Purchases and Sales Made in Q4 2022 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 2022. 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, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-221- 1.33% |
$12.2K - $14.1K
|
16.4K
$1.28M
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-224- 1.57% |
$12.3K - $14.2K
|
14K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-235- 0.7% |
$12.9K - $14.9K
|
33.4K
$2.61M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-253- 1.13% |
$13.9K - $16.1K
|
22.2K
$1.74M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-340- 0.73% |
$18.7K - $21.6K
|
46.5K
$3.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-351- 10.38% |
$19.3K - $22.3K
|
3.03K
$237K
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
SELL
|
- |
-415- 0.13% |
$22.8K - $26.4K
|
311K
$24.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-460- 1.63% |
$25.3K - $29.3K
|
27.8K
$2.18M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-492- 2.83% |
$27.1K - $31.3K
|
16.9K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-665- 3.71% |
$36.6K - $42.3K
|
17.2K
$1.35M
|
|
|
Jan 18, 2023
Q4 2022
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-675- 9.33% |
$37.1K - $42.9K
|
6.56K
$513K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-678- 16.91% |
$37.3K - $43.1K
|
3.33K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-824- 14.3% |
$45.3K - $52.4K
|
4.94K
$386K
|
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-958- 12.94% |
$52.7K - $60.9K
|
6.45K
$504K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.05K- 5.1% |
$57.6K - $66.7K
|
19.5K
$1.53M
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.18K- 19.9% |
$64.8K - $74.9K
|
4.74K
$371K
|
|
|
Jan 06, 2023
Q4 2022
|
Epiq Partners, LLC
|
SELL
|
- |
-1.2K- 18.46% |
$66K - $76.3K
|
5.3K
$415K
|
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-1.24K- 5.11% |
$68K - $78.6K
|
23K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.5K- 57.69% |
$82.3K - $95.2K
|
1.1K
$85.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.77K- 22.52% |
$97.4K - $113K
|
6.09K
$476K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.03K- 27.18% |
$112K - $129K
|
5.45K
$426K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.04K- 25.64% |
$112K - $130K
|
5.91K
$463K
|
|
|
Jan 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-2.19K- 2.14% |
$120K - $139K
|
100K
$7.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.02K- 5.92% |
$166K - $192K
|
48K
$3.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.13K- 38.98% |
$172K - $199K
|
4.9K
$383K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.54K- 83.18% |
$194K - $225K
|
715
$55.9K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-5.02K- 14.85% |
$276K - $319K
|
28.8K
$2.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.5K- 36.45% |
$302K - $350K
|
9.59K
$750K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.5K- 36.45% |
$302K - $350K
|
9.59K
$750K
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-6.8K- 13.86% |
$374K - $432K
|
42.2K
$3.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-8.32K- 6.8% |
$457K - $529K
|
114K
$8.92M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.27K- 66.26% |
$510K - $590K
|
4.72K
$369K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26.8K- 13.75% |
$1.47M - $1.7M
|
168K
$13.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-49.3K- 79.29% |
$2.71M - $3.14M
|
12.9K
$1.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-50K- 38.89% |
$2.75M - $3.18M
|
78.6K
$6.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-64.6K- 70.08% |
$3.55M - $4.11M
|
27.6K
$2.16M
|