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 219 institutions that hold shares in the stock, with a total of 9.39 Million shares, which have been reported (via 13F filing form) to have a value of $785 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
62,211
shares
|
$5.21 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
58,188
shares
|
$4.87 Million
0.0% of portfolio
|
Q2 2025
Added 18.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
56,081
shares
|
$4.69 Million
0.01% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
53,919
shares
|
$4.51 Million
0.03% of portfolio
|
Q4 2024
Added 1166.0%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
53,236
shares
|
$4.45 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
49,967
shares
|
$4.18 Million
0.12% of portfolio
|
Q3 2022
Added 8.76%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
49,558
shares
|
$4.15 Million
0.03% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
48,196
shares
|
$4.03 Million
0.02% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
46,188
shares
|
$3.86 Million
0.07% of portfolio
|
Q3 2022
Added 44.24%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
45,673
shares
|
$3.82 Million
0.01% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
40,057
shares
|
$3.35 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.35%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
37,567
shares
|
$3.14 Million
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
37,424
shares
|
$3.13 Million
0.06% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
37,393
shares
|
$3.13 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
37,275
shares
|
$3.12 Million
0.0% of portfolio
|
Q2 2025
Added 369.93%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
35,743
shares
|
$2.99 Million
0.0% of portfolio
|
Q3 2025
Reduced 27.72%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
34,600
shares
|
$2.89 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
32,929
shares
|
$2.76 Million
0.88% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
32,338
shares
|
$2.71 Million
2.02% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
31,214
shares
|
$2.61 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
30,801
shares
|
$2.58 Million
0.14% of portfolio
|
Q2 2024
Reduced 5.79%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
29,765
shares
|
$2.49 Million
0.01% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
25,343
shares
|
$2.12 Million
0.05% of portfolio
|
Q4 2023
Added 0.34%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
24,367
shares
|
$2.04 Million
0.69% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
24,101
shares
|
$2.02 Million
0.0% of portfolio
|
Q2 2025
Added 14.77%
|