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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.16K+ 745.17% |
$162K - $173K
|
2.45K
$182K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-237- 1.19% |
$17.7K - $19K
|
19.6K
$1.46M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
955+ 11.26% |
$71.5K - $76.4K
|
9.43K
$702K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
202+ 1.19% |
$15.1K - $16.2K
|
17.2K
$1.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
64+ 0.66% |
$4.79K - $5.12K
|
9.82K
$731K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.2K- 96.88% |
$240K - $256K
|
103
$7.67K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
82+ 3.1% |
$6.14K - $6.56K
|
2.72K
$203K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
186+ 6.77% |
$13.9K - $14.9K
|
2.93K
$218K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.34K+ 5.0% |
$175K - $187K
|
49K
$3.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-76- 1.05% |
$5.69K - $6.08K
|
7.17K
$534K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-155- 1.11% |
$11.6K - $12.4K
|
13.8K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-875- 10.16% |
$65.5K - $70K
|
7.74K
$576K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.3K+ 16.1% |
$97.1K - $104K
|
9.35K
$696K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
SELL
|
- |
-1.78K- 17.88% |
$133K - $142K
|
8.16K
$607K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-263- 50.0% |
$19.7K - $21K
|
263
$19.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
19+ 0.26% |
$1.42K - $1.52K
|
7.35K
$547K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-227- 3.13% |
$17K - $18.2K
|
7.03K
$523K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
25+ 0.2% |
$1.87K - $2K
|
12.4K
$923K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.35K- 20.59% |
$101K - $108K
|
5.2K
$387K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-260- 5.23% |
$19.5K - $20.8K
|
4.71K
$351K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.89KNew |
$216K - $231K
|
2.89K
$215K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.21K- 2.14% |
$90.7K - $96.9K
|
55.4K
$4.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.05% |
$524 - $560
|
14.4K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
16+ 0.12% |
$1.2K - $1.28K
|
13.7K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-2- 0.04% |
$150 - $160
|
4.81K
$358K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.08K+ 25.41% |
$380K - $406K
|
25.1K
$1.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-1.72K- 24.38% |
$129K - $138K
|
5.35K
$398K
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-4.03K- 5.82% |
$302K - $322K
|
65.1K
$4.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-2.56K- 14.12% |
$192K - $205K
|
15.6K
$1.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.78KNew |
$208K - $223K
|
2.78K
$207K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-611- 5.39% |
$45.7K - $48.9K
|
10.7K
$799K
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-219- 7.32% |
$16.4K - $17.5K
|
2.77K
$206K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
299+ 1.78% |
$22.4K - $23.9K
|
17.1K
$1.28M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-52- 0.53% |
$3.89K - $4.16K
|
9.7K
$722K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-425- 10.5% |
$31.8K - $34K
|
3.62K
$270K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-209- 0.63% |
$15.6K - $16.7K
|
33K
$2.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-751- 3.9% |
$56.2K - $60.1K
|
18.5K
$1.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
23.8K+ 38.97% |
$1.78M - $1.9M
|
84.7K
$6.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
62+ 0.61% |
$4.64K - $4.96K
|
10.2K
$762K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-109- 0.96% |
$8.16K - $8.72K
|
11.3K
$839K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
84+ 0.46% |
$6.29K - $6.72K
|
18.5K
$1.38M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2+ 0.04% |
$150 - $160
|
5.14K
$383K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-12.2K- 98.7% |
$910K - $972K
|
160
$11.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
BUY
|
- |
600+ 20.0% |
$44.9K - $48K
|
3.6K
$268K
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.89K+ 1.57% |
$141K - $151K
|
122K
$9.11M
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
8.92K+ 2.94% |
$668K - $714K
|
313K
$23.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.1K+ 94100.0% |
$1.13M - $1.2M
|
15.1K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
258+ 0.74% |
$19.3K - $20.6K
|
35.1K
$2.61M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.64K+ 92.22% |
$272K - $291K
|
7.59K
$565K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.18% |
$74.9 - $80
|
569
$42.4K
|