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

WisdomTree U.S. Total Dividend Fund logo
$90.91 +0.58 (+0.64%)
Closing price 04:10 PM Eastern
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$90.80 -0.11 (-0.13%)
As of 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)
111
Total
Institutional Inflows
(last 12 months)
$118.32M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$72.25M
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026Bank of New York Mellon Corp2,569$222K0.0%N/A0.015%
5/5/2026Geneos Wealth Management Inc.5,700$492K0.0%+3.6%0.033%
5/5/2026Sanctuary Advisors LLC149,793$12.94M0.1%+117.9%0.868%
5/4/2026Retirement 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%
3/17/2026Rockefeller Capital Management L.P.29,692$2.52M0.0%+0.5%0.173%
3/9/2026Corient Private Wealth LLC38,003$3.23M0.0%+1.2%0.221%
3/4/2026Rehmann Capital Advisory Group3,154$268K0.0%-13.7%0.018%
2/19/2026Corient Private Wealth LLC37,860$3.21M0.0%+0.8%0.220%
2/18/2026Mercer Global Advisors Inc. ADV17,704$1.50M0.0%+112.8%0.103%
2/18/2026Empowered Funds LLC1,700$144K0.0%N/A0.010%
2/18/2026Vertex Planning Partners LLC97,270$8.26M1.9%+1.7%0.566%
2/18/2026VestGen Advisors LLC2,953$251K0.0%-71.2%0.017%
2/17/2026Cetera Investment Advisers142,540$12.10M0.0%-10.0%0.829%
2/17/2026Osaic Holdings Inc.103,763$8.81M0.0%+4.9%0.603%
2/17/2026Captrust Financial Advisors16,366$1.39M0.0%-4.8%0.095%
2/17/2026&PARTNERS9,001$764K0.0%+56.3%0.052%
2/17/2026Royal 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%
2/16/2026MML Investors Services LLC5,495$466K0.0%+19.8%0.032%
2/16/2026Focus Partners Wealth31,158$2.64M0.0%+3.2%0.181%
2/16/2026Glen Eagle Advisors LLC682$58K0.0%+142.7%0.004%
2/16/2026Element Wealth LLC5,172$439K0.2%+32.6%0.030%
2/13/2026 Kestra Advisory Services LLC199,765$16.96M0.1%+17.4%1.161%
2/13/2026Quartz Partners LLC5,603$476K0.2%+3.8%0.033%
2/13/2026Stifel Financial Corp3,624$308K0.0%+8.1%0.021%
2/13/2026Morgan Stanley1,162,988$98.71M0.0%+4.7%6.762%
2/13/2026Avant Capital LLC31,662$2.69M1.8%+0.6%0.184%
2/13/2026Wells Fargo & Company MN391,869$33.26M0.0%+2.5%2.278%
2/13/2026 Columbia Bank2,400$204K0.1%N/A0.014%
2/13/2026Summit Financial LLC3,406$289K0.0%N/A0.020%
2/13/2026 Livet Wealth LLC2,865$243K0.1%N/A0.017%
2/12/2026Jane Street Group LLC22,038$1.87M0.0%N/A0.128%
2/12/2026Insigneo Advisory Services LLC5,074$431K0.0%N/A0.030%
2/12/2026 Commonwealth Equity Services LLC35,022$2.97M0.0%-2.0%0.204%
2/12/2026RMR Capital Management LLC4,400$373K0.3%-28.8%0.026%
2/12/2026 Asset Advisory Group Inc.4,812$408K0.2%N/A0.028%
2/12/2026Steward 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%
2/12/2026Great Valley Advisor Group Inc.6,155$523K0.0%-7.1%0.036%
2/11/2026Gateway Wealth Partners LLC10,698$908K0.1%-2.5%0.062%
2/11/2026Empowered Funds LLC1,700$144K0.0%N/A0.010%
2/11/2026Insight Advisors LLC PA4,081$346K0.1%N/A0.024%
2/11/2026LPL Financial LLC838,532$71.18M0.0%+4.9%4.875%
2/11/2026JPMorgan 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%
2/10/2026Avestar Capital LLC7,156$607K0.0%-2.0%0.042%
2/10/2026Goldman Sachs Group Inc.24,291$2.06M0.0%-23.1%0.141%
2/10/2026Northwestern Mutual Wealth Management Co.10,722$910K0.0%-2.4%0.062%
