Wisdomtree US Total DividendDTDETF
13F holders, Q4 2025 (December 31)208holders +13
20new positions
10sold out
$84.89avg. 13F price*
At the end of Q4 2025, 208 institutions reported holding Wisdomtree US Total Dividend (DTD) in their 13F filings, up 13 from Q3 2025. 20 opened new positions and 10 sold out. The largest holders were Bank of America Corp. ($139.7M), Morgan Stanley ($98.7M) and LPL Financial LLC ($71.2M).
- Company
- Wisdomtree US Total Dividend
- CUSIP
- 97717W109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $7.8M |
| Exits | 10 | $5.9M |
All 13F filers, Q3 2025 → Q4 2025: 396,107 shares bought and 352,291 shares sold, net +43,816 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 208 holders
| Bank of America Corp. | 0.01% | Add +0.5% | 1,645,944 | $139.7M |
| Morgan Stanley | 0.01% | Add +4.7% | 1,162,988 | $98.7M |
| LPL Financial LLC | 0.02% | Add +4.9% | 838,532 | $71.2M |
| Wells Fargo & Company | 0.01% | Add +2.5% | 391,869 | $33.3M |
| 626 Financial, LLC | 11.51% | Add +1.7% | 313,884 | $26.6M |
| Connecticut Wealth Management, LLC | 0.99% | Reduce -0.8% | 268,910 | $22.8M |
| Raymond James Financial Inc. | 0.01% | Add +8.2% | 259,312 | $22.0M |
| Pinnacle Financial Group, LLC / IL | 6.27% | Reduce -2.5% | 254,646 | $21.6M |
| Retirement Planning Group, LLC | 0.69% | Add +6.5% | 246,988 | $21.0M |
| Kestra Advisory Services, LLC | 0.07% | Add +17.4% | 199,765 | $17.0M |
| HighTower Advisors, LLC | 0.02% | Add +0.1% | 193,597 | $16.4M |
| Cetera Investment Advisers | 0.01% | Reduce -10.0% | 142,540 | $12.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.0% | 140,405 | $11.9M |
| Osaic Holdings, Inc. | 0.01% | Add +4.9% | 103,763 | $8.8M |
| Foundations Investment Advisors, LLC | 0.11% | Add +14.7% | 101,044 | $8.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +70.7% | 100,934 | $8.6M |
| Vertex Planning Partners, LLC | 1.92% | Add +1.7% | 97,270 | $8.3M |
| UBS Group AG | 0.00% | Reduce -1.3% | 91,178 | $7.7M |
| Royal Bank of Canada | 0.00% | Add +22.6% | 86,763 | $7.4M |
| Melone Private Wealth, LLC | 2.89% | Reduce -43.8% | 80,204 | $6.8M |
| FFG Retirement Advisors LLC | 3.98% | Reduce -1.7% | 75,562 | $6.4M |
| Atria Investments, Inc | 0.07% | Add +5.7% | 73,323 | $6.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.4% | 70,491 | $6.0M |
| Sanctuary Advisors, LLC | 0.03% | Add +5.5% | 68,751 | $5.8M |
| Vestmark Advisory Solutions, Inc. | 0.08% | Add +6.8% | 67,351 | $5.7M |
| Envision Financial LLC | 2.94% | Add +3.5% | 65,530 | $5.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.5% | 58,577 | $5.0M |
| Pathstone Holdings, LLC | 0.02% | No change | 52,074 | $4.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.4% | 50,310 | $4.3M |
| Cwm, LLC | 0.01% | Add +7.4% | 49,062 | $4.2M |
| Merit Financial Group, LLC | 0.03% | Add +5.4% | 39,419 | $3.3M |
| Corient Private Wealth LP | 0.00% | Add +1.2% | 38,003 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.0% | 35,022 | $3.0M |
| Creative Planning | 0.00% | Add +1.3% | 34,099 | $2.9M |
| Certified Advisory Corp | 0.26% | Add +2.2% | 34,028 | $2.9M |
| LCNB Corp. | 0.95% | No change | 33,383 | $2.8M |
| Capital Advisory Group Advisory Services, LLC | 0.82% | Add +0.1% | 32,971 | $2.8M |
| Avant Capital LLC | 1.85% | Add +0.6% | 31,662 | $2.7M |
| Focus Partners Wealth | 0.00% | Add +3.2% | 31,158 | $2.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.5% | 29,692 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -45.7% | 26,065 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -0.2% | 24,902 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -23.1% | 24,291 | $2.1M |
| Jane Street Group, LLC | 0.00% | New | 22,038 | $1.9M |
| AssuredPartners Investment Advisors, LLC | 0.26% | New | 20,865 | $1.8M |
