Who owns WisdomTree Total Dividend Fund?
- Ticker: DTD
- CUSIP Number: 97717W109
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
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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 |
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Morgan Stanley | 1.1M | $79M | 3% | Jun 2024 |
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LPL Financial | 658k | $50M | 2% | Sep 2024 |
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Wells Fargo & Company | 360k | $28M | 0% | Sep 2024 |
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Cetera Investment Advisers | 322k | $23M | 4% | Jun 2024 |
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626 Financial | 299k | $23M | -1% | Sep 2024 |
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Pinnacle Financial Group, LLC / IL | 281k | $22M | -5% | Sep 2024 |
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Connecticut Wealth Management | 278k | $21M | 0% | Sep 2024 |
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HighTower Advisors | 216k | $15M | -1% | Jun 2024 |
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Raymond James Financial Services Advisors | 169k | $13M | 8% | Sep 2024 |
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Melone Private Wealth | 118k | $9.0M | 2% | Sep 2024 |
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Bank of New York Mellon | 99k | $7.6M | 213% | Sep 2024 |
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Kestra Advisory Services | 96k | $7.4M | -4% | Sep 2024 |
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Vertex Planning Partners | 96k | $7.3M | 0% | Sep 2024 |
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Royal Bank of Canada | 70k | $5.3M | 7% | Sep 2024 |
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Jpmorgan Chase & Co | 69k | $5.3M | 12% | Sep 2024 |
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Foundations Investment Advisors | 63k | $4.8M | 85% | Sep 2024 |
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Ffg Retirement Advisors | 62k | $4.8M | -2% | Sep 2024 |
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Susquehanna International | 62k | $4.7M | 430% | Sep 2024 |
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Pathstone Holdings | 59k | $4.5M | 0% | Sep 2024 |
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Envestnet Asset Management | 57k | $4.4M | -2% | Sep 2024 |
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Cambridge Investment Research Advisors | 55k | $4.2M | -1% | Sep 2024 |
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Commonwealth Equity Services | 48k | $3.7M | -3% | Sep 2024 |
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Steward Partners Investment Advisory | 48k | $3.4M | 0% | Jun 2024 |
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H D Vest Advisory Services | 45k | $3.2M | 6% | Jun 2024 |
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CI Private Wealth | 44k | $3.4M | -5% | Sep 2024 |
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Advisor Group Holdings | 40k | $3.0M | -11% | Sep 2024 |
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Creative Planning | 37k | $2.8M | 1% | Sep 2024 |
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Goldman Sachs Group | 35k | $2.5M | -13% | Jun 2024 |
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Merit Financial Group | 35k | $2.7M | -25% | Sep 2024 |
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Certified Advisory Corp | 34k | $2.6M | 0% | Sep 2024 |
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Capital Advisory Group Advisory Services | 33k | $2.5M | 0% | Sep 2024 |
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Arvest Trust Co N A | 31k | $2.2M | -6% | Jun 2024 |
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Rockefeller Capital Management | 30k | $2.1M | 0% | Jun 2024 |
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Arvest Trust | 29k | $2.2M | 100% | Sep 2024 |
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Arvest Investments | 27k | $2.1M | -10% | Sep 2024 |
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LCNB | 26k | $2.0M | 0% | Sep 2024 |
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Sonata Capital | 20k | $1.5M | -1% | Sep 2024 |
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MGO Private Wealth | 20k | $1.5M | -2% | Sep 2024 |
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Bsc Private Wealth Management | 19k | $1.5M | -1% | Sep 2024 |
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Baldwin Brothers | 19k | $1.4M | 100% | Sep 2024 |
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Cherrydale Wealth Management | 18k | $1.4M | 1% | Sep 2024 |
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Raymond James & Associates | 18k | $1.3M | 4% | Sep 2024 |
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Nbc Securities | 18k | $1.3M | 23% | Sep 2024 |
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CWM | 17k | $1.3M | 0% | Sep 2024 |
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Verus Capital Partners | 17k | $1.3M | 0% | Sep 2024 |
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Captrust Financial Advisors | 17k | $1.3M | 0% | Sep 2024 |
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Stratos Wealth Partners | 16k | $1.3M | 0% | Sep 2024 |
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JFS Wealth Advisors | 16k | $1.2M | -1% | Sep 2024 |
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Wealth Enhancement Advisory Services | 16k | $1.1M | 2% | Jun 2024 |
