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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.4K- 22.13% |
$94K - $100K
|
4.93K
$370K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.58K- 43.98% |
$173K - $184K
|
3.29K
$246K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-419- 42.07% |
$28.1K - $29.9K
|
577
$43.2K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.86K- 48.81% |
$184K - $202K
|
3K
$225K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1+ 0.01% |
$64.5 - $70.7
|
6.99K
$524K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
74.4K+ 36.28% |
$4.8M - $5.26M
|
279K
$20.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.73K+ 49.05% |
$499K - $547K
|
23.5K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
200New |
$12.9K - $14.1K
|
200
$15K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
776+ 11085.71% |
$50K - $54.9K
|
783
$58.6K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
900New |
$58K - $63.6K
|
900
$67.4K
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
3KNew |
$193K - $212K
|
3K
$225K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
477New |
$30.8K - $33.7K
|
477
$35.7K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
100New |
$6.45K - $7.07K
|
100
$7.49K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
36New |
$2.32K - $2.55K
|
36
$2.7K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
986New |
$63.6K - $69.7K
|
986
$73.9K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-18- 24.66% |
$1.16K - $1.27K
|
55
$4.12K
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
BUY
|
- |
2.87KNew |
$185K - $203K
|
2.87K
$215K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-3.43K- 14.32% |
$221K - $243K
|
20.5K
$1.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.01KNew |
$194K - $213K
|
3.01K
$226K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.4K- 20.73% |
$219K - $240K
|
13K
$973K
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-2.63K- 42.83% |
$170K - $186K
|
3.51K
$263K
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
2.99KNew |
$193K - $211K
|
2.99K
$224K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
112New |
$7.22K - $7.92K
|
112
$8.39K
|
|
| Q4 2023 | |||||||
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
6.59KNew |
$379K - $432K
|
6.59K
$494K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
484New |
$27.8K - $31.7K
|
484
$36.3K
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
6.85KNew |
$394K - $449K
|
6.85K
$513K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-528- 3.82% |
$30.4K - $34.6K
|
13.3K
$996K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
263New |
$15.1K - $17.2K
|
263
$19.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
129+ 1.04% |
$7.42K - $8.45K
|
12.5K
$937K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
8New |
$460 - $524
|
8
$599
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.81K- 34.76% |
$104K - $119K
|
3.41K
$255K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
86+ 0.34% |
$4.95K - $5.63K
|
25.3K
$1.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-511- 7.92% |
$29.4K - $33.5K
|
5.94K
$445K
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
423+ 10.58% |
$24.3K - $27.7K
|
4.42K
$331K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
916+ 37.48% |
$52.7K - $60K
|
3.36K
$252K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.6K+ 37.0% |
$92K - $105K
|
5.92K
$444K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 6.25% |
$1.44K - $1.64K
|
375
$28.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.03K- 40.54% |
$59.2K - $67.5K
|
1.51K
$113K
|
|
| Q3 2023 | |||||||
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-88- 6.8% |
$5.29K - $5.66K
|
1.21K
$90.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-50- 0.9% |
$3.01K - $3.21K
|
5.5K
$412K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
668+ 11.75% |
$40.2K - $42.9K
|
6.35K
$476K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
103New |
$6.19K - $6.62K
|
103
$7.71K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.12KNew |
$188K - $201K
|
3.12K
$234K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1New |
$60.1 - $64.3
|
1
$74.9
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
9.05KNew |
$544K - $582K
|
9.05K
$678K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
62.2KNew |
$3.74M - $4M
|
62.2K
$4.66M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-139- 0.35% |
$8.36K - $8.94K
|
40.1K
$3M
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
120+ 0.41% |
$7.22K - $7.71K
|
29.3K
$2.19M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
3.65KNew |
$219K - $235K
|
3.65K
$273K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-26- 6.91% |
$1.56K - $1.67K
|
350
$26.2K
|
|