Institutional shares held 1.52 Million
0 calls
0 puts
Total value of holdings $100M
$0 calls
$0 puts
# of Institutions 79


Latest Institutional Activity in WDIV

Top Purchases

Q1 2025
Simplicity Wealth,Llc Shares Held: 5.97K ($395K)
Q1 2025
Life Wealth Investments, LLC Shares Held: 9.03K ($597K)
Q1 2025
Advisor Net Financial, Inc Shares Held: 139 ($9.19K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 31.5K ($2.08M)
Q1 2025
Gps Wealth Strategies Group, LLC Shares Held: 91 ($6.02K)

Top Sells

Q1 2025
B.O.S.S. Retirement Advisors, LLC Shares Held: 39.2K ($2.59M)
Q1 2025
Crescent Sterling, Ltd. Shares Held: 7.65K ($506K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 4.92K ($325K)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 3.92K ($259K)
Q4 2024
Assetmark, Inc Shares Held: 1 ($66.1)

About WDIV

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