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 195 institutions that hold shares in the stock, with a total of 8.57 Million shares, which have been reported (via 13F filing form) to have a value of $654 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
6,059
shares
|
$462,241
0.0% of portfolio
|
Q3 2024
Reduced 19.04%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
6,007
shares
|
$458,274
0.01% of portfolio
|
Q3 2024
Reduced 26.17%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
5,924
shares
|
$451,941
0.0% of portfolio
|
Q4 2023
Added 37.0%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
5,886
shares
|
$449,042
0.01% of portfolio
|
Q3 2024
Added 19.15%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
5,880
shares
|
$448,585
0.16% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
5,866
shares
|
$447,517
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
5,756
shares
|
$439,125
0.01% of portfolio
|
Q3 2024
Added 6.77%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
5,651
shares
|
$431,114
0.0% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,586
shares
|
$426,155
0.05% of portfolio
|
Q2 2024
Reduced 22.27%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
5,498
shares
|
$419,442
0.03% of portfolio
|
Q3 2023
Reduced 0.9%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Oct 11, 2024 Q3 2024 |
5,341
shares
|
$407,464
0.03% of portfolio
|
Q2 2024
Reduced 4.04%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
5,034
shares
|
$384,043
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,959
shares
|
$378,322
0.0% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,938
shares
|
$376,720
0.03% of portfolio
|
Q4 2022
Reduced 14.3%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,934
shares
|
$376,414
0.13% of portfolio
|
Q2 2024
Reduced 22.13%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
4,849
shares
|
$369,930
0.01% of portfolio
|
Q2 2024
Reduced 7.62%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
4,800
shares
|
$366,192
0.0% of portfolio
|
Q2 2024
Reduced 33.57%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
4,665
shares
|
$355,892
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
4,619
shares
|
$352,383
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Epiq Partners, LLC
|
Oct 15, 2024 Q3 2024 |
4,600
shares
|
$350,934
0.21% of portfolio
|
Q1 2023
Reduced 13.21%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
4,484
shares
|
$342,084
0.14% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
4,259
shares
|
$324,919
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
4,105
shares
|
$313,170
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
4,050
shares
|
$308,974
0.01% of portfolio
|
Q2 2024
Reduced 4.71%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
4,000
shares
|
$305,160
0.16% of portfolio
|
Q3 2024
New holding
|