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 |
|---|---|---|---|---|---|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
4,515
shares
|
$378,943
0.18% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
4,310
shares
|
$361,738
0.14% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
4,286
shares
|
$359,723
0.01% of portfolio
|
Q3 2025
Reduced 6.03%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Oct 28, 2025 Q3 2025 |
4,259
shares
|
$357,457
0.12% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
4,143
shares
|
$347,721
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
4,136
shares
|
$347,134
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
4,105
shares
|
$344,532
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Kendall Capital Management
|
Nov 13, 2025 Q3 2025 |
4,080
shares
|
$342,434
0.08% of portfolio
|
Q2 2025
Reduced 49.97%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
3,978
shares
|
$333,873
0.12% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
3,899
shares
|
$327,243
0.15% of portfolio
|
Q3 2025
Added 27.38%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,856
shares
|
$323,634
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
3,800
shares
|
$318,934
0.04% of portfolio
|
Q3 2025
Reduced 31.97%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,672
shares
|
$308,190
0.0% of portfolio
|
Q2 2025
Added 54.03%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
3,591
shares
|
$301,392
0.0% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
3,585
shares
|
$300,889
0.1% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
3,570
shares
|
$299,630
0.02% of portfolio
|
Q3 2025
Reduced 25.44%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,568
shares
|
$299,462
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
3,568
shares
|
$299,462
0.0% of portfolio
|
Q3 2025
Added 270.89%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
3,563
shares
|
$299,042
0.0% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
3,536
shares
|
$296,776
0.06% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
3,500
shares
|
$293,755
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
3,426
shares
|
$287,544
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
3,426
shares
|
$287,544
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
3,352
shares
|
$281,333
0.0% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
3,241
shares
|
$272,017
0.01% of portfolio
|
Q2 2025
Added 14.04%
|
|