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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
258+ 0.74% |
$19.3K - $20.6K
|
35.1K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
204+ 0.32% |
$15.3K - $16.3K
|
63.4K
$5.1M
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
203New |
$15.2K - $16.2K
|
203
$16.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
202+ 1.19% |
$15.1K - $16.2K
|
17.2K
$1.38M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
197+ 7.21% |
$14.7K - $15.8K
|
2.93K
$235K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
186+ 6.77% |
$13.9K - $14.9K
|
2.93K
$236K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
177New |
$13.3K - $14.2K
|
177
$14.2K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
173+ 0.97% |
$13K - $13.8K
|
18K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
135+ 0.27% |
$10.1K - $10.8K
|
49.4K
$3.97M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
110+ 0.37% |
$8.24K - $8.8K
|
29.6K
$2.38M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
107+ 0.95% |
$8.01K - $8.56K
|
11.4K
$915K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
103+ 1.98% |
$7.71K - $8.24K
|
5.29K
$425K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
97+ 2.78% |
$7.26K - $7.76K
|
3.59K
$289K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
84+ 0.46% |
$6.29K - $6.72K
|
18.5K
$1.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
82+ 3.1% |
$6.14K - $6.56K
|
2.72K
$219K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
64+ 0.66% |
$4.79K - $5.12K
|
9.82K
$790K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
62+ 0.61% |
$4.64K - $4.96K
|
10.2K
$823K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
42+ 40.0% |
$3.14K - $3.36K
|
147
$11.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
25+ 0.2% |
$1.87K - $2K
|
12.4K
$997K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20+ 0.21% |
$1.5K - $1.6K
|
9.73K
$782K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
19+ 0.26% |
$1.42K - $1.52K
|
7.35K
$591K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
16+ 0.12% |
$1.2K - $1.28K
|
13.7K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
13+ 0.4% |
$973 - $1.04K
|
3.23K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10+ 17.54% |
$749 - $800
|
67
$5.39K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.05% |
$524 - $560
|
14.4K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6+ 1.4% |
$449 - $480
|
436
$35.1K
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
6+ 0.06% |
$449 - $480
|
9.56K
$769K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2+ 0.04% |
$150 - $160
|
5.14K
$413K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 0.6% |
$150 - $160
|
336
$27K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.36% |
$74.9 - $80
|
279
$22.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.18% |
$74.9 - $80
|
569
$45.7K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1+ 0.08% |
$74.9 - $80
|
1.25K
$101K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.5% |
$74.9 - $80
|
203
$16.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-2- 0.04% |
$150 - $160
|
4.81K
$387K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-34- 0.92% |
$2.55K - $2.72K
|
3.68K
$295K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-46- 4.55% |
$3.44K - $3.68K
|
964
$77.5K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-52- 0.53% |
$3.89K - $4.16K
|
9.7K
$780K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-52- 1.46% |
$3.89K - $4.16K
|
3.5K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-62- 1.28% |
$4.64K - $4.96K
|
4.79K
$385K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-68- 5.68% |
$5.09K - $5.44K
|
1.13K
$90.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-76- 1.05% |
$5.69K - $6.08K
|
7.17K
$576K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-81- 0.44% |
$6.06K - $6.48K
|
18.2K
$1.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-109- 0.96% |
$8.16K - $8.72K
|
11.3K
$906K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-113- 4.36% |
$8.46K - $9.04K
|
2.48K
$199K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-120- 2.48% |
$8.98K - $9.6K
|
4.72K
$379K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-150- 0.6% |
$11.2K - $12K
|
25K
$2.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-155- 1.11% |
$11.6K - $12.4K
|
13.8K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-182- 3.19% |
$13.6K - $14.6K
|
5.53K
$445K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-209- 0.63% |
$15.6K - $16.7K
|
33K
$2.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-219- 7.32% |
$16.4K - $17.5K
|
2.77K
$223K
|