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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-6.8K- 13.86% |
$401K - $432K
|
42.2K
$3M
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.03% |
$59.1 - $63.6
|
3.79K
$269K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-824- 14.3% |
$48.7K - $52.4K
|
4.94K
$351K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
70.8KNew |
$4.18M - $4.5M
|
70.8K
$5.03M
|
|
Feb 14, 2023
Q4 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-8.32K- 6.8% |
$491K - $529K
|
114K
$8.1M
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
796New |
$47K - $50.6K
|
796
$56.5K
|
|
Feb 13, 2023
Q4 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.9KNew |
$230K - $248K
|
3.9K
$277K
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.4KNew |
$319K - $343K
|
5.4K
$383K
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
3.85KNew |
$227K - $245K
|
3.85K
$274K
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-142- 50.35% |
$8.39K - $9.03K
|
140
$9.94K
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.51KNew |
$88.9K - $95.8K
|
1.51K
$107K
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.34KNew |
$197K - $213K
|
3.34K
$238K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
350New |
$20.7K - $22.3K
|
350
$24.9K
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
3.4KNew |
$201K - $216K
|
3.4K
$242K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
350+ 8.97% |
$20.7K - $22.3K
|
4.25K
$302K
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.36KNew |
$258K - $277K
|
4.36K
$310K
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
14.2KNew |
$839K - $904K
|
14.2K
$1.01M
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
170+ 1.58% |
$10K - $10.8K
|
10.9K
$774K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
577+ 137.71% |
$34.1K - $36.7K
|
996
$70.7K
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.18K- 19.9% |
$69.6K - $74.9K
|
4.74K
$337K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
639New |
$37.7K - $40.6K
|
639
$45.4K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-95- 61.29% |
$5.61K - $6.04K
|
60
$4.26K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
3.11KNew |
$184K - $198K
|
3.11K
$221K
|
|
Q3 2022 | |||||||
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
16+ 0.72% |
N/A
|
2.25K
$160K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
14.2K+ 44.24% |
N/A
|
46.2K
$3.28M
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.22K- 33.76% |
N/A
|
2.38K
$169K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.02K+ 8.76% |
N/A
|
50K
$3.55M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-716- 5.92% |
N/A
|
11.4K
$809K
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-637- 12.32% |
N/A
|
4.53K
$322K
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
800New |
N/A
|
800
$56.8K
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
428New |
N/A
|
428
$30.4K
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.2K+ 10.87% |
N/A
|
12.2K
$869K
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-198K- 98.16% |
N/A
|
3.72K
$264K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
200New |
N/A
|
200
$14.2K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
80New |
N/A
|
80
$5.68K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.71KNew |
N/A
|
2.71K
$193K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
3.02K+ 1063.03% |
N/A
|
3.3K
$235K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-52Closed |
N/A
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.58KClosed |
N/A
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
800New |
N/A
|
800
$56.8K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-330Closed |
N/A
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
590New |
N/A
|
590
$41.9K
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.48KClosed |
N/A
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.2KNew |
N/A
|
4.2K
$298K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.24K+ 1147.22% |
N/A
|
1.35K
$95.7K
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-5.9KClosed |
N/A
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
304New |
N/A
|
304
$21.6K
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
3.86KNew |
N/A
|
3.86K
$274K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.04KClosed |
N/A
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-81Closed |
N/A
|
0
$0
|