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 210 institutions that hold shares in the stock, with a total of 9.53 Million shares, which have been reported (via 13F filing form) to have a value of $727 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
19,993
shares
|
$1.52 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
19,959
shares
|
$1.52 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
19,877
shares
|
$1.52 Million
0.01% of portfolio
|
Q4 2024
Added 16.55%
|
|
|
Cherrydale Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
18,540
shares
|
$1.41 Million
0.57% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
18,492
shares
|
$1.41 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
18,325
shares
|
$1.4 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Feb 10, 2025 Q4 2024 |
18,127
shares
|
$1.38 Million
1.0% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
17,778
shares
|
$1.36 Million
0.12% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,588
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
17,138
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
16,979
shares
|
$1.29 Million
0.02% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
16,516
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,781
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 16.5%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
15,620
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
15,072
shares
|
$1.15 Million
0.1% of portfolio
|
Q1 2025
Added 94100.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
14,401
shares
|
$1.1 Million
0.07% of portfolio
|
Q4 2024
Reduced 11.06%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,076
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 51.91%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
13,960
shares
|
$1.06 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,685
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
13,665
shares
|
$1.04 Million
0.16% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
12,995
shares
|
$991,128
0.01% of portfolio
|
Q4 2024
Reduced 17.93%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
12,945
shares
|
$987,315
0.01% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
12,880
shares
|
$982,357
0.01% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
12,371
shares
|
$943,536
0.03% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
12,316
shares
|
$939,341
0.44% of portfolio
|
Q4 2024
Reduced 7.35%
|