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

WisdomTree U.S. Total Dividend Fund logo
$82.86 -0.01 (-0.01%)
As of 03:39 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. Total Dividend Fund (NYSEARCA:DTD)

Number of
Institutional Buyers
(last 12 months)
114
Total
Institutional Inflows
(last 12 months)
$148.86M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$37.35M
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DTD Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2025 Asset Dedication LLC915$73K0.0%N/A0.005%
8/18/2025 Geneos Wealth Management Inc.5,675$451K0.0%+42.8%0.033%
8/15/2025 Semmax Financial Advisors Inc.1,191$97K0.0%N/A0.007%
8/15/2025 Corient Private Wealth LLC75,134$5.98M0.0%+100.0%0.433%
8/15/2025 Captrust Financial Advisors15,660$1.25M0.0%-1.5%0.090%
8/15/2025 Great Valley Advisor Group Inc.7,513$598K0.0%+23.6%0.043%
8/15/2025 Bank of America Corp DE1,938,568$154.16M0.0%+0.1%11.173%
8/15/2025 Ameriprise Financial Inc.147,782$11.75M0.0%-2.8%0.852%
8/14/2025 Connecticut Wealth Management LLC271,221$21.57M1.0%-1.8%1.563%
8/14/2025 Raymond James Financial Inc.228,568$18.18M0.0%+8.6%1.317%
8/14/2025 Quantinno Capital Management LP4,504$358K0.0%N/A0.026%
8/14/2025 Obsidian Personal Planning Solutions LLC3,978$316K0.1%-5.1%0.023%
8/14/2025 Cerity Partners LLC6,059$482K0.0%+2.3%0.035%
8/13/2025 StoneX Group Inc.3,067$244K0.0%+6.8%0.018%
8/13/2025 Gateway Wealth Partners LLC9,321$741K0.1%-5.1%0.054%
8/13/2025 Brown Advisory Inc.2,942$234K0.0%+7.3%0.017%
8/13/2025 Beacon Pointe Advisors LLC3,000$239K0.0%-40.4%0.017%
8/13/2025 VestGen Advisors LLC10,052$811K0.0%-1.8%0.058%
8/12/2025 Steward Partners Investment Advisory LLC49,558$3.94M0.0%+0.3%0.286%
8/12/2025 JPMorgan Chase & Co.76,807$6.11M0.0%+2.7%0.443%
8/11/2025 Pinnacle Financial Group LLC IL266,814$21.22M7.1%-1.0%1.542%
8/8/2025 Rockefeller Capital Management L.P.29,765$2.37M0.0%+0.5%0.172%
8/8/2025 Avantax Advisory Services Inc.48,196$3.83M0.0%+4.6%0.279%
8/8/2025 Cetera Investment Advisers353,057$28.08M0.0%-0.1%2.041%
8/8/2025 Creative Planning34,600$2.75M0.0%-0.6%0.200%
8/8/2025 Foundations Investment Advisors LLC82,618$6.57M0.1%+9.9%0.478%
8/8/2025 Clearstead Trust LLC1,369$109K0.0%N/A0.008%
8/8/2025 PNC Financial Services Group Inc.3,672$292K0.0%+54.0%0.021%
8/7/2025 Verus Capital Partners LLC19,110$1.52M0.1%+6.5%0.110%
8/7/2025 Allworth Financial LP2,456$195K0.0%+2,284.5%0.014%
8/7/2025 BOK Financial Private Wealth Inc.697$55K0.0%+62.9%0.004%
8/7/2025 Midwest Trust Co4,136$329K0.0%N/A0.024%
8/6/2025 AE Wealth Management LLC1,402$111K0.0%+12.1%0.008%
8/6/2025 Vestmark Advisory Solutions Inc.112,594$8.95M0.1%+152.5%0.651%
8/5/2025 Blue Barn Wealth LLC2,839$226K0.1%-12.0%0.016%
8/5/2025 Key Financial Inc7,943$632K0.1%-15.8%0.046%
8/4/2025 Creative Financial Designs Inc. ADV4,788$381K0.0%-7.9%0.028%
8/4/2025 Atria Investments Inc68,135$5.42M0.1%+6.2%0.394%
8/4/2025 Assetmark Inc.13,622$1.08M0.0%+718.6%0.079%
8/4/2025 Spire Wealth Management10,321$821K0.0%-16.7%0.060%
