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 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-362- 1.42% |
$27.3K - $29.2K
|
25.1K
$1.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-386- 6.15% |
$29.1K - $31.1K
|
5.89K
$459K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-492- 3.66% |
$37.1K - $39.6K
|
12.9K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-506- 1.69% |
$38.2K - $40.7K
|
29.5K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-516- 16.75% |
$38.9K - $41.6K
|
2.57K
$200K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-522- 16.11% |
$39.4K - $42K
|
2.72K
$212K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-553- 95.67% |
$41.7K - $44.5K
|
25
$1.95K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
SELL
|
- |
-650- 6.14% |
$49K - $52.3K
|
9.93K
$774K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-675- 14.47% |
$50.9K - $54.4K
|
3.99K
$311K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-714- 6.82% |
$53.9K - $57.5K
|
9.75K
$760K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-906- 4.71% |
$68.3K - $73K
|
18.3K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-977- 7.35% |
$73.7K - $78.7K
|
12.3K
$960K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-1.07K- 1.72% |
$80.6K - $86K
|
61K
$4.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.22K- 20.15% |
$92.1K - $98.3K
|
4.84K
$377K
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-1.6K- 34.78% |
$121K - $129K
|
3K
$234K
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.65K- 8.35% |
$125K - $133K
|
18.1K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.79K- 11.06% |
$135K - $144K
|
14.4K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.84K- 17.93% |
$214K - $229K
|
13K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.37K- 7.58% |
$254K - $271K
|
41K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.81K- 4.02% |
$288K - $307K
|
91K
$7.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-4.37K- 4.58% |
$329K - $352K
|
91.1K
$7.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.84K- 35.98% |
$365K - $390K
|
8.62K
$671K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.56K- 14.86% |
$495K - $528K
|
37.6K
$2.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.65K- 9.51% |
$501K - $535K
|
63.2K
$4.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-8.16K- 29.77% |
$615K - $657K
|
19.2K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-8.93K- 30.43% |
$674K - $719K
|
20.4K
$1.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.2K- 17.97% |
$772K - $824K
|
46.7K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.4K- 0.51% |
$783K - $836K
|
2.01M
$157M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.4K- 26.41% |
$787K - $840K
|
29.1K
$2.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-15.6K- 82.5% |
$1.17M - $1.25M
|
3.3K
$257K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17.5K- 99.91% |
$1.32M - $1.41M
|
16
$1.25K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.7K- 8.72% |
$1.41M - $1.51M
|
196K
$15.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-23.2K- 69.57% |
$1.75M - $1.87M
|
10.2K
$792K
|