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 |
---|---|---|---|---|---|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
10,901
shares
|
$772,117
1.02% of portfolio
|
Q4 2022
Added 1.58%
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 22, 2024 Q1 2024 |
10,528
shares
|
$745,698
0.32% of portfolio
|
Q1 2024
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
10,495
shares
|
$743,360
0.01% of portfolio
|
Q1 2024
Reduced 36.43%
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2024 Q1 2024 |
10,467
shares
|
$741,377
0.02% of portfolio
|
Q1 2022
New holding
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Apr 18, 2024 Q1 2024 |
10,345
shares
|
$732,736
0.54% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
10,298
shares
|
$729,407
0.0% of portfolio
|
Q1 2024
Added 1.41%
|
|
Cutler Investment Counsel LLC
|
Apr 30, 2024 Q1 2024 |
9,682
shares
|
$685,776
0.09% of portfolio
|
Q1 2024
Added 2.86%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,046
shares
|
$640,728
0.24% of portfolio
|
Q3 2023
New holding
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
8,951
shares
|
$633,999
0.01% of portfolio
|
Q1 2024
Reduced 3.86%
|
|
Ballentine Partners, LLC
Waltham, MA |
Apr 11, 2024 Q1 2024 |
8,640
shares
|
$611,971
0.01% of portfolio
|
Q4 2021
Added 100.0%
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
May 14, 2024 Q1 2024 |
8,352
shares
|
$591,572
0.21% of portfolio
|
Q1 2024
Added 4.9%
|
|
Great Valley Advisor Group, Inc.
|
May 03, 2024 Q1 2024 |
8,091
shares
|
$573,085
0.02% of portfolio
|
Q1 2024
Added 13.43%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
7,973
shares
|
$564,727
0.01% of portfolio
|
Q1 2024
Reduced 23.06%
|
|
Alta Wealth Advisors LLC
|
May 01, 2024 Q1 2024 |
7,947
shares
|
$562,886
0.29% of portfolio
|
Q1 2024
Reduced 0.77%
|
|
Treynor Bancshares, Inc.
|
May 15, 2024 Q1 2024 |
7,800
shares
|
$552,474
0.34% of portfolio
|
Q4 2021
New holding
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
7,608
shares
|
$538,874
0.01% of portfolio
|
Q1 2023
New holding
|
|
Team Financial Group, LLC
Temecula, CA |
May 10, 2024 Q1 2024 |
7,357
shares
|
$521,096
0.35% of portfolio
|
Q1 2024
Reduced 5.39%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
7,244
shares
|
$513,092
0.0% of portfolio
|
Q1 2024
Reduced 0.98%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
7,235
shares
|
$512,455
0.0% of portfolio
|
Q1 2024
Reduced 6.31%
|
|
Regions Financial Corp
|
Apr 23, 2024 Q1 2024 |
7,226
shares
|
$511,817
0.0% of portfolio
|
Q1 2022
Added 50.54%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
7,212
shares
|
$510,825
0.0% of portfolio
|
Q1 2024
Added 32.77%
|
|
Amplius Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
7,186
shares
|
$508,984
0.06% of portfolio
|
Q4 2023
Reduced 1.78%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
6,994
shares
|
$495,385
0.0% of portfolio
|
Q1 2024
Added 0.01%
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
May 21, 2024 Q1 2024 |
6,850
shares
|
$485,185
0.02% of portfolio
|
Q4 2023
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,613
shares
|
$468,398
0.02% of portfolio
|
Q1 2020
Reduced 41.15%
|