Purchases and Sales Made in Q3 2024 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 2024. 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, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
69.6K+ 6.21% |
$4.87M - $5.33M
|
1.19M
$91.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.2K+ 429.61% |
$3.52M - $3.85M
|
61.9K
$4.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
28.8K+ 85.06% |
$2.02M - $2.21M
|
62.7K
$4.83M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
23.5K+ 404.82% |
$1.65M - $1.8M
|
29.3K
$2.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
18.9KNew |
$1.32M - $1.45M
|
18.9K
$1.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.3K+ 2.23% |
$1M - $1.1M
|
658K
$50.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.2K+ 8.45% |
$923K - $1.01M
|
169K
$13.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.43KNew |
$590K - $646K
|
8.43K
$650K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.53K+ 12.26% |
$527K - $577K
|
68.9K
$5.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.08K+ 2.2% |
$496K - $543K
|
329K
$25.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.87KNew |
$411K - $450K
|
5.87K
$453K
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
5.03KNew |
$352K - $386K
|
5.03K
$388K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.81K+ 7.39% |
$337K - $369K
|
69.9K
$5.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
4.67KNew |
$327K - $358K
|
4.67K
$360K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.62KNew |
$323K - $354K
|
4.62K
$356K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.26KNew |
$298K - $327K
|
4.26K
$329K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4KNew |
$280K - $307K
|
4K
$309K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.3K+ 23.25% |
$231K - $253K
|
17.5K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.24KNew |
$227K - $248K
|
3.24K
$250K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
2.9KNew |
$203K - $222K
|
2.9K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
2.77KNew |
$194K - $212K
|
2.77K
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.74KNew |
$192K - $210K
|
2.74K
$212K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.72KNew |
$190K - $208K
|
2.72K
$210K
|
|
|
Nov 05, 2024
Q3 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
2.67KNew |
$187K - $205K
|
2.67K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.65KNew |
$185K - $203K
|
2.65K
$204K
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.15K+ 1.85% |
$150K - $165K
|
118K
$9.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.47K+ 3.85% |
$103K - $112K
|
39.5K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.39K+ 17.66% |
$97.4K - $107K
|
9.27K
$715K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.17K+ 2.47% |
$82.1K - $89.9K
|
48.7K
$3.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.17K+ 9.2% |
$82K - $89.8K
|
13.9K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.14K+ 19.54% |
$79.8K - $87.4K
|
6.97K
$538K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.04K+ 16.19% |
$73K - $79.9K
|
7.48K
$577K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
946+ 19.15% |
$66.2K - $72.5K
|
5.89K
$454K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
872+ 15.5% |
$61.1K - $66.9K
|
6.5K
$501K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
701+ 4.4% |
$49.1K - $53.8K
|
16.6K
$1.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
649+ 7.49% |
$45.4K - $49.8K
|
9.31K
$718K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
598+ 3.52% |
$41.9K - $45.9K
|
17.6K
$1.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
578New |
$40.5K - $44.3K
|
578
$44.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
430New |
$30.1K - $33K
|
430
$33.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
427+ 3.59% |
$29.9K - $32.7K
|
12.3K
$951K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
411+ 0.43% |
$28.8K - $31.5K
|
95.5K
$7.36M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
366+ 1.01% |
$25.6K - $28.1K
|
36.7K
$2.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
365+ 6.77% |
$25.6K - $28K
|
5.76K
$444K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
362+ 20.29% |
$25.3K - $27.8K
|
2.15K
$166K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
294+ 3.22% |
$20.6K - $22.5K
|
9.43K
$727K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
286+ 9.01% |
$20K - $21.9K
|
3.46K
$267K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
282+ 6.03% |
$19.7K - $21.6K
|
4.96K
$383K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
276New |
$19.3K - $21.2K
|
276
$21.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
243+ 2.35% |
$17K - $18.6K
|
10.6K
$817K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
108+ 0.32% |
$7.56K - $8.28K
|
34K
$2.63M
|