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 210 institutions that hold shares in the stock, with a total of 9.46 Million shares, which have been reported (via 13F filing form) to have a value of $720 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
4,800
shares
|
$366,480
0.0% of portfolio
|
Q2 2024
Reduced 33.57%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
4,559
shares
|
$348,079
0.01% of portfolio
|
Q3 2024
Added 201.72%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,105
shares
|
$313,416
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
4,048
shares
|
$309,064
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
3,990
shares
|
$304,636
0.01% of portfolio
|
Q4 2024
Reduced 14.47%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,975
shares
|
$303,491
0.01% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
3,946
shares
|
$301,277
0.12% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,856
shares
|
$294,405
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
3,709
shares
|
$283,182
0.0% of portfolio
|
Q4 2024
Added 9.12%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
3,659
shares
|
$279,364
0.0% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
3,550
shares
|
$271,042
0.07% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
3,500
shares
|
$267,225
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
3,498
shares
|
$267,072
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
3,494
shares
|
$266,766
0.0% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
3,344
shares
|
$255,314
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
3,303
shares
|
$252,184
0.0% of portfolio
|
Q3 2022
Added 1063.03%
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
3,300
shares
|
$251,954
0.0% of portfolio
|
Q4 2024
Reduced 82.5%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
3,217
shares
|
$245,617
0.12% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
3,213
shares
|
$245,312
0.13% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Feb 24, 2025 Q4 2024 |
3,124
shares
|
$238,517
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Epiq Partners, LLC
|
Jan 22, 2025 Q4 2024 |
3,000
shares
|
$229,049
0.15% of portfolio
|
Q4 2024
Reduced 34.78%
|
|
|
Greatmark Investment Partners, Inc.
|
Feb 10, 2025 Q4 2024 |
3,000
shares
|
$229,049
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
3,000
shares
|
$229,049
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Square Capital, LLC
|
Jan 15, 2025 Q4 2024 |
2,990
shares
|
$228,286
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
2,987
shares
|
$228,057
0.22% of portfolio
|
Q4 2024
New holding
|