Purchases and Sales Made in Q3 2023 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 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
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.12K- 1.92% |
$67.4K - $72.1K
|
57.3K
$4.42M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.28K- 24.01% |
$76.8K - $82.1K
|
4.04K
$312K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.33K- 0.58% |
$79.8K - $85.3K
|
226K
$17.5M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.39K- 5.93% |
$83.8K - $89.6K
|
22.1K
$1.71M
|
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
SELL
|
- |
-1.42K- 0.45% |
$85.3K - $91.2K
|
315K
$24.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.48K- 6.33% |
$88.7K - $94.8K
|
21.8K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.6K- 27.01% |
$96.2K - $103K
|
4.32K
$334K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.9K- 1.88% |
$114K - $122K
|
99K
$7.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.1K- 3.44% |
$126K - $135K
|
58.8K
$4.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.92K- 35.85% |
$175K - $188K
|
5.22K
$403K
|
|
|
Oct 31, 2023
Q3 2023
|
Kendall Capital Management
|
SELL
|
- |
-3K- 18.66% |
$180K - $193K
|
13.1K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-3.22K- 9.39% |
$194K - $207K
|
31.1K
$2.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.52K- 23.5% |
$212K - $226K
|
11.5K
$883K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.67K- 11.65% |
$281K - $300K
|
35.4K
$2.73M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.41K- 17.59% |
$325K - $347K
|
25.3K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.4K- 2.59% |
$624K - $667K
|
391K
$30.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-11.7K- 3.67% |
$706K - $755K
|
308K
$23.8M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.6K- 36.77% |
$1M - $1.07M
|
28.6K
$2.21M
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-50.2K- 86.02% |
$3.02M - $3.23M
|
8.16K
$630K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-51.2K- 76.97% |
$3.08M - $3.29M
|
15.3K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-55.6K- 61.34% |
$3.34M - $3.58M
|
35.1K
$2.7M
|