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

WisdomTree Total U.S. Dividend Fund logo
$77.16 -0.13 (-0.17%)
As of 03/26/2025 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)
82
Total
Institutional Inflows
(last 12 months)
$146.94M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$17.45M
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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
3/19/2025DSG Capital Advisors LLC10,076$764K0.1%N/A0.058%
3/17/2025 Wealth Enhancement Advisory Services LLC16,839$1.28M0.0%+1.3%0.096%
3/6/2025 Wood Tarver Financial Group LLC7,247$549K0.2%N/A0.041%
2/25/2025 Armis Advisers LLC11,479$871K0.1%N/A0.066%
2/24/2025 Wilkins Miller Wealth Management LLC3,124$237K0.2%N/A0.018%
2/20/2025 Revisor Wealth Management LLC8,054$614K0.6%+12.9%0.047%
2/18/2025 Connecticut Wealth Management LLC327,744$23.12M1.1%+17.8%1.894%
2/17/2025 Focus Partners Wealth26,842$2.04M0.0%N/A0.155%
2/17/2025 CoreCap Advisors LLC2,565$195K0.0%-16.7%0.015%
2/17/2025 Cornerstone Financial Group LLC NE 7,800$592K0.6%N/A0.045%
2/17/2025 Cetera Investment Advisers344,978$26.17M0.1%+4.8%1.994%
2/17/2025 Bank of America Corp DE2,008,408$152.36M0.0%-0.5%11.609%
2/17/2025 Ameriprise Financial Inc.147,895$11.22M0.0%+12.6%0.855%
2/14/2025 Jane Street Group LLC14,076$1.07M0.0%+51.9%0.081%
2/14/2025 Beacon Pointe Advisors LLC3,000$228K0.0%N/A0.017%
2/14/2025 Susquehanna International Group LLP142,681$10.82M0.0%+130.5%0.825%
2/14/2025 Arvest Bank Trust Division20,407$1.55M0.1%-30.4%0.118%
2/13/2025 NewEdge Advisors LLC3,709$281K0.0%+9.1%0.021%
2/13/2025 Insigneo Advisory Services LLC9,474$719K0.1%+35.8%0.055%
2/13/2025 Mariner LLC13,685$1.04M0.0%-1.5%0.079%
2/13/2025 Townsquare Capital LLC6,136$465K0.0%+4.2%0.035%
2/13/2025 Rockefeller Capital Management L.P.29,514$2.24M0.0%-1.7%0.171%
2/13/2025 Raymond James Financial Inc.189,844$14.40M0.0%N/A1.097%
2/13/2025 Envestnet Asset Management Inc.46,697$3.54M0.0%-18.0%0.270%
2/13/2025 Wells Fargo & Company MN375,019$28.45M0.0%+4.3%2.168%
2/12/2025 Riggs Capital Management LLC2,987$227K0.2%N/A0.017%
2/12/2025 Vertex Planning Partners LLC91,083$6.91M1.5%-4.6%0.526%
2/12/2025 AssuredPartners Investment Advisors LLC19,993$1.52M0.3%N/A0.116%
2/12/2025 JPMorgan Chase & Co.72,522$5.50M0.0%+5.2%0.419%
2/11/2025 LPL Financial LLC703,215$53.35M0.0%+6.9%4.065%
2/11/2025 Arvest Investments Inc.19,243$1.46M0.2%-29.8%0.111%
2/10/2025 Clearwater Capital Advisors LLC18,325$1.39M0.1%-4.7%0.106%
2/10/2025 Creative Financial Designs Inc. ADV6,548$497K0.0%+2.3%0.038%
2/10/2025 Corient Private Wealth LLC37,567$2.85M0.0%-14.9%0.217%
2/10/2025 MGO Private Wealth LLC18,127$1.38M1.0%-8.3%0.105%
2/10/2025 Commonwealth Equity Services LLC48,686$3.69M0.0%+1.0%0.281%
2/10/2025 Avantax Advisory Services Inc.41,025$3.11M0.0%-7.6%0.237%
2/10/2025 Essential Planning LLC.291,505$22.71M0.1%+6,401.0%1.685%
2/7/2025 HighTower Advisors LLC195,828$14.86M0.0%-8.7%1.132%
2/7/2025 Independent Advisor Alliance58,293$4.42M0.1%N/A0.337%
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2/7/2025 Kendall Capital Management9,930$753K0.2%-6.1%0.057%
2/6/2025 Raymond James Financial Inc.189,844$14.40M0.0%N/A1.097%
2/6/2025 Atria Investments Inc9,417$714K0.0%+25.9%0.054%
2/6/2025 Steward Partners Investment Advisory LLC49,289$3.74M0.0%+1.2%0.285%
2/6/2025 Jones Financial Companies Lllp2,854$217K0.0%+33.0%0.016%
2/5/2025 Norden Group LLC6,116$464K0.1%+4.3%0.035%
2/5/2025 Maripau Wealth Management LLC2,679$203K0.1%N/A0.015%
2/5/2025 Verus Capital Partners LLC17,778$1.35M0.1%+4.9%0.103%
