Purchases and Sales Made in Q4 2023 in Wisdomtree Tr U.S Total Divide (DTD)

DTD Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr U.S Total Divide (DTD) during Q4 2023. 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
Jan 02, 2024 Q4 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
237
New
$13.6K - $15.5K
237 $18.3K
Feb 05, 2024 Q4 2023
Mgo Private Wealth, LLC

Irvine, CA
BUY
 -
194
+ 0.89%
$11.2K - $12.7K
22K $1.7M
Jan 08, 2024 Q4 2023
Cherrydale Wealth Management, LLC

BUY
 -
132
+ 0.74%
$7.59K - $8.65K
18.1K $1.39M
Feb 14, 2024 Q4 2023
Ae Wealth Management LLC

BUY
 -
129
+ 1.04%
$7.42K - $8.45K
12.5K $965K
Feb 08, 2024 Q4 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
86
+ 0.34%
$4.95K - $5.63K
25.3K $1.96M
Jan 30, 2024 Q4 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
83
+ 0.54%
$4.77K - $5.44K
15.6K $1.2M
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
73
New
$4.2K - $4.78K
73 $5.63K
Jan 18, 2024 Q4 2023
Global Retirement Partners, LLC

BUY
 -
56
+ 28.0%
$3.22K - $3.67K
256 $19.8K
Jan 23, 2024 Q4 2023
Panoramic Investment Advisors, LLC

Denver, CO
BUY
 -
52
+ 0.5%
$2.99K - $3.41K
10.4K $802K
Feb 13, 2024 Q4 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
50
+ 0.63%
$2.88K - $3.28K
7.96K $614K
Jan 10, 2024 Q4 2023
Creative Financial Designs Inc

BUY
 -
38
+ 0.71%
$2.19K - $2.49K
5.38K $415K
Feb 08, 2024 Q4 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
25
+ 0.72%
$1.44K - $1.64K
3.48K $268K
Jan 31, 2024 Q4 2023
Key F Inancial Inc

BUY
 -
24
+ 0.46%
$1.38K - $1.57K
5.22K $403K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
8
New
$460 - $524
8 $617
Feb 09, 2024 Q4 2023
Citigroup Inc

BUY
 -
7
New
$403 - $459
7 $540
Feb 07, 2024 Q4 2023
Janney Montgomery Scott LLC

BUY
 -
4
+ 0.05%
$230 - $262
7.32K $564K
Jul 17, 2024 Q4 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
1
+ 0.6%
$57.5 - $65.5
168 $13K
Feb 06, 2024 Q4 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
1
+ 0.51%
$57.5 - $65.5
198 $15.3K
Feb 14, 2024 Q4 2023
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-1
- 0.01%
$57.5 - $65.5
6.99K $540K
Feb 06, 2024 Q4 2023
Clearwater Capital Advisors, LLC

SELL
 -
-5
- 0.02%
$288 - $328
20.5K $1.58M
Feb 14, 2024 Q4 2023
Comerica Bank

SELL
 -
-11
- 0.38%
$633 - $721
2.9K $224K
Nov 05, 2024 Q4 2023
Rmr Capital Management, LLC

Tustin, CA
SELL
 -
-14
- 0.15%
$805 - $917
9.53K $735K
Feb 12, 2024 Q4 2023
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-25
- 0.98%
$1.44K - $1.64K
2.52K $194K
Jan 19, 2024 Q4 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
SELL
 -
-25
- 6.25%
$1.44K - $1.64K
375 $28.9K
Feb 14, 2024 Q4 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-30
- 0.39%
$1.73K - $1.97K
7.72K $596K
Feb 06, 2024 Q4 2023
Spire Wealth Management

SELL
 -
-72
- 0.6%
$4.14K - $4.72K
11.9K $915K
Feb 14, 2024 Q4 2023
True Wealth Design, LLC

Akron, OH
SELL
 -
-75
- 0.24%
$4.31K - $4.91K
31K $2.39M
Feb 07, 2024 Q4 2023
Jfs Wealth Advisors, LLC

SELL
 -
-96
- 0.59%
$5.52K - $6.29K
16.3K $1.26M
Jan 10, 2024 Q4 2023
Park Avenue Securities LLC

SELL
 -
-115
- 1.22%
$6.61K - $7.53K
9.31K $718K
Jan 10, 2024 Q4 2023
Amplius Wealth Advisors, LLC

SELL
 -
-130
- 1.78%
$7.48K - $8.52K
7.19K $554K
Feb 13, 2024 Q4 2023
Qube Research & Technologies LTD

London, X0
SELL
 -
-142
- 2.52%
$8.17K - $9.3K
5.5K $424K
Jan 11, 2024 Q4 2023
Willis Investment Counsel

Gainesville, GA
SELL
 -
-215
- 3.72%
$12.4K - $14.1K
5.57K $429K
Jan 31, 2024 Q4 2023
Cutler Investment Counsel LLC

SELL
 -
-217
- 2.25%
$12.5K - $14.2K
9.41K $726K
Jan 31, 2024 Q4 2023
Institute For Wealth Management, Llc.

SELL
 -
-244
- 2.03%
$14K - $16K
11.8K $910K
Feb 13, 2024 Q4 2023
Essential Planning, Llc.

Portsmouth, NH
SELL
 -
-263
- 4.87%
$15.1K - $17.2K
5.14K $396K
Feb 14, 2024 Q4 2023
Team Financial Group, LLC

Temecula, CA
SELL
 -
-265
- 3.3%
$15.2K - $17.4K
7.78K $600K
Jan 12, 2024 Q4 2023
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-268
- 6.63%
$15.4K - $17.6K
3.77K $291K
Feb 08, 2024 Q4 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-273
- 4.45%
$15.7K - $17.9K
5.86K $452K
Feb 09, 2024 Q4 2023
Parallel Advisors, LLC

SELL
 -
-281
- 27.2%
$16.2K - $18.4K
752 $58K
Jan 31, 2024 Q4 2023
Obsidian Personal Planning Solutions LLC

SELL
 -
-301
- 6.01%
$17.3K - $19.7K
4.71K $363K
Feb 09, 2024 Q4 2023
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-372
- 1.05%
$21.4K - $24.4K
35.1K $2.7M
Feb 07, 2024 Q4 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
SELL
 -
-511
- 7.92%
$29.4K - $33.5K
5.94K $459K
Feb 09, 2024 Q4 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-511
- 0.93%
$29.4K - $33.5K
54.4K $4.2M
Feb 15, 2024 Q4 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
SELL
 -
-528
- 3.82%
$30.4K - $34.6K
13.3K $1.03M
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
SELL
 -
-596
- 11.07%
$34.3K - $39K
4.79K $369K
Feb 12, 2024 Q4 2023
Blair William & CO

Chicago, IL
SELL
 -
-631
- 3.17%
$36.3K - $41.3K
19.3K $1.49M
Feb 13, 2024 Q4 2023
Integrated Wealth Concepts LLC

SELL
 -
-681
- 10.88%
$39.2K - $44.6K
5.58K $430K
Jan 09, 2024 Q4 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-703
- 2.05%
$40.4K - $46K
33.6K $2.59M
Feb 12, 2024 Q4 2023
Lcnb Corp

Lebanon, OH
SELL
 -
-950
- 3.49%
$54.6K - $62.2K
26.2K $2.02M

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