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 |
| Willis Investment Counsel | 0.02% | Reduce -3.3% | 5,066 | $430K |
| Sandy Cove Advisors, LLC | 0.12% | Reduce -2.3% | 4,951 | $420K |
| ATLas Financial Planning LLC | 0.41% | — | 4,900 | $416K |
| Gradient Capital Advisors, LLC | 0.11% | Reduce -2.4% | 4,815 | $409K |
| Asset Advisory Group, Inc. | 0.20% | — | 4,812 | $408K |
| Regions Financial Corp. | 0.00% | No change | 4,800 | $407K |
| Flputnam Investment Management Co. | 0.01% | No change | 4,787 | $406K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.3% | 4,748 | $403K |
| First Nebraska Trust Co | 0.04% | No change | 4,665 | $396K |
| Arvest Investments, Inc. | 0.05% | Reduce -3.3% | 4,583 | $389K |
| Team Financial Group, LLC | 0.17% | Add +0.5% | 4,539 | $385K |
| International Private Wealth Advisors LLC | 0.24% | Reduce -12.6% | 4,506 | $382K |
| RMR Capital Management, LLC | 0.27% | Reduce -28.8% | 4,400 | $373K |
| Vantage Point Financial LLC | 0.13% | Add +2.1% | 4,399 | $373K |
| IFP Advisors, Inc | 0.01% | No change | 4,280 | $363K |
| Midwest Trust Co | 0.00% | Reduce -0.4% | 4,120 | $350K |
| Mayflower Financial Advisors, LLC | 0.04% | No change | 4,105 | $348K |
| Insight Advisors, LLC/ PA | 0.05% | New | 4,081 | $346K |
| Kendall Capital Management | 0.07% | No change | 4,080 | $346K |
| Waverly Advisors, LLC | 0.00% | Add +11.3% | 3,997 | $339K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -16.8% | 3,968 | $337K |
| Amplius Wealth Advisors, LLC | 0.03% | No change | 3,800 | $323K |
| Essential Planning, LLC. | 0.10% | Reduce -12.0% | 3,749 | $318K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,672 | $312K |
| Rooted Wealth Advisors, Inc. | 0.09% | Reduce -3.2% | 3,469 | $309K |
| Stifel Financial Corp. | 0.00% | Add +8.1% | 3,624 | $308K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 3,568 | $303K |
| Allegheny Financial Group | 0.04% | Add +0.6% | 3,556 | $302K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.6% | 3,541 | $301K |
| Truist Financial Corp. | 0.00% | Reduce -14.9% | 3,526 | $299K |
| Creative Financial Designs Inc. | 0.02% | Reduce -1.5% | 3,518 | $299K |
| Kapstone Financial Advisors LLC | 0.15% | No change | 3,500 | $297K |
| Root Financial Partners, LLC | 0.01% | Reduce -0.3% | 3,414 | $290K |
| Vise Technologies, Inc. | 0.01% | Reduce -0.3% | 3,414 | $290K |
| Summit Financial, LLC | 0.00% | New | 3,406 | $289K |
| GenTrust, LLC | 0.01% | New | 3,316 | $281K |
| CoreCap Advisors, LLC | 0.01% | No change | 3,241 | $275K |
| Perryman Financial Advisory Inc. | 0.04% | — | 3,199 | $272K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -13.7% | 3,154 | $268K |
| Magnolia Private Wealth, LLC | 0.18% | Reduce -2.8% | 3,097 | $263K |
| Equitable Holdings, Inc. | 0.00% | Add +0.0% | 3,073 | $261K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.5% | 3,046 | $259K |
| Greatmark Investment Partners, Inc. | 0.03% | No change | 3,000 | $255K |
| Klingman & Associates, LLC | 0.01% | No change | 3,000 | $255K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 3,000 | $255K |
| Wilkins Miller Wealth Management, LLC | 0.15% | No change | 2,999 | $255K |
| VestGen Advisors, LLC | 0.01% | Reduce -71.2% | 2,953 | $251K |
| Perigon Wealth Management, LLC | 0.00% | No change | 2,930 | $249K |
| Livet Wealth, LLC | 0.15% | — | 2,865 | $243K |
| HighPoint Advisor Group LLC | 0.01% | New | 2,852 | $242K |
| Moseley Investment Management Inc. | 0.07% | No change | 2,848 | $242K |
