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 |
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
4,800
shares
|
$357,312
0.0% of portfolio
|
Q2 2024
Reduced 33.57%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
4,718
shares
|
$351,207
0.0% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
4,711
shares
|
$350,686
0.0% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,559
shares
|
$339,371
0.01% of portfolio
|
Q3 2024
Added 201.72%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
4,483
shares
|
$333,714
0.03% of portfolio
|
Q1 2025
Reduced 60.95%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
4,321
shares
|
$321,655
0.13% of portfolio
|
Q1 2025
Reduced 98.52%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
4,105
shares
|
$305,576
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
3,990
shares
|
$297,015
0.01% of portfolio
|
Q4 2024
Reduced 14.47%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,856
shares
|
$287,040
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
3,709
shares
|
$276,097
0.0% of portfolio
|
Q4 2024
Added 9.12%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
3,623
shares
|
$269,696
0.23% of portfolio
|
Q1 2025
Reduced 10.5%
|
|
|
Epiq Partners, LLC
|
Apr 11, 2025 Q1 2025 |
3,600
shares
|
$267,984
0.17% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Apr 11, 2025 Q1 2025 |
3,500
shares
|
$260,540
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
3,498
shares
|
$260,391
0.07% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
3,494
shares
|
$260,093
0.0% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
3,226
shares
|
$240,143
0.13% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
3,217
shares
|
$239,473
0.12% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
3,124
shares
|
$232,550
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
3,123
shares
|
$232,476
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Greatmark Investment Partners, Inc.
|
May 01, 2025 Q1 2025 |
3,000
shares
|
$223,320
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
2,987
shares
|
$222,352
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
2,935
shares
|
$218,481
0.01% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
2,933
shares
|
$218,332
0.12% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
2,930
shares
|
$218,109
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
2,929
shares
|
$218,034
0.01% of portfolio
|
Q1 2025
Added 7.21%
|