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 |
|---|---|---|---|---|---|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
10,783
shares
|
$888,627
0.07% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
10,707
shares
|
$882,363
0.02% of portfolio
|
Q2 2024
Added 2.29%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
10,321
shares
|
$850,553
0.03% of portfolio
|
Q2 2025
Reduced 16.74%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
10,255
shares
|
$845,114
0.02% of portfolio
|
Q2 2025
Reduced 23.64%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
10,076
shares
|
$830,363
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
10,052
shares
|
$828,385
0.03% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
9,748
shares
|
$803,332
0.0% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
9,321
shares
|
$768,143
0.14% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,046
shares
|
$745,480
0.24% of portfolio
|
Q3 2023
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
8,887
shares
|
$732,377
0.26% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
8,855
shares
|
$729,740
0.26% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
8,655
shares
|
$713,258
0.03% of portfolio
|
Q2 2025
Reduced 82.82%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
8,640
shares
|
$712,022
0.01% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
7,943
shares
|
$654,582
0.13% of portfolio
|
Q2 2025
Reduced 15.8%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
7,800
shares
|
$642,798
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
7,608
shares
|
$626,975
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
7,513
shares
|
$619,146
0.01% of portfolio
|
Q2 2025
Added 23.61%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
7,366
shares
|
$607,032
0.04% of portfolio
|
Q4 2024
Added 112.83%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
7,327
shares
|
$603,818
0.05% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
6,993
shares
|
$576,293
0.0% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
6,927
shares
|
$570,854
0.26% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
6,924
shares
|
$570,606
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
6,850
shares
|
$564,508
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,613
shares
|
$544,977
0.02% of portfolio
|
Q1 2020
Reduced 41.15%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
6,546
shares
|
$539,455
0.16% of portfolio
|
Q2 2025
Reduced 8.72%
|