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 190 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 $657 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
2,026,816
shares
|
$156 Million
0.01% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1,120,180
shares
|
$86.2 Million
0.01% of portfolio
|
Q2 2024
Added 2.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
643,324
shares
|
$49.5 Million
0.02% of portfolio
|
Q2 2024
Added 5.52%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
361,232
shares
|
$27.8 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
322,102
shares
|
$24.8 Million
0.05% of portfolio
|
Q2 2024
Added 3.78%
|
|
|
626 Financial, LLC
|
Oct 15, 2024 Q3 2024 |
298,694
shares
|
$23 Million
12.97% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 08, 2024 Q2 2024 |
295,910
shares
|
$22.8 Million
9.04% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
278,101
shares
|
$21.4 Million
1.02% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
215,943
shares
|
$16.6 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
169,171
shares
|
$13 Million
0.02% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
134,511
shares
|
$10.4 Million
0.0% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Melone Private Wealth, LLC
|
Oct 07, 2024 Q3 2024 |
117,925
shares
|
$9.08 Million
4.8% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
100,284
shares
|
$7.72 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.08%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
96,853
shares
|
$7.46 Million
0.0% of portfolio
|
Q2 2024
Reduced 9.82%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2024 Q2 2024 |
95,039
shares
|
$7.32 Million
1.75% of portfolio
|
Q2 2024
Reduced 52.91%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
85,636
shares
|
$6.59 Million
0.0% of portfolio
|
Q2 2024
Added 408.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
65,068
shares
|
$5.01 Million
0.0% of portfolio
|
Q2 2024
Added 2.46%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
62,660
shares
|
$4.82 Million
0.11% of portfolio
|
Q3 2024
Added 85.06%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
62,211
shares
|
$4.79 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 23, 2024 Q3 2024 |
62,038
shares
|
$4.78 Million
3.1% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
61,404
shares
|
$4.73 Million
0.0% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
58,902
shares
|
$4.53 Million
0.02% of portfolio
|
Q2 2024
Added 8.12%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
57,829
shares
|
$4.45 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
55,057
shares
|
$4.24 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
49,967
shares
|
$3.85 Million
0.12% of portfolio
|
Q3 2022
Added 8.76%
|