Institutional shares held 1.52 Million
0 calls
0 puts
Total value of holdings $102M
$0 calls
$0 puts
# of Institutions 79


Latest Institutional Activity in WDIV

Top Purchases

Q1 2025
Simplicity Wealth,Llc Shares Held: 5.97K ($401K)
Q1 2025
Life Wealth Investments, LLC Shares Held: 9.03K ($606K)
Q1 2025
Park Square Financial Group, LLC Shares Held: 4.11K ($276K)
Q1 2025
Advisor Net Financial, Inc Shares Held: 139 ($9.33K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 31.5K ($2.11M)

Top Sells

Q1 2025
B.O.S.S. Retirement Advisors, LLC Shares Held: 39.2K ($2.63M)
Q1 2025
Crescent Sterling, Ltd. Shares Held: 7.65K ($513K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 4.92K ($330K)
Q1 2025
Slagle Financial, LLC Shares Held: 3.71K ($249K)
Q1 2025
Truist Financial Corp Shares Held: 15.3K ($1.03M)

About WDIV

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