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 210 institutions that hold shares in the stock, with a total of 9.46 Million shares, which have been reported (via 13F filing form) to have a value of $720 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
7,258
shares
|
$554,148
0.24% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
7,247
shares
|
$553,308
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 17, 2025 Q4 2024 |
7,071
shares
|
$539,870
0.31% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
6,994
shares
|
$533,991
0.0% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
6,850
shares
|
$522,997
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,613
shares
|
$504,902
0.02% of portfolio
|
Q1 2020
Reduced 41.15%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
6,548
shares
|
$499,939
0.04% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
6,136
shares
|
$468,483
0.01% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
6,116
shares
|
$466,956
0.05% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
6,078
shares
|
$464,055
0.01% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
5,924
shares
|
$452,297
0.0% of portfolio
|
Q4 2023
Added 37.0%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
5,890
shares
|
$449,701
0.18% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
5,880
shares
|
$448,937
0.16% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
5,714
shares
|
$436,263
0.01% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,586
shares
|
$426,491
0.05% of portfolio
|
Q2 2024
Reduced 22.27%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
5,498
shares
|
$419,772
0.03% of portfolio
|
Q3 2023
Reduced 0.9%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Jan 24, 2025 Q4 2024 |
5,241
shares
|
$400,150
0.03% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
5,189
shares
|
$396,180
0.24% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
5,137
shares
|
$392,209
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
4,971
shares
|
$379,535
0.0% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,938
shares
|
$377,016
0.03% of portfolio
|
Q4 2022
Reduced 14.3%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
4,934
shares
|
$376,710
0.12% of portfolio
|
Q2 2024
Reduced 22.13%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
4,849
shares
|
$370,221
0.01% of portfolio
|
Q2 2024
Reduced 7.62%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
4,838
shares
|
$369,381
0.0% of portfolio
|
Q4 2024
Reduced 20.15%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
4,814
shares
|
$367,548
0.2% of portfolio
|
Q4 2024
New holding
|