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

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(As of 05/17/2024 08:53 PM ET)
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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)
64
Total
Institutional Inflows
(last 12 months)
$36.72M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$24.39M
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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
5/11/2024 Lcnb Corp25,646$1.81M0.7%-2.3%0.148%
5/9/2024 Blair William & Co. IL16,724$1.18M0.0%-13.2%0.097%
5/9/2024 Clearwater Capital Advisors LLC19,947$1.41M0.2%-2.6%0.115%
5/8/2024 Avantax Advisory Services Inc.42,348$3.00M0.0%+9.5%0.245%
5/7/2024 Verus Capital Partners LLC16,321$1.15M0.1%+4.7%0.094%
5/1/2024 Connecticut Wealth Management LLC278,166$19.67M1.0%-0.2%1.608%
4/30/2024 Private Advisor Group LLC17,293$1.22M0.0%-18.2%0.100%
4/29/2024Commonwealth Equity Services LLC43,400$3.07M0.0%-0.8%0.251%
4/25/2024 Cambridge Investment Research Advisors Inc.54,679$3.87M0.0%+0.4%0.316%
4/23/2024 KLR Investment Advisors LLC20,528$1.40M1.0%-14.3%0.119%
4/23/2024 Revisor Wealth Management LLC10,528$714K0.3%N/A0.061%
4/23/2024 Raymond James Financial Services Advisors Inc.151,480$10.71M0.0%+14.9%0.876%
4/19/2024 Arvest Investments Inc.31,597$2.24M0.4%-13.7%0.183%
4/18/2024 Bridgewealth Advisory Group LLC3,512$248K0.1%-42.8%0.020%
4/18/2024 Claro Advisors LLC12,993$919K0.2%-20.7%0.074%
4/18/2024 MGO Private Wealth LLC20,292$1.44M0.9%-7.9%0.116%
4/17/2024 Sandy Cove Advisors LLC6,372$451K0.2%-3.7%0.036%
4/15/2024 Brookstone Capital Management37,229$2.63M0.0%-22.3%0.213%
4/15/2024 Sunbelt Securities Inc.13,094$926K0.1%-25.0%0.075%
4/10/2024 Park Avenue Securities LLC8,951$633K0.0%-3.9%0.051%
4/10/2024 Signal Advisors Wealth LLC5,214$369K0.1%-12.3%0.030%
4/5/2024 NBC Securities Inc.14,169$1.11M0.1%+60.5%0.081%
4/4/2024 Moseley Investment Management Inc.3,020$214K0.1%-57.5%0.017%
3/26/2024 Fairman Group LLC484$32K0.0%N/A0.003%
3/8/2024 ICA Group Wealth Management LLC4,789$313K0.1%-11.1%0.027%
3/6/2024 SageView Advisory Group LLC3,405$227K0.0%-34.8%0.019%
2/16/2024 PCA Investment Advisory Services Inc.13,293$869K0.6%-3.8%0.076%
2/13/2024 Cetera Advisor Networks LLC204,979$13.40M0.1%-2.9%1.171%
2/13/2024 Essential Planning LLC.5,136$336K0.2%-4.9%0.029%
2/13/2024 Pinnacle Financial Group LLC IL293,385$19.18M9.8%-4.8%1.676%
2/12/2024 Lcnb Corp26,246$1.72M0.7%-3.5%0.150%
2/12/2024 Steward Partners Investment Advisory LLC48,036$3.14M0.0%+0.9%0.274%
2/12/2024 Alta Wealth Advisors LLC8,009$524K0.3%-23.1%0.046%
2/12/2024 Parallel Advisors LLC752$49K0.0%-27.2%0.004%
2/9/2024 SageView Advisory Group LLC3,405$227K0.0%-34.8%0.019%
2/9/2024 Cambridge Investment Research Advisors Inc.54,441$3.56M0.0%-0.9%0.311%
2/9/2024 Certified Advisory Corp35,053$2.29M0.3%-1.1%0.200%
2/9/2024 Corient Private Wealth LLC45,169$2.95M0.0%+17.4%0.258%
2/9/2024 Wells Fargo & Company MN375,880$24.58M0.0%-3.7%2.148%