| Verus Capital Partners, LLC | 0.11% | Add +0.8% | 19,994 | $1.7M |
| Sonata Capital Group Inc. | 0.59% | No change | 19,399 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +2.0% | 19,042 | $1.6M |
| Cherrydale Wealth Management, LLC | 0.48% | Add +0.6% | 18,617 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.4% | 18,143 | $1.6M |
| Clearwater Capital Advisors, LLC | 0.13% | No change | 18,119 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +112.8% | 17,704 | $1.5M |
| FMR LLC | 0.00% | Reduce -4.3% | 17,385 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -4.8% | 16,366 | $1.4M |
| Key Financial Inc | 0.23% | Add +2.0% | 14,732 | $1.3M |
| Blair William & Co. | 0.00% | No change | 14,110 | $1.2M |
| HB Wealth Management, LLC | 0.01% | No change | 13,965 | $1.2M |
| Sharper & Granite LLC | 0.40% | No change | 13,290 | $1.1M |
| PCA Investment Advisory Services Inc. | 0.37% | No change | 12,316 | $1.0M |
| JFS Wealth Advisors, LLC | 0.06% | Reduce -2.0% | 12,128 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +11.7% | 12,087 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Reduce -0.3% | 12,069 | $1.0M |
| Legacy PCG, LLC | 0.63% | Reduce -0.7% | 12,056 | $1.0M |
| Panoramic Investment Advisors, LLC | 0.54% | Add +1.9% | 11,796 | $1.0M |
| Institute for Wealth Management, LLC. | 0.10% | Add +2.1% | 11,478 | $974K |
| Park Avenue Securities LLC | 0.01% | Add +9.2% | 11,474 | $974K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.1% | 11,385 | $966K |
| KMG Fiduciary Partners, LLC | 0.07% | Add +3.1% | 10,916 | $927K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.4% | 10,722 | $910K |
| Gateway Wealth Partners, LLC | 0.10% | Reduce -2.5% | 10,698 | $908K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 10,467 | $905K |
| DSG Capital Advisors, LLC | 0.13% | New | 10,076 | $879K |
| Spire Wealth Management | 0.03% | Add +0.3% | 9,990 | $848K |
| OxenFree Capital LLC | 0.43% | Add +23.3% | 9,611 | $816K |
| Belpointe Asset Management LLC | 0.03% | Add +7.1% | 9,509 | $807K |
| &partners | 0.00% | Add +56.3% | 9,001 | $764K |
| Ballentine Partners, LLC | 0.01% | No change | 8,640 | $733K |
| Lanark Financial, Inc. | 0.06% | Reduce -24.9% | 8,598 | $730K |
| Quantinno Capital Management LP | 0.00% | Add +13.1% | 8,136 | $691K |
| Cornerstone Financial Group, LLC | 0.46% | No change | 7,800 | $662K |
| Savant Capital, LLC | 0.00% | Add +1.9% | 7,753 | $658K |
| Avestar Capital, LLC | 0.04% | Reduce -2.0% | 7,156 | $607K |
| Revisor Wealth Management LLC | 0.16% | No change | 6,963 | $606K |
| Arkadios Wealth Advisors | 0.01% | Reduce -0.6% | 7,053 | $599K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.7% | 6,942 | $589K |
| Florida Trust Wealth Management Co | 0.02% | No change | 6,850 | $581K |
| Alta Wealth Advisors LLC | 0.19% | Add +0.2% | 6,835 | $580K |
| Evolution Wealth Management Inc. | 0.46% | Reduce -2.0% | 6,615 | $561K |
| Wood Tarver Financial Group, LLC | 0.15% | No change | 6,510 | $552K |
| Sunbelt Securities, Inc. | 0.04% | Add +0.3% | 6,407 | $544K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -7.1% | 6,155 | $523K |
| Norden Group LLC | 0.05% | No change | 6,116 | $519K |
| Breachway Investments LLC | 0.55% | — | 6,096 | $517K |
| Cerity Partners LLC | 0.00% | Reduce -0.6% | 6,024 | $511K |
| Flow Traders U.S. LLC | 0.02% | New | 5,816 | $494K |
| Quartz Partners, LLC | 0.18% | Add +3.8% | 5,603 | $476K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -3.1% | 5,500 | $467K |
| MML Investors Services, LLC | 0.00% | Add +19.8% | 5,495 | $466K |
| Element Wealth, LLC | 0.18% | Add +32.6% | 5,172 | $439K |
| Insigneo Advisory Services, LLC | 0.03% | New | 5,074 | $431K |
"% of holder's portfolio" is DTD's weight in each manager's 13F, not the share of Wisdomtree US Total Dividend the manager owns.