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

WisdomTree U.S. Total Dividend Fund logo
$83.82 +0.17 (+0.20%)
As of 10:32 AM 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)
117
Total
Institutional Inflows
(last 12 months)
$150.94M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$36.77M
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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
10/10/2025KMG Fiduciary Partners LLC10,587$889K0.1%-1.8%0.062%
10/10/2025Signal Advisors Wealth LLC4,768$401K0.0%+40.4%0.028%
10/9/2025Jackson Square Capital LLC2,385$200K0.0%-13.9%0.014%
10/9/2025OxenFree Capital LLC7,795$654K0.4%N/A0.045%
10/8/2025 Tompkins Financial Corp453$38K0.0%-35.7%0.003%
10/7/2025 Team Financial Group LLC4,515$379K0.2%-5.6%0.026%
9/4/2025Osaic Holdings Inc.93,001$7.40M0.0%+25.7%0.536%
8/29/2025Evolution Wealth Management Inc.6,924$551K0.7%N/A0.040%
8/19/2025Asset Dedication LLC915$73K0.0%N/A0.005%
8/18/2025Geneos Wealth Management Inc.5,675$451K0.0%+42.8%0.033%
8/15/2025Semmax Financial Advisors Inc.1,191$97K0.0%N/A0.007%
8/15/2025Corient Private Wealth LLC75,134$5.98M0.0%+100.0%0.433%
8/15/2025Captrust Financial Advisors15,660$1.25M0.0%-1.5%0.090%
8/15/2025Great Valley Advisor Group Inc.7,513$598K0.0%+23.6%0.043%
8/15/2025Bank of America Corp DE1,938,568$154.16M0.0%+0.1%11.173%
8/15/2025Ameriprise Financial Inc.147,782$11.75M0.0%-2.8%0.852%
8/14/2025Connecticut Wealth Management LLC271,221$21.57M1.0%-1.8%1.563%
8/14/2025Raymond James Financial Inc.228,568$18.18M0.0%+8.6%1.317%
8/14/2025Quantinno Capital Management LP4,504$358K0.0%N/A0.026%
8/14/2025Obsidian Personal Planning Solutions LLC3,978$316K0.1%-5.1%0.023%
8/14/2025Cerity Partners LLC6,059$482K0.0%+2.3%0.035%
8/13/2025StoneX Group Inc.3,067$244K0.0%+6.8%0.018%
8/13/2025Gateway Wealth Partners LLC9,321$741K0.1%-5.1%0.054%
8/13/2025Brown Advisory Inc.2,942$234K0.0%+7.3%0.017%
8/13/2025Beacon Pointe Advisors LLC3,000$239K0.0%-40.4%0.017%
8/13/2025VestGen Advisors LLC10,052$811K0.0%-1.8%0.058%
8/12/2025Steward Partners Investment Advisory LLC49,558$3.94M0.0%+0.3%0.286%
8/12/2025JPMorgan Chase & Co.76,807$6.11M0.0%+2.7%0.443%
8/11/2025Pinnacle Financial Group LLC IL266,814$21.22M7.1%-1.0%1.542%
8/8/2025Rockefeller Capital Management L.P.29,765$2.37M0.0%+0.5%0.172%
8/8/2025Avantax Advisory Services Inc.48,196$3.83M0.0%+4.6%0.279%
8/8/2025Cetera Investment Advisers353,057$28.08M0.0%-0.1%2.041%
8/8/2025Creative Planning34,600$2.75M0.0%-0.6%0.200%
8/8/2025Foundations Investment Advisors LLC82,618$6.57M0.1%+9.9%0.478%
8/8/2025Clearstead Trust LLC1,369$109K0.0%N/A0.008%
8/8/2025PNC Financial Services Group Inc.3,672$292K0.0%+54.0%0.021%
8/7/2025Verus Capital Partners LLC19,110$1.52M0.1%+6.5%0.110%
8/7/2025Allworth Financial LP2,456$195K0.0%+2,284.5%0.014%
8/7/2025BOK Financial Private Wealth Inc.697$55K0.0%+62.9%0.004%
8/7/2025Midwest Trust Co4,136$329K0.0%N/A0.024%
8/6/2025AE Wealth Management LLC1,402$111K0.0%+12.1%0.008%
8/6/2025Vestmark Advisory Solutions Inc.112,594$8.95M0.1%+152.5%0.651%
8/5/2025Blue Barn Wealth LLC2,839$226K0.1%-12.0%0.016%
8/5/2025Key Financial Inc7,943$632K0.1%-15.8%0.046%
8/4/2025Creative Financial Designs Inc. ADV4,788$381K0.0%-7.9%0.028%
8/4/2025Atria Investments Inc68,135$5.42M0.1%+6.2%0.394%
8/4/2025Assetmark Inc.13,622$1.08M0.0%+718.6%0.079%
8/4/2025Spire Wealth Management10,321$821K0.0%-16.7%0.060%
8/4/2025Arkadios Wealth Advisors6,213$494K0.0%+12.5%0.036%
8/1/2025Envestnet Asset Management Inc.58,188$4.63M0.0%+18.7%0.336%
7/30/2025Sonata Capital Group Inc.19,399$1.54M0.6%-2.8%0.112%
7/30/2025Rehmann Capital Advisory Group3,654$291K0.0%-7.6%0.021%
