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 |
---|---|---|---|---|---|
Sandy Cove Advisors, LLC
Hingham, MA |
Apr 17, 2024 Q1 2024 |
6,372
shares
|
$451,328
0.21% of portfolio
|
Q1 2024
Reduced 3.7%
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
6,368
shares
|
$451,045
0.04% of portfolio
|
Q1 2024
Added 18.47%
|
|
Gradient Capital Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
6,336
shares
|
$448,778
0.17% of portfolio
|
Q4 2023
Reduced 17.56%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
5,924
shares
|
$419,596
0.0% of portfolio
|
Q4 2023
Added 37.0%
|
|
Gyl Financial Synergies, LLC
|
May 14, 2024 Q1 2024 |
5,880
shares
|
$416,480
0.03% of portfolio
|
Q2 2023
New holding
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
5,880
shares
|
$416,480
0.16% of portfolio
|
Q4 2021
Added 100.0%
|
|
Baker Tilly Wealth Management, LLC
|
May 09, 2024 Q1 2024 |
5,866
shares
|
$415,488
0.08% of portfolio
|
Q1 2024
Reduced 18.71%
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Jul 28, 2023 Q1 2023 |
5,858
shares
|
$414,922
0.15% of portfolio
|
Q4 2022
Added 0.29%
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 24, 2024 Q1 2024 |
5,566
shares
|
$394,239
0.03% of portfolio
|
Q2 2023
Reduced 4.38%
|
|
Belpointe Asset Management LLC
|
May 08, 2024 Q1 2024 |
5,498
shares
|
$389,423
0.03% of portfolio
|
Q3 2023
Reduced 0.9%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
5,486
shares
|
$388,573
0.01% of portfolio
|
Q1 2024
Reduced 1.65%
|
|
Insigneo Advisory Services, LLC
Miami, FL |
May 15, 2024 Q1 2024 |
5,396
shares
|
$382,198
0.05% of portfolio
|
Q4 2022
New holding
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
5,373
shares
|
$380,569
0.0% of portfolio
|
Q1 2024
Reduced 2.34%
|
|
Flputnam Investment Management CO
Portland, ME |
May 03, 2024 Q1 2024 |
5,249
shares
|
$371,786
0.01% of portfolio
|
Q1 2024
Reduced 14.22%
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
5,240
shares
|
$371,149
0.1% of portfolio
|
Q1 2024
Added 0.31%
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 09, 2024 Q1 2024 |
5,214
shares
|
$369,307
0.09% of portfolio
|
Q1 2024
Reduced 12.33%
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 14, 2024 Q1 2024 |
5,153
shares
|
$364,986
0.28% of portfolio
|
Q1 2024
Added 1.8%
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2024 Q1 2024 |
5,136
shares
|
$363,782
0.17% of portfolio
|
Q4 2023
Reduced 4.87%
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,938
shares
|
$349,758
0.03% of portfolio
|
Q4 2022
Reduced 14.3%
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 17, 2024 Q1 2024 |
4,751
shares
|
$336,513
0.16% of portfolio
|
Q1 2024
Reduced 64.06%
|
|
Sequoia Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
4,664
shares
|
$330,351
0.0% of portfolio
|
Q1 2024
Added 0.21%
|
|
Epiq Partners, LLC
|
Apr 15, 2024 Q1 2024 |
4,600
shares
|
$325,818
0.23% of portfolio
|
Q1 2023
Reduced 13.21%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
May 14, 2024 Q1 2024 |
4,441
shares
|
$314,556
0.06% of portfolio
|
Q1 2024
Reduced 7.27%
|
|
Crestone Asset Management LLC
|
Apr 26, 2024 Q1 2024 |
4,423
shares
|
$313,281
0.06% of portfolio
|
Q4 2023
Added 10.58%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
4,250
shares
|
$301,027
0.01% of portfolio
|
Q4 2022
Added 8.97%
|