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 217 institutions that hold shares in the stock, with a total of 9.03 Million shares, which have been reported (via 13F filing form) to have a value of $731 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
6,850
shares
|
$554,302
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,613
shares
|
$535,123
0.02% of portfolio
|
Q1 2020
Reduced 41.15%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
6,136
shares
|
$496,525
0.01% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
6,116
shares
|
$494,906
0.05% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
6,078
shares
|
$491,831
0.01% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
5,924
shares
|
$479,370
0.0% of portfolio
|
Q4 2023
Added 37.0%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
5,880
shares
|
$475,809
0.16% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
5,586
shares
|
$452,019
0.05% of portfolio
|
Q2 2024
Reduced 22.27%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
5,532
shares
|
$447,649
0.01% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
5,521
shares
|
$446,759
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
5,292
shares
|
$428,228
0.25% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
5,241
shares
|
$424,101
0.03% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
5,200
shares
|
$420,784
0.03% of portfolio
|
Q1 2025
Reduced 20.59%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
5,166
shares
|
$418,032
0.15% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
5,154
shares
|
$417,061
0.35% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
5,033
shares
|
$407,270
0.0% of portfolio
|
Q1 2025
Added 67.77%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
5,022
shares
|
$406,380
0.06% of portfolio
|
Q2 2025
Reduced 72.84%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,938
shares
|
$399,582
0.03% of portfolio
|
Q4 2022
Reduced 14.3%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
4,934
shares
|
$399,259
0.12% of portfolio
|
Q2 2024
Reduced 22.13%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
4,800
shares
|
$388,416
0.0% of portfolio
|
Q2 2024
Reduced 33.57%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
4,787
shares
|
$387,364
0.01% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
4,781
shares
|
$386,878
0.19% of portfolio
|
Q2 2025
Reduced 10.59%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
4,718
shares
|
$381,780
0.0% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
4,711
shares
|
$381,214
0.0% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
4,561
shares
|
$369,076
0.01% of portfolio
|
Q2 2025
Added 0.04%
|