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 |
---|---|---|---|---|---|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,856
shares
|
$273,120
0.02% of portfolio
|
Q2 2022
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
3,773
shares
|
$267,241
0.02% of portfolio
|
Q4 2023
Reduced 6.63%
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Apr 18, 2024 Q1 2024 |
3,512
shares
|
$248,754
0.12% of portfolio
|
Q1 2024
Reduced 42.83%
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
May 13, 2024 Q1 2024 |
3,500
shares
|
$247,905
0.17% of portfolio
|
Q4 2022
New holding
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 07, 2024 Q1 2024 |
3,492
shares
|
$247,338
0.08% of portfolio
|
Q1 2024
Added 0.49%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
3,453
shares
|
$244,575
0.01% of portfolio
|
Q1 2024
New holding
|
|
Obsidian Personal Planning Solutions LLC
|
May 09, 2024 Q1 2024 |
3,449
shares
|
$244,292
0.16% of portfolio
|
Q1 2024
Reduced 26.76%
|
|
Brown Advisory Inc
|
Apr 24, 2024 Q1 2024 |
3,408
shares
|
$241,388
0.0% of portfolio
|
Q3 2023
New holding
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Apr 23, 2024 Q1 2024 |
3,344
shares
|
$236,855
0.02% of portfolio
|
Q4 2022
New holding
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
3,303
shares
|
$233,951
0.0% of portfolio
|
Q3 2022
Added 1063.03%
|
|
Midland Wealth Advisors LLC
Rockford, IL |
May 13, 2024 Q1 2024 |
3,250
shares
|
$230,197
0.01% of portfolio
|
Q1 2024
Reduced 17.72%
|
|
Avestar Capital, LLC
|
May 10, 2024 Q1 2024 |
3,175
shares
|
$224,885
0.02% of portfolio
|
Q1 2024
New holding
|
|
Blue Barn Wealth, LLC
|
May 10, 2024 Q1 2024 |
3,167
shares
|
$224,318
0.13% of portfolio
|
Q1 2024
Added 0.41%
|
|
Moseley Investment Management Inc
|
Apr 04, 2024 Q1 2024 |
3,020
shares
|
$213,906
0.11% of portfolio
|
Q1 2024
Reduced 57.52%
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2024 Q1 2024 |
3,013
shares
|
$213,410
0.05% of portfolio
|
Q1 2024
New holding
|
|
Greatmark Investment Partners, Inc.
|
May 09, 2024 Q1 2024 |
3,000
shares
|
$212,490
0.03% of portfolio
|
Q1 2024
New holding
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
3,000
shares
|
$212,490
0.0% of portfolio
|
Q1 2024
Reduced 48.81%
|
|
Jackson Square Capital, LLC
|
Apr 16, 2024 Q1 2024 |
2,990
shares
|
$211,781
0.06% of portfolio
|
Q1 2024
New holding
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
2,873
shares
|
$203,494
0.0% of portfolio
|
Q1 2024
New holding
|
|
Libra Wealth LLC
|
Apr 30, 2024 Q1 2024 |
2,867
shares
|
$203,069
0.09% of portfolio
|
Q1 2024
New holding
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
2,859
shares
|
$202,502
0.01% of portfolio
|
Q1 2024
New holding
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
2,849
shares
|
$201,794
0.0% of portfolio
|
Q1 2024
Reduced 1.79%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,713
shares
|
$192,161
0.01% of portfolio
|
Q3 2022
New holding
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
2,519
shares
|
$178,420
0.01% of portfolio
|
Q4 2023
Reduced 0.98%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
2,384
shares
|
$168,858
0.0% of portfolio
|
Q3 2022
Reduced 33.76%
|