Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-13.5K- 72.84% |
$922K - $1.07M
|
5.02K
$404K
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-4.08K- 49.97% |
$279K - $324K
|
4.08K
$328K
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-3.96K- 52.23% |
$271K - $315K
|
3.62K
$291K
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.42K- 4.31% |
$97.4K - $113K
|
31.6K
$2.54M
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-846- 8.72% |
$57.9K - $67.3K
|
8.86K
$712K
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-728- 16.24% |
$49.8K - $57.9K
|
3.76K
$302K
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
SELL
|
- |
-600- 16.67% |
$41.1K - $47.7K
|
3K
$241K
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-566- 10.59% |
$38.7K - $45K
|
4.78K
$384K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-538- 3.57% |
$36.8K - $42.8K
|
14.5K
$1.17M
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-464- 4.96% |
$31.8K - $36.9K
|
8.89K
$714K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-422- 3.74% |
$28.9K - $33.6K
|
10.9K
$872K
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-327- 9.03% |
$22.4K - $26K
|
3.3K
$265K
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-259- 26.87% |
$17.7K - $20.6K
|
705
$56.7K
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-229- 4.24% |
$15.7K - $18.2K
|
5.17K
$415K
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-58- 0.09% |
$3.97K - $4.61K
|
65.1K
$5.23M
|
|
Q1 2025 | |||||||
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-287K- 98.52% |
$21.5M - $23M
|
4.32K
$347K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-134K- 94.24% |
$10.1M - $10.8M
|
8.22K
$661K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-117K- 9.48% |
$8.79M - $9.39M
|
1.12M
$90.2M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-72.7K- 3.62% |
$5.44M - $5.82M
|
1.94M
$156M
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-51.5K- 15.7% |
$3.85M - $4.12M
|
276K
$22.2M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-12.2K- 98.7% |
$910K - $972K
|
160
$12.9K
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-11.2K- 3.97% |
$835K - $892K
|
270K
$21.7M
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-5.41KClosed |
$405K - $433K
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.67K- 7.99% |
$350K - $374K
|
53.8K
$4.32M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.4K- 52.54% |
$329K - $352K
|
3.98K
$320K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.2K- 96.88% |
$240K - $256K
|
103
$8.28K
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-2.56K- 14.12% |
$192K - $205K
|
15.6K
$1.25M
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.54K- 7.42% |
$190K - $203K
|
31.6K
$2.54M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.23K- 21.97% |
$167K - $179K
|
7.93K
$638K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2K- 5.44% |
$150K - $160K
|
34.8K
$2.8M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.95K- 2.15% |
$146K - $156K
|
89K
$7.16M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.51K- 9.67% |
$113K - $121K
|
14.1K
$1.13M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.44KClosed |
$108K - $115K
|
0
$0
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.35K- 20.59% |
$101K - $108K
|
5.2K
$418K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.21K- 2.14% |
$90.7K - $96.9K
|
55.4K
$4.46M
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-1.17K- 5.71% |
$87.2K - $93.2K
|
19.2K
$1.55M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-875- 10.16% |
$65.5K - $70K
|
7.74K
$622K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-856- 23.39% |
$64.1K - $68.5K
|
2.8K
$225K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-625- 3.78% |
$46.8K - $50K
|
15.9K
$1.28M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-625- 1.28% |
$46.8K - $50K
|
48.1K
$3.86M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-575- 4.42% |
$43.1K - $46K
|
12.4K
$998K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-263- 50.0% |
$19.7K - $21K
|
263
$21.1K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-260- 5.23% |
$19.5K - $20.8K
|
4.71K
$379K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-237- 1.19% |
$17.7K - $19K
|
19.6K
$1.58M
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-227- 3.13% |
$17K - $18.2K
|
7.03K
$565K
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-219- 7.32% |
$16.4K - $17.5K
|
2.77K
$223K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-182- 3.19% |
$13.6K - $14.6K
|
5.53K
$445K
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-155- 1.11% |
$11.6K - $12.4K
|
13.8K
$1.11M
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-150- 0.6% |
$11.2K - $12K
|
25K
$2.01M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-120- 2.48% |
$8.98K - $9.6K
|
4.72K
$379K
|