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Private Advisor | 16k | $1.2M | -3% | Sep 2024 |
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William Blair $ Company | 16k | $1.2M | -7% | Sep 2024 |
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Sowell Financial Services | 15k | $1.1M | 1% | Sep 2024 |
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Sharper & Granite | 14k | $1.1M | -32% | Sep 2024 |
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Mariner Wealth Advisors | 14k | $1.1M | 9% | Sep 2024 |
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Consolidated Portfolio Review Corp | 14k | $965k | 100% | Jun 2024 |
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Brookstone Capital Management | 14k | $1.0M | -40% | Sep 2024 |
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Atria Wealth Solutions | 13k | $1.0M | 0% | Sep 2024 |
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PCA Investment Advisory Services | 13k | $1.0M | 0% | Sep 2024 |
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Citadel Advisors | 13k | $991k | -85% | Sep 2024 |
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HB Wealth Management | 13k | $988k | 0% | Sep 2024 |
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Spire Wealth Management | 12k | $945k | 4% | Sep 2024 |
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Institute For Wealth Management | 11k | $862k | -4% | Sep 2024 |
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Whittier Trust Co. of Nevada | 11k | $821k | 0% | Sep 2024 |
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Panoramic Investment Advisors | 11k | $812k | 2% | Sep 2024 |
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Kendall Capital Management | 11k | $811k | -5% | Sep 2024 |
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My Legacy Advisors | 11k | $803k | -62% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 9.7k | $741k | 0% | Sep 2024 |
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RMR Capital Management | 9.5k | $732k | 0% | Sep 2024 |
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Park Avenue Securities | 9.4k | $723k | 3% | Sep 2024 |
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Gateway Wealth Partners | 9.3k | $714k | 7% | Sep 2024 |
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Jane Street | 9.3k | $711k | 18% | Sep 2024 |
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Ballentine Partners | 8.6k | $663k | 0% | Sep 2024 |
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Kmg Fiduciary Partners | 8.4k | $646k | 100% | Sep 2024 |
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Goss Wealth Management | 8.3k | $586k | 4% | Jun 2024 |
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Savant Capital Management | 7.6k | $583k | 0% | Sep 2024 |
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Atria Investments | 7.5k | $574k | 16% | Sep 2024 |
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Sunbelt Securities | 7.3k | $560k | -30% | Sep 2024 |
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Alta Wealth Advisors | 7.3k | $560k | 0% | Sep 2024 |
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Revisor Wealth Management | 7.1k | $547k | 0% | Sep 2024 |
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Team Financial Group | 7.1k | $545k | -4% | Sep 2024 |
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Insigneo Advisory Services | 7.0k | $535k | 20% | Sep 2024 |
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Sanibel Captiva Trust Company | 6.9k | $525k | 0% | Sep 2024 |
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Janney Montgomery Scott | 6.5k | $499k | -5% | Sep 2024 |
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Key FInancial | 6.5k | $498k | 16% | Sep 2024 |
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Creative Financial Designs | 6.4k | $491k | 1% | Sep 2024 |
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Sandy Cove Advisors | 6.3k | $481k | 1% | Sep 2024 |
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Mercer Global Advisors | 6.2k | $441k | -13% | Jun 2024 |
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Mml Investors Services | 6.1k | $465k | -19% | Sep 2024 |
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Great Valley Advisor Group | 6.0k | $461k | -26% | Sep 2024 |
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HPM Partners | 5.9k | $454k | 0% | Sep 2024 |
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Townsquare Capital | 5.9k | $451k | 100% | Sep 2024 |
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Norden Group | 5.9k | $450k | 100% | Sep 2024 |
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Integrated Wealth Concepts | 5.8k | $441k | 7% | Sep 2024 |
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Amplius Wealth Advisors | 5.6k | $428k | 0% | Sep 2024 |
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Belpointe Asset Management | 5.5k | $389k | 0% | Jun 2024 |
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Willis Investment Counsel | 5.3k | $410k | 0% | Sep 2024 |
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Quartz Partners | 5.0k | $386k | 100% | Sep 2024 |
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Sequoia Financial Advisors | 5.0k | $380k | 6% | Sep 2024 |
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Gradient Capital Advisors | 4.9k | $378k | 0% | Sep 2024 |
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Putnam Fl Investment Management | 4.8k | $372k | 0% | Sep 2024 |
