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

WisdomTree U.S. Total Dividend Fund logo
$92.83 0.00 (0.00%)
Closing price 05/22/2026 04:10 PM Eastern
Extended Trading
$92.84 +0.01 (+0.01%)
As of 05/22/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for WisdomTree U.S. Total Dividend Fund (NYSEARCA:DTD)

Number of
Institutional Buyers
(last 12 months)
109
Total
Institutional Inflows
(last 12 months)
$103.88M
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$81.54M
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DTD Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026Verus Capital Partners LLC20,140$1.74M0.1%+0.7%0.117%
5/19/2026 Western Wealth Management LLC1,890$163K0.0%N/A0.011%
5/19/2026 Bank of America Corp DE1,505,283$130.00M0.0%-8.5%8.726%
5/19/2026 Ashton Thomas Securities LLC9,310$804K0.1%N/A0.054%
5/19/2026 Arkadios Wealth Advisors7,969$688K0.0%+13.0%0.046%
5/18/2026 Royal Bank of Canada69,610$6.01M0.0%-19.8%0.404%
5/16/2026 Quantinno Capital Management LP6,222$537K0.0%-23.5%0.036%
5/15/2026 Gateway Wealth Partners LLC22,223$1.92M0.1%+107.7%0.129%
5/13/2026 Cetera Investment Advisers143,467$12.39M0.0%+0.7%0.832%
5/6/2026 Bartlett & CO. Wealth Management LLC362$33K0.0%-24.1%0.002%
5/6/2026 Cornerstone Planning Group LLC1,129$103K0.0%-56.9%0.007%
5/5/2026 Quartz Partners LLC6,055$523K0.2%+8.1%0.035%
5/5/2026 Bank of New York Mellon Corp2,569$222K0.0%N/A0.015%
5/5/2026 Geneos Wealth Management Inc.5,700$492K0.0%+3.6%0.033%
5/5/2026 Sanctuary Advisors LLC149,793$12.94M0.1%+117.9%0.868%
5/4/2026 Retirement Planning Group LLC235,615$20.35M0.6%-4.6%1.366%
5/2/2026 Pittenger & Anderson Inc.1,070$92K0.0%-17.7%0.006%
5/1/2026 Fifth Third Bancorp1,709$148K0.0%N/A0.010%
4/30/2026 Sonata Capital Group Inc.19,049$1.65M0.6%-1.8%0.110%
4/30/2026 Kestra Advisory Services LLC224,181$19.36M0.1%+12.2%1.300%
4/28/2026 Evolution Wealth Management Inc.7,176$620K0.5%+8.5%0.042%
4/27/2026 HB Wealth Management LLC14,490$1.25M0.0%+3.8%0.084%
4/27/2026 Private Advisor Group LLC11,854$1.02M0.0%-1.8%0.069%
4/25/2026 Livet Wealth LLC2,550$220K0.1%-11.0%0.015%
4/24/2026 Root Financial Partners LLC3,198$276K0.0%-6.3%0.019%
4/24/2026 Key Financial Inc16,887$1.46M0.3%+14.6%0.098%
4/23/2026 626 Financial LLC294,902$25.47M11.4%-6.0%1.710%
4/17/2026 Certified Advisory Corp32,081$2.77M0.2%-5.7%0.186%
4/17/2026 Signal Advisors Wealth LLC4,199$363K0.0%+5.8%0.024%
3/17/2026 Rockefeller Capital Management L.P.29,692$2.52M0.0%+0.5%0.173%
3/9/2026 Corient Private Wealth LLC38,003$3.23M0.0%+1.2%0.221%
3/4/2026 Rehmann Capital Advisory Group3,154$268K0.0%-13.7%0.018%
2/19/2026 Corient Private Wealth LLC37,860$3.21M0.0%+0.8%0.220%
2/18/2026 Mercer Global Advisors Inc. ADV17,704$1.50M0.0%+112.8%0.103%
2/18/2026 Empowered Funds LLC1,700$144K0.0%N/A0.010%
2/18/2026 Vertex Planning Partners LLC97,270$8.26M1.9%+1.7%0.566%
2/18/2026 VestGen Advisors LLC2,953$251K0.0%-71.2%0.017%
2/17/2026 Cetera Investment Advisers142,540$12.10M0.0%-10.0%0.829%
2/17/2026 Osaic Holdings Inc.103,763$8.81M0.0%+4.9%0.603%
2/17/2026 Captrust Financial Advisors16,366$1.39M0.0%-4.8%0.095%
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2/17/2026 &PARTNERS9,001$764K0.0%+56.3%0.052%
2/17/2026 Royal Bank of Canada86,763$7.37M0.0%+22.7%0.504%
2/16/2026 Perryman Financial Advisory Inc. AD3,199$272K0.0%N/A0.019%
2/16/2026 MML Investors Services LLC5,495$466K0.0%+19.8%0.032%
2/16/2026 Focus Partners Wealth31,158$2.64M0.0%+3.2%0.181%
