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

WisdomTree U.S. Total Dividend Fund logo
$80.69 -0.10 (-0.12%)
Closing price 07/18/2025 04:10 PM Eastern
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$80.69 0.00 (0.00%)
As of 07/18/2025 04:10 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)
103
Total
Institutional Inflows
(last 12 months)
$141.61M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$30.35M
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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
7/18/2025Magnolia 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%
6/27/2025Goldman 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%
5/12/2025Avant Capital LLC31,462$2.42M2.0%+4.7%0.177%
5/9/2025Atria Wealth Solutions Inc.13,429$1.03M0.0%+3.7%0.076%
5/9/2025Blair William & Co. IL14,110$1.09M0.0%-9.7%0.079%
5/8/2025Certified Advisory Corp31,621$2.43M0.3%-7.4%0.178%
5/8/2025NorthRock Partners LLC670$52K0.0%N/A0.004%
5/8/2025Arkadios Wealth Advisors5,521$425K0.0%N/A0.031%
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5/7/2025Fairman Group LLC907$70K0.1%+87.4%0.005%
5/7/2025Foundations Investment Advisors LLC75,185$5.79M0.1%+4.3%0.424%
5/7/2025LPL 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%
5/6/2025Assetmark Inc.1,664$128K0.0%+20,700.0%0.009%
5/6/2025Cetera Investment Advisers353,269$27.18M0.1%+2.4%1.990%
5/6/2025Avantax Advisory Services Inc.46,059$3.54M0.0%+12.3%0.259%
5/5/2025Private Advisor Group LLC12,420$956K0.0%-4.4%0.070%
5/1/2025Key Financial Inc9,434$726K0.2%+11.3%0.053%
5/1/2025LRI Investments LLC2,451$189K0.0%+745.2%0.014%
5/1/2025CWM LLC19,640$1.51M0.0%-1.2%0.111%
4/30/2025Stratos Wealth Partners LTD.17,181$1.32M0.0%+1.2%0.097%
4/30/2025Sharper & Granite LLC13,805$1.06M0.4%-1.1%0.078%
4/29/2025Envestnet Asset Management Inc.49,034$3.77M0.0%+5.0%0.276%
4/29/2025Bank of New York Mellon Corp49,472$3.81M0.0%-71.7%0.279%
4/29/2025Element 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%
4/24/2025Alta Wealth Advisors LLC7,031$541K0.2%-3.1%0.040%
4/23/2025Western Wealth Management LLC2,890$222K0.0%N/A0.017%
4/23/2025Creative Financial Designs Inc. ADV5,200$400K0.0%-20.6%0.030%
4/23/2025Sequoia Financial Advisors LLC4,711$362K0.0%-5.2%0.027%
4/23/2025Golden State Wealth Management LLC526$40K0.0%+146.9%0.003%
4/23/2025AssuredPartners Investment Advisors LLC25,074$1.93M0.4%+25.4%0.144%
4/23/2025Team Financial Group LLC5,347$411K0.2%-24.4%0.031%
4/22/2025Cambridge 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%
4/21/2025Envestnet Portfolio Solutions Inc.2,783$214K0.0%N/A0.016%
4/21/2025MGO 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%
4/15/2025Magnolia 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%
4/14/2025FFG 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%
4/11/2025626 Financial LLC312,730$24.07M12.4%+2.9%1.797%
4/9/2025Merit 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%
3/6/2025Wood Tarver Financial Group LLC7,247$549K0.2%N/A0.041%
2/25/2025 Armis Advisers LLC11,479$871K0.1%N/A0.066%
2/24/2025Wilkins Miller Wealth Management LLC3,124$237K0.2%N/A0.018%
2/20/2025 Revisor Wealth Management LLC8,054$614K0.6%+12.9%0.047%
2/18/2025Connecticut Wealth Management LLC327,744$23.12M1.1%+17.8%1.894%
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2/17/2025Focus Partners Wealth26,842$2.04M0.0%N/A0.155%
2/17/2025CoreCap Advisors LLC2,565$195K0.0%-16.7%0.015%
2/17/2025Cornerstone Financial Group LLC NE 7,800$592K0.6%N/A0.045%
2/17/2025Cetera Investment Advisers344,978$26.17M0.1%+4.8%1.994%
2/17/2025Bank of America Corp DE2,008,408$152.36M0.0%-0.5%11.609%
2/17/2025Ameriprise Financial Inc.147,895$11.22M0.0%+12.6%0.855%
2/14/2025Jane Street Group LLC14,076$1.07M0.0%+51.9%0.081%
2/14/2025Beacon Pointe Advisors LLC3,000$228K0.0%N/A0.017%
2/14/2025Susquehanna International Group LLP142,681$10.82M0.0%+130.5%0.825%
2/14/2025Arvest Bank Trust Division20,407$1.55M0.1%-30.4%0.118%
(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, 175 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 ($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 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 137 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. ($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 U.S. Total Dividend Fund?

Institutional investors have bought a total of 1,869,927 shares in the last 24 months. This purchase volume represents approximately $141.61M in transactions.

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

Of the 63 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 ($51.46K), Arvest Investments Inc. ($25.43K), HighTower Advisors LLC ($20.12K), My Legacy Advisors LLC ($18.76K), Baldwin Wealth Partners LLC MA ($15.55K), and Brookstone Capital Management ($13.65K).

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

Institutional investors have sold a total of 396,289 shares in the last 24 months. This volume of shares sold represents approximately $30.35M in transactions.


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This page (NYSEARCA:DTD) was last updated on 7/19/2025 by MarketBeat.com Staff
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