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 |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.06K+ 5.79% |
$68.3K - $74.9K
|
19.4K
$1.37M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.7K+ 14.91% |
$1.27M - $1.39M
|
151K
$10.8M
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.01KNew |
$194K - $213K
|
3.01K
$214K
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
10.5KNew |
$679K - $745K
|
10.5K
$748K
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-5K- 13.66% |
$322K - $353K
|
31.6K
$2.24M
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
652+ 1.94% |
$42K - $46.1K
|
34.2K
$2.43M
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
BUY
|
- |
4.34K+ 1.48% |
$280K - $307K
|
297K
$21.1M
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.4K- 20.73% |
$219K - $240K
|
13K
$923K
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.73K- 7.87% |
$112K - $123K
|
20.3K
$1.44M
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-52- 0.5% |
$3.35K - $3.68K
|
10.3K
$735K
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-2.63K- 42.83% |
$170K - $186K
|
3.51K
$249K
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-930- 4.4% |
$60K - $65.8K
|
20.2K
$1.44M
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-245- 3.7% |
$15.8K - $17.3K
|
6.37K
$453K
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-8.47K- 64.06% |
$546K - $599K
|
4.75K
$337K
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
2.99KNew |
$193K - $211K
|
2.99K
$212K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
821+ 4.29% |
$52.9K - $58.1K
|
19.9K
$1.42M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
53+ 0.34% |
$3.42K - $3.75K
|
15.7K
$1.11M
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-10.7K- 22.27% |
$688K - $754K
|
37.2K
$2.64M
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.36K- 24.96% |
$281K - $308K
|
13.1K
$930K
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
86+ 0.48% |
$5.55K - $6.08K
|
18.2K
$1.29M
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
112New |
$7.22K - $7.92K
|
112
$7.96K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-359- 3.86% |
$23.2K - $25.4K
|
8.95K
$636K
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-733- 12.33% |
$47.3K - $51.8K
|
5.21K
$370K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
14.6K+ 618.6% |
$939K - $1.03M
|
16.9K
$1.2M
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.34K+ 60.48% |
$344K - $378K
|
14.2K
$1.01M
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-4.09K- 57.52% |
$264K - $289K
|
3.02K
$215K
|
|
Q4 2023 | |||||||
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
6.59KNew |
$379K - $432K
|
6.59K
$468K
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
484New |
$27.8K - $31.7K
|
484
$34.4K
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
6.85KNew |
$394K - $449K
|
6.85K
$487K
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-528- 3.82% |
$30.4K - $34.6K
|
13.3K
$944K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
845+ 2.38% |
$48.6K - $55.3K
|
36.3K
$2.58M
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.21KNew |
$530K - $603K
|
9.21K
$654K
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
54.5KNew |
$3.13M - $3.57M
|
54.5K
$3.87M
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
263New |
$15.1K - $17.2K
|
263
$18.7K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
129+ 1.04% |
$7.42K - $8.45K
|
12.5K
$888K
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-263- 4.87% |
$15.1K - $17.2K
|
5.14K
$365K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-25- 0.98% |
$1.44K - $1.64K
|
2.52K
$179K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
8New |
$460 - $524
|
8
$568
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.81K- 34.76% |
$104K - $119K
|
3.41K
$242K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
86+ 0.34% |
$4.95K - $5.63K
|
25.3K
$1.8M
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-511- 7.92% |
$29.4K - $33.5K
|
5.94K
$422K
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
423+ 10.58% |
$24.3K - $27.7K
|
4.42K
$314K
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
916+ 37.48% |
$52.7K - $60K
|
3.36K
$239K
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.35K- 17.56% |
$77.6K - $88.4K
|
6.34K
$450K
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-13.6K- 62.54% |
$780K - $888K
|
8.12K
$577K
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.6K+ 37.0% |
$92K - $105K
|
5.92K
$421K
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 6.25% |
$1.44K - $1.64K
|
375
$26.6K
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.07K- 7.68% |
$61.7K - $70.2K
|
12.9K
$915K
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.5K- 4.23% |
$86.5K - $98.5K
|
34K
$2.42M
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-268- 6.63% |
$15.4K - $17.6K
|
3.77K
$268K
|