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 220 institutions that hold shares in the stock, with a total of 9.2 Million shares, which have been reported (via 13F filing form) to have a value of $772 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,638,282
shares
|
$138 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.49%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,110,394
shares
|
$93.2 Million
0.01% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
799,294
shares
|
$67.1 Million
0.02% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
382,422
shares
|
$32.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
308,556
shares
|
$25.9 Million
12.13% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
271,221
shares
|
$22.8 Million
1.02% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
261,261
shares
|
$21.9 Million
6.88% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
239,778
shares
|
$20.1 Million
0.01% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
232,026
shares
|
$19.5 Million
0.96% of portfolio
|
Q3 2025
Added 8896.74%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
193,503
shares
|
$16.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
170,199
shares
|
$14.3 Million
0.07% of portfolio
|
Q3 2025
Added 17.79%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
169,171
shares
|
$14.2 Million
0.02% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
158,431
shares
|
$13.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 55.13%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
144,826
shares
|
$12.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
127,362
shares
|
$10.7 Million
1.84% of portfolio
|
Q3 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
120,529
shares
|
$10.1 Million
0.06% of portfolio
|
Q3 2025
Added 94.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
98,917
shares
|
$8.3 Million
0.01% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
95,648
shares
|
$8.03 Million
1.54% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
92,352
shares
|
$7.75 Million
0.0% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
88,086
shares
|
$7.39 Million
0.12% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Melone Private Wealth, LLC
|
Jan 07, 2026 Q4 2025 |
80,204
shares
|
$6.73 Million
2.88% of portfolio
|
Q4 2025
Reduced 43.77%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 17, 2025 Q3 2025 |
76,850
shares
|
$6.45 Million
4.01% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
76,144
shares
|
$6.39 Million
0.0% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
70,740
shares
|
$5.94 Million
0.0% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
69,353
shares
|
$5.82 Million
0.07% of portfolio
|
Q3 2025
Added 1.79%
|
|