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 201 institutions that hold shares in the stock, with a total of 8.69 Million shares, which have been reported (via 13F filing form) to have a value of $685 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,018,790
shares
|
$158 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,189,731
shares
|
$93.2 Million
0.01% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
657,660
shares
|
$51.5 Million
0.02% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
359,482
shares
|
$28.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
329,182
shares
|
$25.8 Million
0.06% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
303,809
shares
|
$23.8 Million
12.86% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
280,676
shares
|
$22 Million
8.53% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
278,123
shares
|
$21.8 Million
1.04% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
214,543
shares
|
$16.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
169,171
shares
|
$13.3 Million
0.02% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
131,400
shares
|
$10.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
120,557
shares
|
$9.45 Million
4.74% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
96,188
shares
|
$7.54 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
95,450
shares
|
$7.48 Million
1.75% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
94,788
shares
|
$7.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
72,107
shares
|
$5.65 Million
0.11% of portfolio
|
Q4 2024
Added 15.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
69,877
shares
|
$5.47 Million
0.0% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 13, 2025 Q4 2024 |
69,165
shares
|
$5.42 Million
4.21% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
68,932
shares
|
$5.4 Million
0.0% of portfolio
|
Q3 2024
Added 12.26%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
62,211
shares
|
$4.87 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
61,896
shares
|
$4.85 Million
0.0% of portfolio
|
Q3 2024
Added 429.61%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jan 22, 2025 Q4 2024 |
60,970
shares
|
$4.78 Million
3.02% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
58,688
shares
|
$4.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
56,925
shares
|
$4.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
55,057
shares
|
$4.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.01%
|