Who owns WisdomTree Total Dividend Fund?

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Analyze quarterly positions in WisdomTree Total Dividend Fund with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of WisdomTree Total Dividend Fund stock

Who bought or sold WisdomTree Total Dividend Fund this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
LPL Financial 839k $71M 5% Dec 2025
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Wells Fargo & Company 392k $33M 2% Dec 2025
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626 Financial 314k $27M 2% Dec 2025
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Connecticut Wealth Management 269k $23M -1% Dec 2025
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Raymond James Financial 259k $22M 8% Dec 2025
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Pinnacle Financial Group, LLC / IL 255k $22M -3% Dec 2025
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Retirement Planning Group 247k $21M 6% Dec 2025
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Kestra Advisory Services 200k $17M 17% Dec 2025
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HighTower Advisors 194k $16M 0% Dec 2025
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Cetera Investment Advisers 143k $12M -10% Dec 2025
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Ameriprise Financial 140k $12M -3% Dec 2025
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Advisor Group Holdings 104k $8.8M 5% Dec 2025
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Foundations Investment Advisors 101k $8.6M 15% Dec 2025
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Cambridge Investment Research Advisors 101k $8.6M 71% Dec 2025
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Vertex Planning Partners 97k $8.3M 2% Dec 2025
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UBS Group 91k $7.7M -1% Dec 2025
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Melone Private Wealth 80k $6.8M -44% Dec 2025
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Jpmorgan Chase & Co 76k $6.4M 100% Sep 2025
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Ffg Retirement Advisors 76k $6.4M -2% Dec 2025
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Atria Investments 73k $6.2M 6% Dec 2025
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Royal Bank of Canada 71k $5.9M 11% Sep 2025
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Sanctuary Advisors 69k $5.8M 5% Dec 2025
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Vestmark Advisory Solutions 67k $5.7M 7% Dec 2025
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Envision Financial 66k $5.6M 4% Dec 2025
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Envestnet Asset Management 59k $5.0M -7% Dec 2025
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Pathstone Holdings 52k $4.4M 0% Dec 2025
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Steward Partners Investment Advisory 50k $4.3M 0% Dec 2025
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CWM 49k $4.2M 7% Dec 2025
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Citadel Advisors 40k $3.4M 72% Sep 2025
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Merit Financial Group 39k $3.3M 5% Dec 2025
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CI Private Wealth 38k $3.2M 1% Dec 2025
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Commonwealth Equity Services 35k $3.0M -2% Dec 2025
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Creative Planning 34k $2.9M 1% Dec 2025
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Certified Advisory Corp 34k $2.9M 2% Dec 2025
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LCNB 33k $2.8M 0% Dec 2025
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Capital Advisory Group Advisory Services 33k $2.8M 0% Dec 2025
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Avant Capital 32k $2.7M 1% Dec 2025
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Colony 31k $2.6M 3% Dec 2025
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Rockefeller Capital Management 30k $2.5M 0% Dec 2025
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Susquehanna International 26k $2.2M -46% Dec 2025
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Mariner Wealth Advisors 25k $2.1M 0% Dec 2025
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Goldman Sachs Group 24k $2.1M -23% Dec 2025
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Jane Street 22k $1.9M 100% Dec 2025
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AssuredPartners Investment Advisors 21k $1.8M 100% Dec 2025
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Verus Capital Partners 20k $1.7M 1% Dec 2025
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Sonata Capital 19k $1.6M 0% Dec 2025
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Stratos Wealth Partners 19k $1.6M 2% Dec 2025
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Cherrydale Wealth Management 19k $1.6M 1% Dec 2025
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FMR 18k $1.5M -1% Sep 2025
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Wealth Enhancement Advisory Services 18k $1.6M 8% Dec 2025
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Bsc Private Wealth Management 18k $1.5M 0% Dec 2025
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Mercer Global Advisors 18k $1.5M 113% Dec 2025
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Captrust Financial Advisors 16k $1.4M -5% Dec 2025
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Key FInancial 15k $1.3M 2% Dec 2025
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William Blair $ Company 14k $1.2M 0% Sep 2025
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HB Wealth Management 14k $1.2M 0% Dec 2025
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Sharper & Granite 13k $1.1M 0% Dec 2025
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PCA Investment Advisory Services 12k $1.0M 0% Dec 2025
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JFS Wealth Advisors 12k $1.0M -2% Dec 2025
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Jones Financial Companies, L.L 12k $1.0M 12% Dec 2025
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Private Advisor 12k $1.0M 0% Dec 2025
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MGO Private Wealth 12k $1.0M -1% Dec 2025
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Panoramic Investment Advisors 12k $1.0M 2% Dec 2025
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Institute For Wealth Management 12k $974k 2% Dec 2025
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Park Avenue Securities 12k $974k 9% Dec 2025
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Janney Montgomery Scott 11k $966k 0% Dec 2025
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Kmg Fiduciary Partners 11k $927k 3% Dec 2025
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Northwestern Mutual Wealth Management Company 11k $910k -2% Dec 2025
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Gateway Wealth Partners 11k $908k -2% Dec 2025
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Whittier Trust Co. of Nevada 11k $905k 0% Dec 2025
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DSG Capital Advisors 10k $879k 100% Dec 2025
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Spire Wealth Management 10k $848k 0% Dec 2025
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OxenFree Capital 9.6k $816k 23% Dec 2025
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Belpointe Asset Management 9.5k $807k 7% Dec 2025
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Wiley Bros.-aintree Capital 9.0k $764k 56% Dec 2025
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Ballentine Partners 8.6k $733k 0% Dec 2025
