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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
18.7K+ 100.0% |
$1.1M - $1.21M
|
37.4K
$2.8M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-257Closed |
$15.2K - $16.6K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
240+ 100.0% |
$14.2K - $15.5K
|
480
$36K
|
|
|
Jan 24, 2022
Q4 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
2.94K+ 100.0% |
$174K - $190K
|
5.88K
$440K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
65+ 100.0% |
$3.84K - $4.21K
|
130
$9.74K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
324New |
$19.1K - $21K
|
324
$24.3K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-126Closed |
$7.4K - $7.81K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
13KNew |
$763K - $805K
|
13K
$974K
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
SELL
|
- |
-950Closed |
$55.8K - $58.9K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-510Closed |
$29.9K - $31.6K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11KClosed |
$626K - $660K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-932Closed |
$53K - $55.9K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
24New |
$1.37K - $1.44K
|
24
$1.8K
|
|
|
Aug 06, 2021
Q2 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-700Closed |
$39.8K - $42K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-72Closed |
$4.1K - $4.32K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1KClosed |
$56.9K - $60K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.01KClosed |
$104K - $114K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.84KClosed |
$251K - $275K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-2.41KClosed |
$109K - $126K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-538Closed |
$24.4K - $28.2K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-125KClosed |
$5.65M - $6.55M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-150Closed |
$6.7K - $7.41K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-400Closed |
$17.9K - $19.8K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.75KClosed |
$167K - $185K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.26KClosed |
$101K - $112K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-100Closed |
$4.47K - $4.94K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-50.6KClosed |
$2.26M - $2.5M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.06KClosed |
$115K - $149K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.29KClosed |
$48.3K - $62.7K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-225Closed |
$8.43K - $10.9K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-300Closed |
$11.2K - $14.6K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-351Closed |
$13.2K - $17.1K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Weaver Consulting Group
|
SELL
|
- |
-220Closed |
$8.25K - $10.7K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.72K- 41.15% |
$91.6K - $146K
|
3.89K
$292K
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-63.7KClosed |
$2.14M - $3.43M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-5.84KClosed |
$196K - $314K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-26.2KClosed |
$880K - $1.41M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.44KClosed |
$48.6K - $77.7K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.16KClosed |
$106K - $170K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Bison Wealth, LLC
|
SELL
|
- |
-86Closed |
$2.89K - $4.63K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.97KClosed |
$66.3K - $106K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-457Closed |
$15.4K - $24.6K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-944Closed |
$31.8K - $50.8K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-4KClosed |
$135K - $215K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 31, 2020
Q4 2019
|
Financial Counselors Inc
|
SELL
|
- |
-2.32KClosed |
$112K - $123K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-527Closed |
$25.3K - $27.8K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-320Closed |
$15.7K - $15.9K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Trust CO Of Virginia
|
SELL
|
- |
-2.48KClosed |
$122K - $123K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 20, 2019
Q2 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-438Closed |
N/A
|
0
$0
|
|