2/16/2026 Glen Eagle Advisors LLC682$58K0.0%+142.7%0.004%
2/16/2026 Element Wealth LLC5,172$439K0.2%+32.6%0.030%
2/13/2026 Kestra Advisory Services LLC199,765$16.96M0.1%+17.4%1.161%
2/13/2026 Quartz Partners LLC5,603$476K0.2%+3.8%0.033%
2/13/2026 Stifel Financial Corp3,624$308K0.0%+8.1%0.021%
2/13/2026 Morgan Stanley1,162,988$98.71M0.0%+4.7%6.762%
2/13/2026 Avant Capital LLC31,662$2.69M1.8%+0.6%0.184%
2/13/2026 Wells Fargo & Company MN391,869$33.26M0.0%+2.5%2.278%
2/13/2026 Columbia Bank2,400$204K0.1%N/A0.014%
2/13/2026 Summit Financial LLC3,406$289K0.0%N/A0.020%
2/13/2026 Livet Wealth LLC2,865$243K0.1%N/A0.017%
2/12/2026 Jane Street Group LLC22,038$1.87M0.0%N/A0.128%
2/12/2026 Insigneo Advisory Services LLC5,074$431K0.0%N/A0.030%
2/12/2026 Commonwealth Equity Services LLC35,022$2.97M0.0%-2.0%0.204%
2/12/2026 RMR Capital Management LLC4,400$373K0.3%-28.8%0.026%
2/12/2026 Asset Advisory Group Inc.4,812$408K0.2%N/A0.028%
2/12/2026 Steward Partners Investment Advisory LLC50,310$4.27M0.0%+0.4%0.293%
2/12/2026 Connecticut Wealth Management LLC268,910$22.83M1.0%-0.9%1.563%
2/12/2026 Great Valley Advisor Group Inc.6,155$523K0.0%-7.1%0.036%
2/11/2026 Gateway Wealth Partners LLC10,698$908K0.1%-2.5%0.062%
2/11/2026 Empowered Funds LLC1,700$144K0.0%N/A0.010%
2/11/2026 Insight Advisors LLC PA4,081$346K0.1%N/A0.024%
2/11/2026 LPL Financial LLC838,532$71.18M0.0%+4.9%4.875%
2/11/2026 JPMorgan Chase & Co.70,491$5.98M0.0%-7.4%0.410%
2/11/2026Verus Capital Partners LLC19,994$1.70M0.1%+0.7%0.116%
2/10/2026 Evolution Wealth Management Inc.6,615$561K0.5%-2.0%0.038%
2/10/2026 Avestar Capital LLC7,156$607K0.0%-2.0%0.042%
2/10/2026 Goldman Sachs Group Inc.24,291$2.06M0.0%-23.1%0.141%
2/10/2026 Northwestern Mutual Wealth Management Co.10,722$910K0.0%-2.4%0.062%
2/10/2026 Savant Capital LLC7,753$658K0.0%+1.9%0.045%
2/10/2026 Foundations Investment Advisors LLC101,044$8.58M0.1%+14.7%0.587%
2/9/2026 Key Financial Inc14,732$1.25M0.2%+2.0%0.086%
2/9/2026 Rooted Wealth Advisors Inc.3,469$309K0.1%-3.2%0.020%
2/9/2026 Sandy Cove Advisors LLC4,951$420K0.1%-2.3%0.029%
2/6/2026 Gradient Capital Advisors LLC4,815$409K0.1%-2.4%0.028%
2/5/2026 626 Financial LLC313,884$26.64M11.5%+1.7%1.825%
2/5/2026 Panoramic Investment Advisors LLC11,796$1.00M0.5%+1.9%0.069%
2/5/2026 Atria Investments Inc73,323$6.22M0.1%+5.7%0.426%
2/3/2026 Retirement Planning Group LLC246,988$20.96M0.7%+6.4%1.436%
2/3/2026 AssuredPartners Investment Advisors LLC20,865$1.77M0.3%N/A0.121%
2/2/2026 Truist Financial Corp3,526$299K0.0%-14.9%0.021%
2/2/2026 Pittenger & Anderson Inc.1,300$110K0.0%-37.3%0.008%
2/2/2026 Cornerstone Planning Group LLC2,620$229K0.0%-97.9%0.015%
2/2/2026 GenTrust LLC3,316$281K0.0%N/A0.019%
1/29/2026 UBS Group AG91,178$7.74M0.0%-1.3%0.530%
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1/29/2026 Sanctuary Advisors LLC68,751$5.84M0.0%+5.5%0.400%
1/29/2026 NBC Securities Inc.8,598$730K0.1%-25.0%0.050%
1/28/2026 Geneos Wealth Management Inc.5,500$467K0.0%-3.1%0.032%
1/27/2026 Breachway Investments LLC6,096$517K0.5%N/A0.035%
1/27/2026 DSG Capital Advisors LLC10,076$879K0.1%N/A0.059%
1/27/2026 Institute for Wealth Management LLC.11,478$974K0.1%+2.1%0.067%
1/26/2026 Merit Financial Group LLC39,419$3.35M0.0%+5.4%0.229%
1/26/2026 CWM LLC49,062$4.16M0.0%+7.4%0.285%
1/22/2026 Curran Financial Partners LLC2,485$211K0.0%N/A0.014%
1/22/2026 Willis Investment Counsel5,066$430K0.0%-3.3%0.029%