2/9/2024 UBS Group AG104,811$6.85M0.0%+5.9%0.599%
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2/8/2024 Beacon Pointe Advisors LLC5,860$383K0.0%-4.5%0.033%
2/8/2024 KLR Investment Advisors LLC23,958$1.57M1.1%+7.2%0.137%
2/7/2024 Avantax Advisory Services Inc.38,677$2.53M0.0%+38.9%0.221%
2/7/2024 Envestnet Portfolio Solutions Inc.5,943$389K0.0%-7.9%0.034%
2/7/2024 NBC Securities Inc.8,829$577K0.1%+136.4%0.050%
2/7/2024 Rooted Wealth Advisors Inc.13,219$839K0.4%+62.0%0.076%
2/7/2024 Cary Street Partners Investment Advisory LLC3,360$218K0.0%+37.5%0.019%
2/7/2024 Sonata Capital Group Inc.19,308$1.26M0.6%+3.7%0.110%
2/6/2024 Crestone Asset Management LLC4,423$289K0.1%+10.6%0.025%
2/6/2024 Blue Barn Wealth LLC3,154$206K0.1%N/A0.018%
2/6/2024 Private Advisor Group LLC21,129$1.38M0.0%-5.3%0.121%
2/6/2024 Connecticut Wealth Management LLC278,597$18.22M1.0%-1.4%1.592%
2/6/2024 Great Valley Advisor Group Inc.7,133$466K0.0%N/A0.041%
2/5/2024 Cary Street Partners Investment Advisory LLC3,360$218K0.1%+37.5%0.019%
2/5/2024 Bridgewealth Advisory Group LLC6,143$402K0.3%-36.0%0.035%
2/5/2024 MGO Private Wealth LLC22,025$1.44M1.0%+0.9%0.126%
2/2/2024 Atria Wealth Solutions Inc.16,510$1.08M0.0%+8.1%0.094%
2/1/2024 Element Wealth LLC457$30K0.0%N/A0.003%
2/1/2024 CWM LLC2,355$154K0.0%+28.2%0.013%
2/1/2024 Obsidian Personal Planning Solutions LLC4,709$308K0.2%-6.0%0.027%
2/1/2024 Gradient Capital Advisors LLC6,336$414K0.2%-17.6%0.036%
1/31/2024 Institute for Wealth Management LLC.11,793$771K0.1%-2.0%0.067%
1/31/2024 Cutler Investment Counsel LLC9,413$615K0.1%-2.3%0.054%
1/29/2024 Consolidated Portfolio Review Corp8,123$531K0.1%-62.5%0.046%
1/26/2024 Cerity Partners LLC5,924$388K0.0%+37.0%0.034%
1/26/2024 Sequoia Financial Advisors LLC4,654$304K0.0%N/A0.027%
1/24/2024 Stratos Wealth Partners LTD.19,117$1.25M0.0%+10.1%0.109%
1/24/2024 Arvest Trust Co. N A33,954$2.22M0.1%-5.1%0.194%
1/24/2024 Arvest Investments Inc.36,595$2.39M0.4%N/A0.209%
1/22/2024 Claro Advisors LLC16,390$1.07M0.2%-13.5%0.094%
1/19/2024 Sharper & Granite LLC21,135$1.38M0.7%+1.8%0.121%
1/16/2024 Raymond James Financial Services Advisors Inc.131,828$8.62M0.0%+262.1%0.753%
1/16/2024 Raymond James & Associates18,291$1.20M0.0%+3.8%0.105%
1/16/2024CoreCap Advisors LLC3,773$247K0.0%-6.6%0.022%
1/16/2024 HB Wealth Management LLC12,880$842K0.0%-7.7%0.074%
1/12/2024 Melone Private Wealth LLC116,294$7.60M4.8%+1.3%0.665%
1/12/2024My Legacy Advisors LLC34,038$2.22M0.8%-4.2%0.195%
1/12/2024 FFG Retirement Advisors LLC84,812$5.55M4.3%-12.2%0.485%
1/11/2024 Brookstone Capital Management47,894$3.13M0.1%+989.2%0.274%
1/11/2024 626 Financial LLC292,865$19.15M12.7%-6.9%1.674%
1/11/2024 Willis Investment Counsel5,566$364K0.0%-3.7%0.032%
12/11/2023 Sunbelt Securities Inc.25,318$1.52M0.2%-17.6%0.145%
11/21/2023 Rooted Wealth Advisors Inc.8,161$504K0.3%-86.0%0.047%
11/16/2023 Revisor Wealth Management LLC5,772$347K0.3%N/A0.033%
