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 195 institutions that hold shares in the stock, with a total of 8.57 Million shares, which have been reported (via 13F filing form) to have a value of $654 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
18,355
shares
|
$1.4 Million
0.58% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,588
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
17,503
shares
|
$1.34 Million
0.11% of portfolio
|
Q3 2024
Added 23.25%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
17,054
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
16,954
shares
|
$1.29 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
16,617
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
16,487
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
16,377
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
16,191
shares
|
$1.24 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
15,834
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,781
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 16.5%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
15,620
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
14,659
shares
|
$1.12 Million
0.05% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 31, 2024 Q3 2024 |
13,985
shares
|
$1.07 Million
0.48% of portfolio
|
Q3 2024
Reduced 32.13%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
13,895
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
13,646
shares
|
$1.04 Million
0.23% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
13,457
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
Reduced 39.56%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
13,437
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
13,293
shares
|
$1.01 Million
0.49% of portfolio
|
Q4 2023
Reduced 3.82%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
12,928
shares
|
$986,277
0.0% of portfolio
|
Q3 2024
Reduced 84.9%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
12,880
shares
|
$982,615
0.01% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
12,327
shares
|
$940,426
0.03% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
11,242
shares
|
$857,652
0.11% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
10,901
shares
|
$831,637
1.02% of portfolio
|
Q4 2022
Added 1.58%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
10,707
shares
|
$816,837
0.02% of portfolio
|
Q2 2024
Added 2.29%
|