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 211 institutions that hold shares in the stock, with a total of 9.52 Million shares, which have been reported (via 13F filing form) to have a value of $709 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
58,293
shares
|
$4.34 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
55,425
shares
|
$4.13 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
53,919
shares
|
$4.01 Million
0.03% of portfolio
|
Q4 2024
Added 1166.0%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
49,967
shares
|
$3.72 Million
0.12% of portfolio
|
Q3 2022
Added 8.76%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
49,289
shares
|
$3.67 Million
0.03% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
49,034
shares
|
$3.65 Million
0.0% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
48,686
shares
|
$3.62 Million
0.01% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
46,188
shares
|
$3.44 Million
0.07% of portfolio
|
Q3 2022
Added 44.24%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
41,025
shares
|
$3.05 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
40,057
shares
|
$2.98 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.35%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
37,567
shares
|
$2.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.86%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
37,424
shares
|
$2.79 Million
0.06% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
36,805
shares
|
$2.74 Million
0.0% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
36,260
shares
|
$2.7 Million
0.0% of portfolio
|
Q4 2024
Added 180.48%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
35,062
shares
|
$2.61 Million
0.04% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
34,156
shares
|
$2.54 Million
0.28% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
33,013
shares
|
$2.46 Million
0.97% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
30,801
shares
|
$2.29 Million
0.14% of portfolio
|
Q2 2024
Reduced 5.79%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
30,050
shares
|
$2.24 Million
1.92% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
29,514
shares
|
$2.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
29,079
shares
|
$2.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 26.41%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
25,343
shares
|
$1.89 Million
0.05% of portfolio
|
Q4 2023
Added 0.34%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
25,117
shares
|
$1.87 Million
0.7% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
25,074
shares
|
$1.87 Million
0.37% of portfolio
|
Q1 2025
Added 25.41%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
20,528
shares
|
$1.53 Million
1.01% of portfolio
|
Q1 2024
Reduced 14.32%
|