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 9.19 Million shares, which have been reported (via 13F filing form) to have a value of $767 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
6,213
shares
|
$518,661
0.02% of portfolio
|
Q2 2025
Added 12.53%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jul 28, 2025 Q2 2025 |
6,171
shares
|
$515,155
0.35% of portfolio
|
Q2 2025
Reduced 35.45%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
6,116
shares
|
$510,563
0.05% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
6,059
shares
|
$505,805
0.0% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
5,880
shares
|
$490,862
0.16% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
5,750
shares
|
$480,010
0.0% of portfolio
|
Q2 2025
Reduced 30.07%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
5,675
shares
|
$473,749
0.01% of portfolio
|
Q2 2025
Added 42.77%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
5,587
shares
|
$466,402
0.01% of portfolio
|
Q2 2025
Reduced 27.82%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,586
shares
|
$466,319
0.05% of portfolio
|
Q2 2024
Reduced 22.27%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
5,402
shares
|
$450,958
0.0% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
5,241
shares
|
$437,518
0.03% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
5,166
shares
|
$431,257
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
|
$430,255
0.35% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
5,101
shares
|
$425,831
0.19% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
5,022
shares
|
$419,236
0.06% of portfolio
|
Q2 2025
Reduced 72.84%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,938
shares
|
$412,224
0.03% of portfolio
|
Q4 2022
Reduced 14.3%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
4,934
shares
|
$411,890
0.12% of portfolio
|
Q2 2024
Reduced 22.13%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
4,800
shares
|
$400,704
0.0% of portfolio
|
Q2 2024
Reduced 33.57%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
4,788
shares
|
$399,702
0.03% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
4,787
shares
|
$399,618
0.01% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
4,781
shares
|
$399,117
0.19% of portfolio
|
Q2 2025
Reduced 10.59%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
4,592
shares
|
$383,340
0.0% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
4,561
shares
|
$380,752
0.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
4,504
shares
|
$375,993
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
4,367
shares
|
$364,557
0.15% of portfolio
|
Q2 2025
Reduced 9.25%
|