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 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
204+ 0.32% |
$15.3K - $16.3K
|
63.4K
$5.1M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10+ 17.54% |
$749 - $800
|
67
$5.39K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-134K- 94.24% |
$10.1M - $10.8M
|
8.22K
$661K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20+ 0.21% |
$1.5K - $1.6K
|
9.73K
$782K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
110+ 0.37% |
$8.24K - $8.8K
|
29.6K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.16K+ 2.81% |
$311K - $332K
|
152K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.2K+ 27.88% |
$2.19M - $2.34M
|
134K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.3K+ 2.53% |
$172K - $184K
|
93.4K
$7.51M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-113- 4.36% |
$8.46K - $9.04K
|
2.48K
$199K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-120- 2.48% |
$8.98K - $9.6K
|
4.72K
$379K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
103+ 1.98% |
$7.71K - $8.24K
|
5.29K
$425K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.5% |
$74.9 - $80
|
203
$16.3K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-625- 3.78% |
$46.8K - $50K
|
15.9K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.8KNew |
$210K - $224K
|
2.8K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.44KClosed |
$108K - $115K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
42+ 40.0% |
$3.14K - $3.36K
|
147
$11.8K
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-1.17K- 5.71% |
$87.2K - $93.2K
|
19.2K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
44.6KNew |
$3.34M - $3.57M
|
44.6K
$3.58M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
173+ 0.97% |
$13K - $13.8K
|
18K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.03K+ 67.77% |
$152K - $163K
|
5.03K
$405K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11K+ 2.95% |
$827K - $883K
|
386K
$31M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-856- 23.39% |
$64.1K - $68.5K
|
2.8K
$225K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
135+ 0.27% |
$10.1K - $10.8K
|
49.4K
$3.97M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-52- 1.46% |
$3.89K - $4.16K
|
3.5K
$281K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.6K+ 10.87% |
$1.54M - $1.65M
|
210K
$16.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.95K- 2.15% |
$146K - $156K
|
89K
$7.16M
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
6+ 0.06% |
$449 - $480
|
9.56K
$769K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
10.2KNew |
$766K - $819K
|
10.2K
$823K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6+ 1.4% |
$449 - $480
|
436
$35.1K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.41K+ 4.7% |
$106K - $113K
|
31.5K
$2.53M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.24K+ 3.09% |
$168K - $179K
|
74.8K
$6.01M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-150- 0.6% |
$11.2K - $12K
|
25K
$2.01M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 0.6% |
$150 - $160
|
336
$27K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
642+ 0.33% |
$48.1K - $51.4K
|
196K
$15.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-625- 1.28% |
$46.8K - $50K
|
48.1K
$3.86M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.51K- 9.67% |
$113K - $121K
|
14.1K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
277+ 10.8% |
$20.7K - $22.2K
|
2.84K
$228K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
484+ 3.74% |
$36.2K - $38.7K
|
13.4K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.23K- 21.97% |
$167K - $179K
|
7.93K
$638K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-68- 5.68% |
$5.09K - $5.44K
|
1.13K
$90.8K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
13+ 0.4% |
$973 - $1.04K
|
3.23K
$259K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.52KNew |
$413K - $442K
|
5.52K
$444K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
670New |
$50.2K - $53.6K
|
670
$53.9K
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-287K- 98.52% |
$21.5M - $23M
|
4.32K
$347K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-81- 0.44% |
$6.06K - $6.48K
|
18.2K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.54K- 7.42% |
$190K - $203K
|
31.6K
$2.54M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.15K+ 8.93% |
$86.1K - $92K
|
14K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.6K+ 6.34% |
$3.34M - $3.57M
|
748K
$60.1M
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
423+ 87.4% |
$31.7K - $33.8K
|
907
$72.9K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
177New |
$13.3K - $14.2K
|
177
$14.2K
|