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8/4/2025 Arkadios Wealth Advisors6,213$494K0.0%+12.5%0.036%
8/1/2025 Envestnet Asset Management Inc.58,188$4.63M0.0%+18.7%0.336%
7/30/2025 Sonata Capital Group Inc.19,399$1.54M0.6%-2.8%0.112%
7/30/2025 Rehmann Capital Advisory Group3,654$291K0.0%-7.6%0.021%
7/30/2025 Brookstone Capital Management5,587$444K0.0%-27.8%0.032%
7/30/2025 Pittenger & Anderson Inc.2,555$203K0.0%-36.0%0.015%
7/29/2025 Stratos Wealth Partners LTD.17,958$1.43M0.0%+4.5%0.104%
7/29/2025 AssuredPartners Investment Advisors LLC4,305$342K0.1%-82.8%0.025%
7/28/2025 RMR Capital Management LLC6,171$491K0.4%-35.4%0.036%
7/25/2025 Atria Wealth Solutions Inc.10,255$830K0.0%-23.6%0.059%
7/25/2025 CWM LLC43,165$3.43M0.0%+119.8%0.250%
7/24/2025 JFS Wealth Advisors LLC12,363$983K0.1%-14.2%0.071%
7/24/2025 Vantage Point Financial LLC4,367$347K0.2%-9.2%0.025%
7/23/2025 626 Financial LLC310,011$24.65M11.5%-0.9%1.792%
7/22/2025 Belpointe Asset Management LLC8,655$688K0.0%-82.8%0.050%
7/22/2025 MGO Private Wealth LLC14,070$1.12M0.7%-9.6%0.081%
7/21/2025 Ameritas Advisory Services LLC318$25K0.0%N/A0.002%
7/21/2025 Hilltop National Bank986$78K0.0%N/A0.006%
7/18/2025 Magnolia Private Wealth LLC3,296$262K0.2%-9.0%0.019%
7/17/2025 Janney Montgomery Scott LLC11,395$906K0.0%+6.1%0.066%
7/16/2025 Kendall Capital Management4,080$324K0.1%-50.0%0.024%
7/15/2025 Maseco LLP552$44K0.0%N/A0.003%
7/15/2025 Revisor Wealth Management LLC8,887$720K0.3%-5.0%0.051%
7/14/2025 Rooted Wealth Advisors Inc.3,623$292K0.1%-52.2%0.021%
7/14/2025 Park Avenue Securities LLC10,852$863K0.0%-3.7%0.063%
7/11/2025 My Legacy Advisors LLC8,855$717K0.3%-8.7%0.051%
7/10/2025 Family Legacy Financial Solutions LLC908$72K0.1%N/A0.005%
7/10/2025 Wealth Enhancement Advisory Services LLC22,415$1.81M0.0%+30.8%0.130%
7/10/2025 Capital Advisory Group Advisory Services LLC31,590$2.51M0.9%-4.3%0.183%
7/10/2025 Tompkins Financial Corp705$56K0.0%-26.9%0.004%
7/10/2025 KMG Fiduciary Partners LLC10,783$857K0.1%+5.3%0.062%
7/10/2025 Signal Advisors Wealth LLC3,395$270K0.0%N/A0.020%
7/9/2025 Epiq Partners LLC3,000$239K0.1%-16.7%0.017%
7/9/2025 Sandy Cove Advisors LLC5,166$411K0.1%-4.2%0.030%
7/8/2025 Melone Private Wealth LLC124,971$9.87M5.1%+2.1%0.722%
7/8/2025 NBC Securities Inc.14,534$1.16M0.1%-3.6%0.084%
7/3/2025 Arvest Investments Inc.5,022$399K0.1%-72.8%0.029%
6/27/2025 Goldman Sachs Group Inc.7,932$610K0.0%-22.0%0.046%
5/20/2025 Belpointe Asset Management LLC50,367$3.88M0.2%+816.1%0.290%
5/16/2025 Goldman Sachs Group Inc.7,932$610K0.0%-22.0%0.045%
5/16/2025 Jones Financial Companies Lllp572$44K0.0%-80.0%0.003%
5/16/2025 Obsidian Personal Planning Solutions LLC4,190$312K0.1%+30.2%0.024%
5/16/2025 Integrated Wealth Concepts LLC5,532$426K0.0%-3.2%0.031%
5/15/2025 Royal Bank of Canada63,435$4.88M0.0%+0.3%0.357%
5/15/2025 Connecticut Wealth Management LLC276,289$21.26M1.1%-15.7%1.557%
5/14/2025 Kestra Advisory Services LLC134,035$10.31M0.0%+27.9%0.755%
