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WisdomTree Total U.S. Dividend Fund (DTD) Institutional Ownership

WisdomTree Total U.S. Dividend Fund logo
$72.93 -0.03 (-0.04%)
As of 04/15/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree Total U.S. Dividend Fund (NYSEARCA:DTD)

Number of
Institutional Buyers
(last 12 months)
85
Total
Institutional Inflows
(last 12 months)
$151.68M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$16.13M
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DTD Institutional Buying and Selling by Quarter

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WisdomTree Total U.S. Dividend Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Arvest Investments Inc.18,492$1.42M0.2%-3.9%0.106%
4/15/2025Magnolia Private Wealth LLC3,623$279K0.2%-10.5%0.021%
4/15/2025Capital Advisory Group Advisory Services LLC33,013$2.54M1.0%-0.6%0.190%
4/14/2025 FFG Retirement Advisors LLC84,728$6.52M4.4%+39.0%0.487%
4/11/2025 Epiq Partners LLC3,600$277K0.1%+20.0%0.021%
4/11/2025 Melone Private Wealth LLC122,446$9.42M4.9%+1.6%0.704%
4/11/2025 626 Financial LLC312,730$24.07M12.4%+2.9%1.797%
4/9/2025 Merit Financial Group LLC35,062$2.70M0.0%+0.7%0.202%
4/9/2025 NBC Securities Inc.15,072$1.16M0.1%+94,100.0%0.087%
4/8/2025 Rooted Wealth Advisors Inc.7,585$584K0.2%+92.2%0.044%
4/7/2025 GAMMA Investing LLC12,312$947K0.0%N/A0.071%
3/19/2025DSG Capital Advisors LLC10,076$764K0.1%N/A0.058%
3/17/2025Wealth Enhancement Advisory Services LLC16,839$1.28M0.0%+1.3%0.096%
3/6/2025Wood Tarver Financial Group LLC7,247$549K0.2%N/A0.041%
2/25/2025Armis Advisers LLC11,479$871K0.1%N/A0.066%
2/24/2025Wilkins Miller Wealth Management LLC3,124$237K0.2%N/A0.018%
2/20/2025Revisor Wealth Management LLC8,054$614K0.6%+12.9%0.047%
2/18/2025Connecticut Wealth Management LLC327,744$23.12M1.1%+17.8%1.894%
2/17/2025Focus Partners Wealth26,842$2.04M0.0%N/A0.155%
2/17/2025CoreCap Advisors LLC2,565$195K0.0%-16.7%0.015%
2/17/2025Cornerstone Financial Group LLC NE 7,800$592K0.6%N/A0.045%
2/17/2025Cetera Investment Advisers344,978$26.17M0.1%+4.8%1.994%
2/17/2025Bank of America Corp DE2,008,408$152.36M0.0%-0.5%11.609%
2/17/2025Ameriprise Financial Inc.147,895$11.22M0.0%+12.6%0.855%
2/14/2025Jane Street Group LLC14,076$1.07M0.0%+51.9%0.081%
2/14/2025Beacon Pointe Advisors LLC3,000$228K0.0%N/A0.017%
2/14/2025Susquehanna International Group LLP142,681$10.82M0.0%+130.5%0.825%
2/14/2025Arvest Bank Trust Division20,407$1.55M0.1%-30.4%0.118%
2/13/2025NewEdge Advisors LLC3,709$281K0.0%+9.1%0.021%
2/13/2025Insigneo Advisory Services LLC9,474$719K0.1%+35.8%0.055%
2/13/2025Mariner LLC13,685$1.04M0.0%-1.5%0.079%
2/13/2025Townsquare Capital LLC6,136$465K0.0%+4.2%0.035%
2/13/2025Rockefeller Capital Management L.P.29,514$2.24M0.0%-1.7%0.171%
2/13/2025Raymond James Financial Inc.189,844$14.40M0.0%N/A1.097%
2/13/2025Envestnet Asset Management Inc.46,697$3.54M0.0%-18.0%0.270%
2/13/2025Wells Fargo & Company MN375,019$28.45M0.0%+4.3%2.168%
2/12/2025Riggs Capital Management LLC2,987$227K0.2%N/A0.017%
2/12/2025Vertex Planning Partners LLC91,083$6.91M1.5%-4.6%0.526%
2/12/2025AssuredPartners Investment Advisors LLC19,993$1.52M0.3%N/A0.116%
2/12/2025JPMorgan Chase & Co.72,522$5.50M0.0%+5.2%0.419%
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2/11/2025LPL Financial LLC703,215$53.35M0.0%+6.9%4.065%
2/11/2025Arvest Investments Inc.19,243$1.46M0.2%-29.8%0.111%
2/10/2025Clearwater Capital Advisors LLC18,325$1.39M0.1%-4.7%0.106%
2/10/2025Creative Financial Designs Inc. ADV6,548$497K0.0%+2.3%0.038%
2/10/2025Corient Private Wealth LLC37,567$2.85M0.0%-14.9%0.217%
