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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.29K+ 54.03% |
$88.2K - $102K
|
3.67K
$308K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.14K+ 4.64% |
$146K - $170K
|
48.2K
$4.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2.35K+ 2284.47% |
$161K - $187K
|
2.46K
$206K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
269+ 62.85% |
$18.4K - $21.4K
|
697
$58.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
4.14KNew |
$283K - $329K
|
4.14K
$347K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
151+ 12.07% |
$10.3K - $12K
|
1.4K
$118K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-560- 2.81% |
$38.3K - $44.5K
|
19.4K
$1.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-20.8K- 82.83% |
$1.42M - $1.65M
|
4.31K
$361K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.17K- 23.64% |
$217K - $252K
|
10.3K
$861K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
660+ 6.15% |
$45.2K - $52.5K
|
11.4K
$956K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-4.08K- 49.97% |
$279K - $324K
|
4.08K
$342K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-728- 16.24% |
$49.8K - $57.9K
|
3.76K
$315K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-846- 8.72% |
$57.9K - $67.3K
|
8.86K
$743K
|
|
| Q1 2025 | |||||||
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-5.41KClosed |
$405K - $433K
|
0
$0
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
203New |
$15.2K - $16.2K
|
203
$17K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
97+ 2.78% |
$7.26K - $7.76K
|
3.59K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-62- 1.28% |
$4.64K - $4.96K
|
4.79K
$402K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
8KNew |
$599K - $640K
|
8K
$671K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
42+ 40.0% |
$3.14K - $3.36K
|
147
$12.3K
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-1.17K- 5.71% |
$87.2K - $93.2K
|
19.2K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6+ 1.4% |
$449 - $480
|
436
$36.6K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.51K- 9.67% |
$113K - $121K
|
14.1K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
670New |
$50.2K - $53.6K
|
670
$56.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
82+ 3.1% |
$6.14K - $6.56K
|
2.72K
$229K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-263- 50.0% |
$19.7K - $21K
|
263
$22.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.89KNew |
$216K - $231K
|
2.89K
$243K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.78KNew |
$208K - $223K
|
2.78K
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-12.2K- 98.7% |
$910K - $972K
|
160
$13.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.18% |
$74.9 - $80
|
569
$47.8K
|
|
| Q4 2024 | |||||||
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-600- 17.15% |
$45.3K - $48.3K
|
2.9K
$243K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
10.1KNew |
$760K - $811K
|
10.1K
$846K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
390New |
$29.4K - $31.4K
|
390
$32.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
7.8KNew |
$588K - $628K
|
7.8K
$655K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.81K+ 51.91% |
$363K - $387K
|
14.1K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
250+ 4.25% |
$18.9K - $20.1K
|
6.14K
$515K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-38- 28.57% |
$2.87K - $3.06K
|
95
$7.97K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.5K+ 35.85% |
$189K - $201K
|
9.47K
$795K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
2.99KNew |
$225K - $241K
|
2.99K
$251K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-553- 95.67% |
$41.7K - $44.5K
|
25
$2.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
58.3KNew |
$4.4M - $4.69M
|
58.3K
$4.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
250+ 4.26% |
$18.9K - $20.1K
|
6.12K
$513K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.68KNew |
$202K - $216K
|
2.68K
$225K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
49.7K+ 1166.0% |
$3.75M - $4M
|
53.9K
$4.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
57New |
$4.3K - $4.59K
|
57
$4.78K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
97New |
$7.32K - $7.81K
|
97
$8.14K
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-100- 1.87% |
$7.54K - $8.05K
|
5.24K
$440K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.93KNew |
$221K - $236K
|
2.93K
$246K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-15.6K- 82.5% |
$1.17M - $1.25M
|
3.3K
$277K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-977- 7.35% |
$73.7K - $78.7K
|
12.3K
$1.03M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.65KNew |
$185K - $203K
|
2.65K
$222K
|
|