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 28, 2021
Q1 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-265- 7.27% |
$13.7K - $15K
|
3.38K
$258K
|
|
May 17, 2021
Q1 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-360- 0.88% |
$18.7K - $20.4K
|
40.5K
$3.09M
|
|
Apr 20, 2021
Q1 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-375- 1.43% |
$19.4K - $21.3K
|
25.8K
$1.97M
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-404Closed |
$20.9K - $22.9K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-435- 3.41% |
$22.5K - $24.7K
|
12.3K
$940K
|
|
May 17, 2021
Q1 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-547- 11.53% |
$28.3K - $31K
|
4.2K
$320K
|
|
May 13, 2021
Q1 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-600- 5.87% |
$31.1K - $34.1K
|
9.62K
$734K
|
|
Apr 28, 2021
Q1 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-728- 6.27% |
$37.7K - $41.3K
|
10.9K
$830K
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-739- 0.82% |
$38.3K - $41.9K
|
89.7K
$6.85M
|
|
May 05, 2021
Q1 2021
|
Kendall Capital Management
|
SELL
|
- |
-1K- 7.79% |
$51.8K - $56.8K
|
11.8K
$904K
|
|
May 03, 2021
Q1 2021
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.1KClosed |
$56.9K - $62.4K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.15K- 7.11% |
$59.5K - $65.2K
|
15K
$1.15M
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.36K- 77.74% |
$70.2K - $76.9K
|
388
$29.6K
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.57KClosed |
$81.1K - $88.8K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.6K- 75.83% |
$82.9K - $90.8K
|
510
$38.9K
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.89K- 14.64% |
$97.9K - $107K
|
11K
$841K
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.95K- 14.83% |
$101K - $110K
|
11.2K
$854K
|
|
May 03, 2021
Q1 2021
|
Sonata Capital Group Inc
|
SELL
|
- |
-2K- 17.67% |
$104K - $114K
|
9.32K
$712K
|
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.01KClosed |
$104K - $114K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.07K- 7.39% |
$107K - $117K
|
25.9K
$1.98M
|
|
Apr 27, 2021
Q1 2021
|
Crestone Asset Management LLC
|
SELL
|
- |
-2.78KClosed |
$144K - $158K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.83K- 28.52% |
$147K - $161K
|
7.1K
$542K
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.9K- 31.72% |
$150K - $165K
|
6.25K
$477K
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.04K- 21.6% |
$157K - $172K
|
11K
$842K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.27K- 49.39% |
$169K - $185K
|
3.35K
$256K
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.5K- 59.34% |
$233K - $255K
|
3.08K
$235K
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.84KClosed |
$251K - $275K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-7.25K- 15.78% |
$376K - $411K
|
38.7K
$2.95M
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
- |
-9.03K- 13.74% |
$468K - $512K
|
56.7K
$4.33M
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.6K- 77.49% |
$549K - $602K
|
3.08K
$235K
|
|
May 07, 2021
Q1 2021
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-12.1K- 61.34% |
$628K - $688K
|
7.64K
$583K
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.2K- 79.07% |
$685K - $750K
|
3.5K
$267K
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.3KClosed |
$690K - $756K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.2K- 48.85% |
$945K - $1.04M
|
19.1K
$1.46M
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.8K- 55.88% |
$974K - $1.07M
|
14.8K
$1.13M
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-31K- 74.42% |
$1.6M - $1.76M
|
10.6K
$813K
|
|
Apr 30, 2021
Q1 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-33.5K- 94.78% |
$1.73M - $1.9M
|
1.84K
$141K
|
|
Apr 29, 2021
Q1 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-247K- 85.22% |
$12.8M - $14M
|
42.8K
$3.27M
|