Institutional shares held 1.52 Million
0 calls
0 puts
Total value of holdings $114M
$0 calls
$0 puts
# of Institutions 95


Latest Institutional Activity in WDIV

Top Purchases

Q3 2025
Lpl Financial LLC Shares Held: 126K ($9.38M)
Q3 2025
Ae Wealth Management LLC Shares Held: 337K ($25.2M)
Q3 2025
Morgan Stanley Shares Held: 91.7K ($6.85M)
Q3 2025
Brown Brothers Harriman & CO Shares Held: 8.74K ($653K)
Q3 2025
Raymond James Financial Inc Shares Held: 24K ($1.79M)

Top Sells

Q3 2025
Ci Private Wealth, LLC Shares Held: 51.8K ($3.87M)
Q3 2025
Ubs Group Ag Shares Held: 11K ($818K)
Q3 2025
Susquehanna International Group, LLP Shares Held: 22.2K ($1.66M)
Q3 2025
B.O.S.S. Retirement Advisors, LLC Shares Held: 30.3K ($2.26M)
Q3 2025
Bank Of America Corp Shares Held: 91.3K ($6.82M)

About WDIV

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