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 |
|---|---|---|---|---|---|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
350
shares
|
$27,373
0.0% of portfolio
|
Q3 2023
Reduced 6.91%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
333
shares
|
$26,043
0.0% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
324
shares
|
$25,340
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
300
shares
|
$23,462
0.0% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
290
shares
|
$22,680
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
276
shares
|
$21,585
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
242
shares
|
$18,926
0.0% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
239
shares
|
$18,692
0.0% of portfolio
|
Q2 2024
Added 0.42%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
201
shares
|
$15,720
0.0% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
200
shares
|
$15,641
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
166
shares
|
$12,982
0.01% of portfolio
|
Q2 2024
Reduced 96.26%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
140
shares
|
$10,949
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
133
shares
|
$10,401
0.01% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
96
shares
|
$7,508
0.0% of portfolio
|
Q2 2024
Reduced 65.22%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
60
shares
|
$4,692
0.0% of portfolio
|
Q4 2022
Reduced 61.29%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
55
shares
|
$4,301
0.0% of portfolio
|
Q1 2024
Reduced 24.66%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
14
shares
|
$1,094
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
1
shares
|
$78
0.0% of portfolio
|
Q3 2023
New holding
|