Purchases and Sales Made in Q1 2023 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 2023. 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 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-4.72K- 33.62% |
$274K - $298K
|
9.31K
$718K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.9K- 10.1% |
$285K - $310K
|
43.6K
$3.37M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-5.26K- 13.16% |
$306K - $333K
|
34.7K
$2.68M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.25K- 12.33% |
$363K - $396K
|
44.5K
$3.43M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.58K- 47.02% |
$382K - $417K
|
7.41K
$572K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.97K- 60.23% |
$405K - $441K
|
4.6K
$355K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-7.13K- 10.19% |
$414K - $451K
|
62.8K
$4.85M
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-7.27K- 38.15% |
$422K - $460K
|
11.8K
$910K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-16.3K- 13.99% |
$946K - $1.03M
|
100K
$7.73M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-22.1K- 80.0% |
$1.28M - $1.4M
|
5.52K
$425K
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-29.2K- 23.18% |
$1.69M - $1.85M
|
96.6K
$7.45M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-31.1K- 64.92% |
$1.81M - $1.97M
|
16.8K
$1.3M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-35.4K- 59.68% |
$2.06M - $2.24M
|
23.9K
$1.85M
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-51.7K- 65.86% |
$3M - $3.27M
|
26.8K
$2.07M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-52.6K- 9.92% |
$3.06M - $3.33M
|
478K
$36.9M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-164K- 28.01% |
$9.55M - $10.4M
|
423K
$32.6M
|