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 |
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
11,242
shares
|
$836,854
0.11% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
10,901
shares
|
$811,470
1.02% of portfolio
|
Q4 2022
Added 1.58%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
10,735
shares
|
$799,113
0.0% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
10,707
shares
|
$797,029
0.02% of portfolio
|
Q2 2024
Added 2.29%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
10,237
shares
|
$762,042
0.07% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
10,233
shares
|
$761,744
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Apr 25, 2025 Q1 2025 |
10,076
shares
|
$750,057
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
9,821
shares
|
$731,075
0.17% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
9,727
shares
|
$724,077
0.0% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
9,701
shares
|
$722,142
0.29% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
May 13, 2025 Q1 2025 |
9,560
shares
|
$711,646
0.52% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
9,434
shares
|
$702,266
0.16% of portfolio
|
Q1 2025
Added 11.26%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
9,351
shares
|
$696,088
0.32% of portfolio
|
Q1 2025
Added 16.1%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,046
shares
|
$673,384
0.24% of portfolio
|
Q3 2023
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
8,640
shares
|
$643,161
0.01% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
8,375
shares
|
$623,435
0.02% of portfolio
|
Q1 2025
Added 110.69%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
8,222
shares
|
$612,045
0.0% of portfolio
|
Q1 2025
Reduced 94.24%
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
8,155
shares
|
$607,058
0.19% of portfolio
|
Q1 2025
Reduced 17.88%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
7,932
shares
|
$590,458
0.0% of portfolio
|
Q1 2025
Reduced 21.97%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
7,800
shares
|
$580,632
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
7,740
shares
|
$576,165
0.01% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
7,608
shares
|
$566,339
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
7,585
shares
|
$564,627
0.24% of portfolio
|
Q1 2025
Added 92.22%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
7,366
shares
|
$548,325
0.05% of portfolio
|
Q4 2024
Added 112.83%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
7,346
shares
|
$546,836
0.06% of portfolio
|
Q1 2025
Added 0.26%
|