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

WisdomTree Total U.S. Dividend Fund logo
$76.23
-0.12 (-0.16%)
(As of 11/1/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree Total U.S. Dividend Fund (NYSEARCA:DTD)

Number of
Institutional Buyers
(last 12 months)
64
Total
Institutional Inflows
(last 12 months)
$69.41M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$20.70M
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DTD Institutional Buying and Selling by Quarter

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
11/1/2024Atria Investments Inc7,480$574K0.0%+16.2%0.043%
11/1/2024Sonata Capital Group Inc.19,959$1.53M0.6%-0.8%0.115%
10/30/2024 Pittenger & Anderson Inc.4,665$358K0.0%N/A0.027%
10/29/2024 Key Financial Inc6,496$498K0.1%+15.5%0.038%
10/25/2024 Gateway Wealth Partners LLC9,309$714K0.2%+7.5%0.054%
10/24/2024 J.W. Cole Advisors Inc.2,719$208K0.0%N/A0.016%
10/24/2024 Bristlecone Advisors LLC430$33K0.0%N/A0.002%
10/24/2024 Wealth Enhancement Advisory Services LLC16,617$1.27M0.0%+4.4%0.096%
10/23/2024 Team Financial Group LLC7,111$545K0.3%-3.8%0.041%
10/23/2024 FFG Retirement Advisors LLC62,038$4.76M3.1%-1.9%0.359%
10/22/2024 Private Advisor Group LLC15,834$1.21M0.0%-3.3%0.092%
10/22/2024 My Legacy Advisors LLC10,467$803K0.3%-62.2%0.061%
10/22/2024 Sequoia Financial Advisors LLC4,959$380K0.0%+6.0%0.029%
10/21/2024 Foundations Investment Advisors LLC62,660$4.81M0.1%+85.1%0.362%
10/18/2024KMG Fiduciary Partners LLC8,426$646K0.1%N/A0.049%
10/16/2024 626 Financial LLC298,694$22.90M12.7%-1.2%1.727%
10/15/2024 NBC Securities Inc.17,503$1.34M0.1%+23.3%0.101%
10/11/2024 Creative Planning36,653$2.81M0.0%+1.0%0.212%
10/10/2024 Retirement Planning Group LLC2,897$222K0.0%N/A0.017%
10/8/2024 Brookstone Capital Management13,457$1.03M0.0%-39.6%0.078%
10/7/2024 Melone Private Wealth LLC117,925$9.04M4.8%+1.9%0.682%
10/3/2024 Park Avenue Securities LLC9,427$723K0.0%+3.2%0.054%
9/5/2024Sanctuary Advisors LLC4,903$335K0.0%N/A0.028%
8/16/2024 Gateway Wealth Partners LLC8,660$613K0.2%+3.7%0.050%
8/16/2024Sunbelt Securities Inc.10,503$744K0.1%-19.8%0.061%
8/16/2024Northwestern Mutual Wealth Management Co.9,665$685K0.0%-6.1%0.056%
8/14/2024Insigneo Advisory Services LLC5,834$408K0.0%+8.1%0.034%
8/14/2024Certified Advisory Corp33,922$2.40M0.3%+0.5%0.196%
8/12/2024Kendall Capital Management11,080$785K0.3%-8.3%0.064%
8/12/2024Mercer Global Advisors Inc. ADV6,243$441K0.0%-13.4%0.036%
8/8/2024Envestnet Asset Management Inc.57,829$4.10M0.0%-4.1%0.334%
8/8/2024LPL Financial LLC643,324$45.57M0.0%+5.5%3.719%
8/7/2024Ashton Thomas Private Wealth LLC622$44K0.0%N/A0.004%
8/6/2024Clearwater Capital Advisors LLC19,356$1.37M0.1%-3.0%0.112%
8/5/2024 Private Advisor Group LLC16,370$1.16M0.0%-5.3%0.095%
8/3/2024MGO Private Wealth LLC20,090$1.42M0.9%-1.0%0.116%
8/3/2024Mayflower Financial Advisors LLC4,105$291K0.0%N/A0.024%
8/2/2024 FFG Retirement Advisors LLC63,235$4.48M3.1%-2.9%0.366%
8/2/2024Larson Financial Group LLC459$33K0.0%+48.5%0.003%
8/2/2024 Foundations Investment Advisors LLC33,860$2.40M0.1%+51.1%0.196%
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8/1/2024Verus Capital Partners LLC16,987$1.20M0.1%+4.1%0.098%
8/1/2024 Consolidated Portfolio Review Corp13,627$965K0.2%N/A0.079%
7/31/2024Commonwealth Equity Services LLC49,506$3.51M0.0%+14.1%0.286%
7/30/2024 Key Financial Inc5,624$398K0.1%+7.3%0.033%
7/29/2024 Whittier Trust Co. of Nevada Inc.10,707$758K0.0%+2.3%0.062%
7/26/2024 Cambridge Investment Research Advisors Inc.55,616$3.94M0.0%+1.7%0.321%
