Wisdomtree US Total DividendDTDETF
13F holders, Q4 2024 (December 31)197holders +16
12new positions
8sold out
1famous investor
$75.76avg. 13F price*
At the end of Q4 2024, 197 institutions reported holding Wisdomtree US Total Dividend (DTD) in their 13F filings, up 16 from Q3 2024. 12 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($152.4M), Morgan Stanley ($94.0M) and LPL Financial LLC ($53.3M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $7.8M |
| Exits | 8 | $2.5M |
All 13F filers, Q3 2024 → Q4 2024: 882,673 shares bought and 177,046 shares sold, net +705,627 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 197 holders
| Bank of America Corp. | 0.01% | Reduce -0.5% | 2,008,408 | $152.4M |
| Morgan Stanley | 0.01% | Add +4.2% | 1,239,195 | $94.0M |
| LPL Financial LLC | 0.02% | Add +6.9% | 703,215 | $53.3M |
| Wells Fargo & Company | 0.01% | Add +4.3% | 375,019 | $28.4M |
| Cetera Investment Advisers | 0.05% | Add +4.8% | 344,978 | $26.2M |
| Connecticut Wealth Management, LLC | 1.14% | Add +17.8% | 327,744 | $23.1M |
| 626 Financial, LLC | 12.43% | Add +1.7% | 303,809 | $23.0M |
| Essential Planning, LLC. | 0.15% | Add +6401.0% | 291,505 | $22.7M |
| Pinnacle Financial Group, LLC / IL | 8.34% | Add +0.0% | 280,747 | $21.3M |
| HighTower Advisors, LLC | 0.02% | Reduce -8.7% | 195,828 | $14.9M |
| Raymond James Financial Inc. | 0.01% | — | 189,844 | $14.4M |
| Bank of New York Mellon Corp | 0.00% | Add +76.2% | 174,790 | $13.3M |
| Ameriprise Financial Inc. | 0.00% | Add +12.6% | 147,895 | $11.2M |
| Susquehanna International Group, LLP | 0.02% | Add +130.5% | 142,681 | $10.8M |
| Melone Private Wealth, LLC | 4.74% | Add +2.2% | 120,557 | $9.1M |
| Kestra Advisory Services, LLC | 0.04% | Add +9.0% | 104,810 | $8.0M |
| Vertex Planning Partners, LLC | 1.52% | Reduce -4.6% | 91,083 | $6.9M |
| UBS Group AG | 0.00% | Reduce -4.0% | 90,976 | $6.9M |
| JPMorgan Chase & Co. | 0.00% | Add +5.2% | 72,522 | $5.5M |
| Foundations Investment Advisors, LLC | 0.11% | Add +15.1% | 72,107 | $5.5M |
| Envision Financial LLC | 4.21% | — | 69,165 | $5.2M |
| Royal Bank of Canada | 0.00% | Reduce -9.5% | 63,231 | $4.8M |
| FFG Retirement Advisors LLC | 3.02% | Reduce -1.7% | 60,970 | $4.6M |
| Pathstone Holdings, LLC | 0.02% | Reduce -0.4% | 58,432 | $4.4M |
| Independent Advisor Alliance | 0.06% | New | 58,293 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.9% | 56,636 | $4.3M |
| Sanctuary Advisors, LLC | 0.03% | Add +1166.0% | 53,919 | $4.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +1.2% | 49,289 | $3.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.0% | 48,686 | $3.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -18.0% | 46,697 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Add +8.0% | 42,675 | $3.2M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -7.6% | 41,025 | $3.1M |
| Corient Private Wealth LP | 0.00% | Reduce -14.9% | 37,567 | $2.8M |
| Creative Planning | 0.00% | Add +0.4% | 36,805 | $2.8M |
| Citadel Advisors | 0.00% | Add +180.5% | 36,260 | $2.8M |
| Merit Financial Group, LLC | 0.05% | Add +0.7% | 34,804 | $2.6M |
| Certified Advisory Corp | 0.28% | Add +0.4% | 34,156 | $2.6M |
| Capital Advisory Group Advisory Services, LLC | 0.90% | Add +0.6% | 33,222 | $2.5M |
| Avant Capital LLC | 1.89% | — | 30,050 | $2.3M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.7% | 29,514 | $2.2M |
| Focus Partners Wealth | 0.01% | New | 26,842 | $2.0M |
| LCNB Corp. | 0.69% | Reduce -1.4% | 25,117 | $1.9M |
| Arvest Bank Trust Division | 0.09% | Reduce -30.4% | 20,407 | $1.5M |
| AssuredPartners Investment Advisors, LLC | 0.30% | — | 19,993 | $1.5M |
| Sonata Capital Group Inc. | 0.63% | No change | 19,959 | $1.5M |
| Cwm, LLC | 0.01% | Add +16.6% | 19,877 | $1.5M |
