Wisdomtree US Total DividendDTDETF
13F holders, Q1 2025 (March 31)194holders −3
13new positions
11sold out
1famous investor
$76.20avg. 13F price*
At the end of Q1 2025, 194 institutions reported holding Wisdomtree US Total Dividend (DTD) in their 13F filings, down 3 from Q4 2024. 13 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($149.0M), Morgan Stanley ($86.3M) and LPL Financial LLC ($57.5M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $6.0M |
| Exits | 11 | $8.7M |
All 13F filers, Q4 2024 → Q1 2025: 422,029 shares bought and 964,132 shares sold, net −542,103 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 194 holders
| Bank of America Corp. | 0.01% | Reduce -3.6% | 1,935,706 | $149.0M |
| Morgan Stanley | 0.01% | Reduce -9.5% | 1,121,766 | $86.3M |
| LPL Financial LLC | 0.02% | Add +6.3% | 747,833 | $57.5M |
| Wells Fargo & Company | 0.01% | Add +3.0% | 386,064 | $29.7M |
| Cetera Investment Advisers | 0.05% | Add +2.4% | 353,269 | $27.2M |
| 626 Financial, LLC | 12.39% | Add +2.9% | 312,730 | $24.1M |
| Connecticut Wealth Management, LLC | 1.11% | Reduce -15.7% | 276,289 | $21.3M |
| Pinnacle Financial Group, LLC / IL | 7.54% | Reduce -4.0% | 269,593 | $20.7M |
| Raymond James Financial Inc. | 0.01% | Add +10.9% | 210,474 | $16.2M |
| HighTower Advisors, LLC | 0.02% | Add +0.3% | 196,470 | $15.1M |
| Ameriprise Financial Inc. | 0.00% | Add +2.8% | 152,050 | $11.7M |
| Melone Private Wealth, LLC | 4.93% | Add +1.6% | 122,446 | $9.4M |
| Vertex Planning Partners, LLC | 1.57% | Add +2.5% | 93,383 | $7.2M |
| UBS Group AG | 0.00% | Reduce -2.1% | 89,023 | $6.9M |
| FFG Retirement Advisors LLC | 4.44% | Add +39.0% | 84,728 | $6.5M |
| Foundations Investment Advisors, LLC | 0.11% | Add +4.3% | 75,185 | $5.8M |
| JPMorgan Chase & Co. | 0.00% | Add +3.1% | 74,765 | $5.8M |
| Osaic Holdings, Inc. | 0.01% | Add +73.3% | 73,973 | $5.7M |
| Envision Financial LLC | 3.78% | Reduce -5.8% | 65,137 | $5.0M |
| Atria Investments, Inc | 0.06% | Add +581.4% | 64,170 | $4.9M |
| Royal Bank of Canada | 0.00% | Add +0.3% | 63,435 | $4.9M |
| Sanctuary Advisors, LLC | 0.03% | Add +8.3% | 58,414 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +27.9% | 134,035 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.1% | 55,425 | $4.3M |
| Pathstone Holdings, LLC | 0.02% | Reduce -8.0% | 53,762 | $4.1M |
| Belpointe Asset Management LLC | 0.20% | Add +816.1% | 50,367 | $3.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -71.7% | 49,472 | $3.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +0.3% | 49,424 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.0% | 49,034 | $3.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.3% | 48,061 | $3.7M |
| Avantax Advisory Services, Inc. | 0.02% | Add +12.3% | 46,059 | $3.5M |
| Vestmark Advisory Solutions, Inc. | 0.09% | New | 44,594 | $3.4M |
| Citadel Advisors | 0.00% | Add +21.7% | 44,124 | $3.4M |
| Corient Private Wealth LP | 0.00% | No change | 37,567 | $2.9M |
| Merit Financial Group, LLC | 0.04% | Add +0.7% | 35,062 | $2.7M |
| Creative Planning | 0.00% | Reduce -5.4% | 34,803 | $2.7M |
| Capital Advisory Group Advisory Services, LLC | 0.97% | Reduce -0.6% | 33,013 | $2.5M |
| Certified Advisory Corp | 0.28% | Reduce -7.4% | 31,621 | $2.4M |
| Avant Capital LLC | 2.01% | Add +4.7% | 31,462 | $2.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.4% | 29,624 | $2.3M |
| Focus Partners Wealth | 0.01% | Reduce -0.0% | 26,832 | $2.1M |
| AssuredPartners Investment Advisors, LLC | 0.37% | Add +25.4% | 25,074 | $1.9M |
| LCNB Corp. | 0.71% | Reduce -0.6% | 24,967 | $1.9M |
| Mariner, LLC | 0.00% | Add +53.5% | 21,000 | $1.6M |
| Sonata Capital Group Inc. | 0.67% | No change | 19,959 | $1.5M |
| Cwm, LLC | 0.01% | Reduce -1.2% | 19,640 | $1.5M |
