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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
24+ 0.44% |
$1.41K - $1.49K
|
5.5K
$390K
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
21New |
$1.23K - $1.3K
|
21
$1.49K
|
|
Q1 2023 | |||||||
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
7.61KNew |
$442K - $482K
|
7.61K
$540K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
500New |
$29K - $31.7K
|
500
$35.5K
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
430New |
$25K - $27.2K
|
430
$30.5K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
311New |
$18.1K - $19.7K
|
311
$22.1K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
243New |
$14.1K - $15.4K
|
243
$17.3K
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
64New |
$3.72K - $4.05K
|
64
$4.55K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.63% |
$174 - $190
|
483
$34.3K
|
|
Q4 2022 | |||||||
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
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
14.2KNew |
$839K - $904K
|
14.2K
$1.01M
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.4KNew |
$319K - $343K
|
5.4K
$383K
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.36KNew |
$258K - $277K
|
4.36K
$310K
|
|
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
|
Townsquare Capital LLC
|
BUY
|
- |
3.85KNew |
$227K - $245K
|
3.85K
$274K
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
3.5KNew |
$207K - $223K
|
3.5K
$249K
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
3.4KNew |
$201K - $216K
|
3.4K
$242K
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.34KNew |
$197K - $213K
|
3.34K
$238K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
3.11KNew |
$184K - $198K
|
3.11K
$221K
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.51KNew |
$88.9K - $95.8K
|
1.51K
$107K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
796New |
$47K - $50.6K
|
796
$56.5K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
639New |
$37.7K - $40.6K
|
639
$45.4K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
577+ 137.71% |
$34.1K - $36.7K
|
996
$70.7K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
468New |
$27.6K - $29.8K
|
468
$33.2K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
350New |
$20.7K - $22.3K
|
350
$24.9K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
350+ 8.97% |
$20.7K - $22.3K
|
4.25K
$302K
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
170+ 1.58% |
$10K - $10.8K
|
10.9K
$774K
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
17+ 0.29% |
$1K - $1.08K
|
5.86K
$416K
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.03% |
$59.1 - $63.6
|
3.79K
$269K
|
|
Q3 2022 | |||||||
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
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.02K+ 8.76% |
N/A
|
50K
$3.55M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
3.02K+ 1063.03% |
N/A
|
3.3K
$235K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.71KNew |
N/A
|
2.71K
$193K
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.2K+ 10.87% |
N/A
|
12.2K
$869K
|
|
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
|
|
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
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
16+ 0.72% |
N/A
|
2.25K
$160K
|
|
Q2 2022 | |||||||
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.2KNew |
N/A
|
4.2K
$298K
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
3.86KNew |
N/A
|
3.86K
$274K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.24K+ 1147.22% |
N/A
|
1.35K
$95.7K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
800New |
N/A
|
800
$56.8K
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
590New |
N/A
|
590
$41.9K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
304New |
N/A
|
304
$21.6K
|
|
Q1 2022 | |||||||
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
10.5KNew |
N/A
|
10.5K
$743K
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.19KNew |
N/A
|
4.19K
$298K
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
2.43K+ 50.54% |
N/A
|
7.23K
$513K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
550New |
N/A
|
550
$39.1K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
432+ 100.0% |
N/A
|
864
$61.4K
|