Purchases and Sales Made in Q1 2023 in Wisdomtree Tr U.S Total Divide (DTD)

DTD Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr U.S Total Divide (DTD) during Q1 2023. 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
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
187
+ 0.5%
$10.9K - $11.8K
37.6K $2.94M
Apr 14, 2023 Q1 2023
Cherrydale Wealth Management, LLC

BUY
 -
107
+ 0.61%
$6.21K - $6.77K
17.7K $1.39M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
73
+ 0.04%
$4.24K - $4.62K
168K $13.2M
May 15, 2023 Q1 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
64
New
$3.72K - $4.05K
64 $5.01K
May 12, 2023 Q1 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
40
+ 0.62%
$2.32K - $2.53K
6.49K $507K
May 03, 2023 Q1 2023
Lcnb Corp

Lebanon, OH
BUY
 -
37
+ 0.14%
$2.15K - $2.34K
27.1K $2.12M
May 02, 2023 Q1 2023
V Wealth Advisors LLC

BUY
 -
23
+ 0.42%
$1.34K - $1.46K
5.47K $428K
May 05, 2023 Q1 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
21
+ 0.62%
$1.22K - $1.33K
3.41K $266K
Apr 24, 2023 Q1 2023
Sequoia Financial Advisors, LLC

BUY
 -
13
+ 0.35%
$755 - $823
3.71K $290K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
3
+ 0.04%
$174 - $190
7.53K $589K
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
2
+ 0.01%
$116 - $127
25.9K $2.03M
Jul 17, 2024 Q1 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
1
+ 0.61%
$58.1 - $63.3
165 $12.9K
Jan 02, 2024 Q1 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
1
+ 0.43%
$58.1 - $63.3
232 $18.1K
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-1
- 0.01%
$58.1 - $63.3
6.99K $547K
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-29
- 0.77%
$1.68K - $1.84K
3.76K $294K
Apr 19, 2023 Q1 2023
Jfs Wealth Advisors, LLC

SELL
 -
-41
- 0.24%
$2.38K - $2.6K
17.2K $1.35M
Apr 06, 2023 Q1 2023
Aurora Private Wealth, Inc.

SELL
 -
-43
- 0.78%
$2.5K - $2.72K
5.44K $425K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

SELL
 -
-89
- 3.79%
$5.17K - $5.63K
2.26K $177K
May 10, 2023 Q1 2023
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
SELL
 -
-93
- 43.66%
$5.4K - $5.89K
120 $9.39K
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
SELL
 -
-133
- 0.37%
$7.72K - $8.42K
35.7K $2.79M
Apr 25, 2023 Q1 2023
Iag Wealth Partners, LLC

SELL
 -
-220
- 36.91%
$12.8K - $13.9K
376 $29.4K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

SELL
 -
-223
- 0.8%
$12.9K - $14.1K
27.6K $2.16M
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-256
- 3.93%
$14.9K - $16.2K
6.26K $490K
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-292
- 1.1%
$17K - $18.5K
26.2K $2.05M
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
SELL
 -
-295
- 26.87%
$17.1K - $18.7K
803 $62.8K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-330
- 0.66%
$19.2K - $20.9K
49.4K $3.86M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

SELL
 -
-348
- 0.8%
$20.2K - $22K
43.2K $3.38M
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

SELL
 -
-488
- 16.11%
$28.3K - $30.9K
2.54K $199K
May 03, 2023 Q1 2023
Moseley Investment Management Inc

SELL
 -
-500
- 6.57%
$29K - $31.7K
7.11K $556K
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
SELL
 -
-586
- 6.11%
$34K - $37.1K
9K $704K
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
SELL
 -
-586
- 6.11%
$34K - $37.1K
9K $704K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-604
- 3.69%
$35.1K - $38.2K
15.8K $1.23M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

SELL
 -
-650
- 5.04%
$37.7K - $41.1K
12.2K $957K
Apr 12, 2023 Q1 2023
Epiq Partners, LLC

SELL
 -
-700
- 13.21%
$40.6K - $44.3K
4.6K $360K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-735
- 12.18%
$42.7K - $46.5K
5.3K $415K
Apr 12, 2023 Q1 2023
626 Financial, LLC

SELL
 -
-781
- 0.25%
$45.3K - $49.4K
310K $24.3M
May 10, 2023 Q1 2023
Clearwater Capital Advisors, LLC

SELL
 -
-906
- 4.08%
$52.6K - $57.3K
21.3K $1.66M
Apr 26, 2023 Q1 2023
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
SELL
 -
-1.45K
- 1.87%
$84.2K - $91.8K
76.1K $5.95M
May 11, 2023 Q1 2023
Kendall Capital Management

SELL
 -
-1.5K
- 8.53%
$87.1K - $95K
16.1K $1.26M
Apr 11, 2023 Q1 2023
Obsidian Personal Planning Solutions LLC

SELL
 -
-1.55K
- 23.6%
$89.9K - $98K
5.01K $392K
May 10, 2023 Q1 2023
Private Advisor Group, LLC

SELL
 -
-2.57K
- 13.17%
$149K - $163K
16.9K $1.32M
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-2.69K
- 36.32%
$156K - $170K
4.72K $369K
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-2.71K
- 4.43%
$157K - $171K
58.4K $4.57M
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-3.35K
- 33.06%
$194K - $212K
6.78K $530K
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

SELL
 -
-3.45K
- 10.94%
$200K - $218K
28K $2.19M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
SELL
 -
-3.58K
- 5.94%
$208K - $227K
56.7K $4.44M
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

SELL
 -
-3.8K
- 65.54%
$221K - $241K
2K $156K
May 09, 2023 Q1 2023
Essential Planning, Llc.

Portsmouth, NH
SELL
 -
-4.18K
- 39.46%
$243K - $265K
6.41K $502K
Dec 11, 2023 Q1 2023
Burns Matteson Capital Management, LLC

Corning, NY
SELL
 -
-4.6K
Closed
$267K - $291K
0 $0

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