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 |
| Cerity Partners LLC | 0.00% | No change | 5,924 | $449K |
| Sandy Cove Advisors, LLC | 0.18% | Reduce -6.2% | 5,890 | $447K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.7% | 5,714 | $433K |
| Amplius Wealth Advisors, LLC | 0.04% | No change | 5,586 | $424K |
| Belpointe Asset Management LLC | 0.03% | No change | 5,498 | $416K |
| Optima Capital LLC | 0.28% | — | 5,408 | $410K |
| Willis Investment Counsel | 0.03% | Reduce -1.9% | 5,241 | $398K |
| Quartz Partners, LLC | 0.24% | Add +3.1% | 5,189 | $394K |
| International Private Wealth Advisors LLC | 0.39% | New | 5,137 | $390K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.2% | 4,971 | $377K |
| Gradient Capital Advisors, LLC | 0.12% | No change | 4,934 | $374K |
| Flputnam Investment Management Co. | 0.01% | No change | 4,849 | $368K |
| MML Investors Services, LLC | 0.00% | Reduce -20.1% | 4,838 | $367K |
| Vantage Point Financial LLC | 0.20% | — | 4,814 | $365K |
| Regions Financial Corp. | 0.00% | No change | 4,800 | $364K |
| First Nebraska Trust Co | 0.03% | No change | 4,665 | $354K |
| IFP Advisors, Inc | 0.01% | No change | 4,559 | $346K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 4,105 | $311K |
| Magnolia Private Wealth, LLC | 0.27% | — | 4,048 | $307K |
| Pittenger & Anderson Inc. | 0.01% | Reduce -14.5% | 3,990 | $303K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -1.9% | 3,975 | $302K |
| Rooted Wealth Advisors, Inc. | 0.12% | Add +7.1% | 3,946 | $300K |
| Rehmann Capital Advisory Group | 0.02% | No change | 3,954 | $300K |
| NewEdge Advisors, LLC | 0.00% | Add +9.1% | 3,709 | $281K |
| Equitable Holdings, Inc. | 0.00% | Add +7.0% | 3,659 | $278K |
| Kapstone Financial Advisors LLC | 0.15% | No change | 3,500 | $274K |
| Allegheny Financial Group | 0.07% | Add +0.5% | 3,550 | $269K |
| Waverly Advisors, LLC | 0.00% | Add +0.4% | 3,494 | $265K |
| Allworth Financial LP | 0.00% | No change | 3,303 | $258K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 3,344 | $254K |
| Obsidian Personal Planning Solutions LLC | 0.12% | No change | 3,217 | $252K |
| Baldwin Wealth Partners LLC | 0.02% | Reduce -82.5% | 3,300 | $250K |
| Blue Barn Wealth, LLC | 0.13% | Add +0.5% | 3,213 | $244K |
| Wilkins Miller Wealth Management, LLC | 0.25% | — | 3,124 | $237K |
| Epiq Partners, LLC | 0.13% | Reduce -34.8% | 3,000 | $228K |
| Greatmark Investment Partners, Inc. | 0.03% | No change | 3,000 | $228K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 3,000 | $228K |
| Jackson Square Capital, LLC | 0.05% | No change | 2,990 | $227K |
| Riggs Capital Management LLC | 0.22% | — | 2,987 | $227K |
| Perigon Wealth Management, LLC | 0.01% | New | 2,930 | $226K |
| Midland Wealth Advisors, LLC | 0.01% | No change | 2,935 | $223K |
| Brass Tax Wealth Management, Inc. | 0.05% | Reduce -17.1% | 2,898 | $220K |
| Jones Financial Companies LLLP | 0.00% | Add +33.0% | 2,854 | $217K |
| Moseley Investment Management Inc. | 0.08% | No change | 2,848 | $216K |
| Cooper Financial Group | 0.03% | No change | 2,767 | $210K |
| Element Wealth, LLC | 0.11% | Add +27.5% | 2,747 | $208K |
| Brown Advisory Inc. | 0.00% | No change | 2,742 | $208K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.5% | 2,732 | $207K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -16.1% | 2,718 | $206K |
| Maripau Wealth Management LLC | 0.12% | New | 2,679 | $203K |
| W1M Investment Management Ltd | 0.00% | No change | 2,670 | $203K |
| Advisors Capital Management, LLC | 0.00% | No change | 2,645 | $201K |
| Moloney Securities Asset Management, LLC | 0.03% | New | 2,642 | $200K |
| Comerica Bank | 0.00% | Reduce -1.4% | 2,592 | $197K |
| CoreCap Advisors, LLC | 0.01% | Reduce -16.8% | 2,565 | $195K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,384 | $181K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 1,440 | $112K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,369 | $104K |
| AE Wealth Management LLC | 0.00% | New | 1,250 | $95K |
| WealthShield Partners, LLC | 0.01% | No change | 1,198 | $91K |
| Tompkins Financial Corp. | 0.01% | Reduce -16.3% | 1,010 | $77K |
| Hilltop National Bank | 0.02% | No change | 986 | $75K |
| Center for Financial Planning, Inc. | 0.01% | No change | 982 | $74K |
| CIBC Private Wealth Group LLC | 0.00% | Add +6.9% | 962 | $73K |
| Ancora Advisors LLC | 0.00% | No change | 864 | $66K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 776 | $59K |
| Parallel Advisors, LLC | 0.00% | Add +0.2% | 568 | $43K |
| Archer Investment Corp | 0.01% | No change | 500 | $38K |
| Fairman Group, LLC | 0.03% | No change | 484 | $37K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 477 | $36K |
| Farther Finance Advisors, LLC | 0.00% | No change | 468 | $36K |
| Larson Financial Group LLC | 0.00% | No change | 459 | $35K |
| Bristlecone Advisors, LLC | 0.00% | No change | 430 | $33K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 428 | $32K |
| MAI Capital Management | 0.00% | New | 390 | $30K |
| AlphaMark Advisors, LLC | 0.01% | No change | 375 | $28K |
| IAG Wealth Partners, LLC | 0.00% | No change | 350 | $27K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.3% | 334 | $25K |
| Lindbrook Capital, LLC | 0.00% | No change | 324 | $25K |
| Tortoise Investment Management, LLC | 0.00% | No change | 300 | $23K |
| LRI Investments, LLC | 0.00% | No change | 290 | $22K |
| Glen Eagle Advisors, LLC | 0.00% | Add +189.6% | 278 | $21K |
| Global Retirement Partners, LLC | 0.00% | No change | 242 | $18K |
| Golden State Wealth Management, LLC | 0.00% | — | 213 | $16K |
| Arax Advisory Partners | 0.00% | Add +0.5% | 202 | $15K |
| Bank of Montreal | 0.00% | No change | 200 | $15K |
| Bessemer Group Inc. | 0.00% | No change | 140 | $11K |
| REAP Financial Group, LLC | 0.00% | Reduce -7.9% | 105 | $8K |
| Principal Securities, Inc. | 0.00% | New | 97 | $7K |
| RE Dickinson Investment Advisors, LLC | 0.01% | Reduce -28.6% | 95 | $7K |
| Sound Income Strategies, LLC | 0.00% | No change | 60 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Add +3.6% | 57 | $4K |
| Human Investing LLC | 0.00% | New | 57 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -95.7% | 25 | $2K |
| Lanark Financial, Inc. | 0.12% | — | 16 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 14 | $1K |
| Assetmark, Inc. | 0.00% | New | 8 | $607 |
"% of holder's portfolio" is DTD's weight in each manager's 13F, not the share of Wisdomtree US Total Dividend the manager owns.