Latest Institutional Purchases of Wisdomtree Tr U.S Total Divide (DTD)
This list provides information on the latest institutional transactions involving Wisdomtree Tr U.S Total Divide (DTD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.28K+ 30.79% |
$361K - $420K
|
22.4K
$1.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.4KNew |
$232K - $270K
|
3.4K
$273K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.53K+ 2.06% |
$173K - $201K
|
125K
$10M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
908New |
$62.2K - $72.2K
|
908
$73K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
660+ 6.15% |
$45.2K - $52.5K
|
11.4K
$916K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
552New |
$37.8K - $43.9K
|
552
$44.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
546+ 5.33% |
$37.4K - $43.4K
|
10.8K
$867K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
318New |
$21.8K - $25.3K
|
318
$25.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
108+ 0.58% |
$7.39K - $8.59K
|
18.6K
$1.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
21+ 0.15% |
$1.44K - $1.67K
|
13.7K
$1.1M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
15+ 0.29% |
$1.03K - $1.19K
|
5.15K
$414K
|
|
| Q1 2025 | |||||||
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
54.8K+ 581.43% |
$4.1M - $4.38M
|
64.2K
$5.16M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
44.9K+ 816.1% |
$3.36M - $3.59M
|
50.4K
$4.05M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.6K+ 6.34% |
$3.34M - $3.57M
|
748K
$60.1M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
44.6KNew |
$3.34M - $3.57M
|
44.6K
$3.58M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.2K+ 27.88% |
$2.19M - $2.34M
|
134K
$10.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
23.8K+ 38.97% |
$1.78M - $1.9M
|
84.7K
$6.81M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.6K+ 10.87% |
$1.54M - $1.65M
|
210K
$16.9M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11K+ 2.95% |
$827K - $883K
|
386K
$31M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
10.2KNew |
$766K - $819K
|
10.2K
$823K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
8.92K+ 2.94% |
$668K - $714K
|
313K
$25.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.29K+ 2.4% |
$621K - $663K
|
353K
$28.4M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
8KNew |
$599K - $640K
|
8K
$643K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.86K+ 21.69% |
$589K - $629K
|
44.1K
$3.55M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.32K+ 53.45% |
$548K - $585K
|
21K
$1.69M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.52KNew |
$413K - $442K
|
5.52K
$444K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.08K+ 25.41% |
$380K - $406K
|
25.1K
$2.02M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.03K+ 12.27% |
$377K - $403K
|
46.1K
$3.7M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.16K+ 2.81% |
$311K - $332K
|
152K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.78KNew |
$283K - $303K
|
3.78K
$304K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.25K+ 568.01% |
$243K - $260K
|
3.82K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.12KNew |
$234K - $250K
|
3.12K
$251K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.08K+ 4.27% |
$230K - $246K
|
75.2K
$6.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.89KNew |
$216K - $231K
|
2.89K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.8KNew |
$210K - $224K
|
2.8K
$225K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.78KNew |
$208K - $223K
|
2.78K
$224K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.34K+ 5.0% |
$175K - $187K
|
49K
$3.94M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.3K+ 2.53% |
$172K - $184K
|
93.4K
$7.51M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.24K+ 3.09% |
$168K - $179K
|
74.8K
$6.01M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.16K+ 745.17% |
$162K - $173K
|
2.45K
$197K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.03K+ 67.77% |
$152K - $163K
|
5.03K
$405K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.66K+ 20700.0% |
$124K - $132K
|
1.66K
$134K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.41K+ 4.7% |
$106K - $113K
|
31.5K
$2.53M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.15K+ 8.93% |
$86.1K - $92K
|
14K
$1.13M
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
973+ 30.25% |
$72.8K - $77.8K
|
4.19K
$337K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
955+ 11.26% |
$71.5K - $76.4K
|
9.43K
$758K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
670New |
$50.2K - $53.6K
|
670
$53.9K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
642+ 0.33% |
$48.1K - $51.4K
|
196K
$15.8M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
484+ 3.74% |
$36.2K - $38.7K
|
13.4K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
423+ 87.4% |
$31.7K - $33.8K
|
907
$72.9K
|
|