2/10/2026Savant Capital LLC7,753$658K0.0%+1.9%0.045%
2/10/2026Foundations 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%
2/9/2026Sandy 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%
2/5/2026Panoramic Investment Advisors LLC11,796$1.00M0.5%+1.9%0.069%
2/5/2026Atria Investments Inc73,323$6.22M0.1%+5.7%0.426%
2/3/2026Retirement 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%
2/2/2026Cornerstone Planning Group LLC2,620$229K0.0%-97.9%0.015%
2/2/2026 GenTrust LLC3,316$281K0.0%N/A0.019%
1/29/2026UBS Group AG91,178$7.74M0.0%-1.3%0.530%
1/29/2026Sanctuary Advisors LLC68,751$5.84M0.0%+5.5%0.400%
1/29/2026 NBC Securities Inc.8,598$730K0.1%-25.0%0.050%
1/28/2026Geneos 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%
1/27/2026Institute 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%
1/26/2026CWM LLC49,062$4.16M0.0%+7.4%0.285%
1/22/2026 Curran Financial Partners LLC2,485$211K0.0%N/A0.014%
1/22/2026Willis Investment Counsel5,066$430K0.0%-3.3%0.029%
1/21/2026 Flagship Harbor Advisors LLC1,083$92K0.0%N/A0.006%
1/20/2026 Stratos Wealth Partners LTD.19,042$1.62M0.0%+2.0%0.111%
1/20/2026 Arvest Investments Inc.4,583$389K0.1%-3.3%0.027%
1/15/2026 Essential Planning LLC.3,749$318K0.1%-12.0%0.022%
1/15/2026 OxenFree Capital LLC9,611$816K0.4%+23.3%0.056%
1/15/2026 Brookstone Capital Management2,671$227K0.0%-46.8%0.016%
1/14/2026 International Private Wealth Advisors LLC4,506$382K0.2%-12.6%0.026%
1/14/2026 KMG Fiduciary Partners LLC10,916$927K0.1%+3.1%0.063%
1/14/2026 JFS Wealth Advisors LLC12,128$1.03M0.1%-2.0%0.071%
1/13/2026 Signal Advisors Wealth LLC3,968$337K0.0%-16.8%0.023%
1/12/2026 FFG Retirement Advisors LLC75,562$6.41M4.0%-1.7%0.439%
1/12/2026 Certified Advisory Corp34,028$2.89M0.3%+2.2%0.198%


DTD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DTD shares?

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 ($137.62M), 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.

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

Of the 164 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), Cetera Investment Advisers ($319.76K), Essential Planning LLC. ($287.02K), Retirement Planning Group LLC ($247.31K), LPL Financial LLC ($163.07K), Sanctuary Advisors LLC ($139.18K), and Cornerstone Planning Group LLC ($127.36K).

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

Institutional investors have bought a total of 1,433,503 shares in the last 24 months. This purchase volume represents approximately $118.32M in transactions.

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

Of the 84 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 ($300.29K), Cornerstone Planning Group LLC ($124.74K), Melone Private Wealth LLC ($62.44K), Connecticut Wealth Management LLC ($58.83K), Vestmark Advisory Solutions Inc. ($49.52K), Belpointe Asset Management LLC ($41.71K), and 626 Financial LLC ($23.16K).

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

Institutional investors have sold a total of 868,664 shares in the last 24 months. This volume of shares sold represents approximately $72.25M in transactions.


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