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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
143+ 1.41% |
$9.22K - $10.1K
|
10.3K
$731K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
116+ 0.39% |
$7.48K - $8.2K
|
30K
$2.13M
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
112New |
$7.22K - $7.92K
|
112
$7.96K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
100New |
$6.45K - $7.07K
|
100
$7.1K
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
91+ 1.8% |
$5.87K - $6.44K
|
5.15K
$366K
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
86+ 0.48% |
$5.55K - $6.08K
|
18.2K
$1.29M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
53+ 0.34% |
$3.42K - $3.75K
|
15.7K
$1.11M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
36New |
$2.32K - $2.55K
|
36
$2.56K
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
25+ 8.68% |
$1.61K - $1.77K
|
313
$22.2K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
19+ 0.16% |
$1.23K - $1.34K
|
11.9K
$844K
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
17+ 0.49% |
$1.1K - $1.2K
|
3.49K
$248K
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
16+ 0.31% |
$1.03K - $1.13K
|
5.24K
$372K
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
13+ 0.41% |
$838 - $919
|
3.17K
$225K
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10+ 0.21% |
$645 - $707
|
4.66K
$331K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.05% |
$516 - $566
|
16.3K
$1.16M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.78% |
$129 - $141
|
258
$18.3K
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.42% |
$64.5 - $70.7
|
238
$16.9K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1+ 0.01% |
$64.5 - $70.7
|
6.99K
$497K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.51% |
$64.5 - $70.7
|
199
$14.1K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
54.5KNew |
$3.13M - $3.57M
|
54.5K
$3.87M
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.21KNew |
$530K - $603K
|
9.21K
$654K
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
6.85KNew |
$394K - $449K
|
6.85K
$487K
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
6.59KNew |
$379K - $432K
|
6.59K
$468K
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.6K+ 37.0% |
$92K - $105K
|
5.92K
$421K
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
916+ 37.48% |
$52.7K - $60K
|
3.36K
$239K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
845+ 2.38% |
$48.6K - $55.3K
|
36.3K
$2.58M
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
484New |
$27.8K - $31.7K
|
484
$34.4K
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
423+ 10.58% |
$24.3K - $27.7K
|
4.42K
$314K
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
263New |
$15.1K - $17.2K
|
263
$18.7K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
129+ 1.04% |
$7.42K - $8.45K
|
12.5K
$888K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
86+ 0.34% |
$4.95K - $5.63K
|
25.3K
$1.8M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
8New |
$460 - $524
|
8
$568
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
62.2KNew |
$3.74M - $4M
|
62.2K
$4.42M
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
9.05KNew |
$544K - $582K
|
9.05K
$643K
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
3.65KNew |
$219K - $235K
|
3.65K
$259K
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
3.41KNew |
$205K - $219K
|
3.41K
$242K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.12KNew |
$188K - $201K
|
3.12K
$222K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
687+ 5.4% |
$41.3K - $44.2K
|
13.4K
$952K
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
668+ 11.75% |
$40.2K - $42.9K
|
6.35K
$451K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
186New |
$11.2K - $12K
|
186
$13.2K
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
120+ 0.41% |
$7.22K - $7.71K
|
29.3K
$2.08M
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
103New |
$6.19K - $6.62K
|
103
$7.32K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
14New |
$842 - $900
|
14
$994
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1New |
$60.1 - $64.3
|
1
$71
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
8.9KNew |
$523K - $553K
|
8.9K
$632K
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
5.88KNew |
$345K - $365K
|
5.88K
$418K
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
1.92KNew |
$113K - $119K
|
1.92K
$136K
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
982New |
$57.7K - $61K
|
982
$69.8K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
57New |
$3.35K - $3.54K
|
57
$4.05K
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
46New |
$2.7K - $2.86K
|
46
$3.27K
|