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 195 institutions that hold shares in the stock, with a total of 8.57 Million shares, which have been reported (via 13F filing form) to have a value of $654 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,856
shares
|
$297,490
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
3,685
shares
|
$284,297
0.13% of portfolio
|
Q3 2024
Reduced 8.49%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
3,531
shares
|
$272,416
0.07% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
3,500
shares
|
$270,025
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
3,498
shares
|
$269,870
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
3,481
shares
|
$268,559
0.0% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
3,461
shares
|
$267,016
0.03% of portfolio
|
Q3 2024
Added 9.01%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,421
shares
|
$263,930
0.0% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
3,399
shares
|
$262,232
0.0% of portfolio
|
Q3 2024
Reduced 58.94%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
3,344
shares
|
$257,989
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
3,303
shares
|
$254,826
0.0% of portfolio
|
Q3 2022
Added 1063.03%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
3,240
shares
|
$249,966
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
3,217
shares
|
$248,191
0.12% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
3,198
shares
|
$246,725
0.13% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
3,081
shares
|
$237,699
0.01% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
3,000
shares
|
$231,450
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Jackson Square Capital, LLC
|
Oct 31, 2024 Q3 2024 |
2,990
shares
|
$230,678
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
2,935
shares
|
$226,435
0.01% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
2,897
shares
|
$223,503
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Moseley Investment Management Inc
|
Oct 16, 2024 Q3 2024 |
2,848
shares
|
$219,723
0.09% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
2,767
shares
|
$213,474
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
2,742
shares
|
$211,545
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
2,719
shares
|
$209,770
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,713
shares
|
$209,307
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Waverton Investment Management LTD
|
Nov 05, 2024 Q3 2024 |
2,670
shares
|
$205,990
0.0% of portfolio
|
Q3 2024
New holding
|