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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
318
shares
|
$26,546
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
300
shares
|
$25,044
0.0% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
280
shares
|
$23,374
0.0% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
242
shares
|
$20,202
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
204
shares
|
$17,029
0.0% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
203
shares
|
$16,946
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
200
shares
|
$16,696
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
178
shares
|
$14,859
0.0% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
166
shares
|
$13,857
0.01% of portfolio
|
Q2 2024
Reduced 96.26%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
147
shares
|
$12,271
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
140
shares
|
$11,687
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
95
shares
|
$7,930
0.0% of portfolio
|
Q4 2024
Reduced 28.57%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
81
shares
|
$6,761
0.0% of portfolio
|
Q2 2025
Added 20.9%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
60
shares
|
$5,008
0.0% of portfolio
|
Q4 2022
Reduced 61.29%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
14
shares
|
$1,168
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
1
shares
|
$83
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|