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 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-81- 0.44% |
$6.06K - $6.48K
|
18.2K
$1.5M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.15K+ 8.93% |
$86.1K - $92K
|
14K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
82+ 3.1% |
$6.14K - $6.56K
|
2.72K
$225K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-263- 50.0% |
$19.7K - $21K
|
263
$21.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.89KNew |
$216K - $231K
|
2.89K
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.78KNew |
$208K - $223K
|
2.78K
$229K
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-219- 7.32% |
$16.4K - $17.5K
|
2.77K
$228K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-12.2K- 98.7% |
$910K - $972K
|
160
$13.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.18% |
$74.9 - $80
|
569
$46.9K
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
247+ 5.23% |
$18.6K - $19.9K
|
4.97K
$410K
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-600- 17.15% |
$45.3K - $48.3K
|
2.9K
$239K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
10.1KNew |
$760K - $811K
|
10.1K
$831K
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
3.12KNew |
$236K - $252K
|
3.12K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
7.8KNew |
$588K - $628K
|
7.8K
$643K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.81K+ 51.91% |
$363K - $387K
|
14.1K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
390New |
$29.4K - $31.4K
|
390
$32.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.5K+ 35.85% |
$189K - $201K
|
9.47K
$781K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-38- 28.57% |
$2.87K - $3.06K
|
95
$7.83K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
250+ 4.25% |
$18.9K - $20.1K
|
6.14K
$506K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
62+ 6.89% |
$4.68K - $4.99K
|
962
$79.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
2.99KNew |
$225K - $241K
|
2.99K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-553- 95.67% |
$41.7K - $44.5K
|
25
$2.06K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
58.3KNew |
$4.4M - $4.69M
|
58.3K
$4.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
250+ 4.26% |
$18.9K - $20.1K
|
6.12K
$504K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.68KNew |
$202K - $216K
|
2.68K
$221K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
57New |
$4.3K - $4.59K
|
57
$4.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
49.7K+ 1166.0% |
$3.75M - $4M
|
53.9K
$4.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
97New |
$7.32K - $7.81K
|
97
$8K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
3.91K+ 112.83% |
$295K - $314K
|
7.37K
$607K
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-100- 1.87% |
$7.54K - $8.05K
|
5.24K
$432K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.93KNew |
$221K - $236K
|
2.93K
$242K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-15.6K- 82.5% |
$1.17M - $1.25M
|
3.3K
$272K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-977- 7.35% |
$73.7K - $78.7K
|
12.3K
$1.02M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.12K- 16.5% |
$218K - $239K
|
15.8K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
2.77KNew |
$194K - $212K
|
2.77K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.62KNew |
$323K - $354K
|
4.62K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.65KNew |
$185K - $203K
|
2.65K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-22- 1.58% |
$1.54K - $1.69K
|
1.37K
$113K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-451- 3.86% |
$31.6K - $34.6K
|
11.2K
$927K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4KNew |
$280K - $307K
|
4K
$330K
|
|
|
Nov 05, 2024
Q3 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
2.67KNew |
$187K - $205K
|
2.67K
$220K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-315- 9.69% |
$22.1K - $24.2K
|
2.94K
$242K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
598+ 3.52% |
$41.9K - $45.9K
|
17.6K
$1.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.2K+ 8.45% |
$923K - $1.01M
|
169K
$13.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
276New |
$19.3K - $21.2K
|
276
$22.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-172- 5.7% |
$12K - $13.2K
|
2.85K
$235K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
78+ 0.53% |
$5.46K - $5.98K
|
14.7K
$1.21M
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.42% |
$67.1 - $71.5
|
239
$19.7K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-390- 1.29% |
$26.2K - $27.9K
|
29.9K
$2.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.98K- 92.7% |
$334K - $356K
|
392
$32.3K
|
|