Purchases and Sales Made in Q4 2024 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 2024. 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 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
287K+ 6401.0% |
$21.7M - $23.1M
|
292K
$24.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
190KNew |
$14.3M - $15.3M
|
190K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
80.8K+ 130.52% |
$6.09M - $6.51M
|
143K
$11.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
69.2KNew |
$5.22M - $5.57M
|
69.2K
$5.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
58.3KNew |
$4.4M - $4.69M
|
58.3K
$4.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
49.7K+ 1166.0% |
$3.75M - $4M
|
53.9K
$4.51M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
49.6K+ 17.84% |
$3.74M - $4M
|
328K
$27.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
49.5K+ 4.16% |
$3.73M - $3.98M
|
1.24M
$104M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.6K+ 6.93% |
$3.44M - $3.67M
|
703K
$58.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.3K+ 180.48% |
$1.76M - $1.88M
|
36.3K
$3.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20KNew |
$1.51M - $1.61M
|
20K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.5K+ 12.55% |
$1.24M - $1.33M
|
148K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.8K+ 4.8% |
$1.19M - $1.27M
|
345K
$28.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.5K+ 4.32% |
$1.17M - $1.25M
|
375K
$31.4M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
11.5KNew |
$866K - $924K
|
11.5K
$960K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
10.1KNew |
$760K - $811K
|
10.1K
$843K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.45K+ 15.08% |
$713K - $761K
|
72.1K
$6.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.62K+ 8.96% |
$650K - $694K
|
105K
$8.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
7.8KNew |
$588K - $628K
|
7.8K
$653K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
7.25KNew |
$547K - $584K
|
7.25K
$606K
|
|
|
Jun 12, 2025
Q4 2024
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
5.41KNew |
$408K - $436K
|
5.41K
$452K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
5.14KNew |
$388K - $414K
|
5.14K
$430K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
5.12K+ 1.71% |
$386K - $412K
|
304K
$25.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.84K+ 74.39% |
$365K - $390K
|
11.3K
$949K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
4.81KNew |
$363K - $388K
|
4.81K
$403K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.81K+ 51.91% |
$363K - $387K
|
14.1K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
4.05KNew |
$305K - $326K
|
4.05K
$339K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
3.91K+ 112.83% |
$295K - $314K
|
7.37K
$616K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.59K+ 5.21% |
$271K - $289K
|
72.5K
$6.07M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
3.12KNew |
$236K - $252K
|
3.12K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3KNew |
$226K - $242K
|
3K
$251K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
2.99KNew |
$225K - $241K
|
2.99K
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.93KNew |
$221K - $236K
|
2.93K
$245K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.82K+ 16.55% |
$213K - $227K
|
19.9K
$1.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.68KNew |
$202K - $216K
|
2.68K
$224K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.64KNew |
$199K - $213K
|
2.64K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.63K+ 2.23% |
$199K - $212K
|
121K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.5K+ 35.85% |
$189K - $201K
|
9.47K
$793K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.98K+ 30.53% |
$150K - $160K
|
8.48K
$709K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.96K+ 20.75% |
$148K - $158K
|
11.4K
$952K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.94K+ 25.9% |
$146K - $156K
|
9.42K
$788K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.75K+ 20.76% |
$132K - $141K
|
10.2K
$851K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.58K+ 2.87% |
$119K - $127K
|
56.6K
$4.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.25KNew |
$94.3K - $101K
|
1.25K
$105K
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
921+ 12.91% |
$69.5K - $74.2K
|
8.05K
$674K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
824+ 4.86% |
$62.2K - $66.4K
|
17.8K
$1.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
779+ 2.66% |
$58.8K - $62.7K
|
30.1K
$2.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
708+ 32.99% |
$53.4K - $57K
|
2.85K
$239K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
688+ 6.5% |
$51.9K - $55.4K
|
11.3K
$943K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
602+ 3.68% |
$45.4K - $48.5K
|
17K
$1.42M
|