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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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 |
|---|---|---|---|---|---|
| Morgan Stanley | 1.1M | $86M | 100% | Jun 2025 |
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| LPL Financial | 799k | $67M | 4% | Sep 2025 |
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| Wells Fargo & Company | 382k | $32M | -5% | Sep 2025 |
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| 626 Financial | 309k | $26M | 0% | Sep 2025 |
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| Connecticut Wealth Management | 271k | $23M | 0% | Sep 2025 |
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| Pinnacle Financial Group, LLC / IL | 261k | $22M | -2% | Sep 2025 |
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| Raymond James Financial | 240k | $20M | 5% | Sep 2025 |
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| Retirement Planning Group | 232k | $20M | 8897% | Sep 2025 |
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| HighTower Advisors | 194k | $16M | -1% | Sep 2025 |
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| Kestra Advisory Services | 170k | $14M | 18% | Sep 2025 |
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| Cetera Investment Advisers | 158k | $13M | -55% | Sep 2025 |
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| Ameriprise Financial | 145k | $12M | -2% | Sep 2025 |
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| Melone Private Wealth | 143k | $12M | 14% | Sep 2025 |
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| Cornerstone Planning Group | 127k | $12M | 100% | Sep 2025 |
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| Advisor Group Holdings | 99k | $8.3M | 6% | Sep 2025 |
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| Vertex Planning Partners | 96k | $8.0M | 2% | Sep 2025 |
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| UBS Group | 92k | $7.8M | 5% | Sep 2025 |
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| Foundations Investment Advisors | 88k | $7.4M | 7% | Sep 2025 |
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| Ffg Retirement Advisors | 77k | $6.5M | -2% | Sep 2025 |
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| Jpmorgan Chase & Co | 76k | $6.4M | 2% | Sep 2025 |
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| Royal Bank of Canada | 71k | $5.9M | 11% | Sep 2025 |
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| Atria Investments | 69k | $5.8M | 2% | Sep 2025 |
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| Envestnet Asset Management | 63k | $5.3M | 9% | Sep 2025 |
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| Envision Financial | 63k | $5.3M | -3% | Sep 2025 |
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| Vestmark Advisory Solutions | 63k | $5.3M | -44% | Sep 2025 |
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| Cambridge Investment Research Advisors | 59k | $5.0M | 5% | Sep 2025 |
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| Pathstone Holdings | 52k | $4.4M | -2% | Sep 2025 |
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| Steward Partners Investment Advisory | 50k | $4.2M | 1% | Sep 2025 |
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| H D Vest Advisory Services | 48k | $3.8M | 5% | Jun 2025 |
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| Susquehanna International | 48k | $4.0M | 734% | Sep 2025 |
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| CWM | 46k | $3.8M | 6% | Sep 2025 |
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| Citadel Advisors | 40k | $3.4M | 72% | Sep 2025 |
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| CI Private Wealth | 38k | $3.2M | 0% | Sep 2025 |
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| Merit Financial Group | 37k | $3.1M | -1% | Sep 2025 |
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| Commonwealth Equity Services | 36k | $3.0M | -28% | Sep 2025 |
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| Creative Planning | 34k | $2.8M | -3% | Sep 2025 |
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| LCNB | 33k | $2.8M | 37% | Sep 2025 |
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| Certified Advisory Corp | 33k | $2.8M | 7% | Sep 2025 |
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| Capital Advisory Group Advisory Services | 33k | $2.8M | 4% | Sep 2025 |
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| Goldman Sachs Group | 32k | $2.7M | 298% | Sep 2025 |
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| Avant Capital | 32k | $2.6M | -3% | Sep 2025 |
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| Regions Bank | 30k | $1.9M | 530% | Sep 2025 |
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| Colony | 30k | $2.5M | 0% | Sep 2025 |
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| Rockefeller Capital Management | 30k | $2.5M | -1% | Sep 2025 |
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| Mariner Wealth Advisors | 25k | $2.1M | 3% | Sep 2025 |
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| Verus Capital Partners | 20k | $1.7M | 4% | Sep 2025 |
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| Sonata Capital | 19k | $1.6M | 0% | Sep 2025 |
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| Stratos Wealth Partners | 19k | $1.6M | 4% | Sep 2025 |
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| Cherrydale Wealth Management | 19k | $1.6M | -1% | Sep 2025 |
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| FMR | 18k | $1.5M | -1% | Sep 2025 |
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| Bsc Private Wealth Management | 18k | $1.5M | -1% | Sep 2025 |
