Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
481+ 1.0% |
$36.3K - $38.7K
|
48.7K
$3.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
448+ 4.81% |
$33.8K - $36.1K
|
9.76K
$760K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
390New |
$29.4K - $31.4K
|
390
$30.4K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
310+ 9.12% |
$23.4K - $25K
|
3.71K
$289K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
261+ 7.08% |
$19.7K - $21K
|
3.95K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
250+ 4.25% |
$18.9K - $20.1K
|
6.14K
$478K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
250+ 4.26% |
$18.9K - $20.1K
|
6.12K
$477K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
241+ 0.7% |
$18.2K - $19.4K
|
34.8K
$2.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
238+ 6.96% |
$18K - $19.2K
|
3.66K
$285K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
213New |
$16.1K - $17.2K
|
213
$16.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
191+ 0.58% |
$14.4K - $15.4K
|
33.2K
$2.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
182+ 189.58% |
$13.7K - $14.7K
|
278
$21.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
155+ 3.08% |
$11.7K - $12.5K
|
5.19K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
152+ 0.41% |
$11.5K - $12.2K
|
36.8K
$2.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
148+ 2.31% |
$11.2K - $11.9K
|
6.55K
$510K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
126+ 0.37% |
$9.51K - $10.1K
|
34.2K
$2.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
101+ 0.55% |
$7.62K - $8.13K
|
18.5K
$1.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
97New |
$7.32K - $7.81K
|
97
$7.56K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
71+ 0.03% |
$5.36K - $5.72K
|
281K
$21.9M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
71+ 1.18% |
$5.36K - $5.72K
|
6.08K
$474K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
62+ 6.89% |
$4.68K - $4.99K
|
962
$75K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
57New |
$4.3K - $4.59K
|
57
$4.44K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
44+ 0.36% |
$3.32K - $3.54K
|
12.4K
$964K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
42+ 0.43% |
$3.17K - $3.38K
|
9.71K
$757K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
29+ 0.18% |
$2.19K - $2.34K
|
16.5K
$1.29M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
23+ 0.31% |
$1.74K - $1.85K
|
7.33K
$571K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
19+ 0.54% |
$1.43K - $1.53K
|
3.55K
$277K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
19+ 0.14% |
$1.43K - $1.53K
|
13.7K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
15+ 0.47% |
$1.13K - $1.21K
|
3.21K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13+ 0.37% |
$981 - $1.05K
|
3.49K
$272K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13+ 0.48% |
$981 - $1.05K
|
2.73K
$213K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
12+ 0.24% |
$905 - $966
|
4.97K
$387K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
8New |
$604 - $644
|
8
$624
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
7+ 0.07% |
$528 - $564
|
9.55K
$745K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2+ 3.64% |
$151 - $161
|
57
$4.44K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.3% |
$75.4 - $80.5
|
334
$26K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.18% |
$75.4 - $80.5
|
568
$44.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.5% |
$75.4 - $80.5
|
202
$15.7K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-9- 7.89% |
$679 - $725
|
105
$8.18K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-25- 0.18% |
$1.89K - $2.01K
|
14K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-38- 28.57% |
$2.87K - $3.06K
|
95
$7.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-38- 1.44% |
$2.87K - $3.06K
|
2.59K
$202K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-40- 0.55% |
$3.02K - $3.22K
|
7.26K
$566K
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-40- 0.56% |
$3.02K - $3.22K
|
7.07K
$551K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-42- 0.73% |
$3.17K - $3.38K
|
5.71K
$445K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-75- 1.85% |
$5.66K - $6.04K
|
3.98K
$310K
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-100- 1.87% |
$7.54K - $8.05K
|
5.24K
$408K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-196- 16.25% |
$14.8K - $15.8K
|
1.01K
$78.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-210- 1.51% |
$15.8K - $16.9K
|
13.7K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-256- 0.44% |
$19.3K - $20.6K
|
58.4K
$4.55M
|