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 |
---|---|---|---|---|---|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
46,188
shares
|
$3.27 Million
0.07% of portfolio
|
Q3 2022
Added 44.24%
|
|
Merit Financial Group, LLC
|
May 06, 2024 Q1 2024 |
45,942
shares
|
$3.25 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
44,592
shares
|
$3.16 Million
0.01% of portfolio
|
Q1 2024
Added 2.99%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
43,400
shares
|
$3.07 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
42,348
shares
|
$3 Million
0.03% of portfolio
|
Q1 2024
Added 9.49%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
40,057
shares
|
$2.84 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.35%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
39,934
shares
|
$2.83 Million
0.0% of portfolio
|
Q1 2024
Reduced 11.75%
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
37,424
shares
|
$2.65 Million
0.06% of portfolio
|
Q4 2021
Added 100.0%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
37,229
shares
|
$2.64 Million
0.05% of portfolio
|
Q1 2024
Reduced 22.27%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
36,286
shares
|
$2.57 Million
0.0% of portfolio
|
Q4 2023
Added 2.38%
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 18, 2024 Q1 2024 |
34,231
shares
|
$2.42 Million
1.15% of portfolio
|
Q1 2024
Added 1.94%
|
|
My Legacy Advisors, LLC
|
Jan 12, 2024 Q4 2023 |
34,038
shares
|
$2.41 Million
0.81% of portfolio
|
Q4 2023
Reduced 4.23%
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 10, 2024 Q1 2024 |
33,765
shares
|
$2.39 Million
0.34% of portfolio
|
Q1 2024
Reduced 3.67%
|
|
Arvest Trust CO N A
Rogers, AR |
May 14, 2024 Q1 2024 |
32,694
shares
|
$2.32 Million
0.15% of portfolio
|
Q1 2024
Reduced 3.71%
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 19, 2024 Q1 2024 |
31,597
shares
|
$2.24 Million
0.35% of portfolio
|
Q1 2024
Reduced 13.66%
|
|
True Wealth Design, LLC
Akron, OH |
May 14, 2024 Q1 2024 |
30,247
shares
|
$2.14 Million
0.53% of portfolio
|
Q1 2024
Reduced 2.47%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
29,964
shares
|
$2.12 Million
0.01% of portfolio
|
Q1 2024
Added 0.39%
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
29,271
shares
|
$2.07 Million
2.02% of portfolio
|
Q3 2023
Added 0.41%
|
|
Lcnb Corp
Lebanon, OH |
May 10, 2024 Q1 2024 |
25,646
shares
|
$1.82 Million
0.66% of portfolio
|
Q1 2024
Reduced 2.29%
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
25,343
shares
|
$1.8 Million
0.05% of portfolio
|
Q4 2023
Added 0.34%
|
|
Foundations Investment Advisors, LLC
|
May 13, 2024 Q1 2024 |
22,410
shares
|
$1.59 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
21,351
shares
|
$1.51 Million
0.02% of portfolio
|
Q1 2024
Reduced 17.25%
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
20,528
shares
|
$1.45 Million
1.01% of portfolio
|
Q1 2024
Reduced 14.32%
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Apr 18, 2024 Q1 2024 |
20,292
shares
|
$1.44 Million
0.9% of portfolio
|
Q1 2024
Reduced 7.87%
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 17, 2024 Q1 2024 |
20,205
shares
|
$1.43 Million
0.68% of portfolio
|
Q1 2024
Reduced 4.4%
|