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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-15.2K- 5.15% |
$1.07M - $1.17M
|
281K
$21M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
362+ 20.29% |
$25.3K - $27.8K
|
2.15K
$161K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.25K- 4.84% |
$157K - $172K
|
44.1K
$3.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
SELL
|
- |
-500- 4.51% |
$35K - $38.3K
|
10.6K
$792K
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
5.03KNew |
$352K - $386K
|
5.03K
$377K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
61+ 0.46% |
$4.27K - $4.68K
|
13.4K
$1.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.3K+ 2.23% |
$1M - $1.1M
|
658K
$49.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-91- 2.87% |
$6.37K - $6.98K
|
3.08K
$231K
|
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-312- 1.55% |
$21.8K - $23.9K
|
19.8K
$1.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
578New |
$40.5K - $44.3K
|
578
$43.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-214- 0.36% |
$15K - $16.4K
|
58.7K
$4.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
411+ 0.43% |
$28.8K - $31.5K
|
95.5K
$7.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-219- 4.66% |
$15.3K - $16.8K
|
4.48K
$336K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.5% |
$70 - $76.7
|
201
$15.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-232- 6.73% |
$16.2K - $17.8K
|
3.22K
$241K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-904- 1.56% |
$63.3K - $69.3K
|
56.9K
$4.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
13+ 0.14% |
$910 - $997
|
9.55K
$715K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4KNew |
$280K - $307K
|
4K
$300K
|
|
|
Nov 05, 2024
Q3 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
2.67KNew |
$187K - $205K
|
2.67K
$200K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-33- 0.19% |
$2.31K - $2.53K
|
17K
$1.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-3.05K- 10.02% |
$214K - $234K
|
27.4K
$2.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-65- 5.15% |
$4.55K - $4.98K
|
1.2K
$89.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.04K+ 16.19% |
$73K - $79.9K
|
7.48K
$560K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-6.62K- 32.13% |
$464K - $508K
|
14K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
243+ 2.35% |
$17K - $18.6K
|
10.6K
$793K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-160- 0.8% |
$11.2K - $12.3K
|
20K
$1.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
4.67KNew |
$327K - $358K
|
4.67K
$349K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-347- 5.06% |
$24.3K - $26.6K
|
6.51K
$487K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
872+ 15.5% |
$61.1K - $66.9K
|
6.5K
$487K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-559- 1.01% |
$39.1K - $42.9K
|
55.1K
$4.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
83+ 1.31% |
$5.81K - $6.36K
|
6.4K
$479K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-124- 0.76% |
$8.68K - $9.51K
|
16.2K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.72KNew |
$190K - $208K
|
2.72K
$204K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
649+ 7.49% |
$45.4K - $49.8K
|
9.31K
$697K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
430New |
$30.1K - $33K
|
430
$32.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-1.2K- 1.89% |
$83.8K - $91.8K
|
62K
$4.65M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-315- 9.69% |
$22.1K - $24.2K
|
2.94K
$220K
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-278- 3.76% |
$19.5K - $21.3K
|
7.11K
$533K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
701+ 4.4% |
$49.1K - $53.8K
|
16.6K
$1.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
19+ 0.14% |
$1.33K - $1.46K
|
13.6K
$1.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-536- 3.27% |
$37.5K - $41.1K
|
15.8K
$1.19M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-17.2K- 62.17% |
$1.2M - $1.32M
|
10.5K
$784K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
282+ 6.03% |
$19.7K - $21.6K
|
4.96K
$371K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
28.8K+ 85.06% |
$2.02M - $2.21M
|
62.7K
$4.69M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
13+ 0.18% |
$910 - $997
|
7.3K
$547K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
276New |
$19.3K - $21.2K
|
276
$20.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.2K+ 8.45% |
$923K - $1.01M
|
169K
$12.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
598+ 3.52% |
$41.9K - $45.9K
|
17.6K
$1.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.3K- 2.63% |
$91.1K - $99.8K
|
48.2K
$3.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-11.2K- 24.51% |
$786K - $861K
|
34.6K
$2.59M
|