7/26/2024Bank of New York Mellon Corp31,733$2.25M0.0%+491.7%0.183%
7/25/2024Rooted Wealth Advisors Inc.4,027$295K0.1%-15.2%0.023%
7/24/2024Alta Wealth Advisors LLC7,285$516K0.3%-8.3%0.042%
7/24/2024 My Legacy Advisors LLC27,671$1.96M0.6%N/A0.160%
7/22/2024Atria Wealth Solutions Inc.13,376$947K0.0%+27.5%0.077%
7/22/2024 Capital Advisory Group Advisory Services LLC33,187$2.35M1.0%-3.0%0.192%
7/20/2024Raymond James Financial Services Advisors Inc.155,989$11.05M0.0%+3.0%0.902%
7/19/2024Raymond James & Associates16,990$1.20M0.0%-12.2%0.098%
7/18/2024 Brookstone Capital Management22,264$1.65M0.0%-40.2%0.129%
7/18/2024Blue Trust Inc.577$41K0.0%-42.1%0.003%
7/18/2024 Baker Tilly Wealth Management LLC3,286$233K0.1%-44.0%0.019%
7/16/2024 Wealth Enhancement Advisory Services LLC15,916$1.13M0.0%+1.7%0.092%
7/9/2024 Park Avenue Securities LLC9,133$647K0.0%+2.0%0.053%
5/24/2024Cetera Advisor Networks LLC279,348$19.76M0.1%+36.3%1.615%
5/24/2024Cetera Advisors LLC23,501$1.66M0.0%+49.1%0.136%
5/24/2024Cetera Investment Advisers310,356$21.95M0.1%+2,013.1%1.794%
5/21/2024Atria Investments Inc21,351$1.51M0.0%-17.2%0.123%
5/11/2024Lcnb Corp25,646$1.81M0.7%-2.3%0.148%
5/9/2024Blair William & Co. IL16,724$1.18M0.0%-13.2%0.097%
5/9/2024Clearwater Capital Advisors LLC19,947$1.41M0.2%-2.6%0.115%
5/8/2024Avantax Advisory Services Inc.42,348$3.00M0.0%+9.5%0.245%
5/7/2024Verus Capital Partners LLC16,321$1.15M0.1%+4.7%0.094%
5/1/2024Connecticut Wealth Management LLC278,166$19.67M1.0%-0.2%1.608%
4/30/2024 Private Advisor Group LLC17,293$1.22M0.0%-18.2%0.100%
4/29/2024Commonwealth Equity Services LLC43,400$3.07M0.0%-0.8%0.251%
4/25/2024 Cambridge Investment Research Advisors Inc.54,679$3.87M0.0%+0.4%0.316%
4/23/2024KLR Investment Advisors LLC20,528$1.40M1.0%-14.3%0.119%
4/23/2024Revisor Wealth Management LLC10,528$714K0.3%N/A0.061%
4/23/2024Raymond James Financial Services Advisors Inc.151,480$10.71M0.0%+14.9%0.876%
4/19/2024Arvest Investments Inc.31,597$2.24M0.4%-13.7%0.183%
4/18/2024Bridgewealth Advisory Group LLC3,512$248K0.1%-42.8%0.020%
4/18/2024Claro Advisors LLC12,993$919K0.2%-20.7%0.074%
4/18/2024MGO Private Wealth LLC20,292$1.44M0.9%-7.9%0.116%
4/17/2024Sandy Cove Advisors LLC6,372$451K0.2%-3.7%0.036%
4/15/2024 Brookstone Capital Management37,229$2.63M0.0%-22.3%0.213%
4/15/2024Sunbelt Securities Inc.13,094$926K0.1%-25.0%0.075%
4/10/2024 Park Avenue Securities LLC8,951$633K0.0%-3.9%0.051%
4/10/2024 Signal Advisors Wealth LLC5,214$369K0.1%-12.3%0.030%
4/5/2024 NBC Securities Inc.14,169$1.11M0.1%+60.5%0.081%
4/4/2024 Moseley Investment Management Inc.3,020$214K0.1%-57.5%0.017%
3/26/2024 Fairman Group LLC484$32K0.0%N/A0.003%
3/8/2024ICA Group Wealth Management LLC4,789$313K0.1%-11.1%0.027%
3/6/2024SageView Advisory Group LLC3,405$227K0.0%-34.8%0.019%
2/16/2024 PCA Investment Advisory Services Inc.13,293$869K0.6%-3.8%0.076%
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2/13/2024Cetera Advisor Networks LLC204,979$13.40M0.1%-2.9%1.171%
2/13/2024Essential Planning LLC.5,136$336K0.2%-4.9%0.029%
2/13/2024Pinnacle Financial Group LLC IL293,385$19.18M9.8%-4.8%1.676%
2/12/2024Lcnb Corp26,246$1.72M0.7%-3.5%0.150%
2/12/2024Steward Partners Investment Advisory LLC48,036$3.14M0.0%+0.9%0.274%
2/12/2024Alta Wealth Advisors LLC8,009$524K0.3%-23.1%0.046%
2/12/2024Parallel Advisors LLC752$49K0.0%-27.2%0.004%
2/9/2024SageView Advisory Group LLC3,405$227K0.0%-34.8%0.019%
2/9/2024 Cambridge Investment Research Advisors Inc.54,441$3.56M0.0%-0.9%0.311%
2/9/2024Certified Advisory Corp35,053$2.29M0.3%-1.1%0.200%
(Data available from 1/1/2016 forward)

