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 |
| Brookstone Capital Management | 0.01% | Reduce -10.1% | 5,022 | $422K |
| Gradient Capital Advisors, LLC | 0.11% | No change | 4,934 | $414K |
| Regions Financial Corp. | 0.00% | No change | 4,800 | $403K |
| Flputnam Investment Management Co. | 0.01% | No change | 4,787 | $402K |
| Signal Advisors Wealth, LLC | 0.04% | Add +40.4% | 4,768 | $401K |
| Arvest Investments, Inc. | 0.06% | Reduce -5.6% | 4,741 | $398K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.2% | 4,735 | $398K |
| First Nebraska Trust Co | 0.04% | No change | 4,665 | $392K |
| MML Investors Services, LLC | 0.00% | Reduce -0.1% | 4,588 | $385K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -15.7% | 4,554 | $383K |
| Team Financial Group, LLC | 0.18% | Reduce -5.6% | 4,515 | $379K |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.6% | 4,389 | $369K |
| Vantage Point Financial LLC | 0.14% | Reduce -1.3% | 4,310 | $362K |
| IFP Advisors, Inc | 0.01% | Reduce -6.2% | 4,280 | $360K |
| Essential Planning, LLC. | 0.12% | Add +0.0% | 4,259 | $358K |
| Truist Financial Corp. | 0.00% | New | 4,143 | $348K |
| Midwest Trust Co | 0.00% | No change | 4,136 | $347K |
| Mayflower Financial Advisors, LLC | 0.04% | No change | 4,105 | $345K |
| Kendall Capital Management | 0.08% | No change | 4,080 | $343K |
| Obsidian Personal Planning Solutions LLC | 0.12% | No change | 3,978 | $332K |
| Element Wealth, LLC | 0.14% | Add +27.4% | 3,899 | $328K |
| Amplius Wealth Advisors, LLC | 0.03% | Reduce -32.0% | 3,800 | $319K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,672 | $308K |
| Rehmann Capital Advisory Group | 0.02% | No change | 3,654 | $307K |
| Rooted Wealth Advisors, Inc. | 0.09% | Reduce -1.1% | 3,585 | $302K |
| Waverly Advisors, LLC | 0.00% | No change | 3,591 | $302K |
| Creative Financial Designs Inc. | 0.02% | Reduce -25.4% | 3,570 | $300K |
| CIBC Private Wealth Group LLC | 0.00% | Add +270.9% | 3,568 | $300K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.5% | 3,563 | $299K |
| Allegheny Financial Group | 0.06% | Add +0.5% | 3,536 | $297K |
| Kapstone Financial Advisors LLC | 0.14% | No change | 3,500 | $294K |
| Root Financial Partners, LLC | 0.02% | New | 3,426 | $288K |
| Vise Technologies, Inc. | 0.01% | New | 3,426 | $288K |
| Stifel Financial Corp. | 0.00% | Add +2.4% | 3,352 | $282K |
| CoreCap Advisors, LLC | 0.01% | No change | 3,241 | $272K |
| Magnolia Private Wealth, LLC | 0.20% | Reduce -3.3% | 3,187 | $268K |
| Equitable Holdings, Inc. | 0.00% | Add +0.0% | 3,072 | $258K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +3.9% | 3,060 | $257K |
| Greatmark Investment Partners, Inc. | 0.03% | No change | 3,000 | $252K |
| Klingman & Associates, LLC | 0.01% | New | 3,000 | $252K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 3,000 | $252K |
| Wilkins Miller Wealth Management, LLC | 0.16% | Reduce -4.0% | 2,999 | $252K |
| Perigon Wealth Management, LLC | 0.01% | No change | 2,930 | $246K |
| Brass Tax Wealth Management, Inc. | 0.04% | No change | 2,898 | $243K |
| Blue Barn Wealth, LLC | 0.11% | Add +0.4% | 2,851 | $240K |
| Moseley Investment Management Inc. | 0.07% | No change | 2,848 | $239K |
