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 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
108+ 0.32% |
$7.56K - $8.28K
|
34K
$2.63M
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
98+ 0.54% |
$6.86K - $7.51K
|
18.4K
$1.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
83+ 1.31% |
$5.81K - $6.36K
|
6.4K
$494K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
78+ 0.53% |
$5.46K - $5.98K
|
14.7K
$1.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
61+ 0.46% |
$4.27K - $4.68K
|
13.4K
$1.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
33+ 0.53% |
$2.31K - $2.53K
|
6.28K
$484K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
33+ 0.19% |
$2.31K - $2.53K
|
17.1K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
28+ 0.17% |
$1.96K - $2.15K
|
16.5K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
22+ 0.01% |
$1.54K - $1.69K
|
278K
$21.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
19+ 0.14% |
$1.33K - $1.46K
|
13.6K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
19+ 0.54% |
$1.33K - $1.46K
|
3.53K
$272K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
15+ 0.47% |
$1.05K - $1.15K
|
3.2K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14+ 0.4% |
$980 - $1.07K
|
3.48K
$269K
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
13+ 0.14% |
$910 - $997
|
9.55K
$737K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
13+ 0.18% |
$910 - $997
|
7.3K
$563K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 0.6% |
$140 - $153
|
333
$25.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.5% |
$70 - $76.7
|
201
$15.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1+ 0.35% |
$70 - $76.7
|
290
$22.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5- 0.04% |
$350 - $383
|
12.9K
$994K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-13- 8.9% |
$910 - $997
|
133
$10.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13- 0.08% |
$910 - $997
|
16.4K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-22- 1.58% |
$1.54K - $1.69K
|
1.37K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-27- 1.02% |
$1.89K - $2.07K
|
2.63K
$203K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-33- 0.19% |
$2.31K - $2.53K
|
17K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-57- 1.64% |
$3.99K - $4.37K
|
3.42K
$264K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-65- 5.15% |
$4.55K - $4.98K
|
1.2K
$92.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-89- 0.3% |
$6.23K - $6.82K
|
30K
$2.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-91- 2.87% |
$6.37K - $6.98K
|
3.08K
$238K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-124- 0.76% |
$8.68K - $9.51K
|
16.2K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-125- 0.65% |
$8.75K - $9.59K
|
19.2K
$1.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-156- 0.47% |
$10.9K - $12K
|
33K
$2.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-160- 0.8% |
$11.2K - $12.3K
|
20K
$1.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-172- 5.7% |
$12K - $13.2K
|
2.85K
$220K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-214- 0.36% |
$15K - $16.4K
|
58.7K
$4.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-219- 4.66% |
$15.3K - $16.8K
|
4.48K
$346K
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-232- 6.73% |
$16.2K - $17.8K
|
3.22K
$248K
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-278- 3.76% |
$19.5K - $21.3K
|
7.11K
$549K
|
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-312- 1.55% |
$21.8K - $23.9K
|
19.8K
$1.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-315- 9.69% |
$22.1K - $24.2K
|
2.94K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-342- 8.49% |
$23.9K - $26.2K
|
3.69K
$284K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-347- 5.06% |
$24.3K - $26.6K
|
6.51K
$502K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-451- 3.86% |
$31.6K - $34.6K
|
11.2K
$867K
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
SELL
|
- |
-500- 4.51% |
$35K - $38.3K
|
10.6K
$816K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-536- 3.27% |
$37.5K - $41.1K
|
15.8K
$1.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-559- 1.01% |
$39.1K - $42.9K
|
55.1K
$4.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-570- 1.27% |
$39.9K - $43.7K
|
44.4K
$3.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-592- 9.48% |
$41.5K - $45.4K
|
5.65K
$436K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-904- 1.56% |
$63.3K - $69.3K
|
56.9K
$4.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.1K- 6.6% |
$77.3K - $84.7K
|
15.6K
$1.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-1.2K- 1.89% |
$83.8K - $91.8K
|
62K
$4.79M
|