Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
555KNew |
$31.6M - $33.3M
|
555K
$42.5M
|
|
Jul 29, 2021
Q2 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
230K+ 538.18% |
$13.1M - $13.8M
|
273K
$20.9M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
43.7K+ 593.27% |
$2.49M - $2.62M
|
51.1K
$3.91M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.3KNew |
$1.38M - $1.46M
|
24.3K
$1.86M
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.4K+ 71.85% |
$594K - $626K
|
25K
$1.91M
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.79K+ 86.99% |
$216K - $227K
|
8.15K
$624K
|
|
Jul 29, 2021
Q2 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.37K+ 114.42% |
$192K - $202K
|
6.32K
$484K
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.7K+ 619.27% |
$154K - $162K
|
3.14K
$240K
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.04KNew |
$116K - $123K
|
2.04K
$157K
|
|
Aug 23, 2021
Q2 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.99KNew |
$113K - $120K
|
1.99K
$153K
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.98K+ 7.87% |
$113K - $119K
|
27.1K
$2.08M
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
1.9K+ 26.72% |
$108K - $114K
|
8.99K
$689K
|
|
Aug 10, 2021
Q2 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.78KNew |
$101K - $107K
|
1.78K
$136K
|
|
Jul 26, 2021
Q2 2021
|
Windsor Group LTD
|
BUY
|
- |
1.7KNew |
$96.7K - $102K
|
1.7K
$130K
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.69K+ 12042.86% |
$95.9K - $101K
|
1.7K
$130K
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.58K+ 4.99% |
$90.1K - $95K
|
33.3K
$2.56M
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.57KNew |
$89K - $93.9K
|
1.57K
$120K
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
1.39K+ 2.46% |
$79.2K - $83.6K
|
58K
$4.45M
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.35K+ 6.99% |
$76.5K - $80.7K
|
20.6K
$1.58M
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.09K+ 2.52% |
$62.2K - $65.6K
|
44.5K
$3.41M
|
|
Aug 04, 2021
Q2 2021
|
Motco
|
BUY
|
- |
950New |
$54K - $57K
|
950
$72.8K
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
877+ 18.81% |
$49.9K - $52.6K
|
5.54K
$425K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
820+ 8.81% |
$46.6K - $49.2K
|
10.1K
$777K
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
623New |
$35.4K - $37.4K
|
623
$47.8K
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
612+ 5.14% |
$34.8K - $36.7K
|
12.5K
$959K
|
|
Nov 12, 2021
Q2 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
580+ 5.68% |
$33K - $34.8K
|
10.8K
$828K
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
539+ 29.25% |
$30.7K - $32.3K
|
2.38K
$183K
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
422New |
$24K - $25.3K
|
422
$32.3K
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
420+ 12.43% |
$23.9K - $25.2K
|
3.8K
$291K
|
|
Aug 12, 2021
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
408New |
$23.2K - $24.5K
|
408
$31.3K
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
329+ 9.4% |
$18.7K - $19.7K
|
3.83K
$293K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
250+ 10.75% |
$14.2K - $15K
|
2.58K
$197K
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
228New |
$13K - $13.7K
|
228
$17.5K
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
126New |
$7.17K - $7.56K
|
126
$9.66K
|
|
Aug 10, 2021
Q2 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
112+ 5.4% |
$6.37K - $6.72K
|
2.19K
$168K
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
98New |
$5.58K - $5.88K
|
98
$7.51K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
64+ 0.58% |
$3.64K - $3.84K
|
11.1K
$850K
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
51New |
$2.9K - $3.06K
|
51
$3.91K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
24New |
$1.37K - $1.44K
|
24
$1.84K
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
16+ 0.44% |
$910 - $960
|
3.62K
$278K
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
10+ 0.13% |
$569 - $600
|
7.63K
$585K
|
|
Aug 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
6+ 0.28% |
$341 - $360
|
2.13K
$163K
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
2+ 0.58% |
$114 - $120
|
348
$26.7K
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-13- 0.61% |
$740 - $780
|
2.1K
$161K
|
|
Jul 29, 2021
Q2 2021
|
Addison Advisors LLC
|
SELL
|
- |
-32- 21.05% |
$1.82K - $1.92K
|
120
$9.2K
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-37- 55.22% |
$2.1K - $2.22K
|
30
$2.3K
|
|
Aug 04, 2021
Q2 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-40- 0.32% |
$2.28K - $2.4K
|
12.3K
$941K
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-45- 0.4% |
$2.56K - $2.7K
|
11.1K
$853K
|
|
Aug 02, 2021
Q2 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-52- 1.34% |
$2.96K - $3.12K
|
3.84K
$295K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-61- 5.81% |
$3.47K - $3.66K
|
989
$75.8K
|