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 214 institutions that hold shares in the stock, with a total of 9.12 Million shares, which have been reported (via 13F filing form) to have a value of $742 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,938,568
shares
|
$158 Million
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,077,591
shares
|
$87.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
764,932
shares
|
$62.2 Million
0.02% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
402,280
shares
|
$32.7 Million
0.01% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
353,057
shares
|
$28.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
310,011
shares
|
$25.2 Million
12.26% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
271,221
shares
|
$22.1 Million
1.03% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
266,814
shares
|
$21.7 Million
7.3% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
228,568
shares
|
$18.6 Million
0.01% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
195,342
shares
|
$15.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
169,171
shares
|
$13.8 Million
0.02% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
147,782
shares
|
$12 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
144,497
shares
|
$11.7 Million
0.06% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Melone Private Wealth, LLC
|
Jul 08, 2025 Q2 2025 |
124,971
shares
|
$10.2 Million
5.07% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
112,594
shares
|
$9.15 Million
0.15% of portfolio
|
Q2 2025
Added 152.49%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
93,503
shares
|
$7.6 Million
1.55% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
88,127
shares
|
$7.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
82,618
shares
|
$6.72 Million
0.11% of portfolio
|
Q2 2025
Added 9.89%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jul 22, 2025 Q2 2025 |
78,314
shares
|
$6.37 Million
3.9% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
75,134
shares
|
$6.11 Million
0.01% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
74,765
shares
|
$6.08 Million
0.0% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
68,135
shares
|
$5.54 Million
0.07% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
65,079
shares
|
$5.29 Million
3.45% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
63,925
shares
|
$5.2 Million
0.0% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
62,211
shares
|
$5.06 Million
0.02% of portfolio
|
Q3 2023
New holding
|