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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.65KNew |
$185K - $203K
|
2.65K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.14K+ 19.54% |
$79.8K - $87.4K
|
6.97K
$547K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.39K+ 17.66% |
$97.4K - $107K
|
9.27K
$726K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
28+ 0.17% |
$1.96K - $2.15K
|
16.5K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-72.7K- 84.9% |
$5.09M - $5.58M
|
12.9K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.2K+ 429.61% |
$3.52M - $3.85M
|
61.9K
$4.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.81K+ 7.39% |
$337K - $369K
|
69.9K
$5.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
19+ 0.54% |
$1.33K - $1.46K
|
3.53K
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
69.6K+ 6.21% |
$4.87M - $5.33M
|
1.19M
$93.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-27- 1.02% |
$1.89K - $2.07K
|
2.63K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.03K- 0.4% |
$562K - $615K
|
2.02M
$158M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.75K- 0.48% |
$123K - $134K
|
359K
$28.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-13- 8.9% |
$910 - $997
|
133
$10.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.1K- 4.08% |
$287K - $314K
|
96.2K
$7.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-22- 1.58% |
$1.54K - $1.69K
|
1.37K
$107K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 0.6% |
$140 - $153
|
333
$26.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
286+ 9.01% |
$20K - $21.9K
|
3.46K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.47K+ 3.85% |
$103K - $112K
|
39.5K
$3.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.17K+ 9.2% |
$82K - $89.8K
|
13.9K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-592- 9.48% |
$41.5K - $45.4K
|
5.65K
$443K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.08K+ 2.2% |
$496K - $543K
|
329K
$25.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
946+ 19.15% |
$66.2K - $72.5K
|
5.89K
$461K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.74KNew |
$192K - $210K
|
2.74K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-570- 1.27% |
$39.9K - $43.7K
|
44.4K
$3.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
22+ 0.01% |
$1.54K - $1.69K
|
278K
$21.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.13K- 26.17% |
$149K - $163K
|
6.01K
$471K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.1K- 6.6% |
$77.3K - $84.7K
|
15.6K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-342- 8.49% |
$23.9K - $26.2K
|
3.69K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-125- 0.65% |
$8.75K - $9.59K
|
19.2K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-451- 3.86% |
$31.6K - $34.6K
|
11.2K
$881K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
362+ 20.29% |
$25.3K - $27.8K
|
2.15K
$168K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-15.2K- 5.15% |
$1.07M - $1.17M
|
281K
$22M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.25K- 4.84% |
$157K - $172K
|
44.1K
$3.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
SELL
|
- |
-500- 4.51% |
$35K - $38.3K
|
10.6K
$829K
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
5.03KNew |
$352K - $386K
|
5.03K
$395K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-91- 2.87% |
$6.37K - $6.98K
|
3.08K
$242K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
61+ 0.46% |
$4.27K - $4.68K
|
13.4K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.3K+ 2.23% |
$1M - $1.1M
|
658K
$51.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-312- 1.55% |
$21.8K - $23.9K
|
19.8K
$1.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
578New |
$40.5K - $44.3K
|
578
$45.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-214- 0.36% |
$15K - $16.4K
|
58.7K
$4.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
411+ 0.43% |
$28.8K - $31.5K
|
95.5K
$7.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-219- 4.66% |
$15.3K - $16.8K
|
4.48K
$352K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.5% |
$70 - $76.7
|
201
$15.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-232- 6.73% |
$16.2K - $17.8K
|
3.22K
$252K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-904- 1.56% |
$63.3K - $69.3K
|
56.9K
$4.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4KNew |
$280K - $307K
|
4K
$314K
|
|
|
Nov 05, 2024
Q3 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
2.67KNew |
$187K - $205K
|
2.67K
$209K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-65- 5.15% |
$4.55K - $4.98K
|
1.2K
$93.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-3.05K- 10.02% |
$214K - $234K
|
27.4K
$2.15M
|