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

WisdomTree U.S. Total Dividend Fund logo
$98.04 -0.01 (-0.01%)
As of 09:34 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)
93
Total
Institutional Inflows
(last 12 months)
$90.22M
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$72.85M
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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%
6/1/2026 First Nebraska Trust Co4,665$403K0.0%N/A0.027%
5/22/2026 Verus 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%
5/19/2026 Ashton Thomas Securities LLC9,310$804K0.1%N/A0.054%
5/19/2026 Arkadios Wealth Advisors7,969$688K0.0%+13.0%0.046%
5/18/2026Royal Bank of Canada69,610$6.01M0.0%-19.8%0.404%
5/16/2026Quantinno Capital Management LP6,222$537K0.0%-23.5%0.036%
5/15/2026 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%
5/5/2026Sanctuary 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%
3/17/2026Rockefeller 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%
3/4/2026Rehmann 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%
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2/18/2026 Mercer 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%
2/18/2026 VestGen Advisors LLC2,953$251K0.0%-71.2%0.017%
2/17/2026 Cetera Investment Advisers142,540$12.10M0.0%-10.0%0.829%
2/17/2026Osaic 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%
2/16/2026 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%
2/16/2026Glen 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%
2/13/2026 Quartz Partners LLC5,603$476K0.2%+3.8%0.033%
2/13/2026 Stifel Financial Corp3,624$308K0.0%+8.1%0.021%
2/13/2026Morgan Stanley1,162,988$98.71M0.0%+4.7%6.762%
2/13/2026 Avant Capital LLC31,662$2.69M1.8%+0.6%0.184%
2/13/2026Wells Fargo & Company MN391,869$33.26M0.0%+2.5%2.278%
2/13/2026 Columbia Bank2,400$204K0.1%N/A0.014%
2/13/2026 Summit 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%
2/12/2026 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%
2/12/2026Steward 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%
2/12/2026 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%
2/11/2026Empowered 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%
2/11/2026 Verus 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%
2/10/2026Goldman 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%
2/10/2026Foundations 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%
2/9/2026 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%
2/5/2026Panoramic 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%
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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%
1/29/2026UBS 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%
1/28/2026 Geneos Wealth Management Inc.5,500$467K0.0%-3.1%0.032%


DTD Institutional Ownership - Frequently Asked Questions

During the previous two years, 194 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 156 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), Sanctuary Advisors LLC ($139.18K), LPL Financial LLC ($129.41K), Cornerstone Planning Group LLC ($127.36K), and Susquehanna International Group LLP ($123.00K).

Institutional investors have bought a total of 1,070,459 shares in the last 24 months. This purchase volume represents approximately $90.22M in transactions.

Of the 74 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), 626 Financial LLC ($20.44K), Royal Bank of Canada ($17.15K), and Cetera Investment Advisers ($15.89K).

Institutional investors have sold a total of 858,025 shares in the last 24 months. This volume of shares sold represents approximately $72.85M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:DTD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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