Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
200New |
$10.9K - $12.7K
|
200
$15.7K
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
135+ 0.36% |
$7.33K - $8.54K
|
37.9K
$2.98M
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
130+ 1.69% |
$7.05K - $8.23K
|
7.82K
$615K
|
|
Oct 24, 2022
Q3 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
127+ 0.73% |
$6.89K - $8.04K
|
17.5K
$1.37M
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
80New |
$4.34K - $5.06K
|
80
$6.29K
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
74+ 0.62% |
$4.02K - $4.68K
|
12.1K
$952K
|
|
Oct 11, 2022
Q3 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
70+ 1.2% |
$3.8K - $4.43K
|
5.92K
$466K
|
|
Nov 14, 2022
Q3 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
54+ 0.73% |
$2.93K - $3.42K
|
7.41K
$582K
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
40+ 0.74% |
$2.17K - $2.53K
|
5.44K
$428K
|
|
Jul 28, 2023
Q3 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
36+ 0.62% |
$1.95K - $2.28K
|
5.84K
$459K
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
24+ 0.68% |
$1.3K - $1.52K
|
3.53K
$278K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
16+ 0.72% |
$868 - $1.01K
|
2.25K
$177K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10+ 2.2% |
$543 - $633
|
465
$36.6K
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
10+ 0.13% |
$543 - $633
|
7.48K
$588K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5+ 0.12% |
$271 - $316
|
4.01K
$315K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5+ 0.02% |
$271 - $316
|
21.7K
$1.71M
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4+ 0.11% |
$217 - $253
|
3.75K
$295K
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.65% |
$54.3 - $63.3
|
155
$12.2K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
1+ 100.0% |
$54.3 - $63.3
|
2
$157
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.62% |
$54.3 - $63.3
|
162
$12.7K
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-8- 3.38% |
$434 - $506
|
229
$18K
|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-9- 0.06% |
$488 - $570
|
14.2K
$1.12M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-62- 0.22% |
$3.36K - $3.92K
|
28.3K
$2.22M
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-112- 4.18% |
$6.08K - $7.09K
|
2.57K
$202K
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-148- 0.57% |
$8.03K - $9.37K
|
25.9K
$2.04M
|
|
Oct 11, 2022
Q3 2022
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-159- 2.15% |
$8.63K - $10.1K
|
7.23K
$569K
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-180- 65.22% |
$9.77K - $11.4K
|
96
$7.55K
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-188- 0.83% |
$10.2K - $11.9K
|
22.4K
$1.76M
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-201- 1.42% |
$10.9K - $12.7K
|
14K
$1.1M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-207- 25.87% |
$11.2K - $13.1K
|
593
$46.6K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-214- 0.48% |
$11.6K - $13.5K
|
44.4K
$3.49M
|
|
Oct 12, 2022
Q3 2022
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-220- 3.51% |
$11.9K - $13.9K
|
6.05K
$475K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-293- 1.16% |
$15.9K - $18.5K
|
25.1K
$1.97M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-360- 0.79% |
$19.5K - $22.8K
|
45K
$3.54M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-495- 9.32% |
$26.9K - $31.3K
|
4.82K
$379K
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-523- 4.65% |
$28.4K - $33.1K
|
10.7K
$844K
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-630- 7.34% |
$34.2K - $39.9K
|
7.95K
$625K
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-637- 12.32% |
$34.6K - $40.3K
|
4.53K
$356K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-716- 5.92% |
$38.9K - $45.3K
|
11.4K
$895K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-730- 4.21% |
$39.6K - $46.2K
|
16.6K
$1.31M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-779- 1.64% |
$42.3K - $49.3K
|
46.8K
$3.68M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-782- 4.31% |
$42.4K - $49.5K
|
17.4K
$1.37M
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-894- 4.75% |
$48.5K - $56.6K
|
17.9K
$1.41M
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.22K- 33.76% |
$65.9K - $76.9K
|
2.38K
$187K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.4K- 26.42% |
$76K - $88.6K
|
3.9K
$307K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.43K- 9.83% |
$77.4K - $90.3K
|
13.1K
$1.03M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.67K- 4.64% |
$90.3K - $105K
|
34.2K
$2.69M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.76K- 1.59% |
$95.4K - $111K
|
109K
$8.55M
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.16K- 9.68% |
$117K - $137K
|
20.1K
$1.58M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.74K- 11.75% |
$148K - $173K
|
20.6K
$1.62M
|