Wisdomtree US Total DividendDTDETF
13F holders, Q3 2024 (September 30)181holders +4
17new positions
14sold out
1famous investor
$76.68avg. 13F price*
At the end of Q3 2024, 181 institutions reported holding Wisdomtree US Total Dividend (DTD) in their 13F filings, up 4 from Q2 2024. 17 opened new positions and 14 sold out. The largest holders were Bank of America Corp. ($154.8M), Morgan Stanley ($91.2M) and LPL Financial LLC ($50.4M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $5.5M |
| Exits | 14 | $5.9M |
All 13F filers, Q2 2024 → Q3 2024: 358,082 shares bought and 272,568 shares sold, net +85,514 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 181 holders
| Bank of America Corp. | 0.01% | Reduce -0.4% | 2,018,790 | $154.8M |
| Morgan Stanley | 0.01% | Add +6.2% | 1,189,731 | $91.2M |
| LPL Financial LLC | 0.02% | Add +2.2% | 657,660 | $50.4M |
| Wells Fargo & Company | 0.01% | Reduce -0.5% | 359,482 | $27.6M |
| Cetera Investment Advisers | 0.06% | Add +2.2% | 329,182 | $25.2M |
| 626 Financial, LLC | 12.68% | Reduce -1.2% | 298,694 | $22.9M |
| Pinnacle Financial Group, LLC / IL | 8.43% | Reduce -5.2% | 280,676 | $21.5M |
| Connecticut Wealth Management, LLC | 1.03% | Add +0.0% | 278,123 | $21.3M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.7% | 214,543 | $16.5M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +8.4% | 169,171 | $13.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.3% | 131,400 | $10.1M |
| Melone Private Wealth, LLC | 4.80% | Add +1.9% | 117,925 | $9.0M |
| Bank of New York Mellon Corp | 0.00% | Add +212.6% | 99,191 | $7.6M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -4.1% | 96,188 | $7.4M |
| Vertex Planning Partners, LLC | 1.75% | Add +0.4% | 95,450 | $7.3M |
| UBS Group AG | 0.00% | Reduce -2.1% | 94,788 | $7.3M |
| Royal Bank of Canada | 0.00% | Add +7.4% | 69,877 | $5.4M |
| JPMorgan Chase & Co. | 0.00% | Add +12.3% | 68,932 | $5.3M |
| Foundations Investment Advisors, LLC | 0.10% | Add +85.1% | 62,660 | $4.8M |
| FFG Retirement Advisors LLC | 3.10% | Reduce -1.9% | 62,038 | $4.8M |
| Susquehanna International Group, LLP | 0.01% | Add +429.6% | 61,896 | $4.7M |
| Pathstone Holdings, LLC | 0.02% | Reduce -0.4% | 58,688 | $4.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.6% | 56,925 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.0% | 55,057 | $4.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +2.5% | 48,691 | $3.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.6% | 48,205 | $3.7M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -1.3% | 44,392 | $3.4M |
| Corient Private Wealth LP | 0.01% | Reduce -4.8% | 44,126 | $3.4M |
| Osaic Holdings, Inc. | 0.01% | Add +3.9% | 39,514 | $3.0M |
| Creative Planning | 0.00% | Add +1.0% | 36,653 | $2.8M |
| Merit Financial Group, LLC | 0.06% | Reduce -24.5% | 34,563 | $2.7M |
| Certified Advisory Corp | 0.29% | Add +0.3% | 34,030 | $2.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.7% | 33,401 | $2.6M |
| Capital Advisory Group Advisory Services, LLC | 1.01% | Reduce -0.5% | 33,031 | $2.5M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.3% | 30,020 | $2.3M |
| Arvest Bank Trust Division | 0.13% | — | 29,335 | $2.2M |
| Arvest Investments, Inc. | 0.32% | Reduce -10.0% | 27,400 | $2.1M |
| LCNB Corp. | 0.69% | No change | 25,479 | $2.0M |
| Sonata Capital Group Inc. | 0.65% | Reduce -0.8% | 19,959 | $1.5M |
| Legacy PCG, LLC | 1.08% | Reduce -1.6% | 19,778 | $1.5M |
| Clearwater Capital Advisors, LLC | 0.14% | Reduce -0.7% | 19,231 | $1.5M |
| Baldwin Wealth Partners LLC | 0.10% | New | 18,853 | $1.4M |
| Cherrydale Wealth Management, LLC | 0.58% | Add +0.5% | 18,355 | $1.4M |
| Raymond James & Associates | 0.00% | Add +3.5% | 17,588 | $1.3M |
| Lanark Financial, Inc. | 0.11% | Add +23.3% | 17,503 | $1.3M |
