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 |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
276New |
$17.8K - $19.5K
|
276
$21.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
269+ 2.86% |
$17.3K - $19K
|
9.68K
$747K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
253+ 25.05% |
$16.3K - $17.9K
|
1.26K
$97.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
238+ 0.44% |
$15.3K - $16.8K
|
54.7K
$4.22M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
200New |
$12.9K - $14.1K
|
200
$15.4K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
168+ 5.3% |
$10.8K - $11.9K
|
3.34K
$258K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
143+ 1.41% |
$9.22K - $10.1K
|
10.3K
$794K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
116+ 0.39% |
$7.48K - $8.2K
|
30K
$2.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
112New |
$7.22K - $7.92K
|
112
$8.64K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
100New |
$6.45K - $7.07K
|
100
$7.72K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
91+ 1.8% |
$5.87K - $6.44K
|
5.15K
$398K
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
86+ 0.48% |
$5.55K - $6.08K
|
18.2K
$1.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
53+ 0.34% |
$3.42K - $3.75K
|
15.7K
$1.21M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
36New |
$2.32K - $2.55K
|
36
$2.78K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
25+ 8.68% |
$1.61K - $1.77K
|
313
$24.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
19+ 0.16% |
$1.23K - $1.34K
|
11.9K
$916K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
17+ 0.49% |
$1.1K - $1.2K
|
3.49K
$269K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
16+ 0.31% |
$1.03K - $1.13K
|
5.24K
$404K
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
13+ 0.41% |
$838 - $919
|
3.17K
$244K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10+ 0.21% |
$645 - $707
|
4.66K
$360K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.05% |
$516 - $566
|
16.3K
$1.26M
|
|
|
Nov 05, 2024
Q1 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
6+ 0.06% |
$387 - $424
|
9.53K
$736K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.78% |
$129 - $141
|
258
$19.9K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.51% |
$64.5 - $70.7
|
199
$15.4K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.6% |
$64.5 - $70.7
|
169
$13K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1+ 0.01% |
$64.5 - $70.7
|
6.99K
$540K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.42% |
$64.5 - $70.7
|
238
$18.4K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-18- 24.66% |
$1.16K - $1.27K
|
55
$4.24K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-52- 0.5% |
$3.35K - $3.68K
|
10.3K
$798K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-52- 1.79% |
$3.35K - $3.68K
|
2.85K
$220K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-62- 0.77% |
$4K - $4.38K
|
7.95K
$613K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-72- 0.98% |
$4.64K - $5.09K
|
7.24K
$559K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-92- 1.65% |
$5.93K - $6.51K
|
5.49K
$423K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-100- 0.85% |
$6.45K - $7.07K
|
11.7K
$902K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-129- 2.34% |
$8.32K - $9.12K
|
5.37K
$415K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-225- 1.35% |
$14.5K - $15.9K
|
16.4K
$1.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-245- 3.7% |
$15.8K - $17.3K
|
6.37K
$492K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-309- 20.89% |
$19.9K - $21.9K
|
1.17K
$90.3K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-348- 7.27% |
$22.4K - $24.6K
|
4.44K
$343K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-359- 3.86% |
$23.2K - $25.4K
|
8.95K
$691K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-369- 0.84% |
$23.8K - $26.1K
|
43.4K
$3.35M
|
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-419- 5.39% |
$27K - $29.6K
|
7.36K
$568K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-431- 0.15% |
$27.8K - $30.5K
|
278K
$21.5M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-468- 0.97% |
$30.2K - $33.1K
|
47.6K
$3.67M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-487- 6.31% |
$31.4K - $34.4K
|
7.24K
$558K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-527- 2.57% |
$34K - $37.3K
|
19.9K
$1.54M
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-600- 2.29% |
$38.7K - $42.4K
|
25.6K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-700- 17.72% |
$45.1K - $49.5K
|
3.25K
$251K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-733- 12.33% |
$47.3K - $51.8K
|
5.21K
$402K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-767- 2.47% |
$49.5K - $54.2K
|
30.2K
$2.33M
|