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 188 institutions that hold shares in the stock, with a total of 8.49 Million shares, which have been reported (via 13F filing form) to have a value of $648 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
2,026,816
shares
|
$155 Million
0.01% of portfolio
|
Q2 2024
Added 0.02%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,120,180
shares
|
$85.5 Million
0.01% of portfolio
|
Q1 2024
Added 4.24%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
643,324
shares
|
$49.1 Million
0.02% of portfolio
|
Q2 2024
Added 5.52%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
361,232
shares
|
$27.6 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
322,102
shares
|
$24.6 Million
0.05% of portfolio
|
Q2 2024
Added 3.78%
|
|
626 Financial, LLC
|
Jul 12, 2024 Q2 2024 |
302,390
shares
|
$23.1 Million
12.51% of portfolio
|
Q2 2024
Added 1.74%
|
|
Pinnacle Financial Group, LLC
|
Aug 08, 2024 Q2 2024 |
295,910
shares
|
$22.6 Million
9.04% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
Connecticut Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
278,101
shares
|
$21.2 Million
1.02% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
215,943
shares
|
$16.5 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
155,989
shares
|
$11.9 Million
0.02% of portfolio
|
Q2 2024
Added 2.98%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
134,511
shares
|
$10.3 Million
0.0% of portfolio
|
Q2 2024
Added 0.09%
|
|
Melone Private Wealth, LLC
|
Jul 12, 2024 Q2 2024 |
115,779
shares
|
$8.84 Million
4.86% of portfolio
|
Q2 2024
Added 0.66%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
100,284
shares
|
$7.66 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.08%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
96,853
shares
|
$7.39 Million
0.0% of portfolio
|
Q2 2024
Reduced 9.82%
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2024 Q2 2024 |
95,039
shares
|
$7.26 Million
1.75% of portfolio
|
Q2 2024
Reduced 52.91%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
85,636
shares
|
$6.54 Million
0.0% of portfolio
|
Q2 2024
Added 408.44%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
65,068
shares
|
$4.97 Million
0.0% of portfolio
|
Q2 2024
Added 2.46%
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Aug 02, 2024 Q2 2024 |
63,235
shares
|
$4.83 Million
3.12% of portfolio
|
Q2 2024
Reduced 2.93%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
62,211
shares
|
$4.75 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
61,404
shares
|
$4.69 Million
0.0% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
58,902
shares
|
$4.5 Million
0.02% of portfolio
|
Q2 2024
Added 8.12%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
57,829
shares
|
$4.42 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.06%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
55,616
shares
|
$4.25 Million
0.01% of portfolio
|
Q2 2024
Added 1.71%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
49,967
shares
|
$3.81 Million
0.12% of portfolio
|
Q3 2022
Added 8.76%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
49,506
shares
|
$3.78 Million
0.01% of portfolio
|
Q2 2024
Added 14.07%
|