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
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