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Nbc Securities 8.6k $730k -25% Dec 2025
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Quantinno Capital Management 8.1k $691k 13% Dec 2025
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Cornerstone Financial Group 7.8k $662k 0% Dec 2025
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Savant Capital Management 7.8k $658k 2% Dec 2025
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Avestar Capital 7.2k $607k -2% Dec 2025
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Arkadios Wealth Advisors 7.1k $599k -1% Dec 2025
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Revisor Wealth Management 7.0k $606k 0% Dec 2025
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Baird Financial 6.9k $589k -1% Dec 2025
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Sanibel Captiva Trust Company 6.9k $581k 0% Dec 2025
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Alta Wealth Advisors 6.8k $580k 0% Dec 2025
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Evolution Wealth Management 6.6k $562k -2% Dec 2025
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Wood Tarver Financial Group 6.5k $552k 0% Dec 2025
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Sunbelt Securities 6.4k $544k 0% Dec 2025
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Great Valley Advisor Group 6.2k $523k -7% Dec 2025
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Norden Group 6.1k $519k 0% Dec 2025
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Breachway Investments 6.1k $517k 100% Dec 2025
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HPM Partners 6.0k $511k -1% Dec 2025
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Flow Traders US 5.8k $494k 100% Dec 2025
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Quartz Partners 5.6k $476k 4% Dec 2025
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Geneos Wealth Management 5.5k $467k -3% Dec 2025
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Mml Investors Services 5.5k $466k 20% Dec 2025
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Element Wealth 5.2k $439k 33% Dec 2025
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Insigneo Advisory Services 5.1k $431k 100% Dec 2025
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Willis Investment Counsel 5.1k $430k -3% Dec 2025
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Sandy Cove Advisors 5.0k $420k -2% Dec 2025
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Gradient Capital Advisors 4.8k $409k -2% Dec 2025
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Regions Bank 4.8k $407k -84% Dec 2025
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Putnam Fl Investment Management 4.8k $406k 0% Dec 2025
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Sequoia Financial Advisors 4.7k $403k 0% Dec 2025
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Arvest Investments 4.6k $389k -3% Dec 2025
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Team Financial Group 4.5k $385k 1% Dec 2025
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International Private Wealth Advisors 4.5k $383k -13% Dec 2025
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RMR Capital Management 4.4k $374k -29% Dec 2025
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Vantage Point Financial 4.4k $373k 2% Dec 2025
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IFP Advisors 4.3k $363k 0% Dec 2025
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Midwest Trust 4.1k $350k 0% Dec 2025
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Mayflower Financial Advisors 4.1k $348k 0% Dec 2025
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Insight Advisors, LLC/ PA 4.1k $346k 100% Dec 2025
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Kendall Capital Management 4.1k $346k 0% Dec 2025
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Warren Averett Asset Management 4.0k $339k 11% Dec 2025
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Obsidian Personal Planning Solutions 4.0k $332k 0% Sep 2025
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Signal Advisors Wealth 4.0k $337k -17% Dec 2025
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Amplius Wealth Advisors 3.8k $323k 0% Dec 2025
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Essential Planning 3.7k $318k -12% Dec 2025
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Pnc Financial Services 3.7k $312k 0% Dec 2025
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Stifel Financial 3.6k $308k 8% Dec 2025
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Atlantic Trust 3.6k $303k 0% Dec 2025
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Allegheny Financial Group 3.6k $302k 1% Dec 2025
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Goss Wealth Management 3.5k $301k -1% Dec 2025
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Branch Banking & Trust Company 3.5k $299k -15% Dec 2025
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Creative Financial Designs 3.5k $299k -1% Dec 2025
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Kapstone Financial Advisors 3.5k $297k 0% Dec 2025
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Rooted Wealth Advisors 3.5k $309k -3% Dec 2025
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Root Financial Partners 3.4k $290k 0% Dec 2025
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Vise Technologies 3.4k $290k 0% Dec 2025
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Summit Financial 3.4k $289k 100% Dec 2025
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GenTrust 3.3k $282k 100% Dec 2025
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CoreCap Advisors 3.2k $275k 0% Dec 2025
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Rehmann Capital Advisory 3.2k $268k -14% Dec 2025
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Magnolia Private Wealth 3.1k $263k -3% Dec 2025
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Equitable Holdings 3.1k $261k 0% Dec 2025
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J.w. Cole Advisors 3.0k $259k 0% Dec 2025
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Greatmark Investment Partners 3.0k $255k 0% Dec 2025
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Klingman & Associates 3.0k $255k 0% Dec 2025
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Beacon Pointe Advisors 3.0k $255k 0% Dec 2025
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Wilkins Miller Wealth Management 3.0k $255k 0% Dec 2025
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VestGen Advisors 3.0k $251k -71% Dec 2025
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Perigon Wealth Management 2.9k $249k 0% Dec 2025
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Brass Tax Wealth Management 2.9k $243k 0% Sep 2025
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Moseley Investment Management 2.8k $242k 0% Dec 2025
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Centaurus Financial 2.8k $235k -1% Dec 2025
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Cooper Financial Group 2.8k $235k 0% Dec 2025
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Brown Advisory Holdings Incorporated 2.7k $233k 0% Dec 2025
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Brookstone Capital Management 2.7k $227k -47% Dec 2025
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Cornerstone Planning Group 2.6k $229k -98% Dec 2025
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Who sold out of WisdomTree Total Dividend Fund?

Fund or Company Name Date Sold Shares Held Valued At
Consolidated Portfolio Review Corp Sep 2025 14k $1.2M
Integrated Wealth Concepts Sep 2025 4.6k $383k
Bank of New York Mellon Sep 2025 4.4k $369k
Armis Advisers Jun 2025 3.8k $299k
Blue Barn Wealth Sep 2025 2.9k $240k
Epiq Partners Sep 2025 2.8k $235k