Latest Institutional Purchases of Wisdomtree Tr U.S Total Divide (DTD)
This list provides information on the latest institutional transactions involving Wisdomtree Tr U.S Total Divide (DTD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
28.8K+ 85.06% |
$2.02M - $2.21M
|
62.7K
$4.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
18.9KNew |
$1.32M - $1.45M
|
18.9K
$1.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.2K+ 8.45% |
$923K - $1.01M
|
169K
$13M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.43KNew |
$590K - $646K
|
8.43K
$649K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.87KNew |
$411K - $450K
|
5.87K
$452K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.3K+ 23.25% |
$231K - $253K
|
17.5K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.24KNew |
$227K - $248K
|
3.24K
$249K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
2.9KNew |
$203K - $222K
|
2.9K
$223K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.72KNew |
$190K - $208K
|
2.72K
$209K
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.15K+ 1.85% |
$150K - $165K
|
118K
$9.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
872+ 15.5% |
$61.1K - $66.9K
|
6.5K
$500K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
701+ 4.4% |
$49.1K - $53.8K
|
16.6K
$1.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
649+ 7.49% |
$45.4K - $49.8K
|
9.31K
$717K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
598+ 3.52% |
$41.9K - $45.9K
|
17.6K
$1.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
430New |
$30.1K - $33K
|
430
$33.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
427+ 3.59% |
$29.9K - $32.7K
|
12.3K
$949K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
366+ 1.01% |
$25.6K - $28.1K
|
36.7K
$2.82M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
294+ 3.22% |
$20.6K - $22.5K
|
9.43K
$726K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
282+ 6.03% |
$19.7K - $21.6K
|
4.96K
$382K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
276New |
$19.3K - $21.2K
|
276
$21.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
98+ 0.54% |
$6.86K - $7.51K
|
18.4K
$1.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
83+ 1.31% |
$5.81K - $6.36K
|
6.4K
$493K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
78+ 0.53% |
$5.46K - $5.98K
|
14.7K
$1.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
33+ 0.53% |
$2.31K - $2.53K
|
6.28K
$483K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
33+ 0.19% |
$2.31K - $2.53K
|
17.1K
$1.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
19+ 0.14% |
$1.33K - $1.46K
|
13.6K
$1.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
15+ 0.47% |
$1.05K - $1.15K
|
3.2K
$246K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
13+ 0.18% |
$910 - $997
|
7.3K
$562K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
68.8K+ 408.44% |
$4.61M - $4.92M
|
85.6K
$6.59M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.7K+ 5.52% |
$2.26M - $2.41M
|
643K
$49.5M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.9K+ 2.93% |
$2.14M - $2.28M
|
1.12M
$86.2M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.7K+ 3.78% |
$788K - $839K
|
322K
$24.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
9.54KNew |
$640K - $682K
|
9.54K
$735K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.88KNew |
$528K - $563K
|
7.88K
$606K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.94KNew |
$331K - $353K
|
4.94K
$380K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.42K+ 8.12% |
$297K - $316K
|
58.9K
$4.53M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.11KNew |
$275K - $293K
|
4.11K
$316K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.88K+ 27.45% |
$193K - $206K
|
13.4K
$1.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.61K+ 6.17% |
$175K - $187K
|
45K
$3.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.56K+ 2.46% |
$105K - $111K
|
65.1K
$5.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.15K+ 182.28% |
$77.3K - $82.3K
|
1.78K
$137K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
762+ 54.74% |
$51.1K - $54.4K
|
2.15K
$166K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
666+ 4.08% |
$44.7K - $47.6K
|
17K
$1.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
622New |
$41.7K - $44.4K
|
622
$47.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
605+ 21.06% |
$40.6K - $43.2K
|
3.48K
$268K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
438+ 8.12% |
$29.4K - $31.3K
|
5.83K
$449K
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
400+ 1.98% |
$26.8K - $28.6K
|
20.6K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
312+ 0.02% |
$20.9K - $22.3K
|
2.03M
$156M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
306+ 3.84% |
$20.5K - $21.9K
|
8.28K
$637K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
249+ 3.44% |
$16.7K - $17.8K
|
7.48K
$576K
|
|