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 |
| International Private Wealth Advisors LLC | 0.35% | Add +0.3% | 5,154 | $410K |
| Quartz Partners, LLC | 0.19% | Reduce -3.6% | 5,101 | $406K |
| Arvest Investments, Inc. | 0.06% | Reduce -72.8% | 5,022 | $399K |
| Gradient Capital Advisors, LLC | 0.12% | No change | 4,934 | $392K |
| Regions Financial Corp. | 0.00% | No change | 4,800 | $382K |
| Creative Financial Designs Inc. | 0.03% | Reduce -7.9% | 4,788 | $381K |
| Flputnam Investment Management Co. | 0.01% | No change | 4,787 | $381K |
| Team Financial Group, LLC | 0.19% | Reduce -10.6% | 4,781 | $380K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.3% | 4,724 | $376K |
| First Nebraska Trust Co | 0.04% | No change | 4,665 | $371K |
| MML Investors Services, LLC | 0.00% | Reduce -2.7% | 4,592 | $365K |
| IFP Advisors, Inc | 0.01% | Add +0.0% | 4,561 | $363K |
| Quantinno Capital Management LP | 0.00% | New | 4,504 | $358K |
| Bank of New York Mellon Corp | 0.00% | Reduce -91.0% | 4,460 | $355K |
| Vantage Point Financial LLC | 0.15% | Reduce -9.3% | 4,367 | $347K |
| AssuredPartners Investment Advisors, LLC | 0.08% | Reduce -82.8% | 4,305 | $342K |
| Essential Planning, LLC. | 0.13% | Reduce -1.5% | 4,258 | $339K |
| Midwest Trust Co | 0.00% | — | 4,136 | $329K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 4,105 | $326K |
| Kendall Capital Management | 0.09% | Reduce -50.0% | 4,080 | $324K |
| Obsidian Personal Planning Solutions LLC | 0.13% | Reduce -5.1% | 3,978 | $316K |
| Bison Wealth, LLC | 0.02% | Reduce -16.2% | 3,755 | $299K |
| PNC Financial Services Group, Inc. | 0.00% | Add +54.0% | 3,672 | $292K |
| Rooted Wealth Advisors, Inc. | 0.10% | Reduce -52.2% | 3,623 | $292K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -7.6% | 3,654 | $291K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.6% | 3,616 | $288K |
| Waverly Advisors, LLC | 0.00% | No change | 3,591 | $286K |
| Allegheny Financial Group | 0.06% | Add +0.6% | 3,518 | $280K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -7.0% | 3,516 | $280K |
| Kapstone Financial Advisors LLC | 0.14% | No change | 3,500 | $278K |
| Signal Advisors Wealth, LLC | 0.02% | New | 3,395 | $270K |
| Magnolia Private Wealth, LLC | 0.20% | Reduce -9.0% | 3,296 | $262K |
| Stifel Financial Corp. | 0.00% | New | 3,275 | $260K |
| CoreCap Advisors, LLC | 0.01% | Add +14.0% | 3,241 | $258K |
| Wilkins Miller Wealth Management, LLC | 0.17% | No change | 3,124 | $248K |
| Equitable Holdings, Inc. | 0.00% | Add +9.6% | 3,071 | $244K |
| StoneX Group Inc. | 0.01% | Add +6.8% | 3,067 | $244K |
| Element Wealth, LLC | 0.11% | Add +4.4% | 3,061 | $243K |
| Epiq Partners, LLC | 0.13% | Reduce -16.7% | 3,000 | $239K |
| Greatmark Investment Partners, Inc. | 0.03% | No change | 3,000 | $239K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -40.4% | 3,000 | $239K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.5% | 2,944 | $234K |
| Brown Advisory Inc. | 0.00% | Add +7.3% | 2,942 | $234K |
| Midland Wealth Advisors, LLC | 0.01% | No change | 2,935 | $233K |
| Perigon Wealth Management, LLC | 0.01% | No change | 2,930 | $233K |
| Brass Tax Wealth Management, Inc. | 0.04% | No change | 2,898 | $230K |
| Moseley Investment Management Inc. | 0.08% | No change | 2,848 | $226K |
