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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52.5K+ 129.5% |
$3.59M - $4.17M
|
93K
$7.66M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
6.92KNew |
$474K - $551K
|
6.92K
$571K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2+ 0.07% |
$137 - $159
|
2.8K
$231K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
915New |
$62.6K - $72.8K
|
915
$75.4K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.7K+ 42.77% |
$116K - $135K
|
5.68K
$468K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.56% |
$68.5 - $79.5
|
178
$14.7K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-44.2K- 3.94% |
$3.02M - $3.51M
|
1.08M
$88.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
268+ 9.56% |
$18.3K - $21.3K
|
3.07K
$253K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
37.6K+ 100.0% |
$2.57M - $2.99M
|
75.1K
$6.19M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.19KNew |
$81.5K - $94.7K
|
1.19K
$98.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14+ 20.9% |
$958 - $1.11K
|
81
$6.68K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.28KNew |
$224K - $260K
|
3.28K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-407- 1.29% |
$27.9K - $32.4K
|
31.2K
$2.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.47K- 30.07% |
$169K - $197K
|
5.75K
$474K
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
876+ 2.78% |
$60K - $69.7K
|
32.3K
$2.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.27K- 2.81% |
$292K - $339K
|
148K
$12.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-130- 2.35% |
$8.9K - $10.3K
|
5.4K
$445K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.44K+ 23.61% |
$98.2K - $114K
|
7.51K
$619K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.2K+ 4.2% |
$1.11M - $1.29M
|
402K
$33.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-126- 2.67% |
$8.62K - $10K
|
4.59K
$378K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-59- 1.61% |
$4.04K - $4.69K
|
3.62K
$298K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-896- 1.01% |
$61.3K - $71.2K
|
88.1K
$7.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-334- 10.69% |
$22.9K - $26.6K
|
2.79K
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.3K+ 369.93% |
$2.01M - $2.33M
|
37.3K
$3.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.86K+ 0.15% |
$196K - $228K
|
1.94M
$160M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.36% |
$68.5 - $79.5
|
280
$23.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-231- 1.45% |
$15.8K - $18.4K
|
15.7K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.5K+ 7.81% |
$716K - $832K
|
144K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
18.1K+ 8.6% |
$1.24M - $1.44M
|
229K
$18.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-191- 3.61% |
$13.1K - $15.2K
|
5.1K
$420K
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-63- 1.46% |
$4.31K - $5.01K
|
4.26K
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-19- 0.26% |
$1.3K - $1.51K
|
7.33K
$604K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.5KNew |
$308K - $358K
|
4.5K
$371K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-5.07K- 1.83% |
$347K - $403K
|
271K
$22.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
399+ 14.04% |
$27.3K - $31.7K
|
3.24K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-266- 7.03% |
$18.2K - $21.2K
|
3.52K
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
490+ 0.77% |
$33.5K - $39K
|
63.9K
$5.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.1K+ 14.77% |
$212K - $247K
|
24.1K
$1.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.7K- 46.98% |
$1.42M - $1.65M
|
23.4K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1- 0.01% |
$68.5 - $79.5
|
6.99K
$576K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-181- 1.77% |
$12.4K - $14.4K
|
10.1K
$828K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.29K+ 190.76% |
$499K - $580K
|
11.1K
$916K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
135+ 2.28% |
$9.24K - $10.7K
|
6.06K
$499K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.03K- 40.39% |
$139K - $162K
|
3K
$247K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
194+ 6.75% |
$13.3K - $15.4K
|
3.07K
$253K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
200+ 7.29% |
$13.7K - $15.9K
|
2.94K
$242K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21+ 0.22% |
$1.44K - $1.67K
|
9.75K
$803K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-308- 12.42% |
$21.1K - $24.5K
|
2.17K
$179K
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-212- 5.06% |
$14.5K - $16.9K
|
3.98K
$328K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-500- 5.09% |
$34.2K - $39.8K
|
9.32K
$768K
|