Wisdomtree US Total DividendDTDETF
13F holders, Q1 2026 (March 31)211holders +3
17new positions
13sold out
2famous investors
$86.36avg. 13F price*
At the end of Q1 2026, 211 institutions reported holding Wisdomtree US Total Dividend (DTD) in their 13F filings, up 3 from Q4 2025. 17 opened new positions and 13 sold out. The largest holders were Bank of America Corp. ($130.0M), Morgan Stanley ($105.0M) and LPL Financial LLC ($77.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Wisdomtree US Total Dividend
- CUSIP
- 97717W109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $8.6M |
| Exits | 13 | $4.9M |
All 13F filers, Q4 2025 → Q1 2026: 494,817 shares bought and 394,504 shares sold, net +100,313 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 211 holders
| Bank of America Corp. | 0.01% | Reduce -8.6% | 1,505,283 | $130.0M |
| Morgan Stanley | 0.01% | Add +4.6% | 1,216,396 | $105.0M |
| LPL Financial LLC | 0.02% | Add +7.5% | 901,077 | $77.8M |
| Wells Fargo & Company | 0.01% | Reduce -4.9% | 372,562 | $32.2M |
| 626 Financial, LLC | 11.40% | Reduce -6.0% | 294,902 | $25.5M |
| Raymond James Financial Inc. | 0.01% | Add +5.3% | 273,140 | $23.6M |
| Connecticut Wealth Management, LLC | 0.97% | No change | 268,910 | $23.2M |
| Pinnacle Financial Group, LLC / IL | 5.80% | Reduce -3.7% | 245,116 | $21.2M |
| Retirement Planning Group, LLC | 0.63% | Reduce -4.6% | 235,615 | $20.3M |
| Kestra Advisory Services, LLC | 0.07% | Add +12.2% | 224,181 | $19.4M |
| HighTower Advisors, LLC | 0.02% | Reduce -6.7% | 180,709 | $15.6M |
| Sanctuary Advisors, LLC | 0.07% | Add +117.9% | 149,793 | $12.9M |
| Atria Investments, Inc | 0.14% | Add +101.0% | 147,408 | $12.7M |
| Cetera Investment Advisers | 0.01% | Add +0.7% | 143,467 | $12.4M |
| Ameriprise Financial Inc. | 0.00% | Add +1.6% | 142,601 | $12.3M |
| Foundations Investment Advisors, LLC | 0.13% | Add +17.8% | 119,070 | $10.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +1.7% | 102,636 | $8.9M |
| Vertex Planning Partners, LLC | 1.68% | Add +2.8% | 100,002 | $8.6M |
| UBS Group AG | 0.00% | Add +4.8% | 95,587 | $8.3M |
| Melone Private Wealth, LLC | 2.96% | Add +4.6% | 83,860 | $7.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -26.0% | 76,813 | $6.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +22.9% | 71,964 | $6.2M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Add +6.8% | 71,954 | $6.2M |
| JPMorgan Chase & Co. | 0.00% | Add +2.6% | 72,320 | $6.1M |
| Royal Bank of Canada | 0.00% | Reduce -19.8% | 69,610 | $6.0M |
| FFG Retirement Advisors LLC | 3.03% | Reduce -20.4% | 60,186 | $5.2M |
| Envision Financial LLC | 2.59% | Reduce -15.0% | 55,677 | $4.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +4.3% | 52,465 | $4.5M |
| Pathstone Holdings, LLC | 0.02% | No change | 52,074 | $4.5M |
| Cwm, LLC | 0.01% | Reduce -0.9% | 48,631 | $4.2M |
| Merit Financial Group, LLC | 0.02% | Reduce -1.4% | 38,847 | $3.4M |
| Corient Private Wealth LP | 0.00% | No change | 38,003 | $3.3M |
| Creative Planning | 0.00% | Reduce -0.8% | 33,833 | $2.9M |
| LCNB Corp. | 0.97% | No change | 33,383 | $2.9M |
| Certified Advisory Corp | 0.25% | Reduce -5.7% | 32,081 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.9% | 31,909 | $2.8M |
| Focus Partners Wealth | 0.00% | Reduce -0.9% | 30,877 | $2.7M |
| Avant Capital LLC | 1.88% | Reduce -2.1% | 31,005 | $2.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 29,796 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Add +4.2% | 27,155 | $2.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 25,952 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -0.3% | 24,829 | $2.1M |
| Gateway Wealth Partners, LLC | 0.07% | Add +107.7% | 22,223 | $1.9M |
| AssuredPartners Investment Advisors, LLC | 0.19% | Reduce -3.1% | 20,221 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +5.8% | 20,144 | $1.7M |
