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 193 institutions that hold shares in the stock, with a total of 8.53 Million shares, which have been reported (via 13F filing form) to have a value of $667 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
48,691
shares
|
$3.81 Million
0.04% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
48,205
shares
|
$3.77 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
46,188
shares
|
$3.61 Million
0.07% of portfolio
|
Q3 2022
Added 44.24%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
44,392
shares
|
$3.47 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
44,126
shares
|
$3.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
40,057
shares
|
$3.13 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
39,514
shares
|
$3.09 Million
0.01% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
37,424
shares
|
$2.93 Million
0.06% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
36,653
shares
|
$2.87 Million
0.0% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
34,563
shares
|
$2.7 Million
0.06% of portfolio
|
Q3 2024
Reduced 24.51%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
34,030
shares
|
$2.66 Million
0.3% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
33,401
shares
|
$2.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
33,031
shares
|
$2.58 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
30,801
shares
|
$2.41 Million
0.14% of portfolio
|
Q2 2024
Reduced 5.79%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
30,020
shares
|
$2.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
29,271
shares
|
$2.29 Million
2.02% of portfolio
|
Q3 2023
Added 0.41%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
27,400
shares
|
$2.14 Million
0.32% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
25,479
shares
|
$1.99 Million
0.7% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
25,343
shares
|
$1.98 Million
0.05% of portfolio
|
Q4 2023
Added 0.34%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
20,528
shares
|
$1.61 Million
1.01% of portfolio
|
Q1 2024
Reduced 14.32%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
19,959
shares
|
$1.56 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 08, 2024 Q3 2024 |
19,778
shares
|
$1.55 Million
1.09% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
19,231
shares
|
$1.5 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
18,853
shares
|
$1.47 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
18,355
shares
|
$1.44 Million
0.58% of portfolio
|
Q3 2024
Added 0.54%
|