Purchases and Sales Made in Q1 2024 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 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
303K+ 4034.22% |
$19.5M - $21.4M
|
310K
$23.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
74.4K+ 36.28% |
$4.8M - $5.26M
|
279K
$21.5M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
45.9KNew |
$2.96M - $3.25M
|
45.9K
$3.54M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.3K+ 4.24% |
$2.85M - $3.13M
|
1.09M
$83.8M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.3K+ 4.24% |
$2.85M - $3.13M
|
1.09M
$83.8M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41K+ 7.22% |
$2.65M - $2.9M
|
610K
$46.9M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
22.4KNew |
$1.45M - $1.58M
|
22.4K
$1.72M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.7K+ 14.91% |
$1.27M - $1.39M
|
151K
$11.7M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.4KNew |
$991K - $1.09M
|
15.4K
$1.18M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
14.6K+ 618.6% |
$939K - $1.03M
|
16.9K
$1.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
10.5KNew |
$679K - $745K
|
10.5K
$810K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.82K+ 11.35% |
$505K - $553K
|
76.8K
$5.91M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.73K+ 49.05% |
$499K - $547K
|
23.5K
$1.81M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.34K+ 60.48% |
$344K - $378K
|
14.2K
$1.09M
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
BUY
|
- |
4.34K+ 1.48% |
$280K - $307K
|
297K
$22.9M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.01K+ 31.2% |
$258K - $283K
|
16.8K
$1.3M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.67K+ 9.49% |
$237K - $260K
|
42.3K
$3.26M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.45KNew |
$223K - $244K
|
3.45K
$266K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3.4K+ 1.16% |
$219K - $240K
|
297K
$22.8M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
3.18KNew |
$205K - $225K
|
3.18K
$244K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.14K+ 1.58% |
$202K - $222K
|
202K
$15.5M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.1K+ 5.12% |
$200K - $219K
|
63.5K
$4.89M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.01KNew |
$194K - $213K
|
3.01K
$232K
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
3KNew |
$193K - $212K
|
3K
$231K
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
2.99KNew |
$193K - $211K
|
2.99K
$230K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.87KNew |
$185K - $203K
|
2.87K
$221K
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
BUY
|
- |
2.87KNew |
$185K - $203K
|
2.87K
$221K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.86KNew |
$184K - $202K
|
2.86K
$220K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.83K+ 10.22% |
$182K - $200K
|
30.5K
$2.35M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.59K+ 2.47% |
$167K - $183K
|
107K
$8.27M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.78K+ 32.77% |
$115K - $126K
|
7.21K
$555K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.29K+ 2.99% |
$83.4K - $91.4K
|
44.6K
$3.43M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.2K+ 2.66% |
$77.5K - $85K
|
46.4K
$3.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.06K+ 5.79% |
$68.3K - $74.9K
|
19.4K
$1.49M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
993+ 18.47% |
$64K - $70.2K
|
6.37K
$490K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
986New |
$63.6K - $69.7K
|
986
$75.9K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
958+ 13.43% |
$61.8K - $67.7K
|
8.09K
$623K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
935+ 204.6% |
$60.3K - $66.1K
|
1.39K
$107K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
900New |
$58K - $63.6K
|
900
$69.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
821+ 4.29% |
$52.9K - $58.1K
|
19.9K
$1.53M
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
811+ 4.2% |
$52.3K - $57.4K
|
20.1K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
776+ 11085.71% |
$50K - $54.9K
|
783
$60.3K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
776New |
$50K - $54.9K
|
776
$59.7K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
738+ 4.74% |
$47.6K - $52.2K
|
16.3K
$1.26M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
652+ 1.94% |
$42K - $46.1K
|
34.2K
$2.63M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
632New |
$40.8K - $44.7K
|
632
$48.6K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
477New |
$30.8K - $33.7K
|
477
$36.7K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
390+ 4.9% |
$25.2K - $27.6K
|
8.35K
$643K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
329New |
$21.2K - $23.3K
|
329
$25.3K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
288New |
$18.6K - $20.4K
|
288
$22.2K
|