Purchases and Sales Made in Q2 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-773Closed |
$43.4K - $50.8K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-788- 8.41% |
$44.3K - $51.8K
|
8.58K
$671K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-868- 3.84% |
$48.7K - $57K
|
21.7K
$1.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-945- 70.26% |
$53.1K - $62.1K
|
400
$31.3K
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.17K- 15.9% |
$65.6K - $76.7K
|
6.18K
$483K
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1.19K- 80.98% |
$66.9K - $78.3K
|
280
$21.9K
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.22K- 18.38% |
$68.3K - $79.9K
|
5.4K
$422K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.34K- 1.99% |
$75.1K - $87.9K
|
66.1K
$5.17M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.4K- 16.34% |
$78.6K - $92K
|
7.17K
$561K
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.47K- 12.4% |
$82.3K - $96.3K
|
10.4K
$810K
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.85K- 78.73% |
$104K - $121K
|
499
$39K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.36K- 3.12% |
$133K - $155K
|
73.4K
$5.74M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.56KClosed |
$144K - $168K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.97K- 0.55% |
$167K - $195K
|
540K
$42.2M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.04KClosed |
$171K - $200K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.22KClosed |
$181K - $211K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-3.31KClosed |
$186K - $217K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.34KClosed |
$188K - $220K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.41K- 30.71% |
$191K - $224K
|
7.69K
$601K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.43K- 8.89% |
$193K - $225K
|
35.1K
$2.75M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.58KClosed |
$201K - $235K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.04K- 50.56% |
$227K - $265K
|
3.95K
$309K
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.48KClosed |
$252K - $294K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.88K- 16.13% |
$274K - $321K
|
25.4K
$1.99M
|
|
|
Aug 02, 2022
Q2 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-5.13KClosed |
$288K - $337K
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.25K- 19.85% |
$295K - $344K
|
21.2K
$1.66M
|
|
|
Jul 22, 2022
Q2 2022
|
Libra Wealth LLC
|
SELL
|
- |
-5.67KClosed |
$318K - $372K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-5.9KClosed |
$331K - $387K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-6.8KClosed |
$382K - $447K
|
0
$0
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-8.39KClosed |
$471K - $551K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-18.1K- 33.56% |
$1.02M - $1.19M
|
35.9K
$2.81M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-39.6K- 87.45% |
$2.22M - $2.6M
|
5.68K
$444K
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-45.4K- 86.82% |
$2.55M - $2.98M
|
6.89K
$539K
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-359K- 98.45% |
$20.2M - $23.6M
|
5.65K
$442K
|