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 |
|---|---|---|---|---|---|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
10,588
shares
|
$807,758
0.56% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
10,580
shares
|
$807,148
0.26% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
10,467
shares
|
$798,527
0.32% of portfolio
|
Q3 2024
Reduced 62.17%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
9,665
shares
|
$737,342
0.0% of portfolio
|
Q2 2024
Reduced 6.15%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 05, 2024 Q3 2024 |
9,547
shares
|
$728,340
0.6% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
9,427
shares
|
$719,185
0.01% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
9,309
shares
|
$710,183
0.2% of portfolio
|
Q3 2024
Added 7.49%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,266
shares
|
$706,903
0.0% of portfolio
|
Q3 2024
Added 17.66%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,046
shares
|
$690,119
0.24% of portfolio
|
Q3 2023
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
8,640
shares
|
$659,145
0.01% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
8,426
shares
|
$642,819
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
7,608
shares
|
$580,414
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
7,480
shares
|
$570,649
0.01% of portfolio
|
Q3 2024
Added 16.19%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
7,304
shares
|
$557,222
0.06% of portfolio
|
Q3 2024
Reduced 30.46%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
7,298
shares
|
$556,764
0.26% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
7,133
shares
|
$544,176
0.34% of portfolio
|
Q2 2024
Reduced 32.25%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 23, 2024 Q3 2024 |
7,111
shares
|
$542,498
0.32% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
6,994
shares
|
$533,572
0.0% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
6,974
shares
|
$532,046
0.05% of portfolio
|
Q3 2024
Added 19.54%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
6,850
shares
|
$522,586
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,613
shares
|
$504,505
0.02% of portfolio
|
Q1 2020
Reduced 41.15%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
6,506
shares
|
$496,342
0.0% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
6,496
shares
|
$495,579
0.11% of portfolio
|
Q3 2024
Added 15.5%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
6,400
shares
|
$488,256
0.04% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
6,276
shares
|
$478,796
0.2% of portfolio
|
Q3 2024
Added 0.53%
|