11/16/2023 Panoramic Investment Advisors LLC10,345$622K0.6%N/A0.059%
11/16/2023 Obsidian Personal Planning Solutions LLC5,010$311K0.4%N/A0.029%
11/16/2023 Maripau Wealth Management LLC14,742$887K0.8%+14.2%0.084%
11/13/2023 Certified Advisory Corp35,425$2.13M0.2%-11.7%0.202%
11/13/2023 True Wealth Design LLC31,089$1.87M0.6%-9.4%0.178%
11/13/2023 Mariner LLC62,678$3.77M0.0%+1.2%0.358%
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11/13/2023 LPL Financial LLC538,286$32.39M0.0%+12.2%3.076%
11/13/2023 Pinnacle Financial Group LLC IL308,137$18.54M11.0%-3.7%1.761%
11/13/2023 Lcnb Corp27,196$1.64M0.7%-1.8%0.155%
11/13/2023 Envestnet Portfolio Solutions Inc.6,454$388K0.0%N/A0.037%
11/13/2023 Kestra Advisory Services LLC107,153$6.45M0.1%+5.0%0.612%
11/9/2023 Bridgewealth Advisory Group LLC9,597$577K0.7%-7.1%0.055%
11/9/2023 Blair William & Co. IL19,896$1.20M0.0%-1.2%0.114%
11/9/2023 UBS Group AG98,971$5.96M0.0%-1.9%0.566%
11/8/2023Wade G W & Inc.25,257$1.52M0.1%-1.6%0.144%
11/8/2023 HighTower Advisors LLC226,297$13.61M0.0%-0.6%1.293%
(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, 152 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 ($101.16M), LPL Financial LLC ($32.39M), Vertex Planning Partners LLC ($30.94M), Wells Fargo & Company MN ($24.58M), Connecticut Wealth Management LLC ($19.67M), Pinnacle Financial Group LLC IL ($19.18M), and 626 Financial LLC ($19.15M).Learn more on DTD's institutional investors.

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

Of the 125 institutional investors that purchased WisdomTree U.S. Total Dividend Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vertex Planning Partners LLC ($510.07K), LPL Financial LLC ($197.25K), Wells Fargo & Company MN ($164.71K), Bank of America Corp DE ($158.31K), Raymond James Financial Services Advisors Inc. ($130.49K), Flow Traders U.S. LLC ($92.34K), and Rooted Wealth Advisors Inc. ($82.62K).

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

Institutional investors have bought a total of 2,450,764 shares in the last 24 months. This purchase volume represents approximately $148.44M in transactions.

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

Of the 87 institutional investors that sold WisdomTree U.S. Total Dividend Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CFS Investment Advisory Services LLC ($361.17K), MGO Private Wealth LLC ($106.97K), Connecticut Wealth Management LLC ($69.79K), Rooted Wealth Advisors Inc. ($69.40K), AE Wealth Management LLC ($63.54K), FFG Retirement Advisors LLC ($41.22K), and LPL Financial LLC ($34.16K).

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

Institutional investors have sold a total of 1,142,862 shares in the last 24 months. This volume of shares sold represents approximately $68.89M in transactions.


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This page (NYSEARCA:DTD) was last updated on 5/20/2024 by MarketBeat.com Staff

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