2/10/2025MGO Private Wealth LLC18,127$1.38M1.0%-8.3%0.105%
2/10/2025Commonwealth Equity Services LLC48,686$3.69M0.0%+1.0%0.281%
2/10/2025Avantax Advisory Services Inc.41,025$3.11M0.0%-7.6%0.237%
2/10/2025Essential Planning LLC.291,505$22.71M0.1%+6,401.0%1.685%
2/7/2025HighTower Advisors LLC195,828$14.86M0.0%-8.7%1.132%
2/7/2025Independent Advisor Alliance58,293$4.42M0.1%N/A0.337%
2/7/2025Kendall Capital Management9,930$753K0.2%-6.1%0.057%
2/6/2025Raymond James Financial Inc.189,844$14.40M0.0%N/A1.097%
2/6/2025Atria Investments Inc9,417$714K0.0%+25.9%0.054%
2/6/2025Steward Partners Investment Advisory LLC49,289$3.74M0.0%+1.2%0.285%
2/6/2025Jones Financial Companies Lllp2,854$217K0.0%+33.0%0.016%
2/5/2025Norden Group LLC6,116$464K0.1%+4.3%0.035%
2/5/2025Maripau Wealth Management LLC2,679$203K0.1%N/A0.015%
2/5/2025Verus Capital Partners LLC17,778$1.35M0.1%+4.9%0.103%
2/5/2025Magnolia Private Wealth LLC4,048$307K0.2%N/A0.023%
2/4/2025Bank of New York Mellon Corp174,790$13.26M0.0%+76.2%1.010%
2/4/2025Quartz Partners LLC5,189$394K0.2%+3.1%0.030%
2/3/2025Element Wealth LLC2,747$208K0.1%+27.5%0.016%
2/3/2025Capital Advisory Group Advisory Services LLC33,222$2.52M0.9%+0.6%0.192%
2/3/2025Private Advisor Group LLC12,995$986K0.0%-17.9%0.075%
1/31/2025Key Financial Inc8,479$643K0.1%+30.5%0.049%
1/31/2025Atria Wealth Solutions Inc.12,945$982K0.0%-3.7%0.075%
1/31/2025Pittenger & Anderson Inc.3,990$303K0.0%-14.5%0.023%
1/31/2025Sanctuary Advisors LLC53,919$4.25M0.0%+1,166.0%0.312%
1/31/2025JFS Wealth Advisors LLC14,401$1.09M0.1%-11.1%0.083%
1/30/2025 Rooted Wealth Advisors Inc.3,946$300K0.1%+7.1%0.023%
1/29/2025Avestar Capital LLC7,366$559K0.0%+112.8%0.043%
1/29/2025 International Private Wealth Advisors LLC5,137$390K0.4%N/A0.030%
1/28/2025Moloney Securities Asset Management LLC2,642$200K0.0%N/A0.015%
1/27/2025Stratos Wealth Partners LTD.16,979$1.29M0.0%+3.7%0.098%
1/24/2025Vantage Point Financial LLC4,814$365K0.2%N/A0.028%
1/24/2025Panoramic Investment Advisors LLC11,276$855K0.6%+6.5%0.065%
1/23/2025Gateway Wealth Partners LLC9,757$740K0.2%+4.8%0.056%
1/22/2025Perigon Wealth Management LLC2,930$226K0.0%N/A0.017%
1/22/2025 FFG Retirement Advisors LLC60,970$4.63M3.0%-1.7%0.352%
1/22/2025 Epiq Partners LLC3,000$228K0.1%-34.8%0.017%
1/22/2025 Baldwin Wealth Partners LLC MA3,300$250K0.0%-82.5%0.019%
1/22/2025Foundations Investment Advisors LLC72,107$5.47M0.1%+15.1%0.417%
1/17/2025Janney Montgomery Scott LLC11,346$861K0.0%+74.4%0.066%
1/16/2025My Legacy Advisors LLC9,753$750K0.3%-6.8%0.056%
1/15/2025Sandy Cove Advisors LLC5,890$447K0.2%-6.2%0.034%
1/15/2025 Merit Financial Group LLC34,804$2.64M0.0%+0.7%0.201%
1/15/2025 Tompkins Financial Corp1,010$77K0.0%-16.3%0.006%
1/15/2025 KMG Fiduciary Partners LLC10,175$772K0.1%+20.8%0.059%
1/14/2025 Park Avenue Securities LLC11,383$864K0.0%+20.7%0.066%
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1/14/2025 Melone Private Wealth LLC120,557$9.15M4.7%+2.2%0.697%
1/14/2025 626 Financial LLC303,809$23.05M12.4%+1.7%1.756%
1/14/2025PCA Investment Advisory Services Inc.12,316$934K0.4%-7.3%0.071%
1/14/2025 Signal Advisors Wealth LLC2,718$206K0.0%-16.1%0.016%
1/13/2025Envision Financial LLC69,165$5.25M4.2%N/A0.400%
1/13/2025Brookstone Capital Management8,615$654K0.0%-36.0%0.050%
12/26/2024JPMorgan Chase & Co.68,932$5.29M0.0%+12.3%0.398%
11/25/2024Arvest Bank Trust Division29,335$2.25M0.1%N/A0.170%
11/25/2024Sanctuary Advisors LLC4,259$340K0.0%-13.1%0.025%
11/18/2024Sunbelt Securities Inc.7,304$560K0.1%-30.5%0.042%
(Data available from 1/1/2016 forward)

