Purchases and Sales Made in Q3 2025 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 Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
229K+ 8896.74% |
$18.3M - $19.3M
|
232K
$19.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
127KNew |
$10.2M - $10.7M
|
127K
$10.7M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
58.4K+ 94.04% |
$4.66M - $4.91M
|
121K
$10.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.2K+ 734.21% |
$3.37M - $3.55M
|
48K
$4.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.4K+ 4.49% |
$2.74M - $2.89M
|
799K
$67.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.8K+ 3.04% |
$2.62M - $2.76M
|
1.11M
$93.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.7K+ 17.79% |
$2.05M - $2.16M
|
170K
$14.3M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
25.4K+ 530.13% |
$2.03M - $2.14M
|
30.2K
$2.54M
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
17.7K+ 14.14% |
$1.41M - $1.48M
|
143K
$12M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.8K+ 71.77% |
$1.34M - $1.41M
|
40.2K
$3.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.2K+ 4.9% |
$895K - $942K
|
240K
$20.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
9.02K+ 37.0% |
$720K - $757K
|
33.4K
$2.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
7.8KNew |
$622K - $655K
|
7.8K
$654K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.82K+ 10.66% |
$544K - $572K
|
70.7K
$5.94M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
6.5K+ 81.83% |
$519K - $546K
|
14.4K
$1.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.92K+ 6.36% |
$472K - $497K
|
98.9K
$8.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.47K+ 6.62% |
$437K - $459K
|
88.1K
$7.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.13K+ 8.81% |
$409K - $431K
|
63.3K
$5.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.81K+ 136.66% |
$384K - $404K
|
8.32K
$698K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.74KNew |
$378K - $398K
|
4.74K
$397K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
4.23K+ 4.79% |
$337K - $355K
|
92.4K
$7.75M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
4.14KNew |
$331K - $348K
|
4.14K
$348K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
3.57KNew |
$285K - $300K
|
3.57K
$299K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.43KNew |
$273K - $288K
|
3.43K
$288K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.43KNew |
$273K - $288K
|
3.43K
$288K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.05K+ 5.44% |
$244K - $256K
|
59.1K
$4.96M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
3KNew |
$239K - $252K
|
3K
$252K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.97K+ 106.53% |
$237K - $250K
|
5.76K
$483K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.69K+ 59.75% |
$215K - $226K
|
7.2K
$604K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.61K+ 270.89% |
$208K - $219K
|
3.57K
$299K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.51K+ 5.81% |
$200K - $211K
|
45.7K
$3.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.44KNew |
$195K - $205K
|
2.44K
$205K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
2.44KNew |
$194K - $205K
|
2.44K
$204K
|
|
|
Nov 14, 2025
Q3 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.4KNew |
$192K - $202K
|
2.4K
$202K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.15K+ 2.29% |
$171K - $180K
|
95.6K
$8.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.08K+ 6.65% |
$166K - $174K
|
33.3K
$2.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.65K+ 17.67% |
$131K - $138K
|
11K
$921K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.54K+ 9.8% |
$123K - $129K
|
17.2K
$1.44M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.38K+ 1.84% |
$110K - $116K
|
76.1K
$6.39M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.37K+ 40.44% |
$110K - $115K
|
4.77K
$400K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.34K+ 4.24% |
$107K - $112K
|
32.9K
$2.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.24K+ 12.69% |
$98.7K - $104K
|
11K
$922K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.22K+ 1.79% |
$97.2K - $102K
|
69.4K
$5.82M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
881+ 14.18% |
$70.3K - $74K
|
7.09K
$595K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
842New |
$67.2K - $70.7K
|
842
$70.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
840+ 3.49% |
$67.1K - $70.6K
|
24.9K
$2.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
838+ 27.38% |
$66.9K - $70.4K
|
3.9K
$327K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
749+ 3.92% |
$59.8K - $62.9K
|
19.9K
$1.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
702+ 3.91% |
$56K - $59K
|
18.7K
$1.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
534+ 1.08% |
$42.6K - $44.9K
|
50.1K
$4.2M
|
|