Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
603K+ 104.47% |
$35.6M - $39.1M
|
1.18M
$88.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
376K+ 286.47% |
$22.2M - $24.3M
|
507K
$38M
|
|
|
Feb 11, 2022
Q4 2021
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
272KNew |
$16.1M - $17.6M
|
272K
$20.4M
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
270K+ 98.86% |
$15.9M - $17.5M
|
543K
$40.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
260K+ 94.45% |
$15.3M - $16.8M
|
535K
$40.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Melone Private Wealth, LLC
|
BUY
|
- |
98.9KNew |
$5.84M - $6.4M
|
98.9K
$7.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
91.2K+ 103.07% |
$5.38M - $5.91M
|
180K
$13.5M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
87.3K+ 93.82% |
$5.15M - $5.65M
|
180K
$13.5M
|
|
|
Feb 14, 2022
Q4 2021
|
626 Financial, LLC
|
BUY
|
- |
65.5K+ 21.56% |
$3.87M - $4.24M
|
369K
$27.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
63.1K+ 120.24% |
$3.72M - $4.08M
|
116K
$8.65M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
61.4KNew |
$3.62M - $3.98M
|
61.4K
$4.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
54.7K+ 93.24% |
$3.23M - $3.54M
|
113K
$8.49M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37K+ 108.41% |
$2.18M - $2.4M
|
71.1K
$5.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
32.6K+ 83.04% |
$1.92M - $2.11M
|
71.8K
$5.38M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.5K+ 101.65% |
$1.8M - $1.97M
|
60.4K
$4.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.2K+ 119.57% |
$1.6M - $1.76M
|
49.9K
$3.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
26.9K+ 99.54% |
$1.59M - $1.74M
|
53.9K
$4.04M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
25.3K+ 101.99% |
$1.49M - $1.64M
|
50K
$3.75M
|
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
23.9KNew |
$1.41M - $1.55M
|
23.9K
$1.79M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
23.5K+ 99.91% |
$1.39M - $1.52M
|
47.1K
$3.53M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22.1K+ 103.9% |
$1.3M - $1.43M
|
43.3K
$3.24M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
20.5K+ 44.56% |
$1.21M - $1.33M
|
66.4K
$4.97M
|
|
|
Mar 08, 2022
Q4 2021
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
19.5KNew |
$1.15M - $1.26M
|
19.5K
$1.46M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19K+ 100.72% |
$1.12M - $1.23M
|
37.8K
$2.83M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
18.7KNew |
$1.11M - $1.21M
|
18.7K
$1.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
18.7K+ 100.0% |
$1.1M - $1.21M
|
37.4K
$2.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.3K+ 746.3% |
$1.08M - $1.18M
|
20.7K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
17.7K+ 90.59% |
$1.04M - $1.14M
|
37.2K
$2.79M
|
|
|
Feb 01, 2022
Q4 2021
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
17.1KNew |
$1.01M - $1.11M
|
17.1K
$1.28M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
16.2K+ 152.71% |
$955K - $1.05M
|
26.8K
$2M
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
16.1K+ 110.5% |
$950K - $1.04M
|
30.6K
$2.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
15.8KNew |
$934K - $1.02M
|
15.8K
$1.19M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.6KNew |
$923K - $1.01M
|
15.6K
$1.17M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
14KNew |
$824K - $904K
|
14K
$1.05M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.3K+ 93.48% |
$727K - $798K
|
25.5K
$1.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12K+ 117.44% |
$710K - $779K
|
22.3K
$1.67M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.8K+ 105.92% |
$699K - $767K
|
23K
$1.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.8KNew |
$698K - $765K
|
11.8K
$885K
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
11.3K+ 96.33% |
$669K - $734K
|
23.1K
$1.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11.1K+ 100.1% |
$658K - $722K
|
22.3K
$1.67M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
11.1KNew |
$655K - $718K
|
11.1K
$831K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.9K+ 96.68% |
$644K - $707K
|
22.2K
$1.66M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.8KNew |
$638K - $700K
|
10.8K
$810K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.73KNew |
$574K - $630K
|
9.73K
$729K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9.7K+ 93.82% |
$572K - $628K
|
20K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
9.45K+ 100.0% |
$558K - $612K
|
18.9K
$1.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.37K+ 213.03% |
$553K - $607K
|
13.8K
$1.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
9.32K+ 100.0% |
$550K - $604K
|
18.6K
$1.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9.04K+ 143.0% |
$533K - $585K
|
15.4K
$1.15M
|
|
|
Jan 28, 2022
Q4 2021
|
Kendall Capital Management
|
BUY
|
- |
8.94K+ 81.72% |
$528K - $579K
|
19.9K
$1.49M
|