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 |
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
177
shares
|
$13,175
0.0% of portfolio
|
Q1 2025
New holding
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
166
shares
|
$12,357
0.01% of portfolio
|
Q2 2024
Reduced 96.26%
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
147
shares
|
$10,942
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
140
shares
|
$10,421
0.0% of portfolio
|
Q2 2024
New holding
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
103
shares
|
$7,667
0.0% of portfolio
|
Q1 2025
Reduced 96.88%
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
97
shares
|
$7,220
0.0% of portfolio
|
Q4 2024
New holding
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
95
shares
|
$7,071
0.0% of portfolio
|
Q4 2024
Reduced 28.57%
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
67
shares
|
$4,987
0.0% of portfolio
|
Q1 2025
Added 17.54%
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
60
shares
|
$4,466
0.0% of portfolio
|
Q4 2022
Reduced 61.29%
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
57
shares
|
$4,243
0.0% of portfolio
|
Q4 2024
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
14
shares
|
$1,042
0.0% of portfolio
|
Q3 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|