7/30/2025Brookstone Capital Management5,587$444K0.0%-27.8%0.032%
7/30/2025Pittenger & Anderson Inc.2,555$203K0.0%-36.0%0.015%
7/29/2025Stratos 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%
7/28/2025RMR Capital Management LLC6,171$491K0.4%-35.4%0.036%
7/25/2025Atria Wealth Solutions Inc.10,255$830K0.0%-23.6%0.059%
7/25/2025CWM LLC43,165$3.43M0.0%+119.8%0.250%
7/24/2025JFS Wealth Advisors LLC12,363$983K0.1%-14.2%0.071%
7/24/2025Vantage Point Financial LLC4,367$347K0.2%-9.2%0.025%
7/23/2025626 Financial LLC310,011$24.65M11.5%-0.9%1.792%
7/22/2025Belpointe Asset Management LLC8,655$688K0.0%-82.8%0.050%
7/22/2025MGO Private Wealth LLC14,070$1.12M0.7%-9.6%0.081%
7/21/2025Ameritas Advisory Services LLC318$25K0.0%N/A0.002%
7/21/2025 Hilltop National Bank986$78K0.0%N/A0.006%
7/18/2025Magnolia Private Wealth LLC3,296$262K0.2%-9.0%0.019%
7/17/2025Janney Montgomery Scott LLC11,395$906K0.0%+6.1%0.066%
7/16/2025Kendall Capital Management4,080$324K0.1%-50.0%0.024%
7/15/2025Maseco LLP552$44K0.0%N/A0.003%
7/15/2025Revisor Wealth Management LLC8,887$720K0.3%-5.0%0.051%
7/14/2025Rooted Wealth Advisors Inc.3,623$292K0.1%-52.2%0.021%
7/14/2025Park Avenue Securities LLC10,852$863K0.0%-3.7%0.063%
7/11/2025My Legacy Advisors LLC8,855$717K0.3%-8.7%0.051%
7/10/2025 Family Legacy Financial Solutions LLC908$72K0.1%N/A0.005%
7/10/2025Wealth Enhancement Advisory Services LLC22,415$1.81M0.0%+30.8%0.130%
7/10/2025Capital 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%
7/10/2025KMG Fiduciary Partners LLC10,783$857K0.1%+5.3%0.062%
7/10/2025Signal Advisors Wealth LLC3,395$270K0.0%N/A0.020%
7/9/2025Epiq Partners LLC3,000$239K0.1%-16.7%0.017%
7/9/2025Sandy Cove Advisors LLC5,166$411K0.1%-4.2%0.030%
7/8/2025Melone Private Wealth LLC124,971$9.87M5.1%+2.1%0.722%
7/8/2025NBC Securities Inc.14,534$1.16M0.1%-3.6%0.084%
7/3/2025Arvest Investments Inc.5,022$399K0.1%-72.8%0.029%
6/27/2025Goldman Sachs Group Inc.7,932$610K0.0%-22.0%0.046%
5/20/2025Belpointe Asset Management LLC50,367$3.88M0.2%+816.1%0.290%
5/16/2025Goldman Sachs Group Inc.7,932$610K0.0%-22.0%0.045%
5/16/2025Jones Financial Companies Lllp572$44K0.0%-80.0%0.003%
5/16/2025Obsidian Personal Planning Solutions LLC4,190$312K0.1%+30.2%0.024%
5/16/2025Integrated Wealth Concepts LLC5,532$426K0.0%-3.2%0.031%
5/15/2025Royal Bank of Canada63,435$4.88M0.0%+0.3%0.357%
5/15/2025Connecticut Wealth Management LLC276,289$21.26M1.1%-15.7%1.557%
5/14/2025Kestra Advisory Services LLC134,035$10.31M0.0%+27.9%0.755%
5/14/2025Vertex Planning Partners LLC93,383$7.19M1.6%+2.5%0.526%
5/13/2025Steward Partners Investment Advisory LLC49,424$3.80M0.0%+0.3%0.278%
5/13/2025Raymond James Financial Inc.210,474$16.20M0.0%+10.9%1.186%
5/13/2025Vestmark Advisory Solutions Inc.44,594$3.43M0.1%N/A0.251%
5/13/2025HighTower Advisors LLC196,470$15.12M0.0%+0.3%1.107%
5/12/2025Lcnb Corp24,967$1.92M0.7%-0.6%0.141%
(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, 187 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 145 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 1,971,307 shares in the last 24 months. This purchase volume represents approximately $150.94M in transactions.

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

Of the 78 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 475,139 shares in the last 24 months. This volume of shares sold represents approximately $36.77M in transactions.


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This page (NYSEARCA:DTD) was last updated on 10/10/2025 by MarketBeat.com Staff
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