Wisdomtree US Total DividendDTDETF
13F holders, Q2 2025 (June 30)198holders +4
10new positions
11sold out
1famous investor
$79.52avg. 13F price*
At the end of Q2 2025, 198 institutions reported holding Wisdomtree US Total Dividend (DTD) in their 13F filings, up 4 from Q1 2025. 10 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($154.2M), Morgan Stanley ($85.7M) and LPL Financial LLC ($60.8M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.4M |
| Exits | 11 | $3.4M |
All 13F filers, Q1 2025 → Q2 2025: 310,221 shares bought and 297,261 shares sold, net +12,960 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 198 holders
| Bank of America Corp. | 0.01% | Add +0.1% | 1,938,568 | $154.2M |
| Morgan Stanley | 0.01% | Reduce -3.9% | 1,077,591 | $85.7M |
| LPL Financial LLC | 0.02% | Add +2.3% | 764,932 | $60.8M |
| Wells Fargo & Company | 0.01% | Add +4.2% | 402,280 | $32.0M |
| Cetera Investment Advisers | 0.05% | Reduce -0.1% | 353,057 | $28.1M |
| 626 Financial, LLC | 11.57% | Reduce -0.9% | 310,011 | $24.7M |
| Connecticut Wealth Management, LLC | 1.03% | Reduce -1.8% | 271,221 | $21.6M |
| Pinnacle Financial Group, LLC / IL | 7.10% | Reduce -1.0% | 266,814 | $21.2M |
| Raymond James Financial Inc. | 0.01% | Add +8.6% | 228,568 | $18.2M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.6% | 195,342 | $15.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.8% | 147,782 | $11.8M |
| Kestra Advisory Services, LLC | 0.06% | Add +7.8% | 144,497 | $11.5M |
| Melone Private Wealth, LLC | 5.05% | Add +2.1% | 124,971 | $9.9M |
| Vestmark Advisory Solutions, Inc. | 0.13% | Add +152.5% | 112,594 | $9.0M |
| Vertex Planning Partners, LLC | 1.55% | Add +0.1% | 93,503 | $7.4M |
| Osaic Holdings, Inc. | 0.01% | Add +25.7% | 93,001 | $7.4M |
| UBS Group AG | 0.00% | Reduce -1.0% | 88,127 | $7.0M |
| Foundations Investment Advisors, LLC | 0.10% | Add +9.9% | 82,618 | $6.6M |
| FFG Retirement Advisors LLC | 3.90% | Reduce -7.6% | 78,314 | $6.2M |
| JPMorgan Chase & Co. | 0.00% | Add +2.7% | 76,807 | $6.1M |
| Atria Investments, Inc | 0.06% | Add +6.2% | 68,135 | $5.4M |
| Envision Financial LLC | 3.45% | Reduce -0.1% | 65,079 | $5.2M |
| Royal Bank of Canada | 0.00% | Add +0.8% | 63,925 | $5.1M |
| Sanctuary Advisors, LLC | 0.03% | Add +6.3% | 62,115 | $4.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +18.7% | 58,188 | $4.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.2% | 56,081 | $4.5M |
| Pathstone Holdings, LLC | 0.02% | Reduce -1.0% | 53,236 | $4.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +0.3% | 49,558 | $3.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.9% | 49,452 | $3.9M |
| Avantax Advisory Services, Inc. | 0.02% | Add +4.6% | 48,196 | $3.8M |
| Cwm, LLC | 0.01% | Add +119.8% | 43,165 | $3.4M |
| Merit Financial Group, LLC | 0.03% | Add +7.4% | 37,650 | $3.0M |
| Corient Private Wealth LP | 0.00% | No change | 37,567 | $3.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +369.9% | 37,275 | $3.0M |
| Creative Planning | 0.00% | Reduce -0.6% | 34,600 | $2.8M |
| Avant Capital LLC | 1.99% | Add +2.8% | 32,338 | $2.6M |
| Capital Advisory Group Advisory Services, LLC | 0.90% | Reduce -4.3% | 31,590 | $2.5M |
| Certified Advisory Corp | 0.26% | Reduce -1.3% | 31,214 | $2.5M |
| Focus Partners Wealth | 0.01% | Add +12.5% | 30,178 | $2.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.5% | 29,765 | $2.4M |
| LCNB Corp. | 0.68% | Reduce -2.4% | 24,367 | $1.9M |
| Mariner, LLC | 0.00% | Add +14.8% | 24,101 | $1.9M |
| Citadel Advisors | 0.00% | Reduce -47.0% | 23,396 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +30.8% | 22,415 | $1.8M |
| Sonata Capital Group Inc. | 0.62% | Reduce -2.8% | 19,399 | $1.5M |
| Verus Capital Partners, LLC | 0.14% | Add +6.5% | 19,110 | $1.5M |
| Cherrydale Wealth Management, LLC | 0.52% | Add +0.6% | 18,648 | $1.5M |
