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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
296+ 5.8% |
$23.6K - $24.9K
|
5.4K
$453K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
225+ 2.6% |
$18K - $18.9K
|
8.88K
$745K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
201+ 2.0% |
$16K - $16.9K
|
10.3K
$861K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
116+ 3.94% |
$9.26K - $9.74K
|
3.06K
$257K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
77+ 2.35% |
$6.15K - $6.47K
|
3.35K
$281K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
62New |
$4.95K - $5.21K
|
62
$5.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
18+ 0.51% |
$1.44K - $1.51K
|
3.54K
$297K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
18+ 0.13% |
$1.44K - $1.51K
|
13.7K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
12+ 0.42% |
$958 - $1.01K
|
2.85K
$239K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.06% |
$639 - $672
|
12.4K
$1.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.44% |
$479 - $504
|
1.37K
$115K
|
|
|
Nov 03, 2025
Q3 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
6+ 0.1% |
$479 - $504
|
6.18K
$518K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
5+ 0.55% |
$399 - $420
|
913
$76.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
5+ 0.55% |
$399 - $420
|
917
$77K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1+ 0.01% |
$79.8 - $84
|
6.99K
$587K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1+ 0.03% |
$79.8 - $84
|
3.07K
$258K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1+ 0.01% |
$79.8 - $84
|
11.6K
$971K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1+ 0.31% |
$79.8 - $84
|
319
$26.8K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1+ 0.04% |
$79.8 - $84
|
2.8K
$235K
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1+ 0.02% |
$79.8 - $84
|
5.16K
$433K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
1+ 100.0% |
$79.8 - $84
|
2
$168
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.56% |
$79.8 - $84
|
179
$15K
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1+ 0.02% |
$79.8 - $84
|
4.26K
$357K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.36% |
$79.8 - $84
|
281
$23.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4- 0.09% |
$319 - $336
|
4.59K
$385K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-23- 6.8% |
$1.84K - $1.93K
|
315
$26.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-24- 1.11% |
$1.92K - $2.02K
|
2.15K
$180K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-32- 39.51% |
$2.55K - $2.69K
|
49
$4.11K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-33- 2.92% |
$2.63K - $2.77K
|
1.1K
$92.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-34- 1.39% |
$2.71K - $2.86K
|
2.41K
$202K
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-36- 0.55% |
$2.87K - $3.02K
|
6.51K
$546K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-38- 1.05% |
$3.03K - $3.19K
|
3.59K
$301K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-53- 1.47% |
$4.23K - $4.45K
|
3.56K
$299K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-57- 1.31% |
$4.55K - $4.79K
|
4.31K
$362K
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
SELL
|
- |
-58- 10.51% |
$4.63K - $4.87K
|
494
$41.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-62- 0.84% |
$4.95K - $5.21K
|
7.3K
$613K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-65- 0.46% |
$5.19K - $5.46K
|
14K
$1.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-98- 1.9% |
$7.82K - $8.23K
|
5.07K
$425K
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-105- 1.52% |
$8.38K - $8.82K
|
6.82K
$573K
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-109- 3.31% |
$8.7K - $9.16K
|
3.19K
$267K
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-125- 0.69% |
$9.98K - $10.5K
|
18.1K
$1.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-125- 4.0% |
$9.98K - $10.5K
|
3K
$252K
|
|
|
Oct 14, 2025
Q3 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-136- 0.73% |
$10.9K - $11.4K
|
18.5K
$1.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-176- 2.54% |
$14.1K - $14.8K
|
6.75K
$566K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-196- 1.82% |
$15.6K - $16.5K
|
10.6K
$889K
|
|
|
Nov 12, 2025
Q3 2025
|
Epiq Partners, LLC
|
SELL
|
- |
-200- 6.67% |
$16K - $16.8K
|
2.8K
$235K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
SELL
|
- |
-200- 6.8% |
$16K - $16.8K
|
2.74K
$230K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-209- 0.7% |
$16.7K - $17.6K
|
29.6K
$2.48M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-240- 2.24% |
$19.2K - $20.2K
|
10.5K
$878K
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-252- 35.74% |
$20.1K - $21.2K
|
453
$38K
|
|