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| Captrust Financial Advisors | 17k | $1.4M | 10% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 17k | $1.4M | -25% | Sep 2025 |
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| Key FInancial | 14k | $1.2M | 82% | Sep 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% | Sep 2025 |
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| Consolidated Portfolio Review Corp | 14k | $1.2M | 0% | Sep 2025 |
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| Sharper & Granite | 13k | $1.1M | -3% | Sep 2025 |
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| JFS Wealth Advisors | 12k | $1.0M | 0% | Sep 2025 |
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| PCA Investment Advisory Services | 12k | $1.0M | 0% | Sep 2025 |
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| MGO Private Wealth | 12k | $1.0M | -14% | Sep 2025 |
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| Private Advisor | 12k | $1.0M | -9% | Sep 2025 |
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| Panoramic Investment Advisors | 12k | $972k | 0% | Sep 2025 |
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| Nbc Securities | 12k | $962k | -21% | Sep 2025 |
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| Janney Montgomery Scott | 11k | $957k | 0% | Sep 2025 |
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| Institute For Wealth Management | 11k | $944k | 0% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 11k | $923k | 13% | Sep 2025 |
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| Gateway Wealth Partners | 11k | $921k | 18% | Sep 2025 |
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| Jones Financial Companies, L.L | 11k | $906k | -3% | Sep 2025 |
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| Kmg Fiduciary Partners | 11k | $889k | -2% | Sep 2025 |
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| Park Avenue Securities | 11k | $882k | -3% | Sep 2025 |
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| Whittier Trust Co. of Nevada | 11k | $882k | -2% | Sep 2025 |
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| Atria Wealth Solutions | 10k | $830k | -24% | Jun 2025 |
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| VestGen Advisors | 10k | $861k | 2% | Sep 2025 |
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| Spire Wealth Management | 10k | $837k | -3% | Sep 2025 |
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| Belpointe Asset Management | 8.9k | $746k | 3% | Sep 2025 |
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| My Legacy Advisors | 8.9k | $717k | -9% | Jun 2025 |
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| Ballentine Partners | 8.6k | $726k | 0% | Sep 2025 |
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| Mercer Global Advisors | 8.3k | $699k | 137% | Sep 2025 |
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| Cornerstone Financial Group | 7.8k | $655k | 0% | Sep 2025 |
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| OxenFree Capital | 7.8k | $654k | 100% | Sep 2025 |
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| Savant Capital Management | 7.6k | $639k | 0% | Sep 2025 |
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| Avestar Capital | 7.3k | $614k | -1% | Sep 2025 |
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| Quantinno Capital Management | 7.2k | $604k | 60% | Sep 2025 |
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| Arkadios Wealth Advisors | 7.1k | $596k | 14% | Sep 2025 |
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| Baird Financial | 7.0k | $588k | 0% | Sep 2025 |
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| Revisor Wealth Management | 7.0k | $583k | -22% | Sep 2025 |
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| Sanibel Captiva Trust Company | 6.9k | $575k | 0% | Sep 2025 |
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| Alta Wealth Advisors | 6.8k | $573k | -2% | Sep 2025 |
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| Evolution Wealth Management | 6.7k | $567k | -3% | Sep 2025 |
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| Great Valley Advisor Group | 6.6k | $557k | -12% | Sep 2025 |
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| Wood Tarver Financial Group | 6.5k | $546k | -1% | Sep 2025 |
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| Sunbelt Securities | 6.4k | $537k | -13% | Sep 2025 |
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| RMR Capital Management | 6.2k | $519k | 0% | Sep 2025 |
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| Norden Group | 6.1k | $514k | 0% | Sep 2025 |
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| HPM Partners | 6.1k | $509k | 0% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 5.8k | $484k | 107% | Sep 2025 |
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| Geneos Wealth Management | 5.7k | $477k | 0% | Sep 2025 |
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| Quartz Partners | 5.4k | $453k | 6% | Sep 2025 |
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| Willis Investment Counsel | 5.2k | $440k | 0% | Sep 2025 |
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| International Private Wealth Advisors | 5.2k | $433k | 0% | Sep 2025 |
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| Sandy Cove Advisors | 5.1k | $426k | -2% | Sep 2025 |
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| Brookstone Capital Management | 5.0k | $422k | -10% | Sep 2025 |
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| Gradient Capital Advisors | 4.9k | $415k | 0% | Sep 2025 |
