Wisdomtree US Total DividendDTDETF
13F holders, Q2 2026 (June 30)211holders
14new positions
11sold out
2famous investors
$93.25avg. 13F price*
At the end of Q2 2026, 211 institutions reported holding Wisdomtree US Total Dividend (DTD) in their 13F filings, unchanged from Q1 2026. 14 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($140.6M), Morgan Stanley ($115.7M) and LPL Financial LLC ($85.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Wisdomtree US Total Dividend
- CUSIP
- 97717W109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $19.7M |
| Exits | 11 | $6.5M |
All 13F filers, Q1 2026 → Q2 2026: 554,853 shares bought and 441,928 shares sold, net +112,925 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 211 holders
| Bank of America Corp. | 0.01% | Add +0.2% | 1,508,148 | $140.6M |
| Morgan Stanley | 0.01% | Add +2.0% | 1,240,413 | $115.7M |
| LPL Financial LLC | 0.02% | Add +1.8% | 917,128 | $85.5M |
| Wells Fargo & Company | 0.01% | Reduce -0.8% | 369,580 | $34.5M |
| 626 Financial, LLC | 11.15% | Add +3.7% | 305,791 | $28.5M |
| Raymond James Financial Inc. | 0.01% | Add +2.8% | 280,648 | $26.2M |
| Connecticut Wealth Management, LLC | 0.92% | Reduce -0.8% | 266,740 | $24.9M |
| Pinnacle Financial Group, LLC / IL | 5.48% | Reduce -1.8% | 240,721 | $22.4M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -9.6% | 202,645 | $18.9M |
| Retirement Planning Group, LLC | 0.48% | Reduce -14.3% | 201,901 | $18.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -10.2% | 162,333 | $15.1M |
| Cetera Investment Advisers | 0.01% | Add +1.6% | 145,767 | $13.6M |
| Savvy Advisors, Inc. | 0.28% | New | 141,011 | $13.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.9% | 137,083 | $12.8M |
| Foundations Investment Advisors, LLC | 0.12% | Add +6.5% | 126,855 | $11.8M |
| Osaic Holdings, Inc. | 0.01% | Add +61.3% | 123,901 | $11.6M |
| Vertex Planning Partners, LLC | 1.62% | Add +17.1% | 117,050 | $10.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +4.2% | 106,942 | $10.0M |
| UBS Group AG | 0.00% | Reduce -0.1% | 95,533 | $8.9M |
| Melone Private Wealth, LLC | 2.95% | Reduce -1.0% | 83,013 | $7.7M |
| Integrated Wealth Concepts LLC | 0.05% | Add +1543.1% | 79,230 | $7.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.0% | 76,971 | $7.2M |
| JPMorgan Chase & Co. | 0.00% | Add +5.0% | 75,908 | $7.1M |
| Vestmark Advisory Solutions, Inc. | 0.06% | No change | 71,954 | $6.7M |
| Atria Investments, Inc | 0.06% | Reduce -55.9% | 64,983 | $6.1M |
| Royal Bank of Canada | 0.00% | Reduce -8.3% | 63,820 | $6.0M |
| FFG Retirement Advisors LLC | 2.95% | Reduce -0.7% | 59,772 | $5.6M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +1.4% | 53,214 | $5.0M |
| Pathstone Holdings, LLC | 0.01% | No change | 52,074 | $4.9M |
| Susquehanna International Group, LLP | 0.00% | Add +79.8% | 48,821 | $4.6M |
| Bank of New York Mellon Corp | 0.00% | Add +1720.0% | 46,756 | $4.4M |
| Envision Financial LLC | 1.89% | Reduce -20.8% | 44,109 | $4.1M |
| Merit Financial Group, LLC | 0.02% | Reduce -3.4% | 37,523 | $3.5M |
| Creative Planning | 0.00% | Add +1.7% | 34,420 | $3.2M |
| Certified Advisory Corp | 0.24% | Reduce -0.5% | 31,918 | $3.0M |
| LCNB Corp. | 0.91% | Reduce -5.0% | 31,727 | $3.0M |
| Avant Capital LLC | 1.84% | Add +1.8% | 31,570 | $2.9M |
| Focus Partners Wealth | 0.00% | Add +1.4% | 31,295 | $2.9M |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.6% | 31,177 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.8% | 30,363 | $2.8M |
| Citadel Advisors | 0.00% | Add +132.2% | 26,111 | $2.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 25,952 | $2.4M |
| Mariner, LLC | 0.00% | Add +1.3% | 25,140 | $2.3M |
| Itau Unibanco Holding S.A. | 0.04% | New | 23,535 | $2.2M |
| FMR LLC | 0.00% | Add +11.5% | 20,757 | $1.9M |
