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 213 institutions that hold shares in the stock, with a total of 9.06 Million shares, which have been reported (via 13F filing form) to have a value of $675 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,935,706
shares
|
$144 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,121,766
shares
|
$83.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
747,833
shares
|
$55.7 Million
0.02% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
386,064
shares
|
$28.7 Million
0.01% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
353,269
shares
|
$26.3 Million
0.06% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
312,730
shares
|
$23.3 Million
13.09% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
276,289
shares
|
$20.6 Million
1.12% of portfolio
|
Q1 2025
Reduced 15.7%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
269,593
shares
|
$20.1 Million
7.68% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
210,474
shares
|
$15.7 Million
0.01% of portfolio
|
Q1 2025
Added 10.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
196,470
shares
|
$14.6 Million
0.02% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
169,171
shares
|
$12.6 Million
0.02% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
152,050
shares
|
$11.3 Million
0.0% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
134,035
shares
|
$9.98 Million
0.05% of portfolio
|
Q1 2025
Added 27.88%
|
|
|
Melone Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
122,446
shares
|
$9.11 Million
4.9% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
93,383
shares
|
$6.95 Million
1.57% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
89,023
shares
|
$6.63 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Apr 14, 2025 Q1 2025 |
84,728
shares
|
$6.31 Million
4.44% of portfolio
|
Q1 2025
Added 38.97%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
75,185
shares
|
$5.6 Million
0.11% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
74,765
shares
|
$5.57 Million
0.0% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
73,973
shares
|
$5.51 Million
0.01% of portfolio
|
Q1 2025
Added 154.39%
|
|
|
Envision Financial LLC
Brookfield, WI |
Apr 22, 2025 Q1 2025 |
65,137
shares
|
$4.85 Million
3.78% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
64,170
shares
|
$4.78 Million
0.07% of portfolio
|
Q1 2025
Added 581.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
63,435
shares
|
$4.72 Million
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
62,211
shares
|
$4.63 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
55,425
shares
|
$4.13 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.14%
|