| Cwm, LLC | 0.01% | Add +0.2% | 17,054 | $1.3M |
| Verus Capital Partners, LLC | 0.13% | Reduce -0.2% | 16,954 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.4% | 16,617 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +0.2% | 16,487 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -0.1% | 16,377 | $1.3M |
| JFS Wealth Advisors, LLC | 0.08% | Reduce -0.8% | 16,191 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.3% | 15,834 | $1.2M |
| Evercore Wealth Management, LLC | 0.02% | Reduce -16.5% | 15,781 | $1.2M |
| Blair William & Co. | 0.00% | Reduce -6.6% | 15,620 | $1.2M |
| Sowell Financial Services LLC | 0.05% | Add +0.5% | 14,659 | $1.1M |
| Sharper & Granite LLC | 0.48% | Reduce -32.1% | 13,985 | $1.1M |
| Mariner, LLC | 0.00% | Add +9.2% | 13,895 | $1.1M |
| FMR LLC | 0.00% | Reduce -4.0% | 13,881 | $1.1M |
| Consolidated Portfolio Review Corp | 0.23% | Add +0.1% | 13,646 | $1.0M |
| Brookstone Capital Management | 0.02% | Reduce -39.6% | 13,457 | $1.0M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.5% | 13,437 | $1.0M |
| PCA Investment Advisory Services Inc. | 0.48% | No change | 13,293 | $1.0M |
| Citadel Advisors | 0.00% | Reduce -84.9% | 12,928 | $991K |
| HB Wealth Management, LLC | 0.01% | Reduce -0.0% | 12,880 | $988K |
| Spire Wealth Management | 0.03% | Add +3.6% | 12,327 | $945K |
| Institute for Wealth Management, LLC. | 0.11% | Reduce -3.9% | 11,242 | $862K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 10,707 | $821K |
| Panoramic Investment Advisors, LLC | 0.56% | — | 10,588 | $812K |
| Kendall Capital Management | 0.25% | Reduce -4.5% | 10,580 | $811K |
| My Legacy Advisors, LLC | 0.32% | Reduce -62.2% | 10,467 | $803K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 9,665 | $741K |
| RMR Capital Management, LLC | 0.62% | Add +0.1% | 9,547 | $732K |
| Park Avenue Securities LLC | 0.01% | Add +3.2% | 9,427 | $723K |
| Gateway Wealth Partners, LLC | 0.20% | Add +7.5% | 9,309 | $714K |
| Jane Street Group, LLC | 0.00% | Add +17.7% | 9,266 | $711K |
| Ballentine Partners, LLC | 0.01% | No change | 8,640 | $663K |
| KMG Fiduciary Partners, LLC | 0.06% | New | 8,426 | $646K |
| Savant Capital, LLC | 0.00% | No change | 7,608 | $583K |
| Atria Investments, Inc | 0.01% | Add +16.2% | 7,480 | $574K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -30.5% | 7,304 | $560K |
| Alta Wealth Advisors LLC | 0.26% | Add +0.2% | 7,298 | $560K |
| Revisor Wealth Management LLC | 0.34% | No change | 7,133 | $547K |
| Team Financial Group, LLC | 0.32% | Reduce -3.8% | 7,111 | $545K |
| Baird Financial Group, Inc. | 0.00% | No change | 6,994 | $536K |
| Insigneo Advisory Services, LLC | 0.05% | Add +19.5% | 6,974 | $535K |
| Florida Trust Wealth Management Co | 0.02% | No change | 6,850 | $525K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.1% | 6,506 | $499K |
| Key Financial Inc | 0.11% | Add +15.5% | 6,496 | $498K |
| Creative Financial Designs Inc. | 0.04% | Add +1.3% | 6,400 | $491K |
| Sandy Cove Advisors, LLC | 0.20% | Add +0.5% | 6,276 | $481K |
| MML Investors Services, LLC | 0.00% | Reduce -19.0% | 6,059 | $465K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -26.2% | 6,007 | $461K |
| Cerity Partners LLC | 0.00% | No change | 5,924 | $454K |
| Townsquare Capital LLC | 0.01% | Add +19.1% | 5,886 | $451K |
| Norden Group LLC | 0.05% | New | 5,866 | $450K |
| Integrated Wealth Concepts LLC | 0.01% | Add +6.8% | 5,756 | $441K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.5% | 5,651 | $431K |
| Amplius Wealth Advisors, LLC | 0.05% | No change | 5,586 | $428K |
| Belpointe Asset Management LLC | 0.03% | No change | 5,498 | $422K |
| Willis Investment Counsel | 0.03% | No change | 5,341 | $410K |
"% of holder's portfolio" is DTD's weight in each manager's 13F, not the share of Wisdomtree US Total Dividend the manager owns.