DTD Institutional Ownership - Frequently Asked Questions

During the previous two years, 201 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 ($130.00M), Morgan Stanley ($98.71M), LPL Financial LLC ($71.18M), Wells Fargo & Company MN ($33.26M), 626 Financial LLC ($25.47M), Connecticut Wealth Management LLC ($22.83M), and Pinnacle Financial Group LLC IL ($21.95M).Learn more on WisdomTree U.S. Total Dividend Fund's institutional investors.

Of the 163 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. ($429.62K), Essential Planning LLC. ($287.02K), Retirement Planning Group LLC ($247.31K), LPL Financial LLC ($163.07K), Sanctuary Advisors LLC ($139.18K), Cornerstone Planning Group LLC ($127.36K), and Susquehanna International Group LLP ($123.00K).

Institutional investors have bought a total of 1,242,760 shares in the last 24 months. This purchase volume represents approximately $103.88M in transactions.

Of the 85 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 America Corp DE ($440.95K), Cornerstone Planning Group LLC ($126.23K), Melone Private Wealth LLC ($62.44K), Vestmark Advisory Solutions Inc. ($49.52K), Belpointe Asset Management LLC ($41.71K), 626 Financial LLC ($23.16K), and AssuredPartners Investment Advisors LLC ($20.77K).

Institutional investors have sold a total of 969,651 shares in the last 24 months. This volume of shares sold represents approximately $81.54M in transactions.



This page (NYSEARCA:DTD) was last updated on 5/25/2026 by MarketBeat.com Staff.
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