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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
116+ 3.94% |
$9.26K - $9.74K
|
3.06K
$257K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
77+ 2.35% |
$6.15K - $6.47K
|
3.35K
$281K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
62New |
$4.95K - $5.21K
|
62
$5.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
18+ 0.13% |
$1.44K - $1.51K
|
13.7K
$1.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
18+ 0.51% |
$1.44K - $1.51K
|
3.54K
$297K
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
12+ 0.42% |
$958 - $1.01K
|
2.85K
$239K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.06% |
$639 - $672
|
12.4K
$1.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
6+ 0.1% |
$479 - $504
|
6.18K
$518K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.44% |
$479 - $504
|
1.37K
$115K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
5+ 0.55% |
$399 - $420
|
917
$77K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
5+ 0.55% |
$399 - $420
|
913
$76.6K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1+ 0.04% |
$79.8 - $84
|
2.8K
$235K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.36% |
$79.8 - $84
|
281
$23.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1+ 0.03% |
$79.8 - $84
|
3.07K
$258K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1+ 0.01% |
$79.8 - $84
|
6.99K
$587K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
1+ 100.0% |
$79.8 - $84
|
2
$168
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1+ 0.02% |
$79.8 - $84
|
5.16K
$433K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1+ 0.31% |
$79.8 - $84
|
319
$26.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1+ 0.02% |
$79.8 - $84
|
4.26K
$357K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.56% |
$79.8 - $84
|
179
$15K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1+ 0.01% |
$79.8 - $84
|
11.6K
$971K
|
|
| Q2 2025 | |||||||
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
4.14KNew |
$283K - $329K
|
4.14K
$347K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2.35K+ 2284.47% |
$161K - $187K
|
2.46K
$206K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.14K+ 4.64% |
$146K - $170K
|
48.2K
$4.05M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.7K+ 42.77% |
$116K - $135K
|
5.68K
$476K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.37KNew |
$93.7K - $109K
|
1.37K
$115K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.29K+ 54.03% |
$88.2K - $102K
|
3.67K
$308K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.19KNew |
$81.5K - $94.7K
|
1.19K
$100K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
660+ 6.15% |
$45.2K - $52.5K
|
11.4K
$956K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
490+ 0.77% |
$33.5K - $39K
|
63.9K
$5.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
399+ 14.04% |
$27.3K - $31.7K
|
3.24K
$272K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
269+ 62.85% |
$18.4K - $21.4K
|
697
$58.5K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
242New |
$16.6K - $19.2K
|
242
$20.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
194+ 6.75% |
$13.3K - $15.4K
|
3.07K
$257K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
151+ 12.07% |
$10.3K - $12K
|
1.4K
$118K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
135+ 2.28% |
$9.24K - $10.7K
|
6.06K
$509K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.49% |
$68.5 - $79.5
|
204
$17.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
8KNew |
$599K - $640K
|
8K
$671K
|
|
|
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
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
670New |
$50.2K - $53.6K
|
670
$56.2K
|
|
|
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
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
82+ 3.1% |
$6.14K - $6.56K
|
2.72K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
42+ 40.0% |
$3.14K - $3.36K
|
147
$12.3K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6+ 1.4% |
$449 - $480
|
436
$36.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.18% |
$74.9 - $80
|
569
$47.8K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
58.3KNew |
$4.4M - $4.69M
|
58.3K
$4.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
49.7K+ 1166.0% |
$3.75M - $4M
|
53.9K
$4.53M
|
|