Wisdomtree US Total DividendDTDETF
13F holders, Q1 2024 (March 31)184holders
1famous investor
$70.69avg. 13F price*
At the end of Q1 2024, 184 institutions reported holding Wisdomtree US Total Dividend (DTD) in their 13F filings. The largest holders were Bank of America Corp. ($143.3M), Morgan Stanley ($77.0M) and LPL Financial LLC ($43.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree US Total Dividend
- CUSIP
- 97717W109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $10.5M |
| Exits | 12 | $4.3M |
Ownership 184 holders
| Bank of America Corp. | 0.01% | Reduce -0.9% | 2,026,504 | $143.3M |
| Morgan Stanley | 0.01% | Add +4.2% | 1,088,294 | $77.0M |
| LPL Financial LLC | 0.02% | Add +7.2% | 609,661 | $43.1M |
| Wells Fargo & Company | 0.01% | Reduce -0.7% | 373,121 | $26.4M |
| Cetera Investment Advisers | 0.05% | Add +2013.1% | 310,356 | $21.9M |
| 626 Financial, LLC | 12.70% | Add +1.5% | 297,206 | $21.0M |
| Pinnacle Financial Group, LLC / IL | 9.22% | Add +1.2% | 296,783 | $21.0M |
| Connecticut Wealth Management, LLC | 1.05% | Reduce -0.1% | 278,166 | $19.7M |
| HighTower Advisors, LLC | 0.03% | Reduce -2.4% | 217,472 | $15.4M |
| Vertex Planning Partners, LLC | 3.95% | Add +1.6% | 201,804 | $14.3M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +14.9% | 151,480 | $10.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -17.6% | 134,394 | $9.5M |
| Melone Private Wealth, LLC | 4.88% | Reduce -1.1% | 115,023 | $8.1M |
| UBS Group AG | 0.00% | Add +2.5% | 107,404 | $7.6M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -3.3% | 102,416 | $7.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.5% | 76,755 | $5.4M |
| FFG Retirement Advisors LLC | 3.24% | Reduce -23.2% | 65,142 | $4.6M |
| Royal Bank of Canada | 0.00% | Add +5.1% | 63,508 | $4.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.9% | 60,277 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.4% | 54,679 | $3.9M |
| Pathstone Holdings, LLC | 0.02% | No change | 54,479 | $3.9M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -1.0% | 47,568 | $3.4M |
| Corient Private Wealth LP | 0.01% | Add +2.7% | 46,371 | $3.3M |
| Osaic Holdings, Inc. | 0.01% | Add +3.0% | 44,592 | $3.2M |
| Merit Financial Group, LLC | 0.07% | New | 45,942 | $3.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.8% | 43,400 | $3.1M |
| Avantax Advisory Services, Inc. | 0.03% | Add +9.5% | 42,348 | $3.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -11.8% | 39,934 | $2.8M |
| Brookstone Capital Management | 0.05% | Reduce -22.3% | 37,229 | $2.6M |
| Creative Planning | 0.00% | No change | 36,286 | $2.6M |
| Capital Advisory Group Advisory Services, LLC | 1.15% | Add +1.9% | 34,231 | $2.4M |
| Certified Advisory Corp | 0.33% | Reduce -3.7% | 33,765 | $2.4M |
| Arvest Trust Co. N A | 0.13% | Reduce -3.7% | 32,694 | $2.3M |
| Arvest Investments, Inc. | 0.35% | Reduce -13.7% | 31,597 | $2.2M |
| My Legacy Advisors, LLC | 0.72% | Reduce -10.4% | 30,498 | $2.2M |
| True Wealth Design, LLC | 0.53% | Reduce -2.5% | 30,247 | $2.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.4% | 29,964 | $2.1M |
| LCNB Corp. | 0.66% | Reduce -2.3% | 25,646 | $1.8M |
| Focus Partners Wealth | 0.01% | New | 25,418 | $1.7M |
| Foundations Investment Advisors, LLC | 0.04% | New | 22,410 | $1.6M |
| Atria Investments, Inc | 0.02% | Reduce -17.3% | 21,351 | $1.5M |
| Legacy PCG, LLC | 0.90% | Reduce -7.9% | 20,292 | $1.4M |
| Sonata Capital Group Inc. | 0.65% | Add +4.2% | 20,119 | $1.4M |
| Clearwater Capital Advisors, LLC | 0.15% | Reduce -2.6% | 19,947 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +4.3% | 19,938 | $1.4M |
| Sharper & Granite LLC | 0.68% | Reduce -4.4% | 20,205 | $1.4M |
| KLR Investment Advisors, LLC | 1.01% | Reduce -14.3% | 20,528 | $1.4M |
