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

WisdomTree Total U.S. Dividend Fund logo
$76.16 -0.20 (-0.26%)
As of 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)
102
Total
Institutional Inflows
(last 12 months)
$167.25M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$29.50M
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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
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%
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%
5/7/2025 LPL Financial LLC747,833$57.55M0.0%+6.3%4.213%
5/7/2025 HB Wealth Management LLC14,030$1.08M0.0%+8.9%0.079%
5/6/2025 Assetmark Inc.1,664$128K0.0%+20,700.0%0.009%
5/6/2025 Cetera Investment Advisers353,269$27.18M0.1%+2.4%1.990%
5/6/2025 Avantax Advisory Services Inc.46,059$3.54M0.0%+12.3%0.259%
5/5/2025 Private Advisor Group LLC12,420$956K0.0%-4.4%0.070%
5/1/2025 Key Financial Inc9,434$726K0.2%+11.3%0.053%
5/1/2025 LRI Investments LLC2,451$189K0.0%+745.2%0.014%
5/1/2025 CWM LLC19,640$1.51M0.0%-1.2%0.111%
4/30/2025 Stratos Wealth Partners LTD.17,181$1.32M0.0%+1.2%0.097%
4/30/2025 Sharper & Granite LLC13,805$1.06M0.4%-1.1%0.078%
4/29/2025 Envestnet Asset Management Inc.49,034$3.77M0.0%+5.0%0.276%
4/29/2025 Bank of New York Mellon Corp49,472$3.81M0.0%-71.7%0.279%
4/29/2025 Element Wealth LLC2,933$226K0.1%+6.8%0.017%
4/28/2025 Revisor Wealth Management LLC9,351$720K0.3%+16.1%0.053%
4/25/2025 Kendall Capital Management8,155$628K0.2%-17.9%0.046%
4/24/2025 Alta Wealth Advisors LLC7,031$541K0.2%-3.1%0.040%
4/23/2025 Western Wealth Management LLC2,890$222K0.0%N/A0.017%
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4/23/2025 Creative Financial Designs Inc. ADV5,200$400K0.0%-20.6%0.030%
4/23/2025 Sequoia Financial Advisors LLC4,711$362K0.0%-5.2%0.027%
4/23/2025 Golden State Wealth Management LLC526$40K0.0%+146.9%0.003%
4/23/2025 AssuredPartners Investment Advisors LLC25,074$1.93M0.4%+25.4%0.144%
4/23/2025 Team Financial Group LLC5,347$411K0.2%-24.4%0.031%
4/22/2025 Cambridge Investment Research Advisors Inc.55,425$4.27M0.0%-2.1%0.319%
4/22/2025 Envision Financial LLC65,137$5.01M3.8%-5.8%0.374%
4/21/2025 Envestnet Portfolio Solutions Inc.2,783$214K0.0%N/A0.016%
4/21/2025 MGO Private Wealth LLC15,568$1.20M0.8%-14.1%0.089%
4/17/2025 Janney Montgomery Scott LLC10,735$826K0.0%-5.4%0.062%
4/16/2025 Wealth Enhancement Advisory Services LLC17,138$1.32M0.0%+1.8%0.098%
4/16/2025 Jackson Square Capital LLC2,771$213K0.1%-7.3%0.016%
4/15/2025 Arvest Investments Inc.18,492$1.42M0.2%-3.9%0.106%
4/15/2025 Magnolia Private Wealth LLC3,623$279K0.2%-10.5%0.021%
4/15/2025 Capital 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%
3/19/2025 DSG 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%
2/12/2025Riggs Capital Management LLC2,987$227K0.2%N/A0.017%
2/12/2025 Vertex Planning Partners LLC91,083$6.91M1.5%-4.6%0.526%
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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%
(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, 173 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 ($57.55M), Wells Fargo & Company MN ($28.45M), Cetera Investment Advisers ($27.18M), 626 Financial LLC ($24.07M), Essential Planning LLC. ($22.71M), and Connecticut Wealth Management LLC ($21.26M).Learn more on DTD's institutional investors.

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

Of the 136 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. ($400.32K), Cetera Investment Advisers ($321.47K), Essential Planning LLC. ($287.02K), LPL Financial LLC ($182.39K), 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 2,813,382 shares in the last 24 months. This purchase volume represents approximately $203.98M in transactions.

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

Of the 100 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: Bank of New York Mellon Corp ($141.74K), Rooted Wealth Advisors Inc. ($68.68K), Connecticut Wealth Management LLC ($56.87K), Brookstone Capital Management ($39.28K), LPL Financial LLC ($34.16K), 626 Financial LLC ($26.80K), and Pinnacle Financial Group LLC IL ($26.50K).

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

Institutional investors have sold a total of 775,807 shares in the last 24 months. This volume of shares sold represents approximately $54.20M in transactions.


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This page (NYSEARCA:DTD) was last updated on 5/22/2025 by MarketBeat.com Staff
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