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
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.29K- 3.71% |
$90.2K - $98.8K
|
33.4K
$2.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.3K- 2.63% |
$91.1K - $99.8K
|
48.2K
$3.72M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.4K- 0.65% |
$98K - $107K
|
215K
$16.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.43K- 19.04% |
$99.8K - $109K
|
6.06K
$467K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.75K- 0.48% |
$123K - $134K
|
359K
$27.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.07K- 2.13% |
$145K - $158K
|
94.8K
$7.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.13K- 26.17% |
$149K - $163K
|
6.01K
$463K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.25K- 4.84% |
$157K - $172K
|
44.1K
$3.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-3.05K- 10.02% |
$214K - $234K
|
27.4K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.11K- 2.31% |
$218K - $239K
|
131K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.12K- 16.5% |
$218K - $239K
|
15.8K
$1.22M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.2K- 30.46% |
$224K - $245K
|
7.3K
$564K
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-3.7K- 1.22% |
$259K - $283K
|
299K
$23M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.1K- 4.08% |
$287K - $314K
|
96.2K
$7.42M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.88K- 58.94% |
$342K - $374K
|
3.4K
$262K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-6.62K- 32.13% |
$464K - $508K
|
14K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.03K- 0.4% |
$562K - $615K
|
2.02M
$156M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-8.81K- 39.56% |
$617K - $675K
|
13.5K
$1.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-11.2K- 24.51% |
$786K - $861K
|
34.6K
$2.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-15.2K- 5.15% |
$1.07M - $1.17M
|
281K
$21.7M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-17.2K- 62.17% |
$1.2M - $1.32M
|
10.5K
$808K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-72.7K- 84.9% |
$5.09M - $5.58M
|
12.9K
$997K
|