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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.87KNew |
$411K - $450K
|
5.87K
$439K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
15+ 0.47% |
$1.05K - $1.15K
|
3.2K
$240K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.43KNew |
$590K - $646K
|
8.43K
$631K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13- 0.08% |
$910 - $997
|
16.4K
$1.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
33+ 0.53% |
$2.31K - $2.53K
|
6.28K
$470K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-172- 5.7% |
$12K - $13.2K
|
2.85K
$213K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
18.9KNew |
$1.32M - $1.45M
|
18.9K
$1.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-156- 0.47% |
$10.9K - $12K
|
33K
$2.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.3K+ 23.25% |
$231K - $253K
|
17.5K
$1.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5- 0.04% |
$350 - $383
|
12.9K
$965K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
427+ 3.59% |
$29.9K - $32.7K
|
12.3K
$923K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.24KNew |
$227K - $248K
|
3.24K
$243K
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-3.7K- 1.22% |
$259K - $283K
|
299K
$22.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
98+ 0.54% |
$6.86K - $7.51K
|
18.4K
$1.37M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
366+ 1.01% |
$25.6K - $28.1K
|
36.7K
$2.75M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
2.9KNew |
$203K - $222K
|
2.9K
$217K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-8.81K- 39.56% |
$617K - $675K
|
13.5K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
33+ 0.19% |
$2.31K - $2.53K
|
17.1K
$1.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.15K+ 1.85% |
$150K - $165K
|
118K
$8.83M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
78+ 0.53% |
$5.46K - $5.98K
|
14.7K
$1.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
294+ 3.22% |
$20.6K - $22.5K
|
9.43K
$706K
|
|
| Q2 2024 | |||||||
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.5KNew |
$235K - $250K
|
3.5K
$262K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.42% |
$67.1 - $71.5
|
239
$17.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-633- 6.15% |
$42.5K - $45.2K
|
9.67K
$724K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-400- 7.62% |
$26.8K - $28.6K
|
4.85K
$363K
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-167- 0.65% |
$11.2K - $11.9K
|
25.5K
$1.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.98K- 92.7% |
$334K - $356K
|
392
$29.4K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-390- 1.29% |
$26.2K - $27.9K
|
29.9K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-180- 65.22% |
$12.1K - $12.9K
|
96
$7.19K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
140New |
$9.39K - $10K
|
140
$10.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.59% |
$67.1 - $71.5
|
170
$12.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-186Closed |
$12.5K - $13.3K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.89K- 5.79% |
$127K - $135K
|
30.8K
$2.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-3.4K- 32.25% |
$228K - $243K
|
7.13K
$534K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.28K- 96.26% |
$287K - $305K
|
166
$12.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-185- 24.6% |
$12.4K - $13.2K
|
567
$42.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
762+ 54.74% |
$51.1K - $54.4K
|
2.15K
$161K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-370- 31.62% |
$24.8K - $26.4K
|
800
$59.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
622New |
$41.7K - $44.4K
|
622
$46.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
212+ 7.42% |
$14.2K - $15.1K
|
3.07K
$230K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
150+ 48.54% |
$10.1K - $10.7K
|
459
$34.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.11KNew |
$275K - $293K
|
4.11K
$307K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.18K- 42.29% |
$146K - $156K
|
2.97K
$223K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.43K- 33.57% |
$163K - $173K
|
4.8K
$360K
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-198- 2.05% |
$13.3K - $14.1K
|
9.48K
$710K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
240+ 2.29% |
$16.1K - $17.1K
|
10.7K
$802K
|
|
|
Jul 24, 2024
Q2 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-225- 4.04% |
$15.1K - $16.1K
|
5.34K
$400K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 4.71% |
$13.4K - $14.3K
|
4.05K
$303K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16- 6.2% |
$1.07K - $1.14K
|
242
$18.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.6K- 22.27% |
$107K - $114K
|
5.59K
$418K
|
|