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 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-227- 3.13% |
$17K - $18.2K
|
7.03K
$565K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-237- 1.19% |
$17.7K - $19K
|
19.6K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-260- 5.23% |
$19.5K - $20.8K
|
4.71K
$379K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-263- 50.0% |
$19.7K - $21K
|
263
$21.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-425- 10.5% |
$31.8K - $34K
|
3.62K
$291K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-495- 8.4% |
$37.1K - $39.6K
|
5.4K
$434K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-575- 4.42% |
$43.1K - $46K
|
12.4K
$998K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-611- 5.39% |
$45.7K - $48.9K
|
10.7K
$863K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-625- 3.78% |
$46.8K - $50K
|
15.9K
$1.28M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-625- 1.28% |
$46.8K - $50K
|
48.1K
$3.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-751- 3.9% |
$56.2K - $60.1K
|
18.5K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-856- 23.39% |
$64.1K - $68.5K
|
2.8K
$225K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-875- 10.16% |
$65.5K - $70K
|
7.74K
$622K
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-1.17K- 5.71% |
$87.2K - $93.2K
|
19.2K
$1.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.21K- 2.14% |
$90.7K - $96.9K
|
55.4K
$4.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.35K- 20.59% |
$101K - $108K
|
5.2K
$418K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.44KClosed |
$108K - $115K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.51K- 9.67% |
$113K - $121K
|
14.1K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-1.72K- 24.38% |
$129K - $138K
|
5.35K
$430K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
SELL
|
- |
-1.78K- 17.88% |
$133K - $142K
|
8.16K
$656K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.95K- 2.15% |
$146K - $156K
|
89K
$7.16M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2K- 5.44% |
$150K - $160K
|
34.8K
$2.8M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.23K- 21.97% |
$167K - $179K
|
7.93K
$638K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.28K- 79.96% |
$171K - $183K
|
572
$46K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.54K- 7.42% |
$190K - $203K
|
31.6K
$2.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-2.56K- 14.12% |
$192K - $205K
|
15.6K
$1.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.2K- 96.88% |
$240K - $256K
|
103
$8.28K
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-4.03K- 5.82% |
$302K - $322K
|
65.1K
$5.24M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.4K- 52.54% |
$329K - $352K
|
3.98K
$320K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.67K- 7.99% |
$350K - $374K
|
53.8K
$4.32M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-5.41KClosed |
$405K - $433K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-7K- 60.95% |
$524K - $560K
|
4.48K
$360K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-11.2K- 3.97% |
$835K - $892K
|
270K
$21.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-12.2K- 98.7% |
$910K - $972K
|
160
$12.9K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-51.5K- 15.7% |
$3.85M - $4.12M
|
276K
$22.2M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-72.7K- 3.62% |
$5.44M - $5.82M
|
1.94M
$156M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-117K- 9.48% |
$8.79M - $9.39M
|
1.12M
$90.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-134K- 94.24% |
$10.1M - $10.8M
|
8.22K
$661K
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-287K- 98.52% |
$21.5M - $23M
|
4.32K
$347K
|