Latest Institutional Transactions on Wisdomtree Tr U.S Total Divide (DTD)
This table provides information on the latest institutional transactions involving Wisdomtree Tr U.S Total Divide (DTD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
824+ 4.86% |
$62.2K - $66.4K
|
17.8K
$1.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
4.05KNew |
$305K - $326K
|
4.05K
$317K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
155+ 3.08% |
$11.7K - $12.5K
|
5.19K
$406K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.82K+ 16.55% |
$213K - $227K
|
19.9K
$1.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
593+ 27.53% |
$44.7K - $47.8K
|
2.75K
$215K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
191+ 0.58% |
$14.4K - $15.4K
|
33.2K
$2.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
49.7K+ 1166.0% |
$3.75M - $4M
|
53.9K
$4.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-675- 14.47% |
$50.9K - $54.4K
|
3.99K
$312K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-492- 3.66% |
$37.1K - $39.6K
|
12.9K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.98K+ 30.53% |
$150K - $160K
|
8.48K
$663K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.84K- 17.93% |
$214K - $229K
|
13K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
57New |
$4.3K - $4.59K
|
57
$4.46K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
261+ 7.08% |
$19.7K - $21K
|
3.95K
$309K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
97New |
$7.32K - $7.81K
|
97
$7.59K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13+ 0.48% |
$981 - $1.05K
|
2.73K
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.79K- 11.06% |
$135K - $144K
|
14.4K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
3.91K+ 112.83% |
$295K - $314K
|
7.37K
$576K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
5.14KNew |
$388K - $414K
|
5.14K
$402K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.64KNew |
$199K - $213K
|
2.64K
$207K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
213New |
$16.1K - $17.2K
|
213
$16.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
602+ 3.68% |
$45.4K - $48.5K
|
17K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
19+ 0.14% |
$1.43K - $1.53K
|
13.7K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
44+ 0.36% |
$3.32K - $3.54K
|
12.4K
$968K
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-100- 1.87% |
$7.54K - $8.05K
|
5.24K
$410K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
688+ 6.5% |
$51.9K - $55.4K
|
11.3K
$882K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
4.81KNew |
$363K - $388K
|
4.81K
$377K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-40- 0.55% |
$3.02K - $3.22K
|
7.26K
$568K
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
7+ 0.07% |
$528 - $564
|
9.55K
$748K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17.5K- 99.91% |
$1.32M - $1.41M
|
16
$1.25K
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-1.6K- 34.78% |
$121K - $129K
|
3K
$235K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.45K+ 15.08% |
$713K - $761K
|
72.1K
$5.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-15.6K- 82.5% |
$1.17M - $1.25M
|
3.3K
$258K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-1.07K- 1.72% |
$80.6K - $86K
|
61K
$4.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.93KNew |
$221K - $236K
|
2.93K
$229K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
448+ 4.81% |
$33.8K - $36.1K
|
9.76K
$763K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-75- 1.85% |
$5.66K - $6.04K
|
3.98K
$311K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.84K+ 74.39% |
$365K - $390K
|
11.3K
$888K
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-40- 0.56% |
$3.02K - $3.22K
|
7.07K
$553K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-714- 6.82% |
$53.9K - $57.5K
|
9.75K
$763K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-196- 16.25% |
$14.8K - $15.8K
|
1.01K
$79K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-386- 6.15% |
$29.1K - $31.1K
|
5.89K
$461K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
101+ 0.55% |
$7.62K - $8.13K
|
18.5K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
241+ 0.7% |
$18.2K - $19.4K
|
34.8K
$2.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.63K+ 2.23% |
$199K - $212K
|
121K
$9.43M
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
5.12K+ 1.71% |
$386K - $412K
|
304K
$23.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.75K+ 20.76% |
$132K - $141K
|
10.2K
$796K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.96K+ 20.75% |
$148K - $158K
|
11.4K
$891K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
126+ 0.37% |
$9.51K - $10.1K
|
34.2K
$2.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.84K- 35.98% |
$365K - $390K
|
8.62K
$674K
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
69.2KNew |
$5.22M - $5.57M
|
69.2K
$5.41M
|