Who owns WisdomTree Total Dividend Fund?

Tip: Access positions for across all investors

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
Bank of America Corporation 2.0M $155M 0% Sep 2024
 View chart
Morgan Stanley 1.1M $79M 3% Jun 2024
 View chart
LPL Financial 658k $50M 2% Sep 2024
 View chart
Wells Fargo & Company 360k $28M 0% Sep 2024
 View chart
Cetera Investment Advisers 322k $23M 4% Jun 2024
 View chart
626 Financial 299k $23M -1% Sep 2024
 View chart
Pinnacle Financial Group, LLC / IL 281k $22M -5% Sep 2024
 View chart
Connecticut Wealth Management 278k $21M 0% Sep 2024
 View chart
HighTower Advisors 216k $15M -1% Jun 2024
 View chart
Raymond James Financial Services Advisors 169k $13M 8% Sep 2024
 View chart
Melone Private Wealth 118k $9.0M 2% Sep 2024
 View chart
Bank of New York Mellon 99k $7.6M 213% Sep 2024
 View chart
Kestra Advisory Services 96k $7.4M -4% Sep 2024
 View chart
Vertex Planning Partners 96k $7.3M 0% Sep 2024
 View chart
Royal Bank of Canada 70k $5.3M 7% Sep 2024
 View chart
Jpmorgan Chase & Co 69k $5.3M 12% Sep 2024
 View chart
Foundations Investment Advisors 63k $4.8M 85% Sep 2024
 View chart
Ffg Retirement Advisors 62k $4.8M -2% Sep 2024
 View chart
Susquehanna International 62k $4.7M 430% Sep 2024
 View chart
Pathstone Holdings 59k $4.5M 0% Sep 2024
 View chart
Envestnet Asset Management 57k $4.4M -2% Sep 2024
 View chart
Cambridge Investment Research Advisors 55k $4.2M -1% Sep 2024
 View chart
Commonwealth Equity Services 48k $3.7M -3% Sep 2024
 View chart
Steward Partners Investment Advisory 48k $3.4M 0% Jun 2024
 View chart
H D Vest Advisory Services 45k $3.2M 6% Jun 2024
 View chart
CI Private Wealth 44k $3.4M -5% Sep 2024
 View chart
Advisor Group Holdings 40k $3.0M -11% Sep 2024
 View chart
Creative Planning 37k $2.8M 1% Sep 2024
 View chart
Goldman Sachs Group 35k $2.5M -13% Jun 2024
 View chart
Merit Financial Group 35k $2.7M -25% Sep 2024
 View chart
Certified Advisory Corp 34k $2.6M 0% Sep 2024
 View chart
Capital Advisory Group Advisory Services 33k $2.5M 0% Sep 2024
 View chart
Arvest Trust Co N A 31k $2.2M -6% Jun 2024
 View chart
Rockefeller Capital Management 30k $2.1M 0% Jun 2024
 View chart
Arvest Investments 27k $2.1M -10% Sep 2024
 View chart
LCNB 26k $2.0M 0% Sep 2024
 View chart
Sonata Capital 20k $1.5M -1% Sep 2024
 View chart
MGO Private Wealth 20k $1.5M -2% Sep 2024
 View chart
Bsc Private Wealth Management 19k $1.5M -1% Sep 2024
 View chart
Baldwin Brothers 19k $1.4M 100% Sep 2024
 View chart
Cherrydale Wealth Management 18k $1.4M 1% Sep 2024
 View chart
Raymond James & Associates 18k $1.3M 4% Sep 2024
 View chart
Nbc Securities 18k $1.3M 23% Sep 2024
 View chart
CWM 17k $1.3M 0% Sep 2024
 View chart
Verus Capital Partners 17k $1.3M 0% Sep 2024
 View chart
Captrust Financial Advisors 17k $1.3M 0% Sep 2024
 View chart
Stratos Wealth Partners 16k $1.3M 0% Sep 2024
 View chart
JFS Wealth Advisors 16k $1.2M -1% Sep 2024
 View chart
Wealth Enhancement Advisory Services 16k $1.1M 2% Jun 2024
 View chart
Private Advisor 16k $1.2M -3% Sep 2024
 View chart
William Blair $ Company 16k $1.2M -7% Sep 2024
 View chart
Sowell Financial Services 15k $1.1M 1% Sep 2024
 View chart
Sharper & Granite 14k $1.1M -32% Sep 2024
 View chart