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Regions Bank | 4.8k | $368k | 0% | Sep 2024 |
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Pittenger & Anderson | 4.7k | $358k | 100% | Sep 2024 |
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Epiq Partners | 4.6k | $353k | 0% | Sep 2024 |
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Essential Planning | 4.5k | $344k | -5% | Sep 2024 |
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Sanctuary Advisors | 4.3k | $340k | -13% | Sep 2024 |
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Mayflower Financial Advisors | 4.1k | $315k | 0% | Sep 2024 |
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Geneos Wealth Management | 4.1k | $287k | -5% | Jun 2024 |
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Schrum Private Wealth Management | 4.0k | $307k | 100% | Sep 2024 |
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Rehmann Capital Advisory | 4.0k | $303k | 0% | Sep 2024 |
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Rooted Wealth Advisors | 3.7k | $281k | -8% | Sep 2024 |
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Allegheny Financial Group | 3.5k | $271k | 1% | Sep 2024 |
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Kapstone Financial Advisors | 3.5k | $267k | 0% | Sep 2024 |
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Brass Tax Wealth Management | 3.5k | $268k | 0% | Sep 2024 |
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Equitable Holdings | 3.5k | $246k | 21% | Jun 2024 |
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Nations Financial Group | 3.3k | $256k | 0% | Sep 2024 |
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Hanson McClain Advisors | 3.3k | $253k | 0% | Sep 2024 |
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Signal Advisors Wealth | 3.2k | $248k | 100% | Sep 2024 |
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Obsidian Personal Planning Solutions | 3.2k | $246k | -7% | Sep 2024 |
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Blue Barn Wealth | 3.2k | $245k | 0% | Sep 2024 |
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Avestar Capital | 3.2k | $225k | 0% | Jun 2024 |
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CoreCap Advisors | 3.1k | $236k | -3% | Sep 2024 |
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Greatmark Investment Partners | 3.0k | $230k | 0% | Sep 2024 |
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Jackson Square Capital | 3.0k | $229k | 0% | Sep 2024 |
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Midland Wealth Advisors | 2.9k | $225k | -10% | Sep 2024 |
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Retirement Planning Group | 2.9k | $222k | 100% | Sep 2024 |
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Moseley Investment Management | 2.8k | $218k | -6% | Sep 2024 |
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J.w. Cole Advisors | 2.7k | $209k | 100% | Sep 2024 |
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J O Hambro Investment Management | 2.7k | $205k | 100% | Sep 2024 |
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Advisors Capital Management | 2.6k | $203k | 100% | Sep 2024 |
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Brian McDonald | 2.6k | $202k | -1% | Sep 2024 |
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Pnc Financial Services | 2.4k | $183k | 0% | Sep 2024 |
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Element Wealth | 2.2k | $165k | 0% | Sep 2024 |
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Jones Financial Companies, L.L | 2.1k | $164k | 240% | Sep 2024 |
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IFP Advisors | 1.5k | $107k | 0% | Jun 2024 |
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Proequities | 1.4k | $110M | 0% | Sep 2024 |
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Hartland & Co | 1.4k | $105k | -2% | Sep 2024 |
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Tompkins Financial Corp | 1.2k | $93k | 0% | Sep 2024 |
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Emerald Investment Partners | 1.2k | $92k | -5% | Sep 2024 |
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Glenmede Trust Company | 1.1k | $81k | 0% | Sep 2024 |
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Hilltop National Bank | 986.00 | $76k | 0% | Sep 2024 |
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Center for Financial Planning | 982.00 | $75k | 0% | Sep 2024 |
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Atlantic Trust | 900.00 | $69k | 0% | Sep 2024 |
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Ancora Advisors | 864.00 | $66k | 0% | Sep 2024 |
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Federation des caisses Desjardins du Quebec | 776.00 | $60k | 0% | Sep 2024 |
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EverSource Wealth Advisors | 578.00 | $44k | 100% | Sep 2024 |
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Parallel Advisors | 567.00 | $44k | 0% | Sep 2024 |
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Archer Investment Corp | 500.00 | $38k | 0% | Sep 2024 |
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Fairman Group | 484.00 | $37k | 0% | Sep 2024 |
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Qube Research & Technologies | 392.00 | $28k | -93% | Jun 2024 |
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ICA Group Wealth Management | 166.00 | $12k | -96% | Jun 2024 |
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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 |