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 211 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 $693 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
53,919
shares
|
$4.01 Million
0.03% of portfolio
|
Q4 2024
Added 1166.0%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
53,762
shares
|
$4 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
49,967
shares
|
$3.72 Million
0.12% of portfolio
|
Q3 2022
Added 8.76%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
49,424
shares
|
$3.68 Million
0.03% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
49,034
shares
|
$3.65 Million
0.0% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
48,061
shares
|
$3.58 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
46,188
shares
|
$3.44 Million
0.07% of portfolio
|
Q3 2022
Added 44.24%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
46,059
shares
|
$3.43 Million
0.02% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
44,594
shares
|
$3.32 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
40,057
shares
|
$2.98 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.35%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
37,567
shares
|
$2.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.86%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
37,424
shares
|
$2.79 Million
0.06% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
36,805
shares
|
$2.74 Million
0.0% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
36,260
shares
|
$2.7 Million
0.0% of portfolio
|
Q4 2024
Added 180.48%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
35,062
shares
|
$2.61 Million
0.04% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
33,013
shares
|
$2.46 Million
0.97% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
31,621
shares
|
$2.35 Million
0.28% of portfolio
|
Q1 2025
Reduced 7.42%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
31,462
shares
|
$2.34 Million
2.04% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
30,801
shares
|
$2.29 Million
0.14% of portfolio
|
Q2 2024
Reduced 5.79%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
29,624
shares
|
$2.21 Million
0.01% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
25,343
shares
|
$1.89 Million
0.05% of portfolio
|
Q4 2023
Added 0.34%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
25,074
shares
|
$1.87 Million
0.37% of portfolio
|
Q1 2025
Added 25.41%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
24,967
shares
|
$1.86 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
21,000
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2025
Added 53.45%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
20,528
shares
|
$1.53 Million
1.01% of portfolio
|
Q1 2024
Reduced 14.32%
|