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 |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
864
shares
|
$65,966
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
776
shares
|
$59,247
0.0% of portfolio
|
Q3 2018
Reduced 20.49%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
568
shares
|
$43,366
0.0% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
500
shares
|
$38,175
0.01% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
500
shares
|
$38,175
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
484
shares
|
$36,953
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
480
shares
|
$36,648
0.02% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
477
shares
|
$36,418
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
468
shares
|
$35,731
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
459
shares
|
$35,044
0.0% of portfolio
|
Q2 2024
Added 48.54%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
430
shares
|
$32,830
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
428
shares
|
$32,677
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
390
shares
|
$29,776
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
375
shares
|
$28,631
0.01% of portfolio
|
Q4 2023
Reduced 6.25%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
350
shares
|
$26,722
0.0% of portfolio
|
Q3 2023
Reduced 6.91%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
334
shares
|
$25,500
0.0% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
324
shares
|
$24,737
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
300
shares
|
$22,905
0.0% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
290
shares
|
$22,141
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
278
shares
|
$21,225
0.0% of portfolio
|
Q4 2024
Added 189.58%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
242
shares
|
$18,476
0.0% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
213
shares
|
$16,262
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
202
shares
|
$15,422
0.0% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
200
shares
|
$15,269
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
166
shares
|
$12,674
0.01% of portfolio
|
Q2 2024
Reduced 96.26%
|