Institutional Ownership Wisdomtree Tr U.S Total Divide (DTD)
This table provides information about the institutional ownership of Wisdomtree Tr U.S Total Divide (DTD). We have compiled data on the 193 institutions that hold shares in the stock, with a total of 8.56 Million shares, which have been reported (via 13F filing form) to have a value of $606 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
2,026,504
shares
|
$144 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.93%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,088,294
shares
|
$77.1 Million
0.01% of portfolio
|
Q1 2024
Added 4.24%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
609,661
shares
|
$43.2 Million
0.02% of portfolio
|
Q1 2024
Added 7.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
373,121
shares
|
$26.4 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.73%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
310,356
shares
|
$22 Million
0.05% of portfolio
|
Q1 2024
Added 4034.22%
|
|
|
626 Financial, LLC
|
Apr 18, 2024 Q1 2024 |
297,206
shares
|
$21.1 Million
12.7% of portfolio
|
Q1 2024
Added 1.48%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2024 Q1 2024 |
296,783
shares
|
$21 Million
9.29% of portfolio
|
Q1 2024
Added 1.16%
|
|
|
Connecticut Wealth Management, LLC
|
May 01, 2024 Q1 2024 |
278,166
shares
|
$19.7 Million
1.05% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
217,472
shares
|
$15.4 Million
0.03% of portfolio
|
Q1 2024
Reduced 2.39%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 13, 2024 Q1 2024 |
201,804
shares
|
$14.3 Million
3.95% of portfolio
|
Q1 2024
Added 1.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
151,480
shares
|
$10.7 Million
0.02% of portfolio
|
Q1 2024
Added 14.91%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
134,394
shares
|
$9.52 Million
0.0% of portfolio
|
Q1 2024
Reduced 17.58%
|
|
|
Melone Private Wealth, LLC
|
May 03, 2024 Q1 2024 |
115,023
shares
|
$8.15 Million
4.88% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
107,404
shares
|
$7.61 Million
0.0% of portfolio
|
Q1 2024
Added 2.47%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
102,416
shares
|
$7.25 Million
0.05% of portfolio
|
Q1 2024
Reduced 3.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
76,755
shares
|
$5.44 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.47%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Apr 29, 2024 Q1 2024 |
65,142
shares
|
$4.61 Million
3.24% of portfolio
|
Q1 2024
Reduced 23.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
63,508
shares
|
$4.5 Million
0.0% of portfolio
|
Q1 2024
Added 5.12%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
62,211
shares
|
$4.41 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
60,277
shares
|
$4.27 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.91%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
54,679
shares
|
$3.87 Million
0.01% of portfolio
|
Q1 2024
Added 0.44%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
54,479
shares
|
$3.86 Million
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
49,967
shares
|
$3.54 Million
0.12% of portfolio
|
Q3 2022
Added 8.76%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
47,568
shares
|
$3.37 Million
0.04% of portfolio
|
Q1 2024
Reduced 0.97%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
46,371
shares
|
$3.28 Million
0.01% of portfolio
|
Q1 2024
Added 2.66%
|
|