Institutional shares held 1.52 Million
0 calls
0 puts
Total value of holdings $98.7M
$0 calls
$0 puts
# of Institutions 79


Latest Institutional Activity in WDIV

Top Purchases

Q1 2025
Simplicity Wealth,Llc Shares Held: 5.97K ($389K)
Q1 2025
Advisor Net Financial, Inc Shares Held: 139 ($9.05K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 31.5K ($2.05M)
Q1 2025
Gps Wealth Strategies Group, LLC Shares Held: 91 ($5.93K)
Q4 2024
B.O.S.S. Retirement Advisors, LLC Shares Held: 40.2K ($2.62M)

Top Sells

Q1 2025
Crescent Sterling, Ltd. Shares Held: 7.65K ($498K)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 3.92K ($255K)
Q4 2024
Assetmark, Inc Shares Held: 1 ($65.1)
Q4 2024
Susquehanna International Group, LLP Shares Held: 22.9K ($1.49M)
Q4 2024
Jane Street Group, LLC Shares Held: 3.93K ($256K)

About WDIV

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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