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DTD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DTD shares?

During the previous two years, 169 institutional investors and hedge funds held shares of WisdomTree Total U.S. Dividend Fund. The most heavily invested institutionals were Bank of America Corp DE ($152.36M), LPL Financial LLC ($53.35M), Wells Fargo & Company MN ($28.45M), Cetera Investment Advisers ($26.17M), 626 Financial LLC ($24.07M), Connecticut Wealth Management LLC ($23.12M), and Essential Planning LLC. ($22.71M).Learn more on DTD's institutional investors.

Which institutional investors have been buying WisdomTree Total U.S. Dividend Fund stock?

Of the 134 institutional investors that purchased WisdomTree Total U.S. Dividend Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($379.69K), Cetera Investment Advisers ($313.17K), Essential Planning LLC. ($287.02K), LPL Financial LLC ($181.84K), Raymond James Financial Services Advisors Inc. ($119.81K), Bank of New York Mellon Corp ($101.97K), and Susquehanna International Group LLP ($80.79K).

How much institutional buying is happening at WisdomTree Total U.S. Dividend Fund?

Institutional investors have bought a total of 2,742,136 shares in the last 24 months. This purchase volume represents approximately $195.83M in transactions.

Which WisdomTree Total U.S. Dividend Fund major shareholders have been selling company stock?

Of the 94 institutional investors that sold WisdomTree Total U.S. Dividend Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rooted Wealth Advisors Inc. ($70.13K), MGO Private Wealth LLC ($58.84K), Connecticut Wealth Management LLC ($58.06K), FFG Retirement Advisors LLC ($45.39K), Brookstone Capital Management ($39.28K), LPL Financial LLC ($34.16K), and J.W. Cole Advisors Inc. ($28.04K).

How much institutional selling is happening at WisdomTree Total U.S. Dividend Fund?

Institutional investors have sold a total of 740,277 shares in the last 24 months. This volume of shares sold represents approximately $48.77M in transactions.


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This page (NYSEARCA:DTD) was last updated on 4/16/2025 by MarketBeat.com Staff
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