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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-33- 2.92% |
$2.63K - $2.77K
|
1.1K
$91.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-240- 2.24% |
$19.2K - $20.2K
|
10.5K
$876K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
5+ 0.55% |
$399 - $420
|
917
$76.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
2.44KNew |
$194K - $205K
|
2.44K
$204K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.34K+ 4.24% |
$107K - $112K
|
32.9K
$2.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.68K- 25.34% |
$453K - $477K
|
16.7K
$1.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
838+ 27.38% |
$66.9K - $70.4K
|
3.9K
$326K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
881+ 14.18% |
$70.3K - $74K
|
7.09K
$594K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.43KNew |
$273K - $288K
|
3.43K
$287K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.74KNew |
$378K - $398K
|
4.74K
$396K
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1+ 0.02% |
$79.8 - $84
|
4.26K
$356K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.56% |
$79.8 - $84
|
179
$15K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
229K+ 8896.74% |
$18.3M - $19.3M
|
232K
$19.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
3KNew |
$239K - $252K
|
3K
$251K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-57- 1.31% |
$4.55K - $4.79K
|
4.31K
$361K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1+ 0.01% |
$79.8 - $84
|
11.6K
$968K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-348- 3.21% |
$27.8K - $29.2K
|
10.5K
$879K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-65- 0.46% |
$5.19K - $5.46K
|
14K
$1.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-361- 3.5% |
$28.8K - $30.3K
|
9.96K
$833K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-176- 2.54% |
$14.1K - $14.8K
|
6.75K
$565K
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-98- 1.9% |
$7.82K - $8.23K
|
5.07K
$424K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.7K- 27.72% |
$1.09M - $1.15M
|
35.7K
$2.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.44% |
$479 - $504
|
1.37K
$114K
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.79K- 31.97% |
$143K - $150K
|
3.8K
$318K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-38- 1.05% |
$3.03K - $3.19K
|
3.59K
$300K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-257- 0.68% |
$20.5K - $21.6K
|
37.4K
$3.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
17.7K+ 14.14% |
$1.41M - $1.48M
|
143K
$11.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-1.46K- 1.87% |
$117K - $123K
|
76.9K
$6.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-565- 10.11% |
$45.1K - $47.5K
|
5.02K
$420K
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-400- 2.92% |
$31.9K - $33.6K
|
13.3K
$1.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.51K+ 5.81% |
$200K - $211K
|
45.7K
$3.82M
|
|
|
Oct 14, 2025
Q3 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-136- 0.73% |
$10.9K - $11.4K
|
18.5K
$1.55M
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-281- 5.6% |
$22.4K - $23.6K
|
4.74K
$397K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.92K- 21.65% |
$154K - $162K
|
6.96K
$583K
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-1.77K- 2.72% |
$141K - $149K
|
63.3K
$5.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.37K+ 40.44% |
$110K - $115K
|
4.77K
$399K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-196- 1.82% |
$15.6K - $16.5K
|
10.6K
$886K
|
|
|
Oct 09, 2025
Q3 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-386- 13.93% |
$30.8K - $32.4K
|
2.39K
$200K
|
|
|
Oct 09, 2025
Q3 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
7.8KNew |
$622K - $655K
|
7.8K
$652K
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-252- 35.74% |
$20.1K - $21.2K
|
453
$37.9K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
5+ 0.55% |
$399 - $420
|
913
$76.4K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-266- 5.56% |
$21.2K - $22.3K
|
4.52K
$378K
|
|
| Q2 2025 | |||||||
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-37.6K- 50.0% |
$2.57M - $2.99M
|
37.6K
$3.14M
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
242New |
$16.6K - $19.2K
|
242
$20.2K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52.5K+ 129.5% |
$3.59M - $4.17M
|
93K
$7.78M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2+ 0.07% |
$137 - $159
|
2.8K
$234K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
915New |
$62.6K - $72.8K
|
915
$76.6K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.7K+ 42.77% |
$116K - $135K
|
5.68K
$475K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-44.2K- 3.94% |
$3.02M - $3.51M
|
1.08M
$90.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
268+ 9.56% |
$18.3K - $21.3K
|
3.07K
$257K
|
|