Institutional shares held 1.57 Million
0 calls
0 puts
Total value of holdings $115M
$0 calls
$0 puts
# of Institutions 89


Latest Institutional Activity in WDIV

Top Purchases

Q3 2025
Richards, Merrill & Peterson, Inc. Shares Held: 9.74K ($711K)
Q3 2025
Accordant Advisory Group Inc Shares Held: 1.35K ($98.4K)
Q3 2025
Flp Wealth Management, LLC Shares Held: 3.52K ($257K)
Q3 2025
Geneos Wealth Management Inc. Shares Held: 178 ($13K)
Q3 2025
Crescent Sterling, Ltd. Shares Held: 6.47K ($472K)

Top Sells

Q3 2025
Quest 10 Wealth Builders, Inc. Shares Held: 7.11K ($519K)
Q3 2025
Seneca Financial Advisors LLC Shares Held: 20.9K ($1.53M)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 3.47K ($253K)
Q2 2025
Ci Private Wealth, LLC Shares Held: 58.2K ($4.25M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 19.4K ($1.41M)

About WDIV

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