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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.73K+ 107.66% |
$516K - $566K
|
16.8K
$1.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
8.57K+ 95.01% |
$506K - $555K
|
17.6K
$1.38M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
8.4K+ 90.84% |
$496K - $544K
|
17.6K
$1.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.26K+ 99.99% |
$488K - $535K
|
16.5K
$1.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
8.03KNew |
$474K - $520K
|
8.03K
$629K
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
7.8KNew |
$460K - $505K
|
7.8K
$611K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.6K+ 32.35% |
$449K - $492K
|
31.1K
$2.44M
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
7.27KNew |
$429K - $471K
|
7.27K
$570K
|
|
|
Feb 11, 2022
Q4 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
6.95K+ 100.17% |
$410K - $450K
|
13.9K
$1.09M
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5.84K+ 99.49% |
$345K - $378K
|
11.7K
$917K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.82K+ 105.65% |
$343K - $377K
|
11.3K
$888K
|
|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
5.75KNew |
$339K - $372K
|
5.75K
$451K
|
|
|
Apr 28, 2022
Q4 2021
|
Libra Wealth LLC
|
BUY
|
- |
5.62KNew |
$332K - $364K
|
5.62K
$441K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
5.59K+ 72.94% |
$330K - $362K
|
13.3K
$1.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.15K+ 28.67% |
$304K - $334K
|
23.1K
$1.81M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.09K+ 731.75% |
$301K - $330K
|
5.79K
$454K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.32K+ 100.0% |
$255K - $280K
|
8.64K
$677K
|
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
4.18KNew |
$247K - $271K
|
4.18K
$328K
|
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
4K+ 97.32% |
$236K - $259K
|
8.11K
$636K
|
|
|
Jan 25, 2022
Q4 2021
|
Epiq Partners, LLC
|
BUY
|
- |
3.9K+ 144.44% |
$230K - $253K
|
6.6K
$517K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.88K+ 100.0% |
$229K - $251K
|
7.76K
$609K
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.84K+ 100.0% |
$227K - $249K
|
7.69K
$603K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.84K+ 96.0% |
$227K - $249K
|
7.84K
$615K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
3.82K+ 100.0% |
$225K - $247K
|
7.64K
$599K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
3.72K+ 101.0% |
$220K - $241K
|
7.4K
$580K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.57K+ 93.94% |
$211K - $231K
|
7.37K
$577K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.49K+ 76.67% |
$206K - $226K
|
8.04K
$631K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.39K+ 94.43% |
$200K - $219K
|
6.98K
$547K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3.37K+ 101.02% |
$199K - $218K
|
6.7K
$525K
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.35K+ 100.0% |
$198K - $217K
|
6.71K
$526K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.3KNew |
$195K - $214K
|
3.3K
$259K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.29K+ 88.87% |
$194K - $213K
|
6.99K
$548K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.26K+ 95.01% |
$192K - $211K
|
6.69K
$524K
|
|
|
Feb 14, 2022
Q4 2021
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
3.18K+ 100.0% |
$188K - $206K
|
6.37K
$499K
|
|
|
Jan 24, 2022
Q4 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
2.94K+ 100.0% |
$174K - $190K
|
5.88K
$461K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.89K+ 113.61% |
$171K - $187K
|
5.43K
$426K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.84K+ 102.83% |
$168K - $184K
|
5.6K
$439K
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.83K+ 100.0% |
$167K - $183K
|
5.65K
$443K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.59K+ 39.23% |
$153K - $168K
|
9.21K
$722K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.58K+ 100.0% |
$152K - $167K
|
5.15K
$404K
|
|
|
Feb 10, 2022
Q4 2021
|
Crestone Asset Management LLC
|
BUY
|
- |
2.56K+ 100.0% |
$151K - $166K
|
5.13K
$402K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
2.49K+ 122.74% |
$147K - $162K
|
4.53K
$355K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
2.4K+ 100.0% |
$142K - $155K
|
4.8K
$376K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.38K+ 115.05% |
$140K - $154K
|
4.45K
$348K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.26K+ 81.93% |
$133K - $146K
|
5.01K
$393K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.21K+ 100.68% |
$130K - $143K
|
4.4K
$345K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.15K+ 100.56% |
$127K - $139K
|
4.28K
$335K
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.09K+ 100.0% |
$123K - $135K
|
4.18K
$328K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.08K+ 100.19% |
$123K - $135K
|
4.16K
$326K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.02K+ 101.05% |
$119K - $131K
|
4.03K
$316K
|