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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
3,000
shares
|
$250,440
0.0% of portfolio
|
Q2 2025
Reduced 40.39%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
2,987
shares
|
$249,354
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
2,944
shares
|
$245,765
0.01% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
2,942
shares
|
$245,598
0.0% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
2,935
shares
|
$245,013
0.01% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
2,930
shares
|
$244,596
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
2,898
shares
|
$241,925
0.04% of portfolio
|
Q4 2024
Reduced 17.15%
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
2,848
shares
|
$237,751
0.08% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
2,839
shares
|
$236,999
0.11% of portfolio
|
Q2 2025
Reduced 12.0%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
2,802
shares
|
$233,910
0.02% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,789
shares
|
$232,825
0.0% of portfolio
|
Q2 2025
Reduced 10.69%
|
|
|
Jackson Square Capital, LLC
|
Jul 09, 2025 Q2 2025 |
2,771
shares
|
$231,323
0.05% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
2,767
shares
|
$230,989
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,713
shares
|
$226,481
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Waverton Investment Management LTD
|
Aug 06, 2025 Q2 2025 |
2,670
shares
|
$222,891
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
2,645
shares
|
$220,804
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
2,579
shares
|
$215,294
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
2,555
shares
|
$213,291
0.01% of portfolio
|
Q2 2025
Reduced 35.96%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,456
shares
|
$205,026
0.0% of portfolio
|
Q2 2025
Added 2284.47%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
2,441
shares
|
$203,774
0.02% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,171
shares
|
$181,235
0.0% of portfolio
|
Q2 2025
Reduced 12.42%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,402
shares
|
$117,038
0.0% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
1,369
shares
|
$114,284
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,362
shares
|
$113,699
0.0% of portfolio
|
Q2 2025
Added 462.81%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
1,191
shares
|
$99,424
0.03% of portfolio
|
Q2 2025
New holding
|