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 |
|---|---|---|---|---|---|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
4,305
shares
|
$359,381
0.08% of portfolio
|
Q2 2025
Reduced 82.83%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
4,258
shares
|
$355,457
0.13% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
4,136
shares
|
$345,273
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
4,105
shares
|
$342,685
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
4,080
shares
|
$340,598
0.09% of portfolio
|
Q2 2025
Reduced 49.97%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
3,978
shares
|
$332,083
0.13% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,856
shares
|
$321,898
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
3,755
shares
|
$313,467
0.02% of portfolio
|
Q2 2025
Reduced 16.24%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,672
shares
|
$306,538
0.0% of portfolio
|
Q2 2025
Added 54.03%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
3,623
shares
|
$302,448
0.1% of portfolio
|
Q2 2025
Reduced 52.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
3,616
shares
|
$301,863
0.0% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
3,591
shares
|
$299,776
0.0% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
3,518
shares
|
$293,682
0.07% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
3,516
shares
|
$293,515
0.0% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
3,500
shares
|
$292,180
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
3,395
shares
|
$283,414
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
3,296
shares
|
$275,150
0.2% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
3,275
shares
|
$273,397
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
3,241
shares
|
$270,558
0.01% of portfolio
|
Q2 2025
Added 14.04%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
3,124
shares
|
$260,791
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
3,071
shares
|
$256,367
0.0% of portfolio
|
Q2 2025
Added 9.56%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
3,067
shares
|
$256,033
0.01% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
3,061
shares
|
$255,532
0.12% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
3,000
shares
|
$250,440
0.14% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Greatmark Investment Partners, Inc.
|
Jul 30, 2025 Q2 2025 |
3,000
shares
|
$250,440
0.03% of portfolio
|
Q1 2024
New holding
|