Purchases and Sales Made in Q1 2021 in Wisdomtree Tr U.S Total Divide (DTD)
This table provides information about the institutional ownership of Wisdomtree Tr U.S Total Divide (DTD) during Q1 2021. The information is specifically focused on institutions that hold shares of WISDOMTREE TR U.S TOTAL DIVIDE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 14, 2022
Q1 2021
|
626 Financial, LLC
|
BUY
|
- |
304KNew |
$15.7M - $17.2M
|
304K
$23.2M
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
95.8KNew |
$4.96M - $5.44M
|
95.8K
$7.31M
|
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
49.8K+ 748.24% |
$2.58M - $2.82M
|
56.4K
$4.31M
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23K+ 112.51% |
$1.19M - $1.31M
|
43.4K
$3.32M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.7K+ 5.38% |
$1.12M - $1.23M
|
425K
$32.4M
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.9KNew |
$617K - $676K
|
11.9K
$909K
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.8K+ 51.9% |
$562K - $616K
|
31.7K
$2.42M
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
7.62KNew |
$395K - $433K
|
7.62K
$582K
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
7.25K+ 18.73% |
$376K - $411K
|
45.9K
$3.51M
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7.21K+ 40.02% |
$374K - $409K
|
25.2K
$1.93M
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.36KNew |
$226K - $247K
|
4.36K
$333K
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.89K+ 18.29% |
$201K - $221K
|
25.1K
$1.92M
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.63K+ 33.25% |
$188K - $206K
|
14.5K
$1.11M
|
|
May 27, 2021
Q1 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.95KNew |
$153K - $167K
|
2.95K
$225K
|
|
Apr 28, 2021
Q1 2021
|
Crestone Asset Management LLC
|
BUY
|
- |
2.78KNew |
$144K - $158K
|
2.78K
$212K
|
|
May 17, 2021
Q1 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.02KNew |
$104K - $114K
|
2.02K
$154K
|
|
May 12, 2021
Q1 2021
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.89KNew |
$98K - $107K
|
1.89K
$144K
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.79KNew |
$92.7K - $102K
|
1.79K
$137K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.47K+ 18.72% |
$76.1K - $83.3K
|
9.31K
$711K
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.46K+ 22.07% |
$75.4K - $82.6K
|
8.05K
$615K
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.08K+ 31.2% |
$56.1K - $61.4K
|
4.55K
$347K
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.05KNew |
$54.4K - $59.6K
|
1.05K
$80.2K
|
|
May 10, 2021
Q1 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1KNew |
$51.8K - $56.8K
|
1K
$76.4K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
932New |
$48.3K - $52.9K
|
932
$71.2K
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
902New |
$46.7K - $51.2K
|
902
$68.9K
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
780+ 20.09% |
$40.4K - $44.3K
|
4.66K
$356K
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
603+ 18.02% |
$31.2K - $34.2K
|
3.95K
$302K
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
603+ 1.94% |
$31.2K - $34.2K
|
31.8K
$2.42M
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
338+ 2.59% |
$17.5K - $19.2K
|
13.4K
$1.02M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
333+ 4.73% |
$17.3K - $18.9K
|
7.37K
$562K
|
|
Apr 29, 2021
Q1 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
276+ 15.71% |
$14.3K - $15.7K
|
2.03K
$155K
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
244+ 1.29% |
$12.6K - $13.8K
|
19.2K
$1.47M
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
175+ 8.14% |
$9.07K - $9.93K
|
2.33K
$178K
|
|
Apr 20, 2021
Q1 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
50+ 1.41% |
$2.59K - $2.84K
|
3.61K
$275K
|
|
Apr 19, 2021
Q1 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
20+ 0.46% |
$1.04K - $1.14K
|
4.41K
$337K
|
|
Apr 30, 2021
Q1 2021
|
Key F Inancial Inc
|
BUY
|
- |
8+ 0.44% |
$414 - $454
|
1.85K
$141K
|
|
May 14, 2021
Q1 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
5+ 0.05% |
$259 - $284
|
10.2K
$780K
|
|
May 14, 2021
Q1 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4+ 0.19% |
$207 - $227
|
2.12K
$162K
|
|
May 17, 2021
Q1 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2+ 0.1% |
$104 - $114
|
2.08K
$158K
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
2+ 0.58% |
$104 - $114
|
346
$26.4K
|
|
Jan 02, 2024
Q1 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.91% |
$51.8 - $56.8
|
111
$8.47K
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1+ 0.05% |
$51.8 - $56.8
|
2.11K
$161K
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-19Closed |
$984 - $1.08K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-23- 0.28% |
$1.19K - $1.31K
|
8.26K
$631K
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-49- 1.26% |
$2.54K - $2.78K
|
3.85K
$294K
|
|
May 17, 2021
Q1 2021
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-100- 3.05% |
$5.18K - $5.68K
|
3.18K
$243K
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-105- 9.59% |
$5.44K - $5.96K
|
990
$75.6K
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-118- 2.86% |
$6.11K - $6.7K
|
4K
$305K
|
|
May 13, 2021
Q1 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-200- 14.29% |
$10.4K - $11.4K
|
1.2K
$91.6K
|
|
May 05, 2021
Q1 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-232- 2.12% |
$12K - $13.2K
|
10.7K
$818K
|