Wisdomtree US Total DividendDTDETF
13F holders, Q3 2025 (September 30)195holders −3
11new positions
10sold out
1famous investor
$84.09avg. 13F price*
At the end of Q3 2025, 195 institutions reported holding Wisdomtree US Total Dividend (DTD) in their 13F filings, down 3 from Q2 2025. 11 opened new positions and 10 sold out. The largest holders were Bank of America Corp. ($137.6M), Morgan Stanley ($93.3M) and LPL Financial LLC ($67.1M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $14.0M |
| Exits | 10 | $2.3M |
All 13F filers, Q2 2025 → Q3 2025: 650,437 shares bought and 670,714 shares sold, net −20,277 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 195 holders
| Bank of America Corp. | 0.01% | Reduce -15.5% | 1,638,282 | $137.6M |
| Morgan Stanley | 0.01% | Add +3.0% | 1,110,394 | $93.3M |
| LPL Financial LLC | 0.02% | Add +4.5% | 799,294 | $67.1M |
| Wells Fargo & Company | 0.01% | Reduce -4.9% | 382,422 | $32.1M |
| 626 Financial, LLC | 11.43% | Reduce -0.5% | 308,556 | $25.9M |
| Connecticut Wealth Management, LLC | 1.01% | No change | 271,221 | $22.8M |
| Pinnacle Financial Group, LLC / IL | 6.64% | Reduce -2.1% | 261,261 | $21.9M |
| Raymond James Financial Inc. | 0.01% | Add +4.9% | 239,778 | $20.1M |
| Retirement Planning Group, LLC | 0.68% | Add +8896.7% | 232,026 | $19.5M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.9% | 193,503 | $16.3M |
| Kestra Advisory Services, LLC | 0.07% | Add +17.8% | 170,199 | $14.3M |
| Cetera Investment Advisers | 0.02% | Reduce -55.1% | 158,431 | $13.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.0% | 144,826 | $12.2M |
| Melone Private Wealth, LLC | 5.43% | Add +14.1% | 142,641 | $12.0M |
| Cornerstone Planning Group LLC | 1.84% | New | 127,362 | $11.5M |
| Osaic Holdings, Inc. | 0.01% | Add +6.4% | 98,917 | $8.3M |
| Vertex Planning Partners, LLC | 1.54% | Add +2.3% | 95,648 | $8.0M |
| UBS Group AG | 0.00% | Add +4.8% | 92,352 | $7.8M |
| Foundations Investment Advisors, LLC | 0.11% | Add +6.6% | 88,086 | $7.4M |
| FFG Retirement Advisors LLC | 4.01% | Reduce -1.9% | 76,850 | $6.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.9% | 76,144 | $6.4M |
| Royal Bank of Canada | 0.00% | Add +10.7% | 70,740 | $5.9M |
| Atria Investments, Inc | 0.07% | Add +1.8% | 69,353 | $5.8M |
| Sanctuary Advisors, LLC | 0.03% | Add +4.9% | 65,177 | $5.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.8% | 63,313 | $5.3M |
| Envision Financial LLC | 3.05% | Reduce -2.7% | 63,310 | $5.3M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Reduce -44.0% | 63,079 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.4% | 59,132 | $5.0M |
| Pathstone Holdings, LLC | 0.02% | Reduce -2.2% | 52,074 | $4.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +1.1% | 50,092 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | Add +734.2% | 47,967 | $4.0M |
| Cwm, LLC | 0.01% | Add +5.8% | 45,673 | $3.8M |
| Citadel Advisors | 0.00% | Add +71.8% | 40,187 | $3.4M |
| Corient Private Wealth LP | 0.01% | No change | 37,567 | $3.2M |
| Merit Financial Group, LLC | 0.03% | Reduce -0.7% | 37,393 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -27.7% | 35,743 | $3.0M |
| Creative Planning | 0.00% | Reduce -2.7% | 33,655 | $2.8M |
| LCNB Corp. | 0.98% | Add +37.0% | 33,383 | $2.8M |
| Certified Advisory Corp | 0.27% | Add +6.7% | 33,291 | $2.8M |
| Capital Advisory Group Advisory Services, LLC | 0.86% | Add +4.2% | 32,929 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -15.3% | 31,574 | $2.7M |
| Avant Capital LLC | 1.86% | Reduce -2.7% | 31,478 | $2.6M |
| Focus Partners Wealth | 0.00% | Add +0.1% | 30,204 | $2.5M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.7% | 29,556 | $2.5M |
| Mariner, LLC | 0.00% | Add +3.5% | 24,941 | $2.1M |
| Verus Capital Partners, LLC | 0.13% | Add +3.8% | 19,844 | $1.7M |
