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 |
|---|---|---|---|---|---|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
2,154
shares
|
$168,464
0.09% of portfolio
|
Q2 2024
Added 54.74%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
2,146
shares
|
$167,838
0.0% of portfolio
|
Q3 2024
Added 20.29%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,511
shares
|
$118,175
0.0% of portfolio
|
Q4 2023
Reduced 40.54%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,440
shares
|
$112,622
0.01% of portfolio
|
Q2 2023
Reduced 46.69%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,369
shares
|
$107,069
0.0% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
1,206
shares
|
$94,321
0.01% of portfolio
|
Q3 2023
Reduced 6.8%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
1,198
shares
|
$93,695
0.01% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
1,054
shares
|
$82,433
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
986
shares
|
$77,115
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
982
shares
|
$76,802
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
900
shares
|
$70,389
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
864
shares
|
$67,573
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
776
shares
|
$60,690
0.0% of portfolio
|
Q3 2018
Reduced 20.49%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
578
shares
|
$45,205
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
567
shares
|
$44,345
0.0% of portfolio
|
Q2 2024
Reduced 24.6%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
500
shares
|
$39,105
0.01% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
500
shares
|
$39,105
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
484
shares
|
$37,853
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
480
shares
|
$37,540
0.02% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
477
shares
|
$37,306
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
468
shares
|
$36,602
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
459
shares
|
$35,898
0.0% of portfolio
|
Q2 2024
Added 48.54%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
430
shares
|
$33,630
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
428
shares
|
$33,473
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
375
shares
|
$29,328
0.01% of portfolio
|
Q4 2023
Reduced 6.25%
|