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 220 institutions that hold shares in the stock, with a total of 9.14 Million shares, which have been reported (via 13F filing form) to have a value of $767 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envision Financial LLC
Brookfield, WI |
Oct 10, 2025 Q3 2025 |
63,310
shares
|
$5.31 Million
3.05% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
63,079
shares
|
$5.29 Million
0.11% of portfolio
|
Q3 2025
Reduced 43.98%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
62,211
shares
|
$5.22 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
59,132
shares
|
$4.96 Million
0.01% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
53,919
shares
|
$4.53 Million
0.03% of portfolio
|
Q4 2024
Added 1166.0%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
52,074
shares
|
$4.37 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
50,092
shares
|
$4.2 Million
0.03% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
49,967
shares
|
$4.19 Million
0.12% of portfolio
|
Q3 2022
Added 8.76%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
48,196
shares
|
$4.05 Million
0.02% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
47,967
shares
|
$4.03 Million
0.0% of portfolio
|
Q3 2025
Added 734.21%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
46,188
shares
|
$3.88 Million
0.07% of portfolio
|
Q3 2022
Added 44.24%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
45,673
shares
|
$3.83 Million
0.01% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
40,187
shares
|
$3.37 Million
0.0% of portfolio
|
Q3 2025
Added 71.77%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
40,057
shares
|
$3.36 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.35%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
37,567
shares
|
$3.15 Million
0.01% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
37,424
shares
|
$3.14 Million
0.06% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
37,393
shares
|
$3.14 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
35,743
shares
|
$3 Million
0.0% of portfolio
|
Q3 2025
Reduced 27.72%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
33,655
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
33,383
shares
|
$2.8 Million
1.0% of portfolio
|
Q3 2025
Added 37.0%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
33,291
shares
|
$2.79 Million
0.27% of portfolio
|
Q3 2025
Added 6.65%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
32,929
shares
|
$2.76 Million
0.88% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
31,574
shares
|
$2.65 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.29%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
31,478
shares
|
$2.64 Million
1.89% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
30,801
shares
|
$2.59 Million
0.14% of portfolio
|
Q2 2024
Reduced 5.79%
|
|