Wisdomtree US Total DividendDTDETF
13F holders, Q2 2024 (June 30)177holders −7
7new positions
12sold out
1famous investor
$70.85avg. 13F price*
At the end of Q2 2024, 177 institutions reported holding Wisdomtree US Total Dividend (DTD) in their 13F filings, down 7 from Q1 2024. 7 opened new positions and 12 sold out. The largest holders were Bank of America Corp. ($143.6M), Morgan Stanley ($79.3M) and LPL Financial LLC ($45.6M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.5M |
| Exits | 12 | $3.0M |
All 13F filers, Q1 2024 → Q2 2024: 259,527 shares bought and 295,947 shares sold, net −36,420 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 177 holders
| Bank of America Corp. | 0.01% | Add +0.0% | 2,026,816 | $143.6M |
| Morgan Stanley | 0.01% | Add +2.9% | 1,120,180 | $79.3M |
| LPL Financial LLC | 0.02% | Add +5.5% | 643,324 | $45.6M |
| Wells Fargo & Company | 0.01% | Reduce -3.2% | 361,232 | $25.6M |
| Cetera Investment Advisers | 0.05% | Add +3.8% | 322,102 | $22.8M |
| 626 Financial, LLC | 12.43% | Add +1.7% | 302,390 | $21.4M |
| Pinnacle Financial Group, LLC / IL | 8.96% | Reduce -0.3% | 295,910 | $21.0M |
| Connecticut Wealth Management, LLC | 1.02% | Reduce -0.0% | 278,101 | $19.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.7% | 215,943 | $15.3M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +3.0% | 155,989 | $11.0M |
| Ameriprise Financial Inc. | 0.00% | Add +0.1% | 134,511 | $9.5M |
| Melone Private Wealth, LLC | 4.86% | Add +0.7% | 115,779 | $8.2M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -2.1% | 100,284 | $7.1M |
| UBS Group AG | 0.00% | Reduce -9.8% | 96,853 | $6.9M |
| Vertex Planning Partners, LLC | 1.75% | Reduce -52.9% | 95,039 | $6.7M |
| Citadel Advisors | 0.01% | Add +408.4% | 85,636 | $6.1M |
| Royal Bank of Canada | 0.00% | Add +2.5% | 65,068 | $4.6M |
| FFG Retirement Advisors LLC | 3.12% | Reduce -2.9% | 63,235 | $4.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.0% | 61,404 | $4.3M |
| Pathstone Holdings, LLC | 0.02% | Add +8.1% | 58,902 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.1% | 57,829 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.7% | 55,616 | $3.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +14.1% | 49,506 | $3.5M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -0.1% | 47,518 | $3.4M |
| Corient Private Wealth LP | 0.01% | No change | 46,371 | $3.3M |
| Merit Financial Group, LLC | 0.07% | Reduce -0.3% | 45,787 | $3.2M |
| Avantax Advisory Services, Inc. | 0.02% | Add +6.2% | 44,962 | $3.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -14.7% | 38,048 | $2.7M |
| Creative Planning | 0.00% | Add +0.0% | 36,287 | $2.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -13.1% | 34,689 | $2.5M |
| Certified Advisory Corp | 0.30% | Add +0.5% | 33,922 | $2.4M |
| Foundations Investment Advisors, LLC | 0.06% | Add +51.1% | 33,860 | $2.4M |
| Capital Advisory Group Advisory Services, LLC | 1.00% | Reduce -3.0% | 33,187 | $2.4M |
| Bank of New York Mellon Corp | 0.00% | Add +491.7% | 31,733 | $2.2M |
| Arvest Trust Co. N A | 0.13% | Reduce -5.8% | 30,801 | $2.2M |
| Arvest Investments, Inc. | 0.35% | Reduce -3.6% | 30,451 | $2.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.5% | 30,109 | $2.1M |
| True Wealth Design, LLC | 0.52% | Reduce -1.3% | 29,857 | $2.1M |
| My Legacy Advisors, LLC | 0.63% | Reduce -9.3% | 27,671 | $2.0M |
| Focus Partners Wealth | 0.01% | Add +0.2% | 25,469 | $1.9M |
| LCNB Corp. | 0.67% | Reduce -0.7% | 25,479 | $1.8M |
| Brookstone Capital Management | 0.03% | Reduce -40.2% | 22,264 | $1.6M |
| Sharper & Granite LLC | 0.70% | Add +2.0% | 20,605 | $1.5M |
| Sonata Capital Group Inc. | 0.73% | No change | 20,119 | $1.4M |
| Legacy PCG, LLC | 0.89% | Reduce -1.0% | 20,090 | $1.4M |
| Clearwater Capital Advisors, LLC | 0.15% | Reduce -3.0% | 19,356 | $1.4M |
