Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.02K+ 100.0% |
$119K - $131K
|
4.03K
$315K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
1.97K+ 100.0% |
$116K - $127K
|
3.93K
$308K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
1.89K+ 100.0% |
$112K - $123K
|
3.79K
$296K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.79K+ 100.0% |
$106K - $116K
|
3.58K
$280K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.76K+ 101.27% |
$104K - $114K
|
3.5K
$274K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
1.74K+ 101.16% |
$103K - $113K
|
3.47K
$271K
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
1.7K+ 100.0% |
$100K - $110K
|
3.4K
$266K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.39K+ 87.51% |
$81.9K - $89.8K
|
2.97K
$232K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.26K+ 98.44% |
$74.5K - $81.7K
|
2.54K
$199K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.19KNew |
$70.4K - $77.2K
|
1.19K
$93.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.14K+ 90.87% |
$67K - $73.5K
|
2.38K
$186K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.07K+ 46.6% |
$63K - $69.2K
|
3.36K
$263K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.05KNew |
$62.2K - $68.3K
|
1.05K
$82.4K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
999+ 100.0% |
$59K - $64.7K
|
2K
$156K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
909+ 87.66% |
$53.7K - $58.9K
|
1.95K
$152K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
902+ 100.0% |
$53.2K - $58.4K
|
1.8K
$141K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
860+ 100.0% |
$50.8K - $55.7K
|
1.72K
$135K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
809+ 32.59% |
$47.8K - $52.4K
|
3.29K
$257K
|
|
|
Feb 09, 2022
Q4 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
725+ 100.0% |
$42.8K - $47K
|
1.45K
$113K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
720+ 100.0% |
$42.5K - $46.6K
|
1.44K
$113K
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
BUY
|
- |
647+ 100.0% |
$38.2K - $41.9K
|
1.29K
$101K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
489+ 89.4% |
$28.9K - $31.7K
|
1.04K
$81K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
432+ 100.0% |
$25.5K - $28K
|
864
$67.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
400New |
$23.6K - $25.9K
|
400
$31.3K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
388+ 100.0% |
$22.9K - $25.1K
|
776
$60.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
324New |
$19.1K - $21K
|
324
$25.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
298+ 100.0% |
$17.6K - $19.3K
|
596
$46.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
250+ 100.0% |
$14.8K - $16.2K
|
500
$39.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
240+ 100.0% |
$14.2K - $15.5K
|
480
$37.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
199+ 101.53% |
$11.7K - $12.9K
|
395
$30.9K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
160+ 50.0% |
$9.44K - $10.4K
|
480
$37.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
155+ 100.65% |
$9.15K - $10K
|
309
$24.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
150+ 100.0% |
$8.85K - $9.72K
|
300
$23.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
142+ 100.0% |
$8.38K - $9.2K
|
284
$22.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
120+ 100.0% |
$7.08K - $7.77K
|
240
$18.8K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
113+ 100.89% |
$6.67K - $7.32K
|
225
$17.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
79+ 100.0% |
$4.66K - $5.12K
|
158
$12.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
65+ 100.0% |
$3.84K - $4.21K
|
130
$10.2K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
54+ 100.0% |
$3.19K - $3.5K
|
108
$8.45K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
48+ 100.0% |
$2.83K - $3.11K
|
96
$7.51K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
41+ 102.5% |
$2.42K - $2.66K
|
81
$6.34K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
30+ 100.0% |
$1.77K - $1.94K
|
60
$4.69K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-14Closed |
$826 - $907
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-135Closed |
$7.97K - $8.74K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-257Closed |
$15.2K - $16.6K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-275Closed |
$16.2K - $17.8K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-295- 98.01% |
$17.4K - $19.1K
|
6
$469
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-350Closed |
$20.7K - $22.7K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-411Closed |
$24.3K - $26.6K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-500Closed |
$29.5K - $32.4K
|
0
$0
|