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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.53K+ 12.26% |
$527K - $577K
|
68.9K
$5.16M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
23.5K+ 404.82% |
$1.65M - $1.8M
|
29.3K
$2.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.26KNew |
$298K - $327K
|
4.26K
$319K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.2K- 30.46% |
$224K - $245K
|
7.3K
$547K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.43K- 19.04% |
$99.8K - $109K
|
6.06K
$454K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1+ 0.35% |
$70 - $76.7
|
290
$21.7K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.88K- 58.94% |
$342K - $374K
|
3.4K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.4K- 0.65% |
$98K - $107K
|
215K
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
365+ 6.77% |
$25.6K - $28K
|
5.76K
$431K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.62KNew |
$323K - $354K
|
4.62K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.29K- 3.71% |
$90.2K - $98.8K
|
33.4K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-89- 0.3% |
$6.23K - $6.82K
|
30K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.07K- 2.13% |
$145K - $158K
|
94.8K
$7.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
2.77KNew |
$194K - $212K
|
2.77K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14+ 0.4% |
$980 - $1.07K
|
3.48K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.12K- 16.5% |
$218K - $239K
|
15.8K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-57- 1.64% |
$3.99K - $4.37K
|
3.42K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.11K- 2.31% |
$218K - $239K
|
131K
$9.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.03K- 0.4% |
$562K - $615K
|
2.02M
$151M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.65KNew |
$185K - $203K
|
2.65K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.14K+ 19.54% |
$79.8K - $87.4K
|
6.97K
$522K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.39K+ 17.66% |
$97.4K - $107K
|
9.27K
$694K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
28+ 0.17% |
$1.96K - $2.15K
|
16.5K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-72.7K- 84.9% |
$5.09M - $5.58M
|
12.9K
$968K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.2K+ 429.61% |
$3.52M - $3.85M
|
61.9K
$4.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.17K+ 2.47% |
$82.1K - $89.9K
|
48.7K
$3.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.81K+ 7.39% |
$337K - $369K
|
69.9K
$5.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
19+ 0.54% |
$1.33K - $1.46K
|
3.53K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-27- 1.02% |
$1.89K - $2.07K
|
2.63K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
69.6K+ 6.21% |
$4.87M - $5.33M
|
1.19M
$89.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.75K- 0.48% |
$123K - $134K
|
359K
$26.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-13- 8.9% |
$910 - $997
|
133
$9.96K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.1K- 4.08% |
$287K - $314K
|
96.2K
$7.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-22- 1.58% |
$1.54K - $1.69K
|
1.37K
$103K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 0.6% |
$140 - $153
|
333
$24.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
286+ 9.01% |
$20K - $21.9K
|
3.46K
$259K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.47K+ 3.85% |
$103K - $112K
|
39.5K
$2.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.17K+ 9.2% |
$82K - $89.8K
|
13.9K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-592- 9.48% |
$41.5K - $45.4K
|
5.65K
$423K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.08K+ 2.2% |
$496K - $543K
|
329K
$24.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
946+ 19.15% |
$66.2K - $72.5K
|
5.89K
$441K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.74KNew |
$192K - $210K
|
2.74K
$205K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-570- 1.27% |
$39.9K - $43.7K
|
44.4K
$3.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
22+ 0.01% |
$1.54K - $1.69K
|
278K
$20.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.13K- 26.17% |
$149K - $163K
|
6.01K
$450K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.1K- 6.6% |
$77.3K - $84.7K
|
15.6K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
108+ 0.32% |
$7.56K - $8.28K
|
34K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-342- 8.49% |
$23.9K - $26.2K
|
3.69K
$276K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-125- 0.65% |
$8.75K - $9.59K
|
19.2K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-451- 3.86% |
$31.6K - $34.6K
|
11.2K
$842K
|