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 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
$313K
|
|
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
|
|
Q4 2018 | |||||||
Feb 19, 2019
Q4 2018
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-1.04KClosed |
N/A
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-118- 6.9% |
N/A
|
1.59K
$128K
|
|
Feb 01, 2019
Q4 2018
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.09KClosed |
N/A
|
0
$0
|
|
Jan 30, 2019
Q4 2018
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-2.24KClosed |
N/A
|
0
$0
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-66Closed |
N/A
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-428Closed |
N/A
|
0
$0
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-93Closed |
N/A
|
0
$0
|
|
Q3 2018 | |||||||
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-100- 20.49% |
N/A
|
388
$31.2K
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-329Closed |
N/A
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
7.6KNew |
N/A
|
7.6K
$611K
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-96Closed |
N/A
|
0
$0
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-235Closed |
N/A
|
0
$0
|
|
Oct 22, 2018
Q3 2018
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.37KClosed |
N/A
|
0
$0
|
|
Q2 2018 | |||||||
Aug 02, 2018
Q2 2018
|
Lvz, Inc.
|
SELL
|
- |
-3.25KClosed |
N/A
|
0
$0
|
|
Q1 2018 | |||||||
May 14, 2018
Q1 2018
|
Barnett & Company, Inc.
|
SELL
|
- |
-800Closed |
N/A
|
0
$0
|
|
Apr 27, 2018
Q1 2018
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-272Closed |
N/A
|
0
$0
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-350Closed |
N/A
|
0
$0
|
|
Q4 2017 | |||||||
Feb 14, 2018
Q4 2017
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.26KClosed |
N/A
|
0
$0
|
|
Q3 2017 | |||||||
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$80.4
|
|
Nov 08, 2017
Q3 2017
|
D.A. Davidson & Co.
|
SELL
|
- |
-450Closed |
N/A
|
0
$0
|