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 |
|---|---|---|---|---|---|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
6,748
shares
|
$566,359
0.58% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
6,623
shares
|
$555,868
0.01% of portfolio
|
Q3 2025
Reduced 11.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,613
shares
|
$555,029
0.02% of portfolio
|
Q1 2020
Reduced 41.15%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
6,510
shares
|
$546,384
0.16% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
6,389
shares
|
$536,228
0.04% of portfolio
|
Q3 2025
Reduced 12.8%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 03, 2025 Q3 2025 |
6,177
shares
|
$518,435
0.36% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
6,116
shares
|
$513,315
0.05% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
6,059
shares
|
$508,531
0.0% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
5,880
shares
|
$493,508
0.16% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
5,760
shares
|
$483,436
0.0% of portfolio
|
Q3 2025
Added 106.53%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
5,675
shares
|
$476,302
0.01% of portfolio
|
Q2 2025
Added 42.77%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
5,397
shares
|
$452,970
0.16% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Nov 05, 2025 Q3 2025 |
5,241
shares
|
$439,877
0.02% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2025 Q3 2025 |
5,155
shares
|
$432,659
0.27% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
5,068
shares
|
$425,357
0.14% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
5,022
shares
|
$421,496
0.01% of portfolio
|
Q3 2025
Reduced 10.11%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,938
shares
|
$414,446
0.03% of portfolio
|
Q4 2022
Reduced 14.3%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
4,934
shares
|
$414,110
0.12% of portfolio
|
Q2 2024
Reduced 22.13%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
4,800
shares
|
$402,864
0.0% of portfolio
|
Q3 2025
Reduced 84.13%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
4,787
shares
|
$401,772
0.01% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
4,768
shares
|
$400,178
0.04% of portfolio
|
Q3 2025
Added 40.44%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
4,741
shares
|
$397,912
0.06% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,735
shares
|
$397,408
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
4,588
shares
|
$385,070
0.0% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
4,554
shares
|
$382,217
0.0% of portfolio
|
Q3 2025
Reduced 15.7%
|
|