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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 1.5M | $130M | 100% | Mar 2026 |
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| Morgan Stanley | 1.2M | $105M | 5% | Mar 2026 |
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| LPL Financial | 901k | $78M | 7% | Mar 2026 |
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| Wells Fargo & Company | 373k | $32M | -5% | Mar 2026 |
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| 626 Financial | 295k | $26M | -6% | Mar 2026 |
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| Connecticut Wealth Management | 269k | $23M | 0% | Mar 2026 |
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| Raymond James Financial | 259k | $22M | 8% | Dec 2025 |
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| Pinnacle Financial Group, LLC / IL | 245k | $21M | -4% | Mar 2026 |
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| Retirement Planning Group | 236k | $20M | -5% | Mar 2026 |
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| Kestra Advisory Services | 224k | $19M | 12% | Mar 2026 |
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| HighTower Advisors | 181k | $16M | -7% | Mar 2026 |
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| Sanctuary Advisors | 150k | $13M | 118% | Mar 2026 |
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| Atria Investments | 147k | $13M | 101% | Mar 2026 |
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| Cetera Investment Advisers | 144k | $12M | 1% | Mar 2026 |
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| Ameriprise Financial | 143k | $12M | 2% | Mar 2026 |
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| Foundations Investment Advisors | 119k | $10M | 18% | Mar 2026 |
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| Advisor Group Holdings | 104k | $8.8M | 5% | Dec 2025 |
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| Cambridge Investment Research Advisors | 103k | $8.9M | 2% | Mar 2026 |
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| Vertex Planning Partners | 97k | $8.3M | 2% | Dec 2025 |
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| UBS Group | 96k | $8.3M | 5% | Mar 2026 |
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| Melone Private Wealth | 84k | $7.2M | 5% | Mar 2026 |
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| Envestnet Asset Management | 72k | $6.2M | 23% | Mar 2026 |
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| Vestmark Advisory Solutions | 72k | $6.2M | 7% | Mar 2026 |
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| Royal Bank of Canada | 70k | $6.0M | -2% | Mar 2026 |
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| Ffg Retirement Advisors | 60k | $5.2M | -20% | Mar 2026 |
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| Envision Financial | 56k | $4.8M | -15% | Mar 2026 |
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| Steward Partners Investment Advisory | 53k | $4.5M | 4% | Mar 2026 |
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| Pathstone Holdings | 52k | $4.5M | 0% | Mar 2026 |
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| CWM | 49k | $4.2M | 7% | Dec 2025 |
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| Merit Financial Group | 39k | $3.4M | -1% | Mar 2026 |
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| CI Private Wealth | 38k | $3.3M | 0% | Mar 2026 |
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| Creative Planning | 34k | $2.9M | -1% | Mar 2026 |
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| LCNB | 33k | $2.9M | 0% | Mar 2026 |
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| Certified Advisory Corp | 32k | $2.8M | -6% | Mar 2026 |
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| Commonwealth Equity Services | 32k | $2.8M | -9% | Mar 2026 |
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| Colony | 31k | $2.6M | 3% | Dec 2025 |
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| Avant Capital | 31k | $2.7M | -2% | Mar 2026 |
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| Rockefeller Capital Management | 30k | $2.6M | 0% | Mar 2026 |
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| Susquehanna International | 26k | $2.2M | -46% | Dec 2025 |
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| Ubs Global Asset Management Americas | 26k | $2.2M | 100% | Mar 2026 |
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| Mariner Wealth Advisors | 25k | $2.1M | 0% | Mar 2026 |
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| Gateway Wealth Partners | 22k | $1.9M | 108% | Mar 2026 |
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| AssuredPartners Investment Advisors | 20k | $1.8M | -3% | Mar 2026 |
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| Stratos Wealth Partners | 20k | $1.7M | 6% | Mar 2026 |
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| Verus Capital Partners | 20k | $1.7M | 1% | Mar 2026 |
