Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
95.4K+ 262.07% |
$5.49M - $6.25M
|
132K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
87.6K+ 4.47% |
$5.04M - $5.74M
|
2.05M
$158M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
54.5KNew |
$3.13M - $3.57M
|
54.5K
$4.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
49.9K+ 5.02% |
$2.87M - $3.27M
|
1.04M
$80.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
43.5K+ 989.24% |
$2.5M - $2.85M
|
47.9K
$3.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
36.6KNew |
$2.1M - $2.4M
|
36.6K
$2.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
31K+ 23.5% |
$1.78M - $2.03M
|
163K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.3K+ 5.64% |
$1.74M - $1.99M
|
569K
$43.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.9K+ 41.8% |
$1.38M - $1.57M
|
81.2K
$6.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.6K+ 58.16% |
$957K - $1.09M
|
45.3K
$3.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.4K+ 107.09% |
$943K - $1.07M
|
31.7K
$2.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.8K+ 38.9% |
$623K - $709K
|
38.7K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.21KNew |
$530K - $603K
|
9.21K
$711K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.13KNew |
$410K - $467K
|
7.13K
$550K
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
6.85KNew |
$394K - $449K
|
6.85K
$528K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.69K+ 17.4% |
$385K - $438K
|
45.2K
$3.48M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
6.59KNew |
$379K - $432K
|
6.59K
$508K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.95KNew |
$342K - $390K
|
5.95K
$459K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
5.84K+ 5.9% |
$336K - $383K
|
105K
$8.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.1K+ 136.45% |
$293K - $334K
|
8.83K
$681K
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5.06K+ 61.98% |
$291K - $331K
|
13.2K
$1.02M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.65KNew |
$268K - $305K
|
4.65K
$359K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.32K+ 37.69% |
$248K - $283K
|
15.8K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.24K+ 7.01% |
$244K - $278K
|
64.7K
$5M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
3.95KNew |
$227K - $259K
|
3.95K
$305K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.31K+ 29.05% |
$190K - $217K
|
14.7K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.15KNew |
$181K - $207K
|
3.15K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.32K+ 8.44% |
$134K - $152K
|
29.8K
$2.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.76K+ 10.13% |
$101K - $115K
|
19.1K
$1.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.6K+ 7.16% |
$92.1K - $105K
|
24K
$1.85M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.6K+ 37.0% |
$92K - $105K
|
5.92K
$457K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.56K+ 2.66% |
$89.9K - $102K
|
60.4K
$4.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.54K+ 1.34% |
$88.6K - $101K
|
116K
$8.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.5K+ 2.39% |
$86.1K - $98.1K
|
64.2K
$4.95M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.24K+ 8.09% |
$71.1K - $81K
|
16.5K
$1.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.19K+ 2.79% |
$68.3K - $77.8K
|
43.8K
$3.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.02K+ 6.98% |
$58.5K - $66.6K
|
15.6K
$1.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
916+ 37.48% |
$52.7K - $60K
|
3.36K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
845+ 2.38% |
$48.6K - $55.3K
|
36.3K
$2.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
688+ 3.69% |
$39.6K - $45.1K
|
19.3K
$1.49M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
667+ 3.78% |
$38.4K - $43.7K
|
18.3K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
655+ 6.89% |
$37.7K - $42.9K
|
10.2K
$783K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
518+ 28.2% |
$29.8K - $33.9K
|
2.36K
$182K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
484New |
$27.8K - $31.7K
|
484
$37.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
457New |
$26.3K - $29.9K
|
457
$35.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
450+ 0.95% |
$25.9K - $29.5K
|
48K
$3.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
423+ 10.58% |
$24.3K - $27.7K
|
4.42K
$341K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
370+ 1.78% |
$21.3K - $24.2K
|
21.1K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
263New |
$15.1K - $17.2K
|
263
$20.3K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
237New |
$13.6K - $15.5K
|
237
$18.3K
|