2/5/2025 Magnolia Private Wealth LLC4,048$307K0.2%N/A0.023%
2/4/2025 Bank of New York Mellon Corp174,790$13.26M0.0%+76.2%1.010%
2/4/2025 Quartz Partners LLC5,189$394K0.2%+3.1%0.030%
2/3/2025 Element Wealth LLC2,747$208K0.1%+27.5%0.016%
2/3/2025 Capital Advisory Group Advisory Services LLC33,222$2.52M0.9%+0.6%0.192%
2/3/2025 Private Advisor Group LLC12,995$986K0.0%-17.9%0.075%
1/31/2025 Key Financial Inc8,479$643K0.1%+30.5%0.049%
1/31/2025 Atria Wealth Solutions Inc.12,945$982K0.0%-3.7%0.075%
1/31/2025 Pittenger & Anderson Inc.3,990$303K0.0%-14.5%0.023%
1/31/2025 Sanctuary Advisors LLC53,919$4.25M0.0%+1,166.0%0.312%
1/31/2025 JFS 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%
1/29/2025 Avestar Capital LLC7,366$559K0.0%+112.8%0.043%
1/29/2025 International Private Wealth Advisors LLC5,137$390K0.4%N/A0.030%
1/28/2025 Moloney Securities Asset Management LLC2,642$200K0.0%N/A0.015%
1/27/2025 Stratos Wealth Partners LTD.16,979$1.29M0.0%+3.7%0.098%
1/24/2025 Vantage Point Financial LLC4,814$365K0.2%N/A0.028%
1/24/2025 Panoramic Investment Advisors LLC11,276$855K0.6%+6.5%0.065%
1/23/2025 Gateway Wealth Partners LLC9,757$740K0.2%+4.8%0.056%
1/22/2025 Perigon 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%
1/22/2025 Foundations Investment Advisors LLC72,107$5.47M0.1%+15.1%0.417%
1/17/2025 Janney Montgomery Scott LLC11,346$861K0.0%+74.4%0.066%
1/16/2025 My Legacy Advisors LLC9,753$750K0.3%-6.8%0.056%
1/15/2025 Sandy 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%
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%
1/14/2025 PCA 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%
1/13/2025 Envision Financial LLC69,165$5.25M4.2%N/A0.400%
1/13/2025 Brookstone Capital Management8,615$654K0.0%-36.0%0.050%
12/26/2024 JPMorgan Chase & Co.68,932$5.29M0.0%+12.3%0.398%
11/25/2024 Arvest Bank Trust Division29,335$2.25M0.1%N/A0.170%
11/25/2024 Sanctuary Advisors LLC4,259$340K0.0%-13.1%0.025%
11/18/2024 Sunbelt Securities Inc.7,304$560K0.1%-30.5%0.042%
11/15/2024 MML Investors Services LLC6,059$465K0.0%-19.0%0.035%
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11/15/2024 Insigneo Advisory Services LLC6,974$535K0.1%+19.5%0.040%
11/15/2024 Jane Street Group LLC9,266$711K0.0%+17.7%0.054%
11/15/2024 Integrated Wealth Concepts LLC5,756$441K0.0%+6.8%0.033%
11/15/2024 HighTower Advisors LLC214,543$16.45M0.0%-0.6%1.240%
11/13/2024 Townsquare Capital LLC5,886$451K0.0%+19.1%0.034%
11/13/2024 Avestar Capital LLC3,461$265K0.0%+9.0%0.020%
11/13/2024 FMR LLC13,881$1.06M0.0%-4.0%0.080%
11/12/2024 Great Valley Advisor Group Inc.6,007$461K0.0%-26.2%0.035%
11/7/2024 Vertex Planning Partners LLC95,450$7.32M1.7%+0.4%0.552%
11/7/2024 Pathstone Holdings LLC58,688$4.50M0.0%-0.4%0.339%
(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, 168 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), Connecticut Wealth Management LLC ($23.12M), 626 Financial LLC ($23.05M), 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 132 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. ($131.77K), 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 2,694,896 shares in the last 24 months. This purchase volume represents approximately $191.88M 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 742,571 shares in the last 24 months. This volume of shares sold represents approximately $48.88M in transactions.


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This page (NYSEARCA:DTD) was last updated on 3/27/2025 by MarketBeat.com Staff
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