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
$442K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
21New |
$1.23K - $1.3K
|
21
$1.69K
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
7.61KNew |
$442K - $482K
|
7.61K
$612K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.18KNew |
$243K - $265K
|
4.18K
$336K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
500New |
$29K - $31.7K
|
500
$40.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
243New |
$14.1K - $15.4K
|
243
$19.5K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
64New |
$3.72K - $4.05K
|
64
$5.14K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.63% |
$174 - $190
|
483
$38.8K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
70.8KNew |
$3.89M - $4.5M
|
70.8K
$5.69M
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
14.2KNew |
$781K - $904K
|
14.2K
$1.14M
|
|
|
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4.74KNew |
$261K - $302K
|
4.74K
$381K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.36KNew |
$240K - $277K
|
4.36K
$351K
|
|
|
Feb 13, 2023
Q4 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.9KNew |
$214K - $248K
|
3.9K
$313K
|
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
3.5KNew |
$193K - $223K
|
3.5K
$281K
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
3.4KNew |
$187K - $216K
|
3.4K
$273K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.34KNew |
$184K - $213K
|
3.34K
$269K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
3.11KNew |
$171K - $198K
|
3.11K
$250K
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.51KNew |
$82.8K - $95.8K
|
1.51K
$121K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
796New |
$43.8K - $50.6K
|
796
$64K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
639New |
$35.1K - $40.6K
|
639
$51.4K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
468New |
$25.7K - $29.8K
|
468
$37.6K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
350New |
$19.3K - $22.3K
|
350
$28.1K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
170+ 1.58% |
$9.35K - $10.8K
|
10.9K
$876K
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
17+ 0.29% |
$935 - $1.08K
|
5.86K
$471K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.03% |
$55 - $63.6
|
3.79K
$304K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
14.2K+ 44.24% |
$769K - $896K
|
46.2K
$3.71M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.02K+ 8.76% |
$218K - $255K
|
50K
$4.02M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.71KNew |
$147K - $172K
|
2.71K
$218K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.2K+ 10.87% |
$65.1K - $75.9K
|
12.2K
$984K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
428New |
$23.2K - $27.1K
|
428
$34.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$10.9K - $12.7K
|
200
$16.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
80New |
$4.34K - $5.06K
|
80
$6.43K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
16+ 0.72% |
$868 - $1.01K
|
2.25K
$181K
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.2KNew |
$236K - $276K
|
4.2K
$337K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
3.86KNew |
$217K - $253K
|
3.86K
$310K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.24K+ 1147.22% |
$69.6K - $81.4K
|
1.35K
$108K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
800New |
$44.9K - $52.5K
|
800
$64.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
304New |
$17.1K - $20K
|
304
$24.4K
|
|
| Q1 2022 | |||||||
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.19KNew |
$257K - $275K
|
4.19K
$337K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
550New |
$33.7K - $36K
|
550
$44.2K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
432+ 100.0% |
$26.5K - $28.3K
|
864
$69.5K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
10New |
$613 - $655
|
10
$804
|
|
| Q4 2021 | |||||||
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
18.7K+ 100.0% |
$1.1M - $1.21M
|
37.4K
$3.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
7.8KNew |
$460K - $505K
|
7.8K
$627K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.32K+ 100.0% |
$255K - $280K
|
8.64K
$695K
|
|
|
Jan 24, 2022
Q4 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
2.94K+ 100.0% |
$174K - $190K
|
5.88K
$473K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.02K+ 100.0% |
$119K - $131K
|
4.03K
$324K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.05KNew |
$62.2K - $68.3K
|
1.05K
$84.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
902+ 100.0% |
$53.2K - $58.4K
|
1.8K
$145K
|
|
|
Feb 09, 2022
Q4 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
725+ 100.0% |
$42.8K - $47K
|
1.45K
$117K
|
|