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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
29,556
shares
|
$2.48 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
25,343
shares
|
$2.13 Million
0.05% of portfolio
|
Q4 2023
Added 0.34%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
24,941
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
20,528
shares
|
$1.72 Million
1.01% of portfolio
|
Q1 2024
Reduced 14.32%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
19,859
shares
|
$1.67 Million
0.13% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
19,399
shares
|
$1.63 Million
0.6% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
18,660
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
18,512
shares
|
$1.55 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
18,119
shares
|
$1.52 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,588
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
17,195
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
Added 9.8%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
16,735
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 25.34%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
14,443
shares
|
$1.21 Million
0.23% of portfolio
|
Q3 2025
Added 81.83%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
14,110
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.67%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
13,965
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
13,720
shares
|
$1.15 Million
0.14% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
13,290
shares
|
$1.12 Million
0.4% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
12,371
shares
|
$1.04 Million
0.06% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
12,316
shares
|
$1.03 Million
0.39% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 14, 2025 Q3 2025 |
12,137
shares
|
$1.02 Million
0.63% of portfolio
|
Q3 2025
Reduced 13.74%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
12,102
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.53%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
11,573
shares
|
$971,321
0.55% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
11,457
shares
|
$961,586
0.08% of portfolio
|
Q3 2025
Reduced 21.17%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
11,395
shares
|
$956,382
0.0% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
11,242
shares
|
$943,541
0.1% of portfolio
|
Q3 2024
Reduced 3.86%
|
|