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

WisdomTree Total U.S. Dividend Fund logo
$77.65 +0.47 (+0.61%)
Closing price 01/17/2025 04:10 PM Eastern
Extended Trading
$77.67 +0.02 (+0.02%)
As of 08:12 AM 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)
66
Total
Institutional Inflows
(last 12 months)
$60.34M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$14.80M
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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
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%
12/26/2024JPMorgan 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%
11/15/2024MML Investors Services LLC6,059$465K0.0%-19.0%0.035%
11/15/2024Insigneo Advisory Services LLC6,974$535K0.1%+19.5%0.040%
11/15/2024Jane Street Group LLC9,266$711K0.0%+17.7%0.054%
11/15/2024Integrated Wealth Concepts LLC5,756$441K0.0%+6.8%0.033%
11/15/2024HighTower Advisors LLC214,543$16.45M0.0%-0.6%1.240%
11/13/2024Townsquare Capital LLC5,886$451K0.0%+19.1%0.034%
11/13/2024Avestar Capital LLC3,461$265K0.0%+9.0%0.020%
11/13/2024FMR LLC13,881$1.06M0.0%-4.0%0.080%
11/12/2024Great Valley Advisor Group Inc.6,007$461K0.0%-26.2%0.035%
11/7/2024Vertex Planning Partners LLC95,450$7.32M1.7%+0.4%0.552%
11/7/2024Pathstone Holdings LLC58,688$4.50M0.0%-0.4%0.339%
11/7/2024Essential Planning LLC.4,484$344K0.1%-4.7%0.026%
11/7/2024Obsidian Personal Planning Solutions LLC3,217$246K0.1%-6.7%0.019%
11/6/2024Schrum Private Wealth Management LLC4,000$307K0.2%N/A0.023%
11/5/2024Waverton Investment Management Ltd2,670$205K0.0%N/A0.015%
11/4/2024Arvest Investments Inc.27,400$2.10M0.3%-10.0%0.158%
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%
10/30/2024Pittenger & Anderson Inc.4,665$358K0.0%N/A0.027%
10/29/2024Key Financial Inc6,496$498K0.1%+15.5%0.038%
10/25/2024Gateway Wealth Partners LLC9,309$714K0.2%+7.5%0.054%
10/24/2024J.W. Cole Advisors Inc.2,719$208K0.0%N/A0.016%
10/24/2024Bristlecone Advisors LLC430$33K0.0%N/A0.002%
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10/24/2024 Wealth Enhancement Advisory Services LLC16,617$1.27M0.0%+4.4%0.096%
10/23/2024Team Financial Group LLC7,111$545K0.3%-3.8%0.041%
10/23/2024FFG Retirement Advisors LLC62,038$4.76M3.1%-1.9%0.359%
10/22/2024Private 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%
10/22/2024Sequoia Financial Advisors LLC4,959$380K0.0%+6.0%0.029%
10/21/2024Foundations Investment Advisors LLC62,660$4.81M0.1%+85.1%0.362%
10/18/2024 KMG Fiduciary Partners LLC8,426$646K0.1%N/A0.049%
10/16/2024 626 Financial LLC298,694$22.90M12.7%-1.2%1.727%
10/15/2024NBC Securities Inc.17,503$1.34M0.1%+23.3%0.101%
10/11/2024Creative Planning36,653$2.81M0.0%+1.0%0.212%
10/10/2024Retirement 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%
8/16/2024Gateway 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%
8/14/2024 Certified 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%
8/5/2024Private 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%
8/2/2024FFG Retirement Advisors LLC63,235$4.48M3.1%-2.9%0.366%
8/2/2024Larson Financial Group LLC459$33K0.0%+48.5%0.003%
8/2/2024Foundations Investment Advisors LLC33,860$2.40M0.1%+51.1%0.196%
8/1/2024Verus Capital Partners LLC16,987$1.20M0.1%+4.1%0.098%
8/1/2024Consolidated Portfolio Review Corp13,627$965K0.2%N/A0.079%
7/31/2024Commonwealth Equity Services LLC49,506$3.51M0.0%+14.1%0.286%
7/30/2024Key Financial Inc5,624$398K0.1%+7.3%0.033%
7/29/2024Whittier Trust Co. of Nevada Inc.10,707$758K0.0%+2.3%0.062%
7/26/2024Cambridge 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%
7/22/2024Capital 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%
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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%
(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, 155 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), Wells Fargo & Company MN ($24.58M), 626 Financial LLC ($23.05M), Cetera Investment Advisers ($21.95M), Cetera Advisor Networks LLC ($19.76M), and Connecticut Wealth Management LLC ($19.67M).Learn more on DTD's institutional investors.

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

Of the 124 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 ($510.48K), 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 Envision Financial LLC ($69.17K).

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

Institutional investors have bought a total of 2,405,041 shares in the last 24 months. This purchase volume represents approximately $155.67M in transactions.

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

Of the 88 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 ($58.06K), AE Wealth Management LLC ($50.00K), FFG Retirement Advisors LLC ($44.33K), Brookstone Capital Management ($39.28K), 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 764,440 shares in the last 24 months. This volume of shares sold represents approximately $48.70M in transactions.


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This page (NYSEARCA:DTD) was last updated on 1/21/2025 by MarketBeat.com Staff
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