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, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
14.2K+ 44.24% |
$769K - $896K
|
46.2K
$3.46M
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-637- 12.32% |
$34.6K - $40.3K
|
4.53K
$339K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-716- 5.92% |
$38.9K - $45.3K
|
11.4K
$853K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.02K+ 8.76% |
$218K - $255K
|
50K
$3.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.22K- 33.76% |
$65.9K - $76.9K
|
2.38K
$179K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
428New |
$23.2K - $27.1K
|
428
$32.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-198K- 98.16% |
$10.8M - $12.5M
|
3.72K
$279K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.2K+ 10.87% |
$65.1K - $75.9K
|
12.2K
$916K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$10.9K - $12.7K
|
200
$15K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
80New |
$4.34K - $5.06K
|
80
$5.99K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.71KNew |
$147K - $172K
|
2.71K
$203K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
3.02K+ 1063.03% |
$164K - $191K
|
3.3K
$247K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-52Closed |
$2.92K - $3.42K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.58KClosed |
$201K - $235K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
800New |
$44.9K - $52.5K
|
800
$59.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-330Closed |
$18.5K - $21.7K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.48KClosed |
$252K - $294K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.24K+ 1147.22% |
$69.6K - $81.4K
|
1.35K
$101K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.2KNew |
$236K - $276K
|
4.2K
$314K
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-5.9KClosed |
$331K - $387K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
304New |
$17.1K - $20K
|
304
$22.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
3.86KNew |
$217K - $253K
|
3.86K
$289K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.04KClosed |
$171K - $200K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-81Closed |
$4.55K - $5.32K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-773Closed |
$43.4K - $50.8K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-225- 46.88% |
$13.8K - $14.7K
|
255
$19.1K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
432+ 100.0% |
$26.5K - $28.3K
|
864
$64.7K
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
SELL
|
- |
-7.64KClosed |
$468K - $501K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-158Closed |
$9.69K - $10.4K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
10New |
$613 - $655
|
10
$749
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.4KClosed |
$270K - $288K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.19KNew |
$257K - $275K
|
4.19K
$314K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
550New |
$33.7K - $36K
|
550
$41.2K
|
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-15.8KClosed |
$970K - $1.04M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-581Closed |
$34.3K - $37.6K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-994Closed |
$58.7K - $64.4K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-411Closed |
$24.3K - $26.6K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.05KNew |
$62.2K - $68.3K
|
1.05K
$78.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-14Closed |
$826 - $907
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.32K+ 100.0% |
$255K - $280K
|
8.64K
$647K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.02K+ 100.0% |
$119K - $131K
|
4.03K
$302K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-350Closed |
$20.7K - $22.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
902+ 100.0% |
$53.2K - $58.4K
|
1.8K
$135K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-500Closed |
$29.5K - $32.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
7.8KNew |
$460K - $505K
|
7.8K
$584K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
150+ 100.0% |
$8.85K - $9.72K
|
300
$22.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
725+ 100.0% |
$42.8K - $47K
|
1.45K
$109K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
250+ 100.0% |
$14.8K - $16.2K
|
500
$37.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
489+ 89.4% |
$28.9K - $31.7K
|
1.04K
$77.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
120+ 100.0% |
$7.08K - $7.77K
|
240
$18K
|
|