| Raymond James & Associates | 0.00% | Add +5.8% | 19,350 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -39.3% | 19,246 | $1.4M |
| Evercore Wealth Management, LLC | 0.02% | No change | 18,900 | $1.3M |
| Cherrydale Wealth Management, LLC | 0.60% | Add +0.5% | 18,150 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -18.2% | 17,293 | $1.2M |
| Cwm, LLC | 0.01% | Add +618.6% | 16,923 | $1.2M |
| Citadel Advisors | 0.00% | Add +31.2% | 16,843 | $1.2M |
| Blair William & Co. | 0.00% | Reduce -13.2% | 16,724 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -1.4% | 16,429 | $1.2M |
| Verus Capital Partners, LLC | 0.13% | Add +4.7% | 16,321 | $1.2M |
| JFS Wealth Advisors, LLC | 0.09% | Add +0.1% | 16,306 | $1.2M |
| Lanark Financial, Inc. | 0.10% | Add +60.5% | 14,169 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.3% | 15,650 | $1.1M |
| Sowell Financial Services LLC | 0.05% | New | 15,363 | $1.1M |
| PCA Investment Advisory Services Inc. | 0.53% | No change | 13,293 | $940K |
| Sunbelt Securities, Inc. | 0.10% | Reduce -25.0% | 13,094 | $926K |
| Claro Advisors Inc. | 0.16% | Reduce -20.7% | 12,993 | $919K |
| HB Wealth Management, LLC | 0.01% | No change | 12,880 | $911K |
| Mariner, LLC | 0.00% | Reduce -80.2% | 12,724 | $900K |
| Kendall Capital Management | 0.29% | Reduce -7.7% | 12,080 | $854K |
| Spire Wealth Management | 0.02% | Add +0.2% | 11,877 | $840K |
| Institute for Wealth Management, LLC. | 0.11% | Reduce -0.8% | 11,693 | $827K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -36.4% | 10,495 | $742K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 10,467 | $740K |
| Panoramic Investment Advisors, LLC | 0.54% | Reduce -0.5% | 10,345 | $732K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.4% | 10,298 | $728K |
| FMR LLC | 0.00% | Add +20.2% | 10,180 | $720K |
| Revisor Wealth Management LLC | 0.32% | New | 10,528 | $714K |
| Cutler Investment Counsel LLC | 0.09% | Add +2.9% | 9,682 | $685K |
| RMR Capital Management, LLC | 0.67% | Add +0.1% | 9,534 | $674K |
| Park Avenue Securities LLC | 0.01% | Reduce -3.9% | 8,951 | $633K |
| Ballentine Partners, LLC | 0.01% | No change | 8,640 | $611K |
| Gateway Wealth Partners, LLC | 0.21% | Add +4.9% | 8,352 | $591K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +13.4% | 8,091 | $573K |
| NewEdge Advisors, LLC | 0.00% | Reduce -23.1% | 7,973 | $564K |
| Alta Wealth Advisors LLC | 0.29% | Reduce -0.8% | 7,947 | $562K |
| Treynor Bancshares, Inc. | 0.32% | No change | 7,800 | $552K |
| Savant Capital, LLC | 0.01% | No change | 7,608 | $538K |
| Team Financial Group, LLC | 0.35% | Reduce -5.4% | 7,357 | $520K |
| MML Investors Services, LLC | 0.00% | Reduce -6.3% | 7,235 | $512K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.0% | 7,244 | $512K |
| Regions Financial Corp. | 0.00% | No change | 7,226 | $511K |
| Mercer Global Advisors Inc. | 0.00% | Add +32.8% | 7,212 | $510K |
| Amplius Wealth Advisors, LLC | 0.06% | No change | 7,186 | $508K |
| Baird Financial Group, Inc. | 0.00% | Add +0.0% | 6,994 | $495K |
| Florida Trust Wealth Management Co | 0.02% | No change | 6,850 | $484K |
| Sandy Cove Advisors, LLC | 0.21% | Reduce -3.7% | 6,372 | $451K |
| Creative Financial Designs Inc. | 0.04% | Add +18.5% | 6,368 | $450K |
| Gradient Capital Advisors, LLC | 0.16% | No change | 6,336 | $448K |
| Cerity Partners LLC | 0.00% | No change | 5,924 | $419K |
| GYL Financial Synergies, LLC | 0.03% | No change | 5,880 | $416K |
| Baker Tilly Wealth Management, LLC | 0.07% | Reduce -18.7% | 5,866 | $415K |
| Willis Investment Counsel | 0.03% | No change | 5,566 | $394K |
"% of holder's portfolio" is DTD's weight in each manager's 13F, not the share of Wisdomtree US Total Dividend the manager owns.