| Arvest Investments, Inc. | 0.23% | Reduce -29.8% | 19,243 | $1.5M |
| Cherrydale Wealth Management, LLC | 0.54% | Add +0.6% | 18,456 | $1.4M |
| Clearwater Capital Advisors, LLC | 0.14% | Reduce -4.7% | 18,325 | $1.4M |
| Legacy PCG, LLC | 0.98% | Reduce -8.3% | 18,127 | $1.4M |
| Verus Capital Partners, LLC | 0.13% | Add +4.9% | 17,778 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +3.7% | 16,979 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.3% | 16,839 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +0.2% | 16,516 | $1.3M |
| Evercore Wealth Management, LLC | 0.02% | No change | 15,781 | $1.2M |
| Blair William & Co. | 0.00% | No change | 15,620 | $1.2M |
| FMR LLC | 0.00% | Add +5.0% | 14,580 | $1.1M |
| JFS Wealth Advisors, LLC | 0.07% | Reduce -11.1% | 14,401 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +51.9% | 14,076 | $1.1M |
| Sharper & Granite LLC | 0.47% | Reduce -0.2% | 13,960 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -1.5% | 13,685 | $1.0M |
| Consolidated Portfolio Review Corp | 0.16% | Add +0.1% | 13,665 | $1.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -17.9% | 12,995 | $986K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -3.7% | 12,945 | $982K |
| HB Wealth Management, LLC | 0.01% | No change | 12,880 | $977K |
| Spire Wealth Management | 0.03% | Add +0.4% | 12,371 | $938K |
| PCA Investment Advisory Services Inc. | 0.43% | Reduce -7.3% | 12,316 | $934K |
| Bison Wealth, LLC | 0.11% | — | 11,479 | $871K |
| Park Avenue Securities LLC | 0.01% | Add +20.8% | 11,383 | $864K |
| Janney Montgomery Scott LLC | 0.00% | Add +74.4% | 11,346 | $861K |
| Panoramic Investment Advisors, LLC | 0.56% | Add +6.5% | 11,276 | $855K |
| Institute for Wealth Management, LLC. | 0.11% | No change | 11,242 | $853K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 10,707 | $812K |
| KMG Fiduciary Partners, LLC | 0.06% | Add +20.8% | 10,175 | $772K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -69.6% | 10,165 | $771K |
| DSG Capital Advisors, LLC | 0.14% | — | 10,076 | $764K |
| Kendall Capital Management | 0.22% | Reduce -6.1% | 9,930 | $753K |
| My Legacy Advisors, LLC | 0.29% | Reduce -6.8% | 9,753 | $750K |
| Gateway Wealth Partners, LLC | 0.19% | Add +4.8% | 9,757 | $740K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.4% | 9,707 | $736K |
| RMR Capital Management, LLC | 0.54% | Add +0.1% | 9,554 | $725K |
| Insigneo Advisory Services, LLC | 0.07% | Add +35.9% | 9,474 | $719K |
| Atria Investments, Inc | 0.01% | Add +25.9% | 9,417 | $714K |
| Ballentine Partners, LLC | 0.01% | No change | 8,640 | $655K |
| Brookstone Capital Management | 0.01% | Reduce -36.0% | 8,615 | $654K |
| Key Financial Inc | 0.15% | Add +30.5% | 8,479 | $643K |
| Revisor Wealth Management LLC | 0.57% | Add +12.9% | 8,054 | $614K |
| Cornerstone Financial Group, LLC | 0.58% | — | 7,800 | $592K |
| Savant Capital, LLC | 0.00% | No change | 7,608 | $577K |
| Avestar Capital, LLC | 0.05% | Add +112.8% | 7,366 | $559K |
| Sunbelt Securities, Inc. | 0.05% | Add +0.3% | 7,327 | $556K |
| Alta Wealth Advisors LLC | 0.24% | Reduce -0.6% | 7,258 | $551K |
| Wood Tarver Financial Group, LLC | 0.18% | — | 7,247 | $549K |
| Team Financial Group, LLC | 0.31% | Reduce -0.6% | 7,071 | $536K |
| Baird Financial Group, Inc. | 0.00% | No change | 6,994 | $531K |
| Florida Trust Wealth Management Co | 0.02% | No change | 6,850 | $520K |
| Creative Financial Designs Inc. | 0.04% | Add +2.3% | 6,548 | $497K |
| Townsquare Capital LLC | 0.01% | Add +4.3% | 6,136 | $465K |
| Norden Group LLC | 0.05% | Add +4.3% | 6,116 | $464K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +1.2% | 6,078 | $461K |
"% of holder's portfolio" is DTD's weight in each manager's 13F, not the share of Wisdomtree US Total Dividend the manager owns.