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| Sonata Capital | 19k | $1.6M | -2% | Mar 2026 |
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| Goldman Sachs Group | 19k | $1.6M | -22% | Mar 2026 |
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| Cherrydale Wealth Management | 19k | $1.6M | 0% | Mar 2026 |
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| Bsc Private Wealth Management | 18k | $1.6M | 0% | Mar 2026 |
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| FMR | 17k | $1.5M | -4% | Dec 2025 |
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| Key FInancial | 17k | $1.5M | 15% | Mar 2026 |
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| Captrust Financial Advisors | 16k | $1.4M | -5% | Dec 2025 |
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| AQR Capital Management | 16k | $1.4M | 100% | Mar 2026 |
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| HB Wealth Management | 15k | $1.3M | 4% | Mar 2026 |
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| William Blair $ Company | 14k | $1.2M | 0% | Mar 2026 |
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| Sharper & Granite | 13k | $1.2M | 1% | Mar 2026 |
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| PCA Investment Advisory Services | 12k | $1.1M | 0% | Mar 2026 |
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| Jones Financial Companies, L.L | 12k | $1.0M | 12% | Dec 2025 |
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| Panoramic Investment Advisors | 12k | $1.0M | 2% | Mar 2026 |
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| Independent Advisor Alliance | 12k | $1.0M | 100% | Mar 2026 |
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| Private Advisor | 12k | $1.0M | -2% | Mar 2026 |
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| JFS Wealth Advisors | 12k | $1.0M | -4% | Mar 2026 |
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| Citadel Advisors | 11k | $971k | 100% | Mar 2026 |
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| Institute For Wealth Management | 11k | $958k | -3% | Mar 2026 |
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| Kmg Fiduciary Partners | 11k | $955k | 1% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 11k | $922k | 0% | Mar 2026 |
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| Whittier Trust Co. of Nevada | 11k | $909k | 0% | Mar 2026 |
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| DSG Capital Advisors | 10k | $870k | 0% | Mar 2026 |
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| Spire Wealth Management | 9.9k | $856k | -1% | Mar 2026 |
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| Belpointe Asset Management | 9.8k | $845k | 3% | Mar 2026 |
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| OxenFree Capital | 9.7k | $864k | 0% | Mar 2026 |
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| Ashton Thomas Securities | 9.3k | $804k | 100% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 9.0k | $764k | 56% | Dec 2025 |
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| Ballentine Partners | 8.6k | $746k | 0% | Mar 2026 |
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| Arkadios Wealth Advisors | 8.0k | $688k | 13% | Mar 2026 |
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| Avestar Capital | 7.8k | $675k | 9% | Mar 2026 |
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| Cornerstone Financial Group | 7.8k | $710k | 0% | Mar 2026 |
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| Savant Capital Management | 7.8k | $670k | 0% | Mar 2026 |
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| Nbc Securities | 7.7k | $663k | -11% | Mar 2026 |
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| Mercer Global Advisors | 7.6k | $655k | -57% | Mar 2026 |
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| Evolution Wealth Management | 7.2k | $620k | 8% | Mar 2026 |
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| Revisor Wealth Management | 7.0k | $601k | 0% | Mar 2026 |
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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 | $585k | -1% | Mar 2026 |
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| Jane Street | 6.6k | $568k | -70% | Mar 2026 |
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| Great Valley Advisor Group | 6.5k | $565k | 6% | Mar 2026 |
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| Sunbelt Securities | 6.4k | $555k | 0% | Mar 2026 |
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| Quantinno Capital Management | 6.2k | $537k | -24% | Mar 2026 |
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| Breachway Investments | 6.1k | $529k | 0% | Mar 2026 |
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| Norden Group | 6.1k | $528k | 0% | Mar 2026 |
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| Quartz Partners | 6.1k | $523k | 8% | Mar 2026 |
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| HPM Partners | 5.9k | $506k | -3% | Mar 2026 |
