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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-113- 4.36% |
$8.46K - $9.04K
|
2.48K
$199K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-81- 0.44% |
$6.06K - $6.48K
|
18.2K
$1.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-76- 1.05% |
$5.69K - $6.08K
|
7.17K
$576K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-68- 5.68% |
$5.09K - $5.44K
|
1.13K
$90.8K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-62- 1.28% |
$4.64K - $4.96K
|
4.79K
$385K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-52- 1.46% |
$3.89K - $4.16K
|
3.5K
$281K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-34- 0.92% |
$2.55K - $2.72K
|
3.68K
$295K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-2- 0.04% |
$150 - $160
|
4.81K
$387K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.3K- 42.31% |
$2.36M - $2.52M
|
42.7K
$3.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-15.6K- 82.5% |
$1.17M - $1.25M
|
3.3K
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.56K- 14.86% |
$495K - $528K
|
37.6K
$3.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-977- 7.35% |
$73.7K - $78.7K
|
12.3K
$990K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-675- 14.47% |
$50.9K - $54.4K
|
3.99K
$321K
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-600- 17.15% |
$45.3K - $48.3K
|
2.9K
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-553- 95.67% |
$41.7K - $44.5K
|
25
$2.01K
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-100- 1.87% |
$7.54K - $8.05K
|
5.24K
$421K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-38- 28.57% |
$2.87K - $3.06K
|
95
$7.64K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.12K- 16.5% |
$218K - $239K
|
15.8K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-451- 3.86% |
$31.6K - $34.6K
|
11.2K
$904K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-315- 9.69% |
$22.1K - $24.2K
|
2.94K
$236K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-172- 5.7% |
$12K - $13.2K
|
2.85K
$229K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-160- 0.8% |
$11.2K - $12.3K
|
20K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-22- 1.58% |
$1.54K - $1.69K
|
1.37K
$110K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.98K- 92.7% |
$334K - $356K
|
392
$31.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.28K- 96.26% |
$287K - $305K
|
166
$13.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.58K- 43.98% |
$173K - $184K
|
3.29K
$264K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.43K- 33.57% |
$163K - $173K
|
4.8K
$386K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.89K- 5.79% |
$127K - $135K
|
30.8K
$2.48M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.6K- 22.27% |
$107K - $114K
|
5.59K
$449K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.4K- 22.13% |
$94K - $100K
|
4.93K
$397K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-419- 42.07% |
$28.1K - $29.9K
|
577
$46.4K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-390- 1.29% |
$26.2K - $27.9K
|
29.9K
$2.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-370- 31.62% |
$24.8K - $26.4K
|
800
$64.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-198- 2.05% |
$13.3K - $14.1K
|
9.48K
$762K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-186Closed |
$12.5K - $13.3K
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16- 6.2% |
$1.07K - $1.14K
|
242
$19.5K
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-3.43K- 14.32% |
$221K - $243K
|
20.5K
$1.65M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.4K- 20.73% |
$219K - $240K
|
13K
$1.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-2.63K- 42.83% |
$170K - $186K
|
3.51K
$282K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.81K- 34.76% |
$104K - $119K
|
3.41K
$274K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 6.25% |
$1.44K - $1.64K
|
375
$30.1K
|
|
| 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
$3.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-26- 6.91% |
$1.56K - $1.67K
|
350
$28.1K
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.34K- 24.64% |
$78.7K - $83.2K
|
4.1K
$329K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.03K- 22.32% |
$60.3K - $63.8K
|
3.58K
$287K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-110- 0.18% |
$6.46K - $6.83K
|
62.7K
$5.04M
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-7.27K- 38.15% |
$422K - $460K
|
11.8K
$948K
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-4.6KClosed |
$267K - $291K
|
0
$0
|
|