| Epiq Partners, LLC | 0.11% | Reduce -6.7% | 2,800 | $235K |
| Centaurus Financial, Inc. | 0.01% | Add +0.0% | 2,803 | $235K |
| Cooper Financial Group | 0.03% | No change | 2,767 | $232K |
| Brown Advisory Inc. | 0.00% | Reduce -6.8% | 2,742 | $230K |
| W1M Investment Management Ltd | 0.00% | No change | 2,670 | $224K |
| Allworth Financial LP | 0.00% | No change | 2,456 | $206K |
| Cary Street Partners Financial LLC | 0.01% | New | 2,444 | $205K |
| Tranquility Partners, LLC | 0.07% | New | 2,435 | $205K |
| LRI Investments, LLC | 0.02% | Reduce -1.4% | 2,407 | $202K |
| Lazard Asset Management LLC | 0.00% | New | 2,401 | $202K |
| Jackson Square Capital, LLC | 0.04% | Reduce -13.9% | 2,385 | $200K |
| Comerica Bank | 0.00% | Reduce -1.1% | 2,147 | $180K |
| Pittenger & Anderson Inc. | 0.01% | Reduce -18.8% | 2,075 | $174K |
| AE Wealth Management LLC | 0.00% | No change | 1,402 | $118K |
| Clearstead Trust, LLC | 0.02% | No change | 1,369 | $115K |
| Global Retirement Partners, LLC | 0.00% | Add +0.4% | 1,368 | $115K |
| WealthShield Partners, LLC | 0.01% | Reduce -2.9% | 1,097 | $92K |
| Hilltop National Bank | 0.02% | No change | 986 | $83K |
| Center for Financial Planning, Inc. | 0.01% | No change | 982 | $82K |
| Fairman Group, LLC | 0.06% | Add +0.6% | 917 | $77K |
| Family Legacy Financial Solutions, LLC | 0.06% | Add +0.6% | 913 | $77K |
| Ancora Advisors LLC | 0.00% | No change | 864 | $73K |
| Qube Research & Technologies Ltd | 0.00% | New | 842 | $71K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 776 | $65K |
| Assetmark, Inc. | 0.00% | Reduce -94.9% | 698 | $59K |
| Parallel Advisors, LLC | 0.00% | No change | 569 | $48K |
| Archer Investment Corp | 0.01% | No change | 500 | $42K |
| Maseco LLP | 0.00% | Reduce -10.5% | 494 | $42K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 477 | $40K |
| Farther Finance Advisors, LLC | 0.00% | No change | 468 | $39K |
| Larson Financial Group LLC | 0.00% | No change | 459 | $39K |
| Tompkins Financial Corp. | 0.00% | Reduce -35.7% | 453 | $38K |
| MAI Capital Management | 0.00% | No change | 390 | $33K |
| IAG Wealth Partners, LLC | 0.00% | No change | 350 | $29K |
| Ameritas Advisory Services, LLC | 0.00% | Add +0.3% | 319 | $27K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -6.8% | 315 | $26K |
| Tortoise Investment Management, LLC | 0.00% | No change | 300 | $25K |
| Glen Eagle Advisors, LLC | 0.00% | Add +0.4% | 281 | $24K |
| SWAN Capital LLC | 0.01% | No change | 203 | $17K |
| Bank of Montreal | 0.00% | No change | 200 | $17K |
| N.E.W. Advisory Services LLC | 0.00% | Add +0.6% | 179 | $15K |
| Asset Dedication, LLC | 0.00% | Reduce -82.0% | 165 | $14K |
| REAP Financial Group, LLC | 0.00% | No change | 147 | $12K |
| Bessemer Group Inc. | 0.00% | No change | 140 | $12K |
| Advisory Services Network, LLC | 0.00% | New | 62 | $5K |
| Sound Income Strategies, LLC | 0.00% | No change | 60 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -39.5% | 49 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 14 | $1K |
| Citigroup Inc. | 0.00% | Add +100.0% | 2 | $168 |
"% of holder's portfolio" is DTD's weight in each manager's 13F, not the share of Wisdomtree US Total Dividend the manager owns.