| Verus Capital Partners, LLC | 0.12% | Add +0.7% | 20,140 | $1.7M |
| Sonata Capital Group Inc. | 0.61% | Reduce -1.8% | 19,049 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -21.7% | 19,025 | $1.6M |
| Cherrydale Wealth Management, LLC | 0.50% | Add +0.4% | 18,696 | $1.6M |
| FMR LLC | 0.00% | Add +7.1% | 18,612 | $1.6M |
| Clearwater Capital Advisors, LLC | 0.13% | No change | 18,119 | $1.6M |
| Key Financial Inc | 0.26% | Add +14.6% | 16,887 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -1.1% | 16,182 | $1.4M |
| AQR Capital Management | 0.00% | New | 16,120 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -12.7% | 15,832 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Add +3.8% | 14,490 | $1.3M |
| Blair William & Co. | 0.00% | No change | 14,110 | $1.2M |
| Sharper & Granite LLC | 0.40% | Add +1.1% | 13,440 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +8.6% | 13,129 | $1.1M |
| &partners | 0.01% | Add +39.2% | 12,531 | $1.1M |
| PCA Investment Advisory Services Inc. | 0.35% | No change | 12,316 | $1.1M |
| Panoramic Investment Advisors, LLC | 0.56% | Add +2.3% | 12,066 | $1.0M |
| Independent Advisor Alliance | 0.01% | New | 11,914 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Reduce -1.8% | 11,854 | $1.0M |
| JFS Wealth Advisors, LLC | 0.06% | Reduce -4.0% | 11,643 | $1.0M |
| Citadel Advisors | 0.00% | New | 11,246 | $971K |
| Institute for Wealth Management, LLC. | 0.10% | Reduce -3.4% | 11,090 | $958K |
| KMG Fiduciary Partners, LLC | 0.07% | Add +1.3% | 11,058 | $955K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.4% | 10,676 | $922K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 10,467 | $909K |
| DSG Capital Advisors, LLC | 0.14% | No change | 10,076 | $870K |
| OxenFree Capital LLC | 0.42% | Add +0.5% | 9,658 | $864K |
| Spire Wealth Management | 0.03% | Reduce -0.8% | 9,912 | $856K |
| Belpointe Asset Management LLC | 0.03% | Add +2.9% | 9,786 | $845K |
| Ashton Thomas Securities, LLC | 0.10% | New | 9,310 | $804K |
| Ballentine Partners, LLC | 0.01% | No change | 8,640 | $746K |
| Cornerstone Financial Group, LLC | 0.46% | No change | 7,800 | $710K |
| Arkadios Wealth Advisors | 0.01% | Add +13.0% | 7,969 | $688K |
| Avestar Capital, LLC | 0.05% | Add +9.2% | 7,817 | $675K |
| Savant Capital, LLC | 0.00% | No change | 7,753 | $670K |
| Lanark Financial, Inc. | 0.05% | Reduce -10.8% | 7,673 | $663K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -57.2% | 7,580 | $655K |
| Evolution Wealth Management Inc. | 0.45% | Add +8.5% | 7,176 | $620K |
| Revisor Wealth Management LLC | 0.17% | No change | 6,963 | $601K |
| Baird Financial Group, Inc. | 0.00% | No change | 6,942 | $600K |
| Florida Trust Wealth Management Co | 0.02% | No change | 6,850 | $592K |
| Alta Wealth Advisors LLC | 0.19% | Reduce -0.8% | 6,778 | $585K |
| Jane Street Group, LLC | 0.00% | Reduce -70.2% | 6,575 | $568K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +6.4% | 6,547 | $565K |
| Sunbelt Securities, Inc. | 0.04% | Add +0.2% | 6,422 | $555K |
| Quantinno Capital Management LP | 0.00% | Reduce -23.5% | 6,222 | $537K |
| Breachway Investments LLC | 0.51% | Add +0.4% | 6,122 | $529K |
| Norden Group LLC | 0.05% | No change | 6,116 | $528K |
| Quartz Partners, LLC | 0.20% | Add +8.1% | 6,055 | $523K |
| Cerity Partners LLC | 0.00% | Reduce -2.7% | 5,859 | $506K |
| Geneos Wealth Management Inc. | 0.01% | Add +3.6% | 5,700 | $492K |
| Element Wealth, LLC | 0.20% | Add +8.6% | 5,614 | $485K |
| Sandy Cove Advisors, LLC | 0.13% | Add +0.4% | 4,972 | $429K |
| ATLas Financial Planning LLC | 0.38% | No change | 4,900 | $423K |
| Willis Investment Counsel | 0.02% | Reduce -3.5% | 4,891 | $422K |
"% of holder's portfolio" is DTD's weight in each manager's 13F, not the share of Wisdomtree US Total Dividend the manager owns.