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 |
---|---|---|---|---|---|---|---|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
276New |
$17.8K - $19.5K
|
276
$19.6K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
303K+ 4034.22% |
$19.5M - $21.4M
|
310K
$22.1M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.45K- 17.25% |
$287K - $315K
|
21.4K
$1.52M
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
25+ 8.68% |
$1.61K - $1.77K
|
313
$22.3K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-51.5K- 80.17% |
$3.32M - $3.64M
|
12.7K
$906K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-468- 0.97% |
$30.2K - $33.1K
|
47.6K
$3.39M
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3.4K+ 1.16% |
$219K - $240K
|
297K
$21.1M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.3K+ 4.24% |
$2.85M - $3.13M
|
1.09M
$77.5M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-28.7K- 17.58% |
$1.85M - $2.03M
|
134K
$9.56M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.78K+ 32.77% |
$115K - $126K
|
7.21K
$513K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
143+ 1.41% |
$9.22K - $10.1K
|
10.3K
$733K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.48K- 3.29% |
$225K - $246K
|
102K
$7.29M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-92- 1.65% |
$5.93K - $6.51K
|
5.49K
$390K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
776New |
$50K - $54.9K
|
776
$55.2K
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.32K- 11.75% |
$343K - $376K
|
39.9K
$2.84M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-52- 1.79% |
$3.35K - $3.68K
|
2.85K
$203K
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.42% |
$64.5 - $70.7
|
238
$16.9K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-225- 1.35% |
$14.5K - $15.9K
|
16.4K
$1.17M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.01K+ 31.2% |
$258K - $283K
|
16.8K
$1.2M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.45KNew |
$223K - $244K
|
3.45K
$246K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.1K+ 5.12% |
$200K - $219K
|
63.5K
$4.52M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-19K- 0.93% |
$1.23M - $1.35M
|
2.03M
$144M
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.51% |
$64.5 - $70.7
|
199
$14.2K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.86K- 48.81% |
$184K - $202K
|
3K
$214K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
632New |
$40.8K - $44.7K
|
632
$45K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-348- 7.27% |
$22.4K - $24.6K
|
4.44K
$316K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-767- 2.47% |
$49.5K - $54.2K
|
30.2K
$2.15M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-129- 2.34% |
$8.32K - $9.12K
|
5.37K
$382K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.39K- 23.06% |
$154K - $169K
|
7.97K
$567K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1+ 0.01% |
$64.5 - $70.7
|
6.99K
$498K
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
91+ 1.8% |
$5.87K - $6.44K
|
5.15K
$367K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.87KNew |
$185K - $203K
|
2.87K
$204K
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
390+ 4.9% |
$25.2K - $27.6K
|
8.35K
$594K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.73K+ 49.05% |
$499K - $547K
|
23.5K
$1.67M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
74.4K+ 36.28% |
$4.8M - $5.26M
|
279K
$19.9M
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.26K- 3.71% |
$81.3K - $89.1K
|
32.7K
$2.33M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
116+ 0.39% |
$7.48K - $8.2K
|
30K
$2.13M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-487- 6.31% |
$31.4K - $34.4K
|
7.24K
$515K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.59K+ 2.47% |
$167K - $183K
|
107K
$7.64M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.47K- 6.91% |
$288K - $316K
|
60.3K
$4.29M
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-700- 17.72% |
$45.1K - $49.5K
|
3.25K
$231K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
200New |
$12.9K - $14.1K
|
200
$14.2K
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
22.4KNew |
$1.45M - $1.58M
|
22.4K
$1.59M
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
329New |
$21.2K - $23.3K
|
329
$23.4K
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
16+ 0.31% |
$1.03K - $1.13K
|
5.24K
$373K
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.14K+ 1.58% |
$202K - $222K
|
202K
$14.4M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.02K- 36.43% |
$388K - $425K
|
10.5K
$747K
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
3.18KNew |
$205K - $225K
|
3.18K
$226K
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
SELL
|
- |
-1K- 7.65% |
$64.5K - $70.7K
|
12.1K
$860K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
776+ 11085.71% |
$50K - $54.9K
|
783
$55.7K
|