
38
+ 0.71%
$2.19K - $2.49K
5.38K $450K
Feb 08, 2024 Q4 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
25
+ 0.72%
$1.44K - $1.64K
3.48K $291K
Jan 31, 2024 Q4 2023
Key F Inancial Inc

BUY
 -
24
+ 0.46%
$1.38K - $1.57K
5.22K $437K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
8
New
$460 - $524
8 $669
Feb 09, 2024 Q4 2023
Citigroup Inc

BUY
 -
7
New
$403 - $459
7 $586
Feb 07, 2024 Q4 2023
Janney Montgomery Scott LLC

BUY
 -
4
+ 0.05%
$230 - $262
7.32K $612K
Feb 06, 2024 Q4 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
1
+ 0.51%
$57.5 - $65.5
198 $16.6K
Jul 17, 2024 Q4 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
1
+ 0.6%
$57.5 - $65.5
168 $14.1K
Feb 14, 2024 Q4 2023
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-1
- 0.01%
$57.5 - $65.5
6.99K $585K
Feb 06, 2024 Q4 2023
Clearwater Capital Advisors, LLC

SELL
 -
-5
- 0.02%
$288 - $328
20.5K $1.71M
Feb 14, 2024 Q4 2023
Comerica Bank

SELL
 -
-11
- 0.38%
$633 - $721
2.9K $243K
Nov 05, 2024 Q4 2023
Rmr Capital Management, LLC

Tustin, CA
SELL
 -
-14
- 0.15%
$805 - $917
9.53K $797K
Jan 19, 2024 Q4 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
SELL
 -
-25
- 6.25%
$1.44K - $1.64K
375 $31.4K
Feb 12, 2024 Q4 2023
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-25
- 0.98%
$1.44K - $1.64K
2.52K $211K
Feb 14, 2024 Q4 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-30
- 0.39%
$1.73K - $1.97K
7.72K $646K
Feb 06, 2024 Q4 2023
Spire Wealth Management

SELL
 -
-72
- 0.6%
$4.14K - $4.72K
11.9K $992K
Feb 14, 2024 Q4 2023
True Wealth Design, LLC

Akron, OH
SELL
 -
-75
- 0.24%
$4.31K - $4.91K
31K $2.59M
Feb 07, 2024 Q4 2023
Jfs Wealth Advisors, LLC

SELL
 -
-96
- 0.59%
$5.52K - $6.29K
16.3K $1.36M
Jan 10, 2024 Q4 2023
Park Avenue Securities LLC

SELL
 -
-115
- 1.22%
$6.61K - $7.53K
9.31K $779K
Jan 10, 2024 Q4 2023
Amplius Wealth Advisors, LLC

SELL
 -
-130
- 1.78%
$7.48K - $8.52K
7.19K $601K
Feb 13, 2024 Q4 2023
Qube Research & Technologies LTD

London, X0
SELL
 -
-142
- 2.52%
$8.17K - $9.3K
5.5K $460K
Jan 11, 2024 Q4 2023
Willis Investment Counsel

Gainesville, GA
SELL
 -
-215
- 3.72%
$12.4K - $14.1K
5.57K $466K
Jan 31, 2024 Q4 2023
Cutler Investment Counsel LLC

SELL
 -
-217
- 2.25%
$12.5K - $14.2K
9.41K $788K
Jan 31, 2024 Q4 2023
Institute For Wealth Management, Llc.

SELL
 -
-244
- 2.03%
$14K - $16K
11.8K $987K
Feb 13, 2024 Q4 2023
Essential Planning, Llc.

Portsmouth, NH
SELL
 -
-263
- 4.87%
$15.1K - $17.2K
5.14K $430K
Feb 14, 2024 Q4 2023
Team Financial Group, LLC

Temecula, CA
SELL
 -
-265
- 3.3%
$15.2K - $17.4K
7.78K $651K
Jan 12, 2024 Q4 2023
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-268
- 6.63%
$15.4K - $17.6K
3.77K $316K
Feb 08, 2024 Q4 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-273
- 4.45%
$15.7K - $17.9K
5.86K $490K
Feb 09, 2024 Q4 2023
Parallel Advisors, LLC

SELL
 -
-281
- 27.2%
$16.2K - $18.4K
752 $62.9K
Jan 31, 2024 Q4 2023
Obsidian Personal Planning Solutions LLC

SELL
 -
-301
- 6.01%
$17.3K - $19.7K
4.71K $394K
Feb 09, 2024 Q4 2023
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-372
- 1.05%
$21.4K - $24.4K
35.1K $2.93M
Feb 09, 2024 Q4 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-511
- 0.93%
$29.4K - $33.5K
54.4K $4.56M
Feb 07, 2024 Q4 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
SELL
 -
-511
- 7.92%
$29.4K - $33.5K
5.94K $497K
Feb 15, 2024 Q4 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
SELL
 -
-528
- 3.82%
$30.4K - $34.6K
13.3K $1.11M
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
SELL
 -
-596
- 11.07%
$34.3K - $39K
4.79K $401K
Feb 12, 2024 Q4 2023
Blair William & CO

Chicago, IL
SELL
 -
-631
- 3.17%
$36.3K - $41.3K
19.3K $1.61M
Feb 13, 2024 Q4 2023
Integrated Wealth Concepts LLC

SELL
 -
-681
- 10.88%
$39.2K - $44.6K
5.58K $467K
Jan 09, 2024 Q4 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-703
- 2.05%
$40.4K - $46K
33.6K $2.81M

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