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 |
---|---|---|---|---|---|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
1,511
shares
|
$107,024
0.0% of portfolio
|
Q4 2023
Reduced 40.54%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
1,440
shares
|
$101,995
0.01% of portfolio
|
Q2 2023
Reduced 46.69%
|
|
Element Wealth, LLC
|
May 09, 2024 Q1 2024 |
1,392
shares
|
$98,595
0.06% of portfolio
|
Q1 2024
Added 204.6%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Apr 29, 2024 Q1 2024 |
1,263
shares
|
$89,458
0.01% of portfolio
|
Q1 2024
Added 25.05%
|
|
Tompkins Financial Corp
|
Apr 08, 2024 Q1 2024 |
1,206
shares
|
$85,420
0.01% of portfolio
|
Q3 2023
Reduced 6.8%
|
|
Sandy Spring Bank
|
May 08, 2024 Q1 2024 |
1,170
shares
|
$82,871
0.0% of portfolio
|
Q1 2024
Reduced 20.89%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2024 Q1 2024 |
1,054
shares
|
$74,654
0.0% of portfolio
|
Q4 2021
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
996
shares
|
$70,546
0.0% of portfolio
|
Q4 2022
Added 137.71%
|
|
Hilltop National Bank
Casper, WY |
May 06, 2024 Q1 2024 |
986
shares
|
$69,838
0.02% of portfolio
|
Q1 2024
New holding
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 25, 2024 Q1 2024 |
982
shares
|
$69,555
0.01% of portfolio
|
Q2 2023
New holding
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
900
shares
|
$63,747
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2024 Q1 2024 |
864
shares
|
$61,197
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
783
shares
|
$55,459
0.0% of portfolio
|
Q1 2024
Added 11085.71%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
776
shares
|
$54,964
0.0% of portfolio
|
Q1 2024
New holding
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
752
shares
|
$53,264
0.0% of portfolio
|
Q3 2023
Reduced 48.3%
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
632
shares
|
$44,764
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
500
shares
|
$35,415
0.02% of portfolio
|
Q1 2023
New holding
|
|
Archer Investment Corp
|
May 09, 2024 Q1 2024 |
500
shares
|
$35,415
0.01% of portfolio
|
Q4 2021
Added 100.0%
|
|
Fairman Group, LLC
Chesterbrook, PA |
Apr 30, 2024 Q1 2024 |
484
shares
|
$34,281
0.03% of portfolio
|
Q4 2023
New holding
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
480
shares
|
$33,998
0.02% of portfolio
|
Q4 2021
Added 100.0%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
May 09, 2024 Q1 2024 |
477
shares
|
$33,785
0.0% of portfolio
|
Q1 2024
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
468
shares
|
$33,148
0.0% of portfolio
|
Q4 2022
New holding
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Apr 30, 2024 Q1 2024 |
428
shares
|
$30,315
0.0% of portfolio
|
Q3 2022
New holding
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Apr 18, 2024 Q1 2024 |
375
shares
|
$26,561
0.01% of portfolio
|
Q4 2023
Reduced 6.25%
|
|
Iag Wealth Partners, LLC
|
Apr 24, 2024 Q1 2024 |
350
shares
|
$24,790
0.01% of portfolio
|
Q3 2023
Reduced 6.91%
|