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| Geneos Wealth Management | 5.7k | $492k | 4% | Mar 2026 |
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| Element Wealth | 5.6k | $485k | 9% | Mar 2026 |
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| Sandy Cove Advisors | 5.0k | $429k | 0% | Mar 2026 |
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| ATLas Financial Planning | 4.9k | $423k | 100% | Mar 2026 |
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| Willis Investment Counsel | 4.9k | $422k | -3% | Mar 2026 |
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| Integrated Wealth Concepts | 4.8k | $416k | 100% | Mar 2026 |
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| Asset Advisory Group | 4.8k | $416k | 100% | Mar 2026 |
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| Gradient Capital Advisors | 4.8k | $416k | 0% | Mar 2026 |
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| Regions Bank | 4.8k | $415k | 0% | Mar 2026 |
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| Putnam Fl Investment Management | 4.8k | $413k | 0% | Mar 2026 |
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| Sequoia Financial Advisors | 4.8k | $411k | 0% | Mar 2026 |
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| First Nebraska Trust | 4.7k | $403k | 0% | Mar 2026 |
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| Stifel Financial | 4.6k | $394k | 26% | Mar 2026 |
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| Mission Wealth Management | 4.5k | $391k | 100% | Mar 2026 |
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| International Private Wealth Advisors | 4.5k | $389k | 0% | Mar 2026 |
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| Wood Tarver Financial Group | 4.5k | $387k | -31% | Mar 2026 |
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| Team Financial Group | 4.5k | $387k | -1% | Mar 2026 |
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| Arvest Investments | 4.5k | $386k | -2% | Mar 2026 |
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| GenTrust | 4.4k | $381k | 33% | Mar 2026 |
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| Vantage Point Financial | 4.4k | $380k | 0% | Mar 2026 |
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| RMR Capital Management | 4.4k | $380k | 0% | Mar 2026 |
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| IFP Advisors | 4.3k | $367k | -1% | Mar 2026 |
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| Signal Advisors Wealth | 4.2k | $363k | 6% | Mar 2026 |
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| Mayflower Financial Advisors | 4.1k | $355k | 0% | Mar 2026 |
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| Midwest Trust | 4.1k | $353k | -1% | Mar 2026 |
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| Kendall Capital Management | 4.1k | $352k | 0% | Mar 2026 |
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| Warren Averett Asset Management | 4.0k | $339k | 11% | Dec 2025 |
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| Mml Investors Services | 4.0k | $343k | -28% | Mar 2026 |
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| Amplius Wealth Advisors | 3.8k | $328k | 0% | Mar 2026 |
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| Essential Planning | 3.8k | $324k | 0% | Mar 2026 |
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| Pnc Financial Services | 3.7k | $317k | 0% | Mar 2026 |
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| Creative Financial Designs | 3.6k | $311k | 2% | Mar 2026 |
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| Atlantic Trust | 3.6k | $303k | 0% | Dec 2025 |
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| Branch Banking & Trust Company | 3.6k | $308k | 1% | Mar 2026 |
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| CIBC Bancorp USA | 3.6k | $307k | 100% | Mar 2026 |
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| Kapstone Financial Advisors | 3.5k | $302k | 0% | Mar 2026 |
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| Goss Wealth Management | 3.5k | $301k | -2% | Mar 2026 |
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| Allegheny Financial Group | 3.5k | $298k | -3% | Mar 2026 |
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| Vise Technologies | 3.4k | $290k | 0% | Mar 2026 |
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| Summit Financial | 3.4k | $294k | 0% | Mar 2026 |
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| Rooted Wealth Advisors | 3.4k | $305k | -3% | Mar 2026 |
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| VestGen Advisors | 3.3k | $301k | 11% | Mar 2026 |
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| CoreCap Advisors | 3.2k | $280k | 0% | Mar 2026 |
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| Insigneo Advisory Services | 3.2k | $280k | -36% | Mar 2026 |
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| Perryman Financial Advisory Inc /ad | 3.2k | $277k | 100% | Mar 2026 |
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| Root Financial