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 |
|---|---|---|---|---|---|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
350
shares
|
$29,375
0.0% of portfolio
|
Q3 2023
Reduced 6.91%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
324
shares
|
$27,193
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
319
shares
|
$26,773
0.0% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
315
shares
|
$26,437
0.0% of portfolio
|
Q3 2025
Reduced 6.8%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
300
shares
|
$25,179
0.0% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
281
shares
|
$23,584
0.0% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
203
shares
|
$17,037
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
200
shares
|
$16,786
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
179
shares
|
$15,023
0.0% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
166
shares
|
$13,932
0.01% of portfolio
|
Q2 2024
Reduced 96.26%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
165
shares
|
$13,848
0.0% of portfolio
|
Q3 2025
Reduced 81.97%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
147
shares
|
$12,337
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
140
shares
|
$11,750
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
95
shares
|
$7,973
0.0% of portfolio
|
Q4 2024
Reduced 28.57%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
62
shares
|
$5,203
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
60
shares
|
$5,035
0.0% of portfolio
|
Q4 2022
Reduced 61.29%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
49
shares
|
$4,112
0.0% of portfolio
|
Q3 2025
Reduced 39.51%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
14
shares
|
$1,175
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
2
shares
|
$167
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|