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 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-104- 1.48% |
$7.12K - $8.27K
|
6.93K
$557K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.59K+ 7.38% |
$177K - $206K
|
37.7K
$3.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-41.7K- 82.82% |
$2.86M - $3.32M
|
8.66K
$696K
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.5K- 9.62% |
$103K - $119K
|
14.1K
$1.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-6.41K- 7.57% |
$439K - $510K
|
78.3K
$6.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
318New |
$21.8K - $25.3K
|
318
$25.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-566- 10.59% |
$38.7K - $45K
|
4.78K
$384K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-327- 9.03% |
$22.4K - $26K
|
3.3K
$265K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
21+ 0.15% |
$1.44K - $1.67K
|
13.7K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
660+ 6.15% |
$45.2K - $52.5K
|
11.4K
$916K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-4.08K- 49.97% |
$279K - $324K
|
4.08K
$328K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-728- 16.24% |
$49.8K - $57.9K
|
3.76K
$302K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
552New |
$37.8K - $43.9K
|
552
$44.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-422- 3.74% |
$28.9K - $33.6K
|
10.9K
$872K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-3.96K- 52.23% |
$271K - $315K
|
3.62K
$291K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
108+ 0.58% |
$7.39K - $8.59K
|
18.6K
$1.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-464- 4.96% |
$31.8K - $36.9K
|
8.89K
$714K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-846- 8.72% |
$57.9K - $67.3K
|
8.86K
$712K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
15+ 0.29% |
$1.03K - $1.19K
|
5.15K
$414K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-259- 26.87% |
$17.7K - $20.6K
|
705
$56.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.28K+ 30.79% |
$361K - $420K
|
22.4K
$1.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
908New |
$62.2K - $72.2K
|
908
$73K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.42K- 4.31% |
$97.4K - $113K
|
31.6K
$2.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-58- 0.09% |
$3.97K - $4.61K
|
65.1K
$5.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-229- 4.24% |
$15.7K - $18.2K
|
5.17K
$415K
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
SELL
|
- |
-600- 16.67% |
$41.1K - $47.7K
|
3K
$241K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
546+ 5.33% |
$37.4K - $43.4K
|
10.8K
$867K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.4KNew |
$232K - $270K
|
3.4K
$273K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.53K+ 2.06% |
$173K - $201K
|
125K
$10M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-538- 3.57% |
$36.8K - $42.8K
|
14.5K
$1.17M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-13.5K- 72.84% |
$922K - $1.07M
|
5.02K
$404K
|
|
| Q1 2025 | |||||||
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-5.41KClosed |
$405K - $433K
|
0
$0
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.25K+ 568.01% |
$243K - $260K
|
3.82K
$307K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
203New |
$15.2K - $16.2K
|
203
$16.3K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.4K- 52.54% |
$329K - $352K
|
3.98K
$320K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
973+ 30.25% |
$72.8K - $77.8K
|
4.19K
$337K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.12KNew |
$234K - $250K
|
3.12K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-51.5K- 15.7% |
$3.85M - $4.12M
|
276K
$22.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-117K- 9.48% |
$8.79M - $9.39M
|
1.12M
$90.2M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-72.7K- 3.62% |
$5.44M - $5.82M
|
1.94M
$156M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
97+ 2.78% |
$7.26K - $7.76K
|
3.59K
$289K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-34- 0.92% |
$2.55K - $2.72K
|
3.68K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-182- 3.19% |
$13.6K - $14.6K
|
5.53K
$445K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.67K- 7.99% |
$350K - $374K
|
53.8K
$4.32M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-11.2K- 3.97% |
$835K - $892K
|
270K
$21.7M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
8KNew |
$599K - $640K
|
8K
$643K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2K- 5.44% |
$150K - $160K
|
34.8K
$2.8M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.86K+ 21.69% |
$589K - $629K
|
44.1K
$3.55M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.78KNew |
$283K - $303K
|
3.78K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-62- 1.28% |
$4.64K - $4.96K
|
4.79K
$385K
|
|