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 |
|---|---|---|---|---|---|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
3,187
shares
|
$267,484
0.2% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,072
shares
|
$257,832
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
3,060
shares
|
$256,825
0.01% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
3,000
shares
|
$251,790
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
3,000
shares
|
$251,790
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
3,000
shares
|
$251,790
0.0% of portfolio
|
Q2 2025
Reduced 40.39%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Nov 10, 2025 Q3 2025 |
2,999
shares
|
$251,706
0.16% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
2,987
shares
|
$250,698
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
2,930
shares
|
$245,914
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
2,898
shares
|
$243,229
0.04% of portfolio
|
Q4 2024
Reduced 17.15%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
2,851
shares
|
$239,284
0.11% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
2,848
shares
|
$239,032
0.08% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
2,803
shares
|
$235,255
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Epiq Partners, LLC
|
Nov 12, 2025 Q3 2025 |
2,800
shares
|
$235,004
0.13% of portfolio
|
Q3 2025
Reduced 6.67%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
2,767
shares
|
$232,234
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
2,742
shares
|
$230,136
0.0% of portfolio
|
Q3 2025
Reduced 6.8%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,713
shares
|
$227,702
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Waverton Investment Management LTD
|
Nov 12, 2025 Q3 2025 |
2,670
shares
|
$224,093
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,456
shares
|
$206,132
0.0% of portfolio
|
Q2 2025
Added 2284.47%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
2,444
shares
|
$205,124
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
2,435
shares
|
$204,369
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
2,407
shares
|
$202,019
0.02% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,401
shares
|
$201,515
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson Square Capital, LLC
|
Oct 09, 2025 Q3 2025 |
2,385
shares
|
$200,173
0.05% of portfolio
|
Q3 2025
Reduced 13.93%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
2,147
shares
|
$180,197
0.0% of portfolio
|
Q3 2025
Reduced 1.11%
|
|