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 |
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
7,171
shares
|
$533,809
0.21% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
7,031
shares
|
$523,387
0.25% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
6,994
shares
|
$520,633
0.0% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
6,850
shares
|
$509,914
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,613
shares
|
$492,271
0.02% of portfolio
|
Q1 2020
Reduced 41.15%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
6,136
shares
|
$456,763
0.01% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
6,116
shares
|
$455,275
0.05% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
6,078
shares
|
$452,446
0.01% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
5,924
shares
|
$440,982
0.0% of portfolio
|
Q4 2023
Added 37.0%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
5,880
shares
|
$437,707
0.16% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
5,714
shares
|
$425,350
0.01% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
5,586
shares
|
$415,821
0.05% of portfolio
|
Q2 2024
Reduced 22.27%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
5,521
shares
|
$410,983
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
5,498
shares
|
$409,271
0.03% of portfolio
|
Q3 2023
Reduced 0.9%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
May 12, 2025 Q1 2025 |
5,395
shares
|
$401,603
0.17% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Apr 22, 2025 Q1 2025 |
5,347
shares
|
$398,030
0.24% of portfolio
|
Q1 2025
Reduced 24.38%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
5,292
shares
|
$393,936
0.25% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
5,241
shares
|
$390,140
0.03% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
5,200
shares
|
$387,088
0.03% of portfolio
|
Q1 2025
Reduced 20.59%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Apr 14, 2025 Q1 2025 |
5,139
shares
|
$382,547
0.38% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
5,033
shares
|
$374,656
0.0% of portfolio
|
Q1 2025
Added 67.77%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,938
shares
|
$367,584
0.03% of portfolio
|
Q4 2022
Reduced 14.3%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
4,934
shares
|
$367,286
0.13% of portfolio
|
Q2 2024
Reduced 22.13%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
4,849
shares
|
$360,959
0.01% of portfolio
|
Q2 2024
Reduced 7.62%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
4,812
shares
|
$358,205
0.19% of portfolio
|
Q1 2025
Reduced 0.04%
|