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 211 institutions that hold shares in the stock, with a total of 9.31 Million shares, which have been reported (via 13F filing form) to have a value of $693 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
19,640
shares
|
$1.46 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
19,242
shares
|
$1.43 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Cherrydale Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
18,540
shares
|
$1.38 Million
0.57% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
18,492
shares
|
$1.38 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
18,244
shares
|
$1.36 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
17,951
shares
|
$1.34 Million
0.13% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,588
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
17,181
shares
|
$1.28 Million
0.02% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
17,138
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
15,891
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Apr 21, 2025 Q1 2025 |
15,568
shares
|
$1.16 Million
0.87% of portfolio
|
Q1 2025
Reduced 14.12%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
15,072
shares
|
$1.12 Million
0.1% of portfolio
|
Q1 2025
Added 94100.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
14,408
shares
|
$1.07 Million
0.08% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
14,110
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.67%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
14,030
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
13,805
shares
|
$1.03 Million
0.44% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,685
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
13,681
shares
|
$1.02 Million
0.17% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
13,429
shares
|
$999,654
0.01% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
12,420
shares
|
$924,544
0.01% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
12,396
shares
|
$922,758
0.03% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 05, 2025 Q1 2025 |
12,316
shares
|
$916,803
0.52% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
12,312
shares
|
$916,505
0.0% of portfolio
|
Q1 2025
Reduced 98.7%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
11,383
shares
|
$847,350
0.59% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
11,274
shares
|
$839,236
0.01% of portfolio
|
Q1 2025
Reduced 0.96%
|