Purchases and Sales Made in Q1 2025 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 2025. 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 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
54.8K+ 581.43% |
$4.1M - $4.38M
|
64.2K
$5.16M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44.9K+ 154.39% |
$3.36M - $3.59M
|
74K
$5.95M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
44.9K+ 816.1% |
$3.36M - $3.59M
|
50.4K
$4.05M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.6K+ 6.34% |
$3.34M - $3.57M
|
748K
$60.1M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
44.6KNew |
$3.34M - $3.57M
|
44.6K
$3.58M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.2K+ 27.88% |
$2.19M - $2.34M
|
134K
$10.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
23.8K+ 38.97% |
$1.78M - $1.9M
|
84.7K
$6.81M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.6K+ 10.87% |
$1.54M - $1.65M
|
210K
$16.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.1K+ 94100.0% |
$1.13M - $1.2M
|
15.1K
$1.21M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
12.3KNew |
$922K - $985K
|
12.3K
$990K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11K+ 2.95% |
$827K - $883K
|
386K
$31M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
10.2KNew |
$766K - $819K
|
10.2K
$823K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
8.92K+ 2.94% |
$668K - $714K
|
313K
$25.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.29K+ 2.4% |
$621K - $663K
|
353K
$28.4M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
8KNew |
$599K - $640K
|
8K
$643K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.86K+ 21.69% |
$589K - $629K
|
44.1K
$3.55M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.32K+ 53.45% |
$548K - $585K
|
21K
$1.69M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.52KNew |
$413K - $442K
|
5.52K
$444K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.08K+ 25.41% |
$380K - $406K
|
25.1K
$2.02M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.03K+ 12.27% |
$377K - $403K
|
46.1K
$3.7M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.4K+ 110.69% |
$329K - $352K
|
8.38K
$673K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.16K+ 2.81% |
$311K - $332K
|
152K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.78KNew |
$283K - $303K
|
3.78K
$304K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.64K+ 92.22% |
$272K - $291K
|
7.59K
$610K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.25K+ 568.01% |
$243K - $260K
|
3.82K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.12KNew |
$234K - $250K
|
3.12K
$251K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.08K+ 4.27% |
$230K - $246K
|
75.2K
$6.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.89KNew |
$216K - $231K
|
2.89K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.8KNew |
$210K - $224K
|
2.8K
$225K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.78KNew |
$208K - $223K
|
2.78K
$224K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.34K+ 5.0% |
$175K - $187K
|
49K
$3.94M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.3K+ 2.53% |
$172K - $184K
|
93.4K
$7.51M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.24K+ 3.09% |
$168K - $179K
|
74.8K
$6.01M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.16K+ 745.17% |
$162K - $173K
|
2.45K
$197K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.03K+ 67.77% |
$152K - $163K
|
5.03K
$405K
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.89K+ 1.57% |
$141K - $151K
|
122K
$9.84M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.66K+ 20700.0% |
$124K - $132K
|
1.66K
$134K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.41K+ 4.7% |
$106K - $113K
|
31.5K
$2.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.3K+ 16.1% |
$97.1K - $104K
|
9.35K
$752K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.15K+ 8.93% |
$86.1K - $92K
|
14K
$1.13M
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
973+ 30.25% |
$72.8K - $77.8K
|
4.19K
$337K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
955+ 11.26% |
$71.5K - $76.4K
|
9.43K
$758K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
670New |
$50.2K - $53.6K
|
670
$53.9K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
642+ 0.33% |
$48.1K - $51.4K
|
196K
$15.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
BUY
|
- |
600+ 20.0% |
$44.9K - $48K
|
3.6K
$289K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
484+ 3.74% |
$36.2K - $38.7K
|
13.4K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
423+ 87.4% |
$31.7K - $33.8K
|
907
$72.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
313+ 146.95% |
$23.4K - $25K
|
526
$42.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
299+ 1.78% |
$22.4K - $23.9K
|
17.1K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
277+ 10.8% |
$20.7K - $22.2K
|
2.84K
$228K
|