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 |
---|---|---|---|---|---|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 13, 2024 Q1 2024 |
329
shares
|
$23,303
0.0% of portfolio
|
Q1 2024
New holding
|
|
Lindbrook Capital, LLC
|
Apr 25, 2024 Q1 2024 |
324
shares
|
$22,948
0.0% of portfolio
|
Q4 2021
New holding
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
309
shares
|
$21,886
0.0% of portfolio
|
Q4 2021
Added 100.65%
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
300
shares
|
$21,249
0.0% of portfolio
|
Q4 2021
Added 100.0%
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 14, 2024 Q1 2024 |
288
shares
|
$20,399
0.0% of portfolio
|
Q1 2024
Added 8.68%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
258
shares
|
$18,274
0.0% of portfolio
|
Q1 2024
Added 0.78%
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 15, 2024 Q1 2024 |
238
shares
|
$16,857
0.0% of portfolio
|
Q1 2024
Added 0.42%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
200
shares
|
$14,166
0.0% of portfolio
|
Q1 2024
New holding
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2024 Q1 2024 |
199
shares
|
$14,095
0.0% of portfolio
|
Q1 2024
Added 0.51%
|
|
Tucker Asset Management LLC
Littleton, CO |
Mar 04, 2024 Q4 2023 |
186
shares
|
$13,174
0.0% of portfolio
|
Q3 2023
New holding
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
May 08, 2024 Q1 2024 |
146
shares
|
$10,341
0.01% of portfolio
|
Q3 2023
Reduced 31.46%
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 11, 2024 Q1 2024 |
112
shares
|
$7,932
0.0% of portfolio
|
Q1 2024
New holding
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
100
shares
|
$7,083
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
60
shares
|
$4,249
0.0% of portfolio
|
Q4 2022
Reduced 61.29%
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
55
shares
|
$3,895
0.0% of portfolio
|
Q1 2024
Reduced 24.66%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
36
shares
|
$2,549
0.0% of portfolio
|
Q1 2024
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
14
shares
|
$991
0.0% of portfolio
|
Q3 2023
New holding
|
|
Asset Dedication, LLC
|
Apr 16, 2024 Q1 2024 |
1
shares
|
$70
0.0% of portfolio
|
Q3 2023
New holding
|