| AssuredPartners Investment Advisors, LLC | 0.18% | Add +0.6% | 20,333 | $1.9M |
| Verus Capital Partners, LLC | 0.10% | Reduce -4.1% | 19,320 | $1.8M |
| Sonata Capital Group Inc. | 0.57% | No change | 19,049 | $1.8M |
| Cherrydale Wealth Management, LLC | 0.46% | Add +0.5% | 18,789 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -8.3% | 18,475 | $1.7M |
| Clearwater Capital Advisors, LLC | 0.12% | No change | 18,119 | $1.7M |
| Key Financial Inc | 0.27% | Add +4.2% | 17,587 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -11.5% | 16,833 | $1.6M |
| Captrust Financial Advisors | 0.00% | Add +0.2% | 16,208 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.0% | 15,834 | $1.5M |
| AQR Capital Management | 0.00% | Reduce -0.9% | 15,970 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +17.2% | 15,386 | $1.4M |
| Savant Capital, LLC | 0.00% | Add +100.0% | 15,506 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +93.2% | 14,647 | $1.4M |
| HB Wealth Management, LLC | 0.01% | No change | 14,490 | $1.4M |
| Blair William & Co. | 0.00% | No change | 14,110 | $1.3M |
| &partners | 0.01% | Add +11.1% | 13,920 | $1.3M |
| Sharper & Granite LLC | 0.39% | No change | 13,440 | $1.3M |
| Park Avenue Securities LLC | 0.01% | New | 12,762 | $1.2M |
| PCA Investment Advisory Services Inc. | 0.32% | Add +0.5% | 12,375 | $1.2M |
| Panoramic Investment Advisors, LLC | 0.54% | Add +0.5% | 12,121 | $1.1M |
| JFS Wealth Advisors, LLC | 0.05% | Add +0.1% | 11,651 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | New | 11,180 | $1.0M |
| KMG Fiduciary Partners, LLC | 0.10% | Add +1.1% | 11,179 | $1.0M |
| Institute for Wealth Management, LLC. | 0.09% | No change | 11,090 | $1.0M |
| Gateway Wealth Partners, LLC | 0.06% | Reduce -51.1% | 10,863 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Reduce -9.2% | 10,767 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.8% | 10,761 | $1.0M |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 10,467 | $989K |
| DSG Capital Advisors, LLC | 0.14% | No change | 10,076 | $951K |
| Spire Wealth Management | 0.03% | Reduce -0.1% | 9,906 | $924K |
| Belpointe Asset Management LLC | 0.03% | Reduce -0.7% | 9,718 | $906K |
| OxenFree Capital LLC | 0.41% | Reduce -1.5% | 9,513 | $899K |
| Arkadios Wealth Advisors | 0.01% | Add +13.2% | 9,024 | $841K |
| Ashton Thomas Securities, LLC | 0.12% | Reduce -3.5% | 8,987 | $838K |
| Ballentine Partners, LLC | 0.01% | No change | 8,640 | $806K |
| Avestar Capital, LLC | 0.04% | No change | 7,817 | $729K |
| Cornerstone Financial Group, LLC | 0.45% | No change | 7,800 | $727K |
| Evolution Wealth Management Inc. | 0.41% | Add +3.8% | 7,446 | $694K |
| Baird Financial Group, Inc. | 0.00% | Add +6.2% | 7,370 | $687K |
| Revisor Wealth Management LLC | 0.16% | No change | 6,963 | $649K |
| XTX Topco Ltd | 0.01% | New | 6,890 | $642K |
| Florida Trust Wealth Management Co | 0.02% | No change | 6,850 | $639K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -95.5% | 6,761 | $630K |
| Quartz Partners, LLC | 0.20% | Add +8.7% | 6,582 | $614K |
| Alta Wealth Advisors LLC | 0.16% | Reduce -4.2% | 6,497 | $606K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -3.9% | 6,295 | $587K |
| Norden Group LLC | 0.05% | No change | 6,116 | $570K |
| Element Wealth, LLC | 0.20% | Add +3.7% | 5,824 | $543K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -0.9% | 5,650 | $527K |
| Stifel Financial Corp. | 0.00% | Add +11.1% | 5,063 | $472K |
| Sandy Cove Advisors, LLC | 0.12% | Add +0.5% | 4,997 | $466K |
| HighPoint Advisor Group LLC | 0.02% | Add +73.0% | 4,996 | $466K |
| Harbour Investments, Inc. | 0.01% | Add +84.4% | 4,917 | $458K |
| ATLas Financial Planning LLC | 0.37% | No change | 4,900 | $457K |
"% of holder's portfolio" is DTD's weight in each manager's 13F, not the share of Wisdomtree US Total Dividend the manager owns.