Purchases and Sales Made in Q4 2025 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 2025. 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 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
2.22K+ 3.51% |
$182K - $188K
|
65.5K
$5.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
1.82K+ 23.3% |
$149K - $154K
|
9.61K
$807K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.41K+ 8.41% |
$116K - $119K
|
18.1K
$1.52M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
970+ 9.23% |
$79.7K - $82.3K
|
11.5K
$963K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
737+ 2.21% |
$60.6K - $62.5K
|
34K
$2.86M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
329+ 3.11% |
$27K - $27.9K
|
10.9K
$916K
|
|
|
Jan 13, 2026
Q4 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
105+ 0.57% |
$8.63K - $8.91K
|
18.6K
$1.56M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
30+ 0.3% |
$2.46K - $2.55K
|
9.99K
$838K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
24+ 0.53% |
$1.97K - $2.04K
|
4.54K
$381K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-243- 1.96% |
$20K - $20.6K
|
12.1K
$1.02M
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-510- 11.97% |
$41.9K - $43.3K
|
3.75K
$315K
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-649- 12.59% |
$53.3K - $55.1K
|
4.51K
$378K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-800- 16.78% |
$65.7K - $67.9K
|
3.97K
$333K
|
|
|
Jan 12, 2026
Q4 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-1.29K- 1.68% |
$106K - $109K
|
75.6K
$6.34M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.35K- 46.81% |
$193K - $200K
|
2.67K
$224K
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-62.4K- 43.77% |
$5.13M - $5.3M
|
80.2K
$6.73M
|
|