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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
590New |
$33.1K - $38.8K
|
590
$45.4K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
304New |
$17.1K - $20K
|
304
$23.4K
|
|
| Q1 2022 | |||||||
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.19KNew |
$257K - $275K
|
4.19K
$323K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
550New |
$33.7K - $36K
|
550
$42.3K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
432+ 100.0% |
$26.5K - $28.3K
|
864
$66.5K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
10New |
$613 - $655
|
10
$770
|
|
| Q4 2021 | |||||||
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
18.7K+ 100.0% |
$1.1M - $1.21M
|
37.4K
$2.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
7.8KNew |
$460K - $505K
|
7.8K
$600K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.32K+ 100.0% |
$255K - $280K
|
8.64K
$665K
|
|
|
Jan 24, 2022
Q4 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
2.94K+ 100.0% |
$174K - $190K
|
5.88K
$453K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.02K+ 100.0% |
$119K - $131K
|
4.03K
$310K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.05KNew |
$62.2K - $68.3K
|
1.05K
$81.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
902+ 100.0% |
$53.2K - $58.4K
|
1.8K
$139K
|
|
|
Feb 09, 2022
Q4 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
725+ 100.0% |
$42.8K - $47K
|
1.45K
$112K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
489+ 89.4% |
$28.9K - $31.7K
|
1.04K
$79.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
324New |
$19.1K - $21K
|
324
$24.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
250+ 100.0% |
$14.8K - $16.2K
|
500
$38.5K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
240+ 100.0% |
$14.2K - $15.5K
|
480
$37K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
150+ 100.0% |
$8.85K - $9.72K
|
300
$23.1K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
120+ 100.0% |
$7.08K - $7.77K
|
240
$18.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
65+ 100.0% |
$3.84K - $4.21K
|
130
$10K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
13KNew |
$763K - $805K
|
13K
$1M
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
24New |
$1.37K - $1.44K
|
24
$1.85K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
7.6KNew |
N/A
|
7.6K
$585K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$77
|
|