| Evercore Wealth Management, LLC | 0.02% | No change | 18,900 | $1.3M |
| Cherrydale Wealth Management, LLC | 0.57% | Add +0.6% | 18,257 | $1.3M |
| Cwm, LLC | 0.01% | Add +0.6% | 17,021 | $1.2M |
| Raymond James & Associates | 0.00% | Reduce -12.2% | 16,990 | $1.2M |
| Verus Capital Partners, LLC | 0.12% | Add +4.1% | 16,987 | $1.2M |
| Blair William & Co. | 0.00% | No change | 16,724 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +0.2% | 16,459 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -17.8% | 16,390 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -5.3% | 16,370 | $1.2M |
| JFS Wealth Advisors, LLC | 0.09% | Add +0.1% | 16,315 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.7% | 15,916 | $1.1M |
| Sowell Financial Services LLC | 0.05% | Reduce -5.1% | 14,581 | $1.0M |
| FMR LLC | 0.00% | Add +42.1% | 14,462 | $1.0M |
| Lanark Financial, Inc. | 0.09% | Add +0.2% | 14,201 | $1.0M |
| Consolidated Portfolio Review Corp | 0.23% | New | 13,627 | $965K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +27.4% | 13,376 | $947K |
| PCA Investment Advisory Services Inc. | 0.49% | No change | 13,293 | $942K |
| HB Wealth Management, LLC | 0.01% | Add +0.0% | 12,885 | $913K |
| Mariner, LLC | 0.00% | No change | 12,724 | $901K |
| Spire Wealth Management | 0.03% | Add +0.2% | 11,900 | $843K |
| Institute for Wealth Management, LLC. | 0.11% | No change | 11,693 | $828K |
| Susquehanna International Group, LLP | 0.00% | Reduce -39.3% | 11,687 | $828K |
| Kendall Capital Management | 0.26% | Reduce -8.3% | 11,080 | $785K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Add +2.3% | 10,707 | $758K |
| Sunbelt Securities, Inc. | 0.08% | Reduce -19.8% | 10,503 | $744K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.2% | 9,665 | $685K |
| RMR Capital Management, LLC | 0.62% | Add +0.1% | 9,542 | $676K |
| Cutler Investment Counsel LLC | 0.09% | Reduce -2.0% | 9,484 | $672K |
| Park Avenue Securities LLC | 0.01% | Add +2.0% | 9,133 | $647K |
| Gateway Wealth Partners, LLC | 0.19% | Add +3.7% | 8,660 | $613K |
| Ballentine Partners, LLC | 0.01% | No change | 8,640 | $612K |
| NewEdge Advisors, LLC | 0.00% | Add +3.8% | 8,279 | $586K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +0.6% | 8,136 | $577K |
| Jane Street Group, LLC | 0.00% | New | 7,875 | $558K |
| Savant Capital, LLC | 0.01% | No change | 7,608 | $539K |
| MML Investors Services, LLC | 0.00% | Add +3.4% | 7,484 | $530K |
| Team Financial Group, LLC | 0.34% | Add +0.4% | 7,389 | $523K |
| Alta Wealth Advisors LLC | 0.26% | Reduce -8.3% | 7,285 | $516K |
| Revisor Wealth Management LLC | 0.35% | Reduce -32.3% | 7,133 | $505K |
| Baird Financial Group, Inc. | 0.00% | No change | 6,994 | $495K |
| Florida Trust Wealth Management Co | 0.02% | No change | 6,850 | $485K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.4% | 6,853 | $485K |
| Atria Investments, Inc | 0.01% | Reduce -69.8% | 6,438 | $456K |
| Creative Financial Designs Inc. | 0.04% | Reduce -0.8% | 6,317 | $447K |
| Sandy Cove Advisors, LLC | 0.20% | Reduce -2.0% | 6,243 | $442K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -13.4% | 6,243 | $441K |
| Cerity Partners LLC | 0.00% | No change | 5,924 | $420K |
| GYL Financial Synergies, LLC | 0.03% | No change | 5,880 | $416K |
| Insigneo Advisory Services, LLC | 0.05% | Add +8.1% | 5,834 | $408K |
| Key Financial Inc | 0.10% | Add +7.3% | 5,624 | $398K |
| Amplius Wealth Advisors, LLC | 0.04% | Reduce -22.3% | 5,586 | $396K |
| Belpointe Asset Management LLC | 0.03% | No change | 5,498 | $389K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -1.7% | 5,391 | $382K |
| Willis Investment Counsel | 0.03% | Reduce -4.0% | 5,341 | $378K |
"% of holder's portfolio" is DTD's weight in each manager's 13F, not the share of Wisdomtree US Total Dividend the manager owns.