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 207 institutions that hold shares in the stock, with a total of 9.31 Million shares, which have been reported (via 13F filing form) to have a value of $733 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,008,408
shares
|
$159 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,239,195
shares
|
$98.2 Million
0.01% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
703,215
shares
|
$55.7 Million
0.02% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
375,019
shares
|
$29.7 Million
0.01% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
344,978
shares
|
$27.3 Million
0.06% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
303,809
shares
|
$24.1 Million
12.86% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
291,505
shares
|
$23.1 Million
0.15% of portfolio
|
Q4 2024
Added 6401.0%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
280,676
shares
|
$22.2 Million
8.53% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
278,123
shares
|
$22 Million
1.04% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
195,828
shares
|
$15.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.72%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
189,844
shares
|
$15 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
169,171
shares
|
$13.4 Million
0.02% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
147,895
shares
|
$11.7 Million
0.0% of portfolio
|
Q4 2024
Added 12.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
142,681
shares
|
$11.3 Million
0.0% of portfolio
|
Q4 2024
Added 130.52%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
120,557
shares
|
$9.55 Million
4.74% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
104,810
shares
|
$8.31 Million
0.05% of portfolio
|
Q4 2024
Added 8.96%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
91,083
shares
|
$7.22 Million
1.52% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
90,976
shares
|
$7.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
72,522
shares
|
$5.75 Million
0.0% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
72,107
shares
|
$5.71 Million
0.11% of portfolio
|
Q4 2024
Added 15.08%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 13, 2025 Q4 2024 |
69,165
shares
|
$5.48 Million
4.21% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
63,231
shares
|
$5.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.51%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
62,211
shares
|
$4.93 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jan 22, 2025 Q4 2024 |
60,970
shares
|
$4.83 Million
3.02% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
58,432
shares
|
$4.63 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.44%
|