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 219 institutions that hold shares in the stock, with a total of 9.39 Million shares, which have been reported (via 13F filing form) to have a value of $785 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
1,369
shares
|
$114,544
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,368
shares
|
$114,460
0.0% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
1,191
shares
|
$99,650
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
1,130
shares
|
$94,547
0.01% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
986
shares
|
$82,498
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
982
shares
|
$82,163
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
962
shares
|
$80,490
0.0% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
915
shares
|
$76,558
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
913
shares
|
$76,390
0.06% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
912
shares
|
$76,307
0.06% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
864
shares
|
$72,290
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
776
shares
|
$64,927
0.0% of portfolio
|
Q3 2018
Reduced 20.49%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
697
shares
|
$58,317
0.0% of portfolio
|
Q2 2025
Added 62.85%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
569
shares
|
$47,608
0.0% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
552
shares
|
$46,185
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
500
shares
|
$41,835
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
500
shares
|
$41,835
0.01% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
480
shares
|
$40,161
0.02% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
477
shares
|
$39,910
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
468
shares
|
$39,157
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
459
shares
|
$38,404
0.0% of portfolio
|
Q2 2024
Added 48.54%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
453
shares
|
$37,902
0.0% of portfolio
|
Q3 2025
Reduced 35.74%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
390
shares
|
$32,631
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
375
shares
|
$31,376
0.01% of portfolio
|
Q4 2023
Reduced 6.25%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
350
shares
|
$29,284
0.0% of portfolio
|
Q3 2023
Reduced 6.91%
|