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 9.03 Million shares, which have been reported (via 13F filing form) to have a value of $731 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
4,367
shares
|
$353,377
0.15% of portfolio
|
Q2 2025
Reduced 9.25%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
4,321
shares
|
$349,655
0.13% of portfolio
|
Q1 2025
Reduced 98.52%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
4,190
shares
|
$339,054
0.14% of portfolio
|
Q1 2025
Added 30.25%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
4,105
shares
|
$332,176
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
4,080
shares
|
$330,153
0.09% of portfolio
|
Q2 2025
Reduced 49.97%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
3,990
shares
|
$322,870
0.01% of portfolio
|
Q4 2024
Reduced 14.47%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
3,975
shares
|
$321,657
0.01% of portfolio
|
Q1 2025
Reduced 52.54%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,856
shares
|
$312,027
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
3,821
shares
|
$309,195
0.0% of portfolio
|
Q1 2025
Added 568.01%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
3,782
shares
|
$306,039
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
3,755
shares
|
$303,854
0.02% of portfolio
|
Q2 2025
Reduced 16.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
3,675
shares
|
$297,381
0.0% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
3,623
shares
|
$293,173
0.1% of portfolio
|
Q2 2025
Reduced 52.23%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
3,591
shares
|
$290,583
0.0% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
3,500
shares
|
$283,220
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
3,498
shares
|
$283,058
0.07% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
3,395
shares
|
$274,723
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
3,296
shares
|
$266,712
0.2% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
3,226
shares
|
$261,047
0.13% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
3,124
shares
|
$252,794
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
3,123
shares
|
$252,713
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
3,061
shares
|
$247,696
0.12% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
3,000
shares
|
$242,760
0.14% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Greatmark Investment Partners, Inc.
|
May 01, 2025 Q1 2025 |
3,000
shares
|
$242,760
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
2,987
shares
|
$241,708
0.22% of portfolio
|
Q4 2024
New holding
|