5/14/2025 Vertex Planning Partners LLC93,383$7.19M1.6%+2.5%0.526%
5/13/2025 Steward Partners Investment Advisory LLC49,424$3.80M0.0%+0.3%0.278%
5/13/2025 Raymond James Financial Inc.210,474$16.20M0.0%+10.9%1.186%
5/13/2025 Vestmark Advisory Solutions Inc.44,594$3.43M0.1%N/A0.251%
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5/13/2025 HighTower Advisors LLC196,470$15.12M0.0%+0.3%1.107%
5/12/2025 Lcnb Corp24,967$1.92M0.7%-0.6%0.141%
5/12/2025 Avant Capital LLC31,462$2.42M2.0%+4.7%0.177%
5/9/2025 Atria Wealth Solutions Inc.13,429$1.03M0.0%+3.7%0.076%
5/9/2025 Blair William & Co. IL14,110$1.09M0.0%-9.7%0.079%
5/8/2025 Certified Advisory Corp31,621$2.43M0.3%-7.4%0.178%
5/8/2025 NorthRock Partners LLC670$52K0.0%N/A0.004%
5/8/2025 Arkadios Wealth Advisors5,521$425K0.0%N/A0.031%
5/7/2025 Fairman Group LLC907$70K0.1%+87.4%0.005%
5/7/2025 Foundations Investment Advisors LLC75,185$5.79M0.1%+4.3%0.424%
(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, 184 institutional investors and hedge funds held shares of WisdomTree U.S. Total Dividend Fund. The most heavily invested institutionals were Bank of America Corp DE ($154.16M), LPL Financial LLC ($57.55M), Wells Fargo & Company MN ($28.45M), Cetera Investment Advisers ($28.08M), 626 Financial LLC ($24.65M), Essential Planning LLC. ($22.71M), and Connecticut Wealth Management LLC ($21.57M).Learn more on WisdomTree U.S. Total Dividend Fund's institutional investors.

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

Of the 142 institutional investors that purchased WisdomTree U.S. Total Dividend Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($418.41K), Cetera Investment Advisers ($319.76K), Essential Planning LLC. ($287.02K), LPL Financial LLC ($182.39K), Raymond James Financial Services Advisors Inc. ($119.81K), Vestmark Advisory Solutions Inc. ($112.59K), and Bank of New York Mellon Corp ($101.97K).

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

Institutional investors have bought a total of 1,946,427 shares in the last 24 months. This purchase volume represents approximately $148.86M in transactions.

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

Of the 77 institutional investors that sold WisdomTree U.S. Total Dividend Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of New York Mellon Corp ($125.32K), Connecticut Wealth Management LLC ($56.52K), Belpointe Asset Management LLC ($41.71K), Arvest Investments Inc. ($25.43K), AssuredPartners Investment Advisors LLC ($20.77K), HighTower Advisors LLC ($20.12K), and My Legacy Advisors LLC ($18.76K).

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

Institutional investors have sold a total of 482,846 shares in the last 24 months. This volume of shares sold represents approximately $37.35M in transactions.


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This page (NYSEARCA:DTD) was last updated on 8/28/2025 by MarketBeat.com Staff
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