Purchases and Sales Made in Q3 2023 in Wisdomtree Tr U.S Total Divide (DTD)

DTD Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr U.S Total Divide (DTD) during Q3 2023. 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 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
103
New
$6.19K - $6.62K
103 $7.95K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
58
+ 483.33%
$3.49K - $3.73K
70 $5.4K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
49
+ 0.18%
$2.95K - $3.15K
27.8K $2.15M
Nov 13, 2023 Q3 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
42
+ 0.64%
$2.53K - $2.7K
6.57K $507K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
32
+ 0.12%
$1.92K - $2.06K
26.3K $2.03M
Nov 13, 2023 Q3 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
27
+ 0.12%
$1.62K - $1.74K
21.7K $1.67M
Nov 14, 2023 Q3 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
22
+ 0.64%
$1.32K - $1.41K
3.45K $266K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
14
New
$842 - $900
14 $1.08K
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
1
+ 0.01%
$60.1 - $64.3
6.99K $540K
Jan 02, 2024 Q3 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
1
+ 0.43%
$60.1 - $64.3
235 $18.1K
Nov 13, 2023 Q3 2023
Asset Dedication, LLC

BUY
 -
1
New
$60.1 - $64.3
1 $77.2
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
SELL
 -
-4
- 0.01%
$241 - $257
35.4K $2.73M
Oct 19, 2023 Q3 2023
Alta Wealth Advisors LLC

SELL
 -
-14
- 0.13%
$842 - $900
10.4K $803K
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

SELL
 -
-22
- 0.3%
$1.32K - $1.41K
7.31K $564K
Nov 14, 2023 Q3 2023
Sharper & Granite LLC

El Segundo, CA
SELL
 -
-25
- 0.12%
$1.5K - $1.61K
20.8K $1.6M
Oct 24, 2023 Q3 2023
Iag Wealth Partners, LLC

SELL
 -
-26
- 6.91%
$1.56K - $1.67K
350 $27K
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-39
- 3.72%
$2.35K - $2.51K
1.01K $77.9K
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

SELL
 -
-50
- 0.9%
$3.01K - $3.21K
5.5K $424K
Oct 10, 2023 Q3 2023
Claro Advisors LLC

Boston, MA
SELL
 -
-57
- 0.3%
$3.43K - $3.66K
18.9K $1.46M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-65
- 0.57%
$3.91K - $4.18K
11.4K $878K
Nov 14, 2023 Q3 2023
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
SELL
 -
-67
- 31.46%
$4.03K - $4.31K
146 $11.3K
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-76
- 0.48%
$4.57K - $4.89K
15.8K $1.22M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

SELL
 -
-81
- 1.28%
$4.87K - $5.21K
6.26K $483K
Nov 20, 2023 Q3 2023
Tompkins Financial Corp

SELL
 -
-88
- 6.8%
$5.29K - $5.66K
1.21K $93K
Nov 08, 2023 Q3 2023
Spire Wealth Management

SELL
 -
-96
- 0.8%
$5.77K - $6.17K
11.9K $920K
Nov 14, 2023 Q3 2023
Arvest Trust CO N A

Rogers, AR
SELL
 -
-115
- 0.32%
$6.91K - $7.39K
35.8K $2.76M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

SELL
 -
-138
- 0.23%
$8.3K - $8.87K
60.5K $4.67M
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-139
- 0.35%
$8.36K - $8.94K
40.1K $3.09M
Nov 01, 2023 Q3 2023
Key F Inancial Inc

SELL
 -
-153
- 2.86%
$9.2K - $9.84K
5.2K $401K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-213
- 0.39%
$12.8K - $13.7K
55K $4.24M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-243
- 4.28%
$14.6K - $15.6K
5.43K $419K
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
SELL
 -
-250
- 1.24%
$15K - $16.1K
19.9K $1.53M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

SELL
 -
-285
- 0.66%
$17.1K - $18.3K
42.6K $3.29M
Oct 24, 2023 Q3 2023
Clearwater Capital Advisors, LLC

SELL
 -
-300
- 1.44%
$18K - $19.3K
20.5K $1.58M
Oct 11, 2023 Q3 2023
Ffg Retirement Advisors LLC

Centennial, CO
SELL
 -
-316
- 0.33%
$19K - $20.3K
96.6K $7.45M
Oct 13, 2023 Q3 2023
Institute For Wealth Management, Llc.

SELL
 -
-319
- 2.58%
$19.2K - $20.5K
12K $929K
Nov 08, 2023 Q3 2023
Klr Investment Advisors, LLC

Providence, RI
SELL
 -
-336
- 1.48%
$20.2K - $21.6K
22.4K $1.72M
Nov 08, 2023 Q3 2023
Essential Planning, Llc.

Portsmouth, NH
SELL
 -
-338
- 5.89%
$20.3K - $21.7K
5.4K $417K
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
SELL
 -
-414
- 1.61%
$24.9K - $26.6K
25.3K $1.95M
Nov 13, 2023 Q3 2023
Lcnb Corp

Lebanon, OH
SELL
 -
-500
- 1.81%
$30.1K - $32.1K
27.2K $2.1M
Oct 17, 2023 Q3 2023
Amplius Wealth Advisors, LLC

SELL
 -
-500
- 6.4%
$30.1K - $32.1K
7.32K $564K
Nov 13, 2023 Q3 2023
Ica Group Wealth Management, LLC

Denver, CO
SELL
 -
-608
- 10.15%
$36.6K - $39.1K
5.39K $415K
Nov 09, 2023 Q3 2023
Bridgewealth Advisory Group, LLC

Fresno, CA
SELL
 -
-731
- 7.08%
$44K - $47K
9.6K $740K
Oct 18, 2023 Q3 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-770
- 2.2%
$46.3K - $49.5K
34.3K $2.64M
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

SELL
 -
-772
- 4.5%
$46.4K - $49.6K
16.4K $1.26M
Oct 19, 2023 Q3 2023
Connecticut Wealth Management, LLC

SELL
 -
-910
- 0.32%
$54.7K - $58.5K
283K $21.8M
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

SELL
 -
-965
- 48.3%
$58K - $62K
1.03K $79.7K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

SELL
 -
-965
- 48.3%
$58K - $62K
1.03K $79.7K
Oct 30, 2023 Q3 2023
Sandy Spring Bank

SELL
 -
-1K
- 40.34%
$60.1K - $64.3K
1.48K $114K

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