Mariner Wealth Advisors 14k $1.1M 9% Sep 2024
 View chart
Consolidated Portfolio Review Corp 14k $965k 100% Jun 2024
 View chart
Brookstone Capital Management 14k $1.0M -40% Sep 2024
 View chart
Atria Wealth Solutions 13k $1.0M 0% Sep 2024
 View chart
PCA Investment Advisory Services 13k $1.0M 0% Sep 2024
 View chart
Citadel Advisors 13k $991k -85% Sep 2024
 View chart
HB Wealth Management 13k $988k 0% Sep 2024
 View chart
Spire Wealth Management 12k $945k 4% Sep 2024
 View chart
Institute For Wealth Management 11k $862k -4% Sep 2024
 View chart
Whittier Trust Co. of Nevada 11k $821k 0% Sep 2024
 View chart
Panoramic Investment Advisors 11k $812k 2% Sep 2024
 View chart
Kendall Capital Management 11k $811k -5% Sep 2024
 View chart
My Legacy Advisors 11k $803k -62% Sep 2024
 View chart
Northwestern Mutual Wealth Management Company 9.7k $741k 0% Sep 2024
 View chart
RMR Capital Management 9.5k $732k 0% Sep 2024
 View chart
Park Avenue Securities 9.4k $723k 3% Sep 2024
 View chart
Gateway Wealth Partners 9.3k $714k 7% Sep 2024
 View chart
Jane Street 9.3k $711k 18% Sep 2024
 View chart
Ballentine Partners 8.6k $663k 0% Sep 2024
 View chart
Kmg Fiduciary Partners 8.4k $646k 100% Sep 2024
 View chart
Goss Wealth Management 8.3k $586k 4% Jun 2024
 View chart
Savant Capital Management 7.6k $583k 0% Sep 2024
 View chart
Atria Investments 7.5k $574k 16% Sep 2024
 View chart
Sunbelt Securities 7.3k $560k -30% Sep 2024
 View chart
Alta Wealth Advisors 7.3k $560k 0% Sep 2024
 View chart
Revisor Wealth Management 7.1k $547k 0% Sep 2024
 View chart
Team Financial Group 7.1k $545k -4% Sep 2024
 View chart
Insigneo Advisory Services 7.0k $535k 20% Sep 2024
 View chart
Sanibel Captiva Trust Company 6.9k $525k 0% Sep 2024
 View chart
Janney Montgomery Scott 6.5k $499k -5% Sep 2024
 View chart
Key FInancial 6.5k $498k 16% Sep 2024
 View chart
Creative Financial Designs 6.4k $491k 1% Sep 2024
 View chart
Sandy Cove Advisors 6.3k $481k 1% Sep 2024
 View chart
Mercer Global Advisors 6.2k $441k -13% Jun 2024
 View chart
Mml Investors Services 6.1k $465k -19% Sep 2024
 View chart
Great Valley Advisor Group 6.0k $461k -26% Sep 2024
 View chart
HPM Partners 5.9k $454k 0% Sep 2024
 View chart
Townsquare Capital 5.9k $451k 100% Sep 2024
 View chart
Norden Group 5.9k $450k 100% Sep 2024
 View chart
Integrated Wealth Concepts 5.8k $441k 7% Sep 2024
 View chart
Amplius Wealth Advisors 5.6k $428k 0% Sep 2024
 View chart
Belpointe Asset Management 5.5k $389k 0% Jun 2024
 View chart
Willis Investment Counsel 5.3k $410k 0% Sep 2024
 View chart
Quartz Partners 5.0k $386k 100% Sep 2024
 View chart
Sequoia Financial Advisors 5.0k $380k 6% Sep 2024
 View chart
Gradient Capital Advisors 4.9k $378k 0% Sep 2024
 View chart
Sanctuary Advisors 4.9k $335k 100% Jun 2024
 View chart
Putnam Fl Investment Management 4.8k $372k 0% Sep 2024
 View chart
Regions Bank 4.8k $368k 0% Sep 2024
 View chart
Pittenger & Anderson 4.7k $358k 100% Sep 2024
 View chart
Epiq Partners 4.6k $353k 0% Sep 2024
 View chart
Essential Planning 4.5k $344k -5% Sep 2024
 View chart
Mayflower Financial Advisors 4.1k $315k 0% Sep 2024
 View chart
Geneos Wealth Management 4.1k $287k -5% Jun 2024
 View chart
Schrum Private Wealth Management 4.0k $307k 100% Sep 2024
