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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
48,205
shares
|
$3.71 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
47,518
shares
|
$3.66 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
46,371
shares
|
$3.57 Million
0.01% of portfolio
|
Q1 2024
Added 2.66%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
46,188
shares
|
$3.56 Million
0.07% of portfolio
|
Q3 2022
Added 44.24%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
44,962
shares
|
$3.46 Million
0.02% of portfolio
|
Q2 2024
Added 6.17%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
40,057
shares
|
$3.08 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
38,048
shares
|
$2.93 Million
0.01% of portfolio
|
Q2 2024
Reduced 14.68%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
37,424
shares
|
$2.88 Million
0.06% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
36,653
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
34,689
shares
|
$2.67 Million
0.0% of portfolio
|
Q2 2024
Reduced 13.13%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
34,563
shares
|
$2.66 Million
0.06% of portfolio
|
Q3 2024
Reduced 24.51%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 13, 2024 Q2 2024 |
33,922
shares
|
$2.61 Million
0.31% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
33,031
shares
|
$2.54 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
30,801
shares
|
$2.37 Million
0.14% of portfolio
|
Q2 2024
Reduced 5.79%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Aug 08, 2024 Q2 2024 |
30,451
shares
|
$2.34 Million
0.35% of portfolio
|
Q2 2024
Reduced 3.63%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
30,109
shares
|
$2.32 Million
0.01% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 14, 2024 Q2 2024 |
29,857
shares
|
$2.3 Million
0.52% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
29,271
shares
|
$2.25 Million
2.02% of portfolio
|
Q3 2023
Added 0.41%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 14, 2024 Q2 2024 |
25,479
shares
|
$1.96 Million
0.68% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
25,343
shares
|
$1.95 Million
0.05% of portfolio
|
Q4 2023
Added 0.34%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Aug 09, 2024 Q2 2024 |
20,605
shares
|
$1.59 Million
0.7% of portfolio
|
Q2 2024
Added 1.98%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
20,528
shares
|
$1.58 Million
1.01% of portfolio
|
Q1 2024
Reduced 14.32%
|
|
|
Sonata Capital Group Inc
|
Jul 29, 2024 Q2 2024 |
20,119
shares
|
$1.55 Million
0.73% of portfolio
|
Q1 2024
Added 4.2%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Aug 02, 2024 Q2 2024 |
20,090
shares
|
$1.55 Million
0.9% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
19,356
shares
|
$1.49 Million
0.15% of portfolio
|
Q2 2024
Reduced 2.96%
|