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 |
---|---|---|---|---|---|---|---|
Aug 04, 2021
Q2 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-72Closed |
N/A
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-77- 0.72% |
N/A
|
10.6K
$756K
|
|
Aug 06, 2021
Q2 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-99- 4.87% |
N/A
|
1.93K
$138K
|
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
SELL
|
- |
-128- 6.93% |
N/A
|
1.72K
$122K
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-150- 3.89% |
N/A
|
3.7K
$263K
|
|
Aug 02, 2021
Q2 2021
|
Epiq Partners, LLC
|
SELL
|
- |
-150- 3.8% |
N/A
|
3.8K
$270K
|
|
Aug 04, 2021
Q2 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-152- 33.78% |
N/A
|
298
$21.2K
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-194- 4.26% |
N/A
|
4.36K
$310K
|
|
Aug 13, 2021
Q2 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-200- 2.08% |
N/A
|
9.42K
$670K
|
|
Aug 02, 2021
Q2 2021
|
Crestone Asset Management LLC
|
SELL
|
- |
-215- 7.74% |
N/A
|
2.56K
$182K
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-231- 0.9% |
N/A
|
25.6K
$1.82M
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-287- 2.14% |
N/A
|
13.1K
$932K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-302- 9.79% |
N/A
|
2.78K
$198K
|
|
Aug 04, 2021
Q2 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-309- 2.84% |
N/A
|
10.6K
$751K
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-316- 1.25% |
N/A
|
24.9K
$1.77M
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-334- 86.08% |
N/A
|
54
$3.84K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-439- 11.11% |
N/A
|
3.51K
$250K
|
|
Jul 30, 2021
Q2 2021
|
Kendall Capital Management
|
SELL
|
- |
-500- 4.22% |
N/A
|
11.3K
$806K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-532- 6.61% |
N/A
|
7.52K
$535K
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-547- 17.75% |
N/A
|
2.53K
$180K
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-569- 2.98% |
N/A
|
18.5K
$1.32M
|
|
Aug 06, 2021
Q2 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-700Closed |
N/A
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-772Closed |
N/A
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-901- 11.79% |
N/A
|
6.74K
$479K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-932Closed |
N/A
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.19K- 2.93% |
N/A
|
39.3K
$2.8M
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.3K- 1.36% |
N/A
|
94.5K
$6.72M
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.46K- 1.63% |
N/A
|
88.3K
$6.28M
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.69K- 99.18% |
N/A
|
14
$996
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.89KClosed |
N/A
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.83KClosed |
N/A
|
0
$0
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.89K- 43.72% |
N/A
|
3.72K
$265K
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.04K- 20.27% |
N/A
|
12K
$851K
|
|
Aug 11, 2021
Q2 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.43KClosed |
N/A
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.47K- 55.48% |
N/A
|
2.78K
$198K
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-3.83K- 6.78% |
N/A
|
52.6K
$3.74M
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.21K- 39.52% |
N/A
|
6.44K
$458K
|
|
Jul 13, 2021
Q2 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-4.41KClosed |
N/A
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.31K- 28.19% |
N/A
|
18.6K
$1.32M
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.76K- 30.75% |
N/A
|
22K
$1.56M
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11KClosed |
N/A
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.8KClosed |
N/A
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-129K- 30.48% |
N/A
|
295K
$21M
|