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 |
---|---|---|---|---|---|
Sonata Capital Group Inc
|
Apr 29, 2024 Q1 2024 |
20,119
shares
|
$1.43 Million
0.65% of portfolio
|
Q1 2024
Added 4.2%
|
|
Clearwater Capital Advisors, LLC
|
May 09, 2024 Q1 2024 |
19,947
shares
|
$1.41 Million
0.16% of portfolio
|
Q1 2024
Reduced 2.57%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
19,938
shares
|
$1.41 Million
0.02% of portfolio
|
Q1 2024
Added 4.29%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
19,350
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2024
Added 5.79%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
19,246
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2024
Reduced 39.31%
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2024 Q1 2024 |
18,900
shares
|
$1.34 Million
0.02% of portfolio
|
N/A
|
|
Cherrydale Wealth Management, LLC
|
Apr 12, 2024 Q1 2024 |
18,150
shares
|
$1.29 Million
0.6% of portfolio
|
Q1 2024
Added 0.48%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
17,293
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2024
Reduced 18.16%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
16,923
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2024
Added 618.6%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
16,843
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2024
Added 31.2%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
16,724
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2024
Reduced 13.19%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
16,429
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.35%
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 07, 2024 Q1 2024 |
16,321
shares
|
$1.16 Million
0.13% of portfolio
|
Q1 2024
Added 4.74%
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
16,306
shares
|
$1.15 Million
0.09% of portfolio
|
Q1 2024
Added 0.05%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
15,650
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2024
Added 0.34%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
May 03, 2024 Q1 2024 |
15,363
shares
|
$1.09 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
14,169
shares
|
$1 Million
0.1% of portfolio
|
Q1 2024
Added 60.48%
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 07, 2024 Q1 2024 |
13,293
shares
|
$941,543
0.54% of portfolio
|
Q4 2023
Reduced 3.82%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
13,094
shares
|
$927,448
0.11% of portfolio
|
Q1 2024
Reduced 24.96%
|
|
Claro Advisors LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
12,993
shares
|
$920,294
0.17% of portfolio
|
Q1 2024
Reduced 20.73%
|
|
Hb Wealth Management, LLC
|
Apr 30, 2024 Q1 2024 |
12,880
shares
|
$912,290
0.01% of portfolio
|
Q4 2023
Reduced 7.68%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
12,724
shares
|
$901,240
0.0% of portfolio
|
Q1 2024
Reduced 80.17%
|
|
Kendall Capital Management
|
May 10, 2024 Q1 2024 |
12,080
shares
|
$855,626
0.3% of portfolio
|
Q1 2024
Reduced 7.65%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
11,877
shares
|
$841,247
0.03% of portfolio
|
Q1 2024
Added 0.16%
|
|
Institute For Wealth Management, Llc.
|
Apr 30, 2024 Q1 2024 |
11,693
shares
|
$828,215
0.11% of portfolio
|
Q1 2024
Reduced 0.85%
|