Purchases and Sales Made in Q1 2022 in Wisdomtree Tr U.S Total Divide (DTD)
This table provides information about the institutional ownership of Wisdomtree Tr U.S Total Divide (DTD) during Q1 2022. The information is specifically focused on institutions that hold shares of WISDOMTREE TR U.S TOTAL DIVIDE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
359K+ 6356.0% |
$22M - $23.5M
|
365K
$28.2M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
202K+ 112.23% |
$12.4M - $13.2M
|
381K
$29.4M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
106K+ 8.97% |
$6.49M - $6.94M
|
1.29M
$99.3M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
84.9K+ 381.13% |
$5.2M - $5.56M
|
107K
$8.27M
|
|
May 16, 2022
Q1 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
76.3KNew |
$4.68M - $5M
|
76.3K
$5.89M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
72.8K+ 14.36% |
$4.46M - $4.77M
|
580K
$44.7M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
61K+ 52.78% |
$3.74M - $4M
|
176K
$13.6M
|
|
Apr 27, 2022
Q1 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
45.1KNew |
$2.76M - $2.95M
|
45.1K
$3.48M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.1K+ 135.31% |
$2.58M - $2.76M
|
73.2K
$5.64M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.1K+ 236.84% |
$1.91M - $2.04M
|
44.3K
$3.42M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
29.7K+ 190.16% |
$1.82M - $1.95M
|
45.4K
$3.5M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
29.1K+ 125.88% |
$1.79M - $1.91M
|
52.3K
$4.03M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
29.1K+ 195.84% |
$1.78M - $1.91M
|
44K
$3.39M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.5K+ 8.03% |
$888K - $949K
|
195K
$15M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
14.4K+ 23.41% |
$881K - $942K
|
75.8K
$5.85M
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12.6K+ 82.17% |
$774K - $827K
|
28K
$2.16M
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
10.5KNew |
$642K - $686K
|
10.5K
$808K
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
BUY
|
- |
9.45KNew |
$580K - $620K
|
9.45K
$729K
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
9.06KNew |
$555K - $593K
|
9.06K
$699K
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.57KNew |
$525K - $562K
|
8.57K
$661K
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.47K+ 151.3% |
$519K - $555K
|
14.1K
$1.09M
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
8.39KNew |
$515K - $550K
|
8.39K
$648K
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.98KNew |
$489K - $523K
|
7.98K
$616K
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
7.34KNew |
$450K - $481K
|
7.34K
$567K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7K+ 11.59% |
$429K - $459K
|
67.4K
$5.2M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
6.4K+ 36.28% |
$392K - $419K
|
24K
$1.85M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.27K+ 8.82% |
$384K - $411K
|
77.4K
$5.97M
|
|
Apr 14, 2022
Q1 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.85KNew |
$359K - $383K
|
5.85K
$451K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.47K+ 166.27% |
$335K - $359K
|
8.76K
$676K
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.03KNew |
$309K - $330K
|
5.03K
$388K
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
5.01KNew |
$307K - $328K
|
5.01K
$387K
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.19KNew |
$257K - $275K
|
4.19K
$323K
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.82KNew |
$234K - $251K
|
3.82K
$295K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.66K+ 32.3% |
$224K - $240K
|
15K
$1.16M
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
3.4K+ 100.0% |
$208K - $223K
|
6.8K
$525K
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.34KNew |
$205K - $219K
|
3.34K
$258K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.04KNew |
$187K - $199K
|
3.04K
$235K
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.86K+ 9.33% |
$175K - $187K
|
33.5K
$2.58M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.46K+ 37.26% |
$151K - $161K
|
9.08K
$700K
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
2.43K+ 50.54% |
$149K - $159K
|
7.23K
$557K
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
1.97K+ 50.0% |
$121K - $129K
|
5.9K
$455K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
838+ 48.72% |
$51.4K - $54.9K
|
2.56K
$197K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
794+ 2.1% |
$48.7K - $52K
|
38.6K
$2.98M
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
773New |
$47.4K - $50.7K
|
773
$59.6K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
748+ 38.44% |
$45.9K - $49K
|
2.69K
$208K
|
|
Apr 29, 2022
Q1 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
673+ 0.68% |
$41.3K - $44.1K
|
99.5K
$7.68M
|
|
May 13, 2022
Q1 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
637+ 15.22% |
$39.1K - $41.7K
|
4.82K
$372K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
630+ 1.45% |
$38.6K - $41.3K
|
43.9K
$3.39M
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
550New |
$33.7K - $36K
|
550
$42.4K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
471+ 2.8% |
$28.9K - $30.9K
|
17.3K
$1.34M
|