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 216 institutions that hold shares in the stock, with a total of 9.19 Million shares, which have been reported (via 13F filing form) to have a value of $757 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
22,415
shares
|
$1.85 Million
0.0% of portfolio
|
Q2 2025
Added 30.79%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
20,528
shares
|
$1.69 Million
1.01% of portfolio
|
Q1 2024
Reduced 14.32%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
19,399
shares
|
$1.6 Million
0.62% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
19,110
shares
|
$1.57 Million
0.13% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
18,648
shares
|
$1.54 Million
0.53% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
18,244
shares
|
$1.5 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
17,958
shares
|
$1.48 Million
0.02% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,588
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
15,660
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
14,534
shares
|
$1.2 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
14,110
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.67%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Jul 22, 2025 Q2 2025 |
14,070
shares
|
$1.16 Million
0.74% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
14,030
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
13,702
shares
|
$1.13 Million
0.15% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jul 30, 2025 Q2 2025 |
13,690
shares
|
$1.13 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
13,622
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Added 718.63%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
13,231
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
12,363
shares
|
$1.02 Million
0.06% of portfolio
|
Q2 2025
Reduced 14.19%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 01, 2025 Q2 2025 |
12,316
shares
|
$1.01 Million
0.42% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
11,572
shares
|
$953,648
0.57% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
11,395
shares
|
$939,061
0.0% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
11,242
shares
|
$926,453
0.1% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
11,110
shares
|
$915,575
0.0% of portfolio
|
Q2 2025
Added 190.76%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
10,901
shares
|
$898,351
1.02% of portfolio
|
Q4 2022
Added 1.58%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
10,852
shares
|
$894,313
0.01% of portfolio
|
Q2 2025
Reduced 3.74%
|