| Sonata Capital Group Inc. | 0.60% | No change | 19,399 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +3.9% | 18,660 | $1.6M |
| Cherrydale Wealth Management, LLC | 0.49% | Reduce -0.7% | 18,512 | $1.6M |
| FMR LLC | 0.00% | Reduce -1.2% | 18,175 | $1.5M |
| Clearwater Capital Advisors, LLC | 0.13% | Reduce -0.7% | 18,119 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +9.8% | 17,195 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -25.3% | 16,735 | $1.4M |
| Key Financial Inc | 0.22% | Add +81.8% | 14,443 | $1.2M |
| Blair William & Co. | 0.00% | No change | 14,110 | $1.2M |
| HB Wealth Management, LLC | 0.01% | Reduce -0.5% | 13,965 | $1.2M |
| Consolidated Portfolio Review Corp | 0.14% | Add +0.1% | 13,720 | $1.2M |
| Sharper & Granite LLC | 0.40% | Reduce -2.9% | 13,290 | $1.1M |
| JFS Wealth Advisors, LLC | 0.06% | Add +0.1% | 12,371 | $1.0M |
| PCA Investment Advisory Services Inc. | 0.38% | No change | 12,316 | $1.0M |
| Legacy PCG, LLC | 0.61% | Reduce -13.7% | 12,137 | $1.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -8.5% | 12,102 | $1.0M |
| Panoramic Investment Advisors, LLC | 0.55% | Add +0.0% | 11,573 | $972K |
| Lanark Financial, Inc. | 0.07% | Reduce -21.2% | 11,457 | $962K |
| Janney Montgomery Scott LLC | 0.00% | No change | 11,395 | $957K |
| Institute for Wealth Management, LLC. | 0.10% | No change | 11,242 | $944K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.7% | 10,985 | $923K |
| Gateway Wealth Partners, LLC | 0.12% | Add +17.7% | 10,968 | $921K |
| Jones Financial Companies LLLP | 0.00% | Reduce -2.6% | 10,826 | $906K |
| KMG Fiduciary Partners, LLC | 0.06% | Reduce -1.8% | 10,587 | $889K |
| Park Avenue Securities LLC | 0.01% | Reduce -3.2% | 10,504 | $882K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Reduce -2.2% | 10,467 | $882K |
| VestGen Advisors, LLC | 0.03% | Add +2.0% | 10,253 | $861K |
| Spire Wealth Management | 0.03% | Reduce -3.5% | 9,960 | $837K |
| Belpointe Asset Management LLC | 0.03% | Add +2.6% | 8,880 | $746K |
| Ballentine Partners, LLC | 0.01% | No change | 8,640 | $726K |
| Mercer Global Advisors Inc. | 0.00% | Add +136.7% | 8,321 | $699K |
| Cornerstone Financial Group, LLC | 0.51% | No change | 7,800 | $655K |
| OxenFree Capital LLC | 0.36% | New | 7,795 | $654K |
| Savant Capital, LLC | 0.00% | No change | 7,608 | $639K |
| Avestar Capital, LLC | 0.04% | Reduce -0.8% | 7,304 | $614K |
| Quantinno Capital Management LP | 0.00% | Add +59.8% | 7,195 | $604K |
| Arkadios Wealth Advisors | 0.01% | Add +14.2% | 7,094 | $596K |
| Baird Financial Group, Inc. | 0.00% | Add +0.0% | 6,994 | $588K |
| Revisor Wealth Management LLC | 0.20% | Reduce -21.6% | 6,963 | $582K |
| Florida Trust Wealth Management Co | 0.02% | No change | 6,850 | $575K |
| Alta Wealth Advisors LLC | 0.21% | Reduce -1.5% | 6,822 | $573K |
| Evolution Wealth Management Inc. | 0.58% | Reduce -2.5% | 6,748 | $567K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -11.8% | 6,623 | $557K |
| Wood Tarver Financial Group, LLC | 0.16% | Reduce -0.6% | 6,510 | $546K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -12.8% | 6,389 | $537K |
| RMR Capital Management, LLC | 0.36% | Add +0.1% | 6,177 | $519K |
| Norden Group LLC | 0.05% | No change | 6,116 | $514K |
| Cerity Partners LLC | 0.00% | No change | 6,059 | $509K |
| &partners | 0.00% | Add +106.5% | 5,760 | $484K |
| Geneos Wealth Management Inc. | 0.01% | No change | 5,675 | $477K |
| Quartz Partners, LLC | 0.16% | Add +5.8% | 5,397 | $453K |
| Willis Investment Counsel | 0.02% | No change | 5,241 | $440K |
| International Private Wealth Advisors LLC | 0.27% | Add +0.0% | 5,155 | $433K |
| Sandy Cove Advisors, LLC | 0.14% | Reduce -1.9% | 5,068 | $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.