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 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
900New |
$58K - $63.6K
|
900
$63.9K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41K+ 7.22% |
$2.65M - $2.9M
|
610K
$43.3M
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-419- 5.39% |
$27K - $29.6K
|
7.36K
$523K
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-600- 2.29% |
$38.7K - $42.4K
|
25.6K
$1.82M
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.29K- 3.67% |
$83.1K - $91.1K
|
33.8K
$2.4M
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
13+ 0.41% |
$838 - $919
|
3.17K
$225K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.29K+ 2.99% |
$83.4K - $91.4K
|
44.6K
$3.17M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.45K- 5.47% |
$287K - $314K
|
76.8K
$5.45M
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.35K- 18.71% |
$87.1K - $95.5K
|
5.87K
$417K
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-1.26K- 26.76% |
$81.3K - $89.1K
|
3.45K
$245K
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-527- 2.57% |
$34K - $37.3K
|
19.9K
$1.42M
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
3KNew |
$193K - $212K
|
3K
$213K
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
935+ 204.6% |
$60.3K - $66.1K
|
1.39K
$98.9K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.2K+ 2.66% |
$77.5K - $85K
|
46.4K
$3.29M
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
477New |
$30.8K - $33.7K
|
477
$33.9K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.54K- 13.19% |
$164K - $180K
|
16.7K
$1.19M
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-309- 20.89% |
$19.9K - $21.9K
|
1.17K
$83.1K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.67K+ 9.49% |
$237K - $260K
|
42.3K
$3.01M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
100New |
$6.45K - $7.07K
|
100
$7.1K
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
738+ 4.74% |
$47.6K - $52.2K
|
16.3K
$1.16M
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
17+ 0.49% |
$1.1K - $1.2K
|
3.49K
$248K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.5K- 39.31% |
$804K - $882K
|
19.2K
$1.37M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
45.9KNew |
$2.96M - $3.25M
|
45.9K
$3.26M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.32K- 2.39% |
$343K - $377K
|
217K
$15.4M
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
986New |
$63.6K - $69.7K
|
986
$70K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
36New |
$2.32K - $2.55K
|
36
$2.56K
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-870- 14.22% |
$56.1K - $61.5K
|
5.25K
$373K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
958+ 13.43% |
$61.8K - $67.7K
|
8.09K
$575K
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.4KNew |
$991K - $1.09M
|
15.4K
$1.09M
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-1.27K- 1.09% |
$82K - $89.9K
|
115K
$8.17M
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-18- 24.66% |
$1.16K - $1.27K
|
55
$3.91K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
993+ 18.47% |
$64K - $70.2K
|
6.37K
$452K
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-62- 0.77% |
$4K - $4.38K
|
7.95K
$564K
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-431- 0.15% |
$27.8K - $30.5K
|
278K
$19.8M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-72- 0.98% |
$4.64K - $5.09K
|
7.24K
$515K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.86KNew |
$184K - $202K
|
2.86K
$203K
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
269+ 2.86% |
$17.3K - $19K
|
9.68K
$688K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-100- 0.85% |
$6.45K - $7.07K
|
11.7K
$831K
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
BUY
|
- |
2.87KNew |
$185K - $203K
|
2.87K
$204K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.05% |
$516 - $566
|
16.3K
$1.16M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.84K- 18.16% |
$247K - $271K
|
17.3K
$1.23M
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10+ 0.21% |
$645 - $707
|
4.66K
$331K
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-19.7K- 23.19% |
$1.27M - $1.39M
|
65.1K
$4.63M
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
253+ 25.05% |
$16.3K - $17.9K
|
1.26K
$89.7K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-369- 0.84% |
$23.8K - $26.1K
|
43.4K
$3.08M
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
811+ 4.2% |
$52.3K - $57.4K
|
20.1K
$1.43M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
238+ 0.44% |
$15.3K - $16.8K
|
54.7K
$3.88M
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
19+ 0.16% |
$1.23K - $1.34K
|
11.9K
$844K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.78% |
$129 - $141
|
258
$18.3K
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-3.43K- 14.32% |
$221K - $243K
|
20.5K
$1.46M
|