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 |
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
2,898
shares
|
$215,727
0.05% of portfolio
|
Q4 2024
Reduced 17.15%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
2,890
shares
|
$215,131
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,854
shares
|
$212,451
0.0% of portfolio
|
Q4 2024
Added 32.99%
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
2,848
shares
|
$212,005
0.09% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,842
shares
|
$211,558
0.01% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
2,803
shares
|
$208,655
0.0% of portfolio
|
Q1 2025
Reduced 23.39%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,800
shares
|
$208,432
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
2,783
shares
|
$207,166
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson Square Capital, LLC
|
Apr 16, 2025 Q1 2025 |
2,771
shares
|
$206,273
0.07% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
2,767
shares
|
$205,975
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
2,742
shares
|
$204,114
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
2,724
shares
|
$202,774
0.03% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,713
shares
|
$201,955
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Waverton Investment Management LTD
|
Apr 24, 2025 Q1 2025 |
2,670
shares
|
$198,754
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
2,645
shares
|
$196,893
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,479
shares
|
$184,536
0.0% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
2,451
shares
|
$182,452
0.02% of portfolio
|
Q1 2025
Added 745.17%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,384
shares
|
$177,464
0.0% of portfolio
|
Q3 2022
Reduced 33.76%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,664
shares
|
$123,868
0.0% of portfolio
|
Q1 2025
Added 20700.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,369
shares
|
$101,908
0.0% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,251
shares
|
$93,124
0.0% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
1,130
shares
|
$84,117
0.01% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
986
shares
|
$73,397
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
982
shares
|
$73,100
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
964
shares
|
$71,760
0.01% of portfolio
|
Q1 2025
Reduced 4.55%
|