Latest Institutional Transactions on Wisdomtree Tr U.S Total Divide (DTD)
This table provides information on the latest institutional transactions involving Wisdomtree Tr U.S Total Divide (DTD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
49.6K+ 17.84% |
$3.74M - $4M
|
328K
$26M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
23+ 0.31% |
$1.74K - $1.85K
|
7.33K
$581K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.58K+ 2.87% |
$119K - $127K
|
56.6K
$4.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3KNew |
$226K - $242K
|
3K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
19+ 0.54% |
$1.43K - $1.53K
|
3.55K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-516- 16.75% |
$38.9K - $41.6K
|
2.57K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.81K- 4.02% |
$288K - $307K
|
91K
$7.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-42- 0.73% |
$3.17K - $3.38K
|
5.71K
$453K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.4K- 0.51% |
$783K - $836K
|
2.01M
$159M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13+ 0.37% |
$981 - $1.05K
|
3.49K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
80.8K+ 130.52% |
$6.09M - $6.51M
|
143K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
390New |
$29.4K - $31.4K
|
390
$30.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.65K- 9.51% |
$501K - $535K
|
63.2K
$5.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.5K+ 12.55% |
$1.24M - $1.33M
|
148K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
182+ 189.58% |
$13.7K - $14.7K
|
278
$22K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
71+ 0.03% |
$5.36K - $5.72K
|
281K
$22.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
7.8KNew |
$588K - $628K
|
7.8K
$618K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-256- 0.44% |
$19.3K - $20.6K
|
58.4K
$4.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.81K+ 51.91% |
$363K - $387K
|
14.1K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.3K+ 180.48% |
$1.76M - $1.88M
|
36.3K
$2.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-38- 1.44% |
$2.87K - $3.06K
|
2.59K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
49.5K+ 4.16% |
$3.73M - $3.98M
|
1.24M
$98.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
29+ 0.18% |
$2.19K - $2.34K
|
16.5K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
152+ 0.41% |
$11.5K - $12.2K
|
36.8K
$2.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.3% |
$75.4 - $80.5
|
334
$26.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-38- 28.57% |
$2.87K - $3.06K
|
95
$7.53K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
250+ 4.25% |
$18.9K - $20.1K
|
6.14K
$486K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.25KNew |
$94.3K - $101K
|
1.25K
$99.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-506- 1.69% |
$38.2K - $40.7K
|
29.5K
$2.34M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
310+ 9.12% |
$23.4K - $25K
|
3.71K
$294K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.22K- 20.15% |
$92.1K - $98.3K
|
4.84K
$383K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-210- 1.51% |
$15.8K - $16.9K
|
13.7K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.5K+ 35.85% |
$189K - $201K
|
9.47K
$751K
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-8.93K- 30.43% |
$674K - $719K
|
20.4K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.8K+ 4.8% |
$1.19M - $1.27M
|
345K
$27.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.59K+ 5.21% |
$271K - $289K
|
72.5K
$5.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20KNew |
$1.51M - $1.61M
|
20K
$1.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-4.37K- 4.58% |
$329K - $352K
|
91.1K
$7.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
238+ 6.96% |
$18K - $19.2K
|
3.66K
$290K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
62+ 6.89% |
$4.68K - $4.99K
|
962
$76.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
2.99KNew |
$225K - $241K
|
2.99K
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.5K+ 4.32% |
$1.17M - $1.25M
|
375K
$29.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.2K- 17.97% |
$772K - $824K
|
46.7K
$3.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-8.16K- 29.77% |
$615K - $657K
|
19.2K
$1.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-362- 1.42% |
$27.3K - $29.2K
|
25.1K
$1.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-23.2K- 69.57% |
$1.75M - $1.87M
|
10.2K
$805K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
42+ 0.43% |
$3.17K - $3.38K
|
9.71K
$769K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.6K+ 6.93% |
$3.44M - $3.67M
|
703K
$55.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
779+ 2.66% |
$58.8K - $62.7K
|
30.1K
$2.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
481+ 1.0% |
$36.3K - $38.7K
|
48.7K
$3.86M
|