| Arvest Bank Trust Division | 0.09% | Reduce -5.7% | 19,242 | $1.5M |
| Cherrydale Wealth Management, LLC | 0.56% | Add +0.5% | 18,540 | $1.4M |
| Arvest Investments, Inc. | 0.22% | Reduce -3.9% | 18,492 | $1.4M |
| Clearwater Capital Advisors, LLC | 0.14% | Reduce -0.4% | 18,244 | $1.4M |
| Verus Capital Partners, LLC | 0.14% | Add +1.0% | 17,951 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +1.2% | 17,181 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.8% | 17,138 | $1.3M |
| Captrust Financial Advisors | 0.00% | Reduce -3.8% | 15,891 | $1.2M |
| Legacy PCG, LLC | 0.84% | Reduce -14.1% | 15,568 | $1.2M |
| Lanark Financial, Inc. | 0.10% | — | 15,072 | $1.2M |
| JFS Wealth Advisors, LLC | 0.07% | Add +0.1% | 14,408 | $1.1M |
| Blair William & Co. | 0.00% | Reduce -9.7% | 14,110 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Add +8.9% | 14,030 | $1.1M |
| Sharper & Granite LLC | 0.44% | Reduce -1.1% | 13,805 | $1.1M |
| Consolidated Portfolio Review Corp | 0.17% | Add +0.1% | 13,681 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +3.7% | 13,429 | $1.0M |
| FMR LLC | 0.00% | Reduce -14.2% | 12,515 | $963K |
| Private Advisor Group, LLC | 0.01% | Reduce -4.4% | 12,420 | $956K |
| Spire Wealth Management | 0.03% | Add +0.2% | 12,396 | $954K |
| PCA Investment Advisory Services Inc. | 0.50% | No change | 12,316 | $948K |
| Panoramic Investment Advisors, LLC | 0.59% | Add +0.9% | 11,383 | $876K |
| Park Avenue Securities LLC | 0.01% | Reduce -1.0% | 11,274 | $868K |
| Institute for Wealth Management, LLC. | 0.11% | No change | 11,242 | $865K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.4% | 10,735 | $826K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 10,707 | $824K |
| KMG Fiduciary Partners, LLC | 0.07% | Add +0.6% | 10,237 | $788K |
| VestGen Advisors, LLC | 0.04% | — | 10,233 | $787K |
| DSG Capital Advisors, LLC | 0.16% | No change | 10,076 | $775K |
| Gateway Wealth Partners, LLC | 0.17% | Add +0.7% | 9,821 | $756K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.2% | 9,727 | $749K |
| My Legacy Advisors, LLC | 0.29% | Reduce -0.5% | 9,701 | $747K |
| RMR Capital Management, LLC | 0.53% | Add +0.1% | 9,560 | $736K |
| Key Financial Inc | 0.16% | Add +11.3% | 9,434 | $726K |
| Revisor Wealth Management LLC | 0.32% | Add +16.1% | 9,351 | $720K |
| Ballentine Partners, LLC | 0.01% | No change | 8,640 | $665K |
| Susquehanna International Group, LLP | 0.00% | Reduce -94.2% | 8,222 | $633K |
| Kendall Capital Management | 0.18% | Reduce -17.9% | 8,155 | $628K |
| Fiducient Advisors LLC | 0.08% | New | 8,000 | $616K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -22.0% | 7,932 | $610K |
| Cornerstone Financial Group, LLC | 0.54% | No change | 7,800 | $599K |
| Brookstone Capital Management | 0.01% | Reduce -10.2% | 7,740 | $596K |
| Savant Capital, LLC | 0.01% | No change | 7,608 | $585K |
| Avestar Capital, LLC | 0.05% | No change | 7,366 | $567K |
| Sunbelt Securities, Inc. | 0.05% | Add +0.3% | 7,346 | $565K |
| Wood Tarver Financial Group, LLC | 0.18% | Reduce -1.1% | 7,171 | $552K |
| Alta Wealth Advisors LLC | 0.25% | Reduce -3.1% | 7,031 | $541K |
| Baird Financial Group, Inc. | 0.00% | No change | 6,994 | $538K |
| Florida Trust Wealth Management Co | 0.02% | No change | 6,850 | $527K |
| Townsquare Capital LLC | 0.01% | No change | 6,136 | $472K |
| Norden Group LLC | 0.05% | No change | 6,116 | $471K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 6,078 | $468K |
| Cerity Partners LLC | 0.00% | No change | 5,924 | $456K |
| Amplius Wealth Advisors, LLC | 0.04% | No change | 5,586 | $430K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -3.2% | 5,532 | $426K |
"% of holder's portfolio" is DTD's weight in each manager's 13F, not the share of Wisdomtree US Total Dividend the manager owns.