| Blue Barn Wealth, LLC | 0.11% | Reduce -12.0% | 2,839 | $226K |
| Centaurus Financial, Inc. | 0.01% | Add +0.1% | 2,802 | $223K |
| &partners | 0.00% | Reduce -10.7% | 2,789 | $222K |
| Jackson Square Capital, LLC | 0.05% | No change | 2,771 | $220K |
| Cooper Financial Group | 0.03% | No change | 2,767 | $220K |
| W1M Investment Management Ltd | 0.00% | No change | 2,670 | $212K |
| Advisors Capital Management, LLC | 0.00% | No change | 2,645 | $210K |
| Retirement Planning Group, LLC | 0.01% | New | 2,579 | $205K |
| Pittenger & Anderson Inc. | 0.01% | Reduce -36.0% | 2,555 | $203K |
| Allworth Financial LP | 0.00% | Add +2284.5% | 2,456 | $195K |
| LRI Investments, LLC | 0.02% | Reduce -0.4% | 2,441 | $194K |
| Comerica Bank | 0.00% | Reduce -12.4% | 2,171 | $173K |
| AE Wealth Management LLC | 0.00% | Add +12.1% | 1,402 | $111K |
| Clearstead Trust, LLC | 0.02% | New | 1,369 | $109K |
| Global Retirement Partners, LLC | 0.00% | — | 1,362 | $108K |
| Semmax Financial Advisors Inc. | 0.02% | New | 1,191 | $97K |
| WealthShield Partners, LLC | 0.01% | No change | 1,130 | $90K |
| Hilltop National Bank | 0.02% | — | 986 | $78K |
| Center for Financial Planning, Inc. | 0.01% | No change | 982 | $78K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 962 | $76K |
| Asset Dedication, LLC | 0.01% | New | 915 | $73K |
| Fairman Group, LLC | 0.06% | Add +0.6% | 912 | $73K |
| Family Legacy Financial Solutions, LLC | 0.06% | — | 908 | $72K |
| Ancora Advisors LLC | 0.00% | No change | 864 | $69K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 776 | $62K |
| Tompkins Financial Corp. | 0.01% | Reduce -26.9% | 705 | $56K |
| BOK Financial Private Wealth, Inc. | 0.00% | Add +62.9% | 697 | $55K |
| Parallel Advisors, LLC | 0.00% | No change | 569 | $45K |
| Maseco LLP | 0.00% | — | 552 | $44K |
| Archer Investment Corp | 0.01% | No change | 500 | $40K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 477 | $38K |
| Farther Finance Advisors, LLC | 0.00% | No change | 468 | $37K |
| Larson Financial Group LLC | 0.00% | No change | 459 | $36K |
| Bristlecone Advisors, LLC | 0.00% | No change | 436 | $35K |
| MAI Capital Management | 0.00% | No change | 390 | $31K |
| IAG Wealth Partners, LLC | 0.00% | No change | 350 | $28K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.6% | 338 | $27K |
| Ameritas Advisory Services, LLC | 0.00% | New | 318 | $25K |
| Tortoise Investment Management, LLC | 0.00% | No change | 300 | $24K |
| Glen Eagle Advisors, LLC | 0.00% | Add +0.4% | 280 | $22K |
| Silicon Valley Capital Partners | 0.00% | New | 242 | $19K |
| Arax Advisory Partners | 0.00% | Add +0.5% | 204 | $16K |
| SWAN Capital LLC | 0.01% | No change | 203 | $16K |
| Bank of Montreal | 0.00% | No change | 200 | $16K |
| N.E.W. Advisory Services LLC | 0.00% | Add +0.6% | 178 | $14K |
| REAP Financial Group, LLC | 0.00% | No change | 147 | $12K |
| Bessemer Group Inc. | 0.00% | No change | 140 | $11K |
| Smartleaf Asset Management LLC | 0.00% | Add +20.9% | 81 | $6K |
| Sound Income Strategies, LLC | 0.00% | No change | 60 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 14 | $1K |
| Citigroup Inc. | 0.00% | New | 1 | $80 |
"% of holder's portfolio" is DTD's weight in each manager's 13F, not the share of Wisdomtree US Total Dividend the manager owns.