| FMR LLC | 0.00% | Add +47.0% | 18,399 | $1.5M |
| Clearwater Capital Advisors, LLC | 0.13% | No change | 18,244 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +4.5% | 17,958 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -1.4% | 15,660 | $1.2M |
| Lanark Financial, Inc. | 0.09% | Reduce -3.6% | 14,534 | $1.2M |
| Blair William & Co. | 0.00% | No change | 14,110 | $1.1M |
| Legacy PCG, LLC | 0.72% | Reduce -9.6% | 14,070 | $1.1M |
| HB Wealth Management, LLC | 0.01% | No change | 14,030 | $1.1M |
| Sharper & Granite LLC | 0.42% | Reduce -0.8% | 13,690 | $1.1M |
| Consolidated Portfolio Review Corp | 0.15% | Add +0.1% | 13,702 | $1.1M |
| Assetmark, Inc. | 0.00% | Add +718.6% | 13,622 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +6.5% | 13,231 | $1.1M |
| JFS Wealth Advisors, LLC | 0.06% | Reduce -14.2% | 12,363 | $983K |
| PCA Investment Advisory Services Inc. | 0.41% | No change | 12,316 | $979K |
| Panoramic Investment Advisors, LLC | 0.56% | Add +1.7% | 11,572 | $920K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.2% | 11,395 | $906K |
| Institute for Wealth Management, LLC. | 0.10% | No change | 11,242 | $894K |
| Jones Financial Companies LLLP | 0.00% | Add +190.8% | 11,110 | $878K |
| Park Avenue Securities LLC | 0.01% | Reduce -3.7% | 10,852 | $863K |
| KMG Fiduciary Partners, LLC | 0.06% | Add +5.3% | 10,783 | $857K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 10,707 | $851K |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -23.6% | 10,255 | $830K |
| Spire Wealth Management | 0.03% | Reduce -16.7% | 10,321 | $821K |
| VestGen Advisors, LLC | 0.03% | Reduce -1.8% | 10,052 | $811K |
| DSG Capital Advisors, LLC | 0.14% | No change | 10,076 | $801K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.2% | 9,748 | $775K |
| Gateway Wealth Partners, LLC | 0.14% | Reduce -5.1% | 9,321 | $741K |
| Revisor Wealth Management LLC | 0.26% | Reduce -5.0% | 8,887 | $720K |
| My Legacy Advisors, LLC | 0.26% | Reduce -8.7% | 8,855 | $717K |
| Belpointe Asset Management LLC | 0.03% | Reduce -82.8% | 8,655 | $688K |
| Ballentine Partners, LLC | 0.01% | No change | 8,640 | $687K |
| Key Financial Inc | 0.13% | Reduce -15.8% | 7,943 | $632K |
| Cornerstone Financial Group, LLC | 0.53% | No change | 7,800 | $620K |
| Savant Capital, LLC | 0.00% | No change | 7,608 | $605K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +23.6% | 7,513 | $598K |
| Avestar Capital, LLC | 0.04% | No change | 7,366 | $586K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.0% | 6,993 | $556K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -0.3% | 7,327 | $556K |
| Alta Wealth Advisors LLC | 0.26% | Reduce -1.5% | 6,927 | $551K |
| Evolution Wealth Management Inc. | 0.68% | — | 6,924 | $551K |
| Florida Trust Wealth Management Co | 0.02% | No change | 6,850 | $545K |
| Wood Tarver Financial Group, LLC | 0.16% | Reduce -8.7% | 6,546 | $520K |
| Arkadios Wealth Advisors | 0.01% | Add +12.5% | 6,213 | $494K |
| RMR Capital Management, LLC | 0.35% | Reduce -35.5% | 6,171 | $491K |
| Norden Group LLC | 0.05% | No change | 6,116 | $486K |
| Cerity Partners LLC | 0.00% | Add +2.3% | 6,059 | $482K |
| Susquehanna International Group, LLP | 0.00% | Reduce -30.1% | 5,750 | $457K |
| Geneos Wealth Management Inc. | 0.01% | Add +42.8% | 5,675 | $451K |
| Brookstone Capital Management | 0.01% | Reduce -27.8% | 5,587 | $444K |
| Amplius Wealth Advisors, LLC | 0.04% | No change | 5,586 | $444K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -2.4% | 5,402 | $430K |
| Willis Investment Counsel | 0.02% | No change | 5,241 | $417K |
| Sandy Cove Advisors, LLC | 0.15% | Reduce -4.2% | 5,166 | $411K |
"% of holder's portfolio" is DTD's weight in each manager's 13F, not the share of Wisdomtree US Total Dividend the manager owns.