DTD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DTD shares?

During the previous two years, 156 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 ($101.16M), LPL Financial LLC ($45.57M), Vertex Planning Partners LLC ($30.94M), Wells Fargo & Company MN ($24.58M), 626 Financial LLC ($22.90M), Cetera Investment Advisers ($21.95M), and Cetera Advisor Networks LLC ($19.76M).Learn more on DTD's institutional investors.

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

Of the 127 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: Vertex Planning Partners LLC ($510.07K), Cetera Investment Advisers ($297.38K), LPL Financial LLC ($158.58K), Raymond James Financial Services Advisors Inc. ($135.00K), Rooted Wealth Advisors Inc. ($82.62K), Cetera Advisor Networks LLC ($74.72K), and Pathstone Family Office LLC ($62.21K).

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

Institutional investors have bought a total of 2,465,548 shares in the last 24 months. This purchase volume represents approximately $156.37M in transactions.

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

Of the 89 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: MGO Private Wealth LLC ($107.17K), Rooted Wealth Advisors Inc. ($70.13K), Connecticut Wealth Management LLC ($66.82K), AE Wealth Management LLC ($50.00K), FFG Retirement Advisors LLC ($44.33K), Brookstone Capital Management ($34.44K), and LPL Financial LLC ($34.16K).

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

Institutional investors have sold a total of 771,206 shares in the last 24 months. This volume of shares sold represents approximately $48.67M in transactions.


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This page (NYSEARCA:DTD) was last updated on 11/2/2024 by MarketBeat.com Staff
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