| Centaurus Financial, Inc. | 0.01% | Reduce -1.2% | 2,769 | $235K |
| Cooper Financial Group | 0.03% | No change | 2,767 | $235K |
| Brown Advisory Inc. | 0.00% | No change | 2,742 | $233K |
| Cornerstone Planning Group LLC | 0.04% | Reduce -97.9% | 2,620 | $229K |
| W1M Asset Management Ltd | 0.00% | New | 2,670 | $227K |
| Brookstone Capital Management | 0.00% | Reduce -46.8% | 2,671 | $227K |
| Curran Financial Partners, LLC | 0.04% | New | 2,485 | $211K |
| Allworth Financial LP | 0.00% | No change | 2,456 | $208K |
| Cary Street Partners Financial LLC | 0.01% | No change | 2,444 | $207K |
| Tranquility Partners, LLC | 0.07% | No change | 2,435 | $207K |
| LRI Investments, LLC | 0.02% | No change | 2,407 | $204K |
| Lazard Asset Management LLC | 0.00% | No change | 2,401 | $204K |
| Columbia Bank | 0.06% | New | 2,400 | $204K |
| Jackson Square Capital, LLC | 0.04% | No change | 2,385 | $202K |
| Bison Wealth, LLC | 0.02% | New | 2,359 | $201K |
| Northern Trust Corp. | 0.00% | New | 2,360 | $200K |
| Comerica Bank | 0.00% | Add +0.9% | 2,166 | $184K |
| AE Wealth Management LLC | 0.00% | Add +13.5% | 1,591 | $135K |
| Clearstead Trust, LLC | 0.02% | Reduce -0.1% | 1,367 | $116K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -37.4% | 1,300 | $110K |
| Global Retirement Partners, LLC | 0.00% | Reduce -5.4% | 1,294 | $110K |
| WealthShield Partners, LLC | 0.01% | No change | 1,097 | $93K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 1,083 | $92K |
| Hilltop National Bank | 0.02% | No change | 986 | $84K |
| Center for Financial Planning, Inc. | 0.01% | No change | 982 | $83K |
| Fairman Group, LLC | 0.06% | Add +0.6% | 922 | $78K |
| Ancora Advisors LLC | 0.00% | No change | 864 | $73K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 776 | $66K |
| Raffa Wealth Management, LLC | 0.01% | New | 755 | $64K |
| Glen Eagle Advisors, LLC | 0.01% | Add +142.7% | 682 | $58K |
| Assetmark, Inc. | 0.00% | Reduce -4.2% | 669 | $57K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -27.4% | 611 | $52K |
| Parallel Advisors, LLC | 0.00% | Add +0.2% | 570 | $48K |
| Archer Investment Corp | 0.01% | No change | 500 | $42K |
| Maseco LLP | 0.00% | Add +0.6% | 497 | $42K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 477 | $40K |
| Farther Finance Advisors, LLC | 0.00% | No change | 468 | $40K |
| Larson Financial Group LLC | 0.00% | No change | 459 | $39K |
| Tompkins Financial Corp. | 0.00% | No change | 453 | $38K |
| Bessemer Group Inc. | 0.00% | Add +221.4% | 450 | $38K |
| MAI Capital Management | 0.00% | No change | 390 | $33K |
| IAG Wealth Partners, LLC | 0.00% | No change | 350 | $30K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.3% | 316 | $27K |
| Arax Advisory Partners | 0.00% | New | 207 | $18K |
| 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% | 180 | $15K |
| Asset Dedication, LLC | 0.00% | No change | 165 | $14K |
| REAP Financial Group, LLC | 0.00% | No change | 147 | $12K |
| CENTRAL TRUST Co | 0.00% | New | 100 | $8K |
| Optima Capital LLC | 0.00% | New | 92 | $8K |
| BlackRock, Inc. | 0.00% | New | 84 | $7K |
| Sound Income Strategies, LLC | 0.00% | No change | 60 | $5K |
| Smartleaf Asset Management LLC | 0.00% | No change | 49 | $4K |
| SHP Wealth Management | 0.00% | — | 34 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 14 | $1K |
| Citigroup Inc. | 0.00% | Reduce -50.0% | 1 | $85 |
"% of holder's portfolio" is DTD's weight in each manager's 13F, not the share of Wisdomtree US Total Dividend the manager owns.