Purchases and Sales Made in Q4 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 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 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-950- 3.49% |
$54.6K - $62.2K
|
26.2K
$2.01M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.03K- 40.54% |
$59.2K - $67.5K
|
1.51K
$116K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.07K- 7.68% |
$61.7K - $70.2K
|
12.9K
$985K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.19K- 5.32% |
$68.3K - $77.8K
|
21.1K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.26K- 1.17% |
$72.2K - $82.2K
|
106K
$8.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.35K- 17.56% |
$77.6K - $88.4K
|
6.34K
$485K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.5K- 4.23% |
$86.5K - $98.5K
|
34K
$2.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.81K- 34.76% |
$104K - $119K
|
3.41K
$260K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.83K- 5.1% |
$105K - $120K
|
34K
$2.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-2.4K- 23.07% |
$138K - $157K
|
8.01K
$613K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.56K- 13.49% |
$147K - $167K
|
16.4K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-3.45K- 35.99% |
$199K - $226K
|
6.14K
$470K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.5K- 1.55% |
$201K - $229K
|
223K
$17M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-4.08K- 1.44% |
$235K - $267K
|
279K
$21.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.04K- 2.86% |
$347K - $395K
|
205K
$15.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-7.87K- 31.08% |
$453K - $515K
|
17.4K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.62K- 36.61% |
$553K - $630K
|
16.7K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-9.68K- 65.66% |
$557K - $634K
|
5.06K
$387K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.6K- 29.15% |
$610K - $695K
|
25.8K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.8K- 53.15% |
$676K - $770K
|
10.4K
$793K
|
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-11.8K- 12.17% |
$676K - $770K
|
84.8K
$6.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-13.6K- 62.54% |
$780K - $888K
|
8.12K
$621K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.6K- 3.75% |
$842K - $959K
|
376K
$28.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-14.8K- 4.79% |
$848K - $966K
|
293K
$22.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.4K- 26.21% |
$884K - $1.01M
|
43.3K
$3.31M
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-21.7K- 6.89% |
$1.25M - $1.42M
|
293K
$22.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-22.2K- 63.38% |
$1.28M - $1.46M
|
12.8K
$982K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-76.2K- 6.8% |
$4.38M - $4.99M
|
1.04M
$79.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-140K- 41.32% |
$8.05M - $9.16M
|
199K
$15.2M
|