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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
10,985
shares
|
$921,971
0.0% of portfolio
|
Q3 2025
Added 12.69%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
10,968
shares
|
$920,544
0.12% of portfolio
|
Q3 2025
Added 17.67%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
10,901
shares
|
$914,920
1.02% of portfolio
|
Q4 2022
Added 1.58%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
10,826
shares
|
$908,626
0.0% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
10,587
shares
|
$888,566
0.06% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
10,504
shares
|
$881,600
0.01% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
10,467
shares
|
$878,495
0.02% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
10,255
shares
|
$860,702
0.02% of portfolio
|
Q2 2025
Reduced 23.64%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
10,253
shares
|
$860,534
0.03% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
9,960
shares
|
$835,942
0.03% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,046
shares
|
$759,230
0.24% of portfolio
|
Q3 2023
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
8,880
shares
|
$745,298
0.03% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
8,855
shares
|
$743,200
0.26% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
8,640
shares
|
$725,155
0.01% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
8,321
shares
|
$698,381
0.0% of portfolio
|
Q3 2025
Added 136.66%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Nov 12, 2025 Q3 2025 |
7,800
shares
|
$654,654
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Oct 09, 2025 Q3 2025 |
7,795
shares
|
$654,234
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
7,608
shares
|
$638,539
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
7,304
shares
|
$613,024
0.04% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
7,195
shares
|
$603,876
0.0% of portfolio
|
Q3 2025
Added 59.75%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
7,094
shares
|
$595,399
0.02% of portfolio
|
Q3 2025
Added 14.18%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
6,994
shares
|
$587,006
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
6,963
shares
|
$584,404
0.2% of portfolio
|
Q3 2025
Reduced 21.65%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
6,850
shares
|
$574,920
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
6,822
shares
|
$572,570
0.21% of portfolio
|
Q3 2025
Reduced 1.52%
|
|