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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-22- 1.58% |
$1.54K - $1.69K
|
1.37K
$104K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-13- 8.9% |
$910 - $997
|
133
$10.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13- 0.08% |
$910 - $997
|
16.4K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5- 0.04% |
$350 - $383
|
12.9K
$983K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.98K- 92.7% |
$334K - $356K
|
392
$29.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.28K- 96.26% |
$287K - $305K
|
166
$12.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-3.4K- 32.25% |
$228K - $243K
|
7.13K
$544K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.58K- 43.98% |
$173K - $184K
|
3.29K
$251K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.43K- 33.57% |
$163K - $173K
|
4.8K
$366K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.18K- 42.29% |
$146K - $156K
|
2.97K
$227K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.89K- 5.79% |
$127K - $135K
|
30.8K
$2.35M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.6K- 22.27% |
$107K - $114K
|
5.59K
$426K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.4K- 22.13% |
$94K - $100K
|
4.93K
$376K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-633- 6.15% |
$42.5K - $45.2K
|
9.67K
$737K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-419- 42.07% |
$28.1K - $29.9K
|
577
$44K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-400- 7.62% |
$26.8K - $28.6K
|
4.85K
$370K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-390- 1.29% |
$26.2K - $27.9K
|
29.9K
$2.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-370- 31.62% |
$24.8K - $26.4K
|
800
$61K
|
|
|
Jul 24, 2024
Q2 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-225- 4.04% |
$15.1K - $16.1K
|
5.34K
$407K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 4.71% |
$13.4K - $14.3K
|
4.05K
$309K
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-198- 2.05% |
$13.3K - $14.1K
|
9.48K
$724K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-186Closed |
$12.5K - $13.3K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-185- 24.6% |
$12.4K - $13.2K
|
567
$43.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-180- 65.22% |
$12.1K - $12.9K
|
96
$7.32K
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-167- 0.65% |
$11.2K - $11.9K
|
25.5K
$1.94M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16- 6.2% |
$1.07K - $1.14K
|
242
$18.5K
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-3.43K- 14.32% |
$221K - $243K
|
20.5K
$1.57M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.4K- 20.73% |
$219K - $240K
|
13K
$991K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.86K- 48.81% |
$184K - $202K
|
3K
$229K
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-2.63K- 42.83% |
$170K - $186K
|
3.51K
$268K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-18- 24.66% |
$1.16K - $1.27K
|
55
$4.2K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.81K- 34.76% |
$104K - $119K
|
3.41K
$260K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.03K- 40.54% |
$59.2K - $67.5K
|
1.51K
$115K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-528- 3.82% |
$30.4K - $34.6K
|
13.3K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-511- 7.92% |
$29.4K - $33.5K
|
5.94K
$453K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 6.25% |
$1.44K - $1.64K
|
375
$28.6K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-139- 0.35% |
$8.36K - $8.94K
|
40.1K
$3.06M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-88- 6.8% |
$5.29K - $5.66K
|
1.21K
$92K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-50- 0.9% |
$3.01K - $3.21K
|
5.5K
$419K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-26- 6.91% |
$1.56K - $1.67K
|
350
$26.7K
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.34K- 24.64% |
$78.7K - $83.2K
|
4.1K
$313K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.26K- 46.69% |
$74.1K - $78.3K
|
1.44K
$110K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.03K- 22.32% |
$60.3K - $63.8K
|
3.58K
$273K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-110- 0.18% |
$6.46K - $6.83K
|
62.7K
$4.78M
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-7.27K- 38.15% |
$422K - $460K
|
11.8K
$900K
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-4.6KClosed |
$267K - $291K
|
0
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-700- 13.21% |
$40.6K - $44.3K
|
4.6K
$351K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-29- 0.77% |
$1.68K - $1.84K
|
3.76K
$287K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-8.32K- 6.8% |
$457K - $529K
|
114K
$8.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-6.8K- 13.86% |
$374K - $432K
|
42.2K
$3.22M
|
|