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

WisdomTree U.S. Total Dividend Fund logo
$95.14 +0.55 (+0.58%)
Closing price 07/24/2026 04:10 PM Eastern
Extended Trading
$95.16 +0.02 (+0.02%)
As of 07/24/2026 07:34 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.
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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)
105
Total
Institutional Inflows
(last 12 months)
$101.38M
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$76.36M
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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
7/10/2026 Envision Financial LLC44,109$4.11M1.9%-20.8%0.255%
7/10/2026 KMG Fiduciary Partners LLC11,179$1.04M0.1%+1.1%0.065%
7/10/2026 FFG Retirement Advisors LLC59,772$5.57M3.0%-0.7%0.346%
7/9/2026 Melone Private Wealth LLC83,013$7.74M2.9%-1.0%0.480%
7/9/2026 OxenFree Capital LLC9,513$899K0.4%-1.5%0.055%
6/18/2026Western Wealth Management LLC1,890$163K0.0%N/A0.011%
6/1/2026First Nebraska Trust Co4,665$403K0.0%N/A0.027%
5/22/2026Verus Capital Partners LLC20,140$1.74M0.1%+0.7%0.117%
5/19/2026Western Wealth Management LLC1,890$163K0.0%N/A0.011%
5/19/2026Bank of America Corp DE1,505,283$130.00M0.0%-8.5%8.726%
5/19/2026Ashton Thomas Securities LLC9,310$804K0.1%N/A0.054%
5/19/2026Arkadios Wealth Advisors7,969$688K0.0%+13.0%0.046%
5/18/2026Royal Bank of Canada69,610$6.01M0.0%-19.8%0.404%
5/16/2026Quantinno Capital Management LP6,222$537K0.0%-23.5%0.036%
5/15/2026Gateway Wealth Partners LLC22,223$1.92M0.1%+107.7%0.129%
5/13/2026Cetera Investment Advisers143,467$12.39M0.0%+0.7%0.832%
5/6/2026Bartlett & CO. Wealth Management LLC362$33K0.0%-24.1%0.002%
5/6/2026Cornerstone Planning Group LLC1,129$103K0.0%-56.9%0.007%
5/5/2026Quartz Partners LLC6,055$523K0.2%+8.1%0.035%
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%
5/2/2026Pittenger & Anderson Inc.1,070$92K0.0%-17.7%0.006%
5/1/2026Fifth Third Bancorp1,709$148K0.0%N/A0.010%
4/30/2026Sonata Capital Group Inc.19,049$1.65M0.6%-1.8%0.110%
4/30/2026Kestra 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%
4/27/2026HB Wealth Management LLC14,490$1.25M0.0%+3.8%0.084%
4/27/2026Private Advisor Group LLC11,854$1.02M0.0%-1.8%0.069%
4/25/2026Livet Wealth LLC2,550$220K0.1%-11.0%0.015%
4/24/2026Root Financial Partners LLC3,198$276K0.0%-6.3%0.019%
4/24/2026Key Financial Inc16,887$1.46M0.3%+14.6%0.098%
4/23/2026626 Financial LLC294,902$25.47M11.4%-6.0%1.710%
4/17/2026 Certified Advisory Corp32,081$2.77M0.2%-5.7%0.186%
4/17/2026Signal 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%
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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%
2/16/2026Perryman 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%
2/13/2026Kestra 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%
2/13/2026Columbia Bank2,400$204K0.1%N/A0.014%
2/13/2026Summit Financial LLC3,406$289K0.0%N/A0.020%
2/13/2026Livet 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%
2/12/2026Commonwealth 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%
2/12/2026Connecticut 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%
2/9/2026Key Financial Inc14,732$1.25M0.2%+2.0%0.086%
2/9/2026Rooted 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%
2/5/2026626 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%
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2/3/2026Retirement Planning Group LLC246,988$20.96M0.7%+6.4%1.436%
2/3/2026AssuredPartners Investment Advisors LLC20,865$1.77M0.3%N/A0.121%
2/2/2026Truist Financial Corp3,526$299K0.0%-14.9%0.021%
2/2/2026Pittenger & Anderson Inc.1,300$110K0.0%-37.3%0.008%
2/2/2026Cornerstone Planning Group LLC2,620$229K0.0%-97.9%0.015%
2/2/2026GenTrust 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%


DTD Institutional Ownership - Frequently Asked Questions

During the previous two years, 198 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 162 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 1,210,744 shares in the last 24 months. This purchase volume represents approximately $101.38M in transactions.

Of the 79 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 ($63.28K), Vestmark Advisory Solutions Inc. ($49.52K), AssuredPartners Investment Advisors LLC ($20.77K), 626 Financial LLC ($20.44K), and Royal Bank of Canada ($17.15K).

Institutional investors have sold a total of 902,184 shares in the last 24 months. This volume of shares sold represents approximately $76.36M in transactions.


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This page (NYSEARCA:DTD) was last updated on 7/25/2026 by MarketBeat.com Staff.
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