 View chart
Rehmann Capital Advisory 4.0k $303k 0% Sep 2024
 View chart
Rooted Wealth Advisors 3.7k $281k -8% Sep 2024
 View chart
Allegheny Financial Group 3.5k $271k 1% Sep 2024
 View chart
Kapstone Financial Advisors 3.5k $267k 0% Sep 2024
 View chart
Equitable Holdings 3.5k $246k 21% Jun 2024
 View chart
Nations Financial Group 3.3k $256k 0% Sep 2024
 View chart
Hanson McClain Advisors 3.3k $253k 0% Sep 2024
 View chart
Signal Advisors Wealth 3.2k $248k 100% Sep 2024
 View chart
Obsidian Personal Planning Solutions 3.2k $246k -7% Sep 2024
 View chart
Blue Barn Wealth 3.2k $245k 0% Sep 2024
 View chart
Avestar Capital 3.2k $225k 0% Jun 2024
 View chart
CoreCap Advisors 3.1k $236k -3% Sep 2024
 View chart
Greatmark Investment Partners 3.0k $230k 0% Sep 2024
 View chart
Jackson Square Capital 3.0k $229k 0% Sep 2024
 View chart
Midland Wealth Advisors 2.9k $225k -10% Sep 2024
 View chart
Retirement Planning Group 2.9k $222k 100% Sep 2024
 View chart
Moseley Investment Management 2.8k $218k -6% Sep 2024
 View chart
J.w. Cole Advisors 2.7k $209k 100% Sep 2024
 View chart
J O Hambro Investment Management 2.7k $205k 100% Sep 2024
 View chart
Advisors Capital Management 2.6k $203k 100% Sep 2024
 View chart
Brian McDonald 2.6k $202k -1% Sep 2024
 View chart
Pnc Financial Services 2.4k $183k 0% Sep 2024
 View chart
Element Wealth 2.2k $165k 0% Sep 2024
 View chart
Jones Financial Companies, L.L 2.1k $164k 240% Sep 2024
 View chart
IFP Advisors 1.5k $107k 0% Jun 2024
 View chart
Proequities 1.4k $110M 0% Sep 2024
 View chart
Hartland & Co 1.4k $105k -2% Sep 2024
 View chart
Tompkins Financial Corp 1.2k $93k 0% Sep 2024
 View chart
Emerald Investment Partners 1.2k $92k -5% Sep 2024
 View chart
Glenmede Trust Company 1.1k $81k 0% Sep 2024
 View chart
Hilltop National Bank 986.00 $76k 0% Sep 2024
 View chart
Center for Financial Planning 982.00 $75k 0% Sep 2024
 View chart
Atlantic Trust 900.00 $69k 0% Sep 2024
 View chart
Ancora Advisors 864.00 $66k 0% Sep 2024
 View chart
Federation des caisses Desjardins du Quebec 776.00 $60k 0% Sep 2024
 View chart
EverSource Wealth Advisors 578.00 $44k 100% Sep 2024
 View chart
Parallel Advisors 567.00 $44k 0% Sep 2024
 View chart
Archer Investment Corp 500.00 $38k 0% Sep 2024
 View chart
Fairman Group 484.00 $37k 0% Sep 2024
 View chart
Bartlett & Co. Wealth Management 477.00 $37k 0% Sep 2024
 View chart
Farther Finance Advisors 468.00 $36k 0% Sep 2024
 View chart
Qube Research & Technologies 392.00 $28k -93% Jun 2024
 View chart
ICA Group Wealth Management 166.00 $12k -96% Jun 2024
 View chart

Who sold out of WisdomTree Total Dividend Fund?

Fund or Company Name Date Sold Shares Held Valued At
True Wealth Design Jun 2024 30k $2.1M
Colony Jun 2024 26k $1.9M
Cutler Investment Counsel Jun 2024 9.5k $672k
Gyl Financial Synergies Jun 2024 5.9k $417k
Crestone Asset Management Mar 2024 4.4k $313k
Brown Advisory Holdings Incorporated Mar 2024 3.4k $241k
Baker Tilly Financial Jun 2024 3.3k $233k
Sigma Planning Jun 2024 3.1k $218k
Eagle Strategies Mar 2024 3.0k $213k
Maripau Wealth Management Jun 2024 3.0k $211k
Sandy Spring Bank Jun 2024 800.00 $57k
Ashton Thomas Private Wealth Jun 2024 622.00 $44k
Ronald Blue Trust Jun 2024 577.00 $41k