Institutional shares held 1.44 Million
0 calls
0 puts
Total value of holdings $103M
$0 calls
$0 puts
# of Institutions 80


Latest Institutional Activity in WDIV

Top Purchases

Q1 2025
Prudential PLC Shares Held: 33.5K ($2.39M)
Q1 2025
Citadel Advisors LLC Shares Held: 10.2K ($728K)
Q1 2025
Jane Street Group, LLC Shares Held: 10.3K ($734K)
Q1 2025
Morgan Stanley Shares Held: 77.3K ($5.5M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 5.97K ($425K)

Top Sells

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 19.4K ($1.38M)
Q2 2025
B.O.S.S. Retirement Advisors, LLC Shares Held: 35.3K ($2.51M)
Q2 2025
Truist Financial Corp Shares Held: 14.1K ($1M)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 3.65K ($259K)
Q1 2025
Ameriprise Financial Inc Shares Held: 44.9K ($3.19M)

About WDIV

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