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| Putnam Fl Investment Management | 4.8k | $402k | 0% | Sep 2025 |
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| Signal Advisors Wealth | 4.8k | $401k | 40% | Sep 2025 |
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| Arvest Investments | 4.7k | $398k | -6% | Sep 2025 |
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| Sequoia Financial Advisors | 4.7k | $398k | 0% | Sep 2025 |
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| Mml Investors Services | 4.6k | $385k | 0% | Sep 2025 |
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| Integrated Wealth Concepts | 4.6k | $383k | -16% | Sep 2025 |
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| Team Financial Group | 4.5k | $379k | -6% | Sep 2025 |
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| Bank of New York Mellon | 4.4k | $369k | -2% | Sep 2025 |
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| Vantage Point Financial | 4.3k | $362k | -1% | Sep 2025 |
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| IFP Advisors | 4.3k | $360k | -6% | Sep 2025 |
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| Essential Planning | 4.3k | $358k | 0% | Sep 2025 |
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| Branch Banking & Trust Company | 4.1k | $348k | 100% | Sep 2025 |
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| Midwest Trust | 4.1k | $347k | 0% | Sep 2025 |
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| Mayflower Financial Advisors | 4.1k | $345k | 0% | Sep 2025 |
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| Kendall Capital Management | 4.1k | $343k | 0% | Sep 2025 |
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| Obsidian Personal Planning Solutions | 4.0k | $332k | 0% | Sep 2025 |
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| Element Wealth | 3.9k | $328k | 27% | Sep 2025 |
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| Amplius Wealth Advisors | 3.8k | $319k | -32% | Sep 2025 |
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| Pnc Financial Services | 3.7k | $308k | 0% | Sep 2025 |
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| Rehmann Capital Advisory | 3.7k | $307k | 0% | Sep 2025 |
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| Warren Averett Asset Management | 3.6k | $302k | 0% | Sep 2025 |
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| Rooted Wealth Advisors | 3.6k | $302k | -1% | Sep 2025 |
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| Creative Financial Designs | 3.6k | $300k | -25% | Sep 2025 |
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| Atlantic Trust | 3.6k | $300k | 271% | Sep 2025 |
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| Goss Wealth Management | 3.6k | $299k | -1% | Sep 2025 |
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| Allegheny Financial Group | 3.5k | $297k | 1% | Sep 2025 |
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| Kapstone Financial Advisors | 3.5k | $294k | 0% | Sep 2025 |
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| Root Financial Partners | 3.4k | $288k | 100% | Sep 2025 |
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| Vise Technologies | 3.4k | $288k | 100% | Sep 2025 |
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| Stifel Financial | 3.4k | $282k | 2% | Sep 2025 |
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| CoreCap Advisors | 3.2k | $272k | 0% | Sep 2025 |
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| Magnolia Private Wealth | 3.2k | $268k | -3% | Sep 2025 |
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| Equitable Holdings | 3.1k | $258k | 0% | Sep 2025 |
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| J.w. Cole Advisors | 3.1k | $257k | 4% | Sep 2025 |
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| Klingman & Associates | 3.0k | $252k | 100% | Sep 2025 |
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| Greatmark Investment Partners | 3.0k | $252k | 0% | Sep 2025 |
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| Beacon Pointe Advisors | 3.0k | $252k | 0% | Sep 2025 |
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| Wilkins Miller Wealth Management | 3.0k | $252k | -4% | Sep 2025 |
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| Perigon Wealth Management | 2.9k | $246k | 0% | Sep 2025 |
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| Brass Tax Wealth Management | 2.9k | $243k | 0% | Sep 2025 |
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| Blue Barn Wealth | 2.9k | $240k | 0% | Sep 2025 |
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| Moseley Investment Management | 2.8k | $239k | 0% | Sep 2025 |
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| Centaurus Financial | 2.8k | $235k | 0% | Sep 2025 |
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| Epiq Partners | 2.8k | $235k | -7% | Sep 2025 |
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| Cooper Financial Group | 2.8k | $232k | 0% | Sep 2025 |
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| Brown Advisory Holdings Incorporated | 2.7k | $230k | -7% | Sep 2025 |
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| Jackson Square Capital | 2.4k | $200k | -14% | Sep 2025 |
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| Assetmark | 698.00 | $59k | -95% | Sep 2025 |
|
Who sold out of WisdomTree Total Dividend Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| DSG Capital Advisors | Jun 2025 | 10k | $801k |
| AssuredPartners Investment Advisors | Jun 2025 | 4.3k | $342k |
| Armis Advisers | Jun 2025 | 3.8k | $299k |
| Intl Fcstone | Jun 2025 | 3.1k | $244k |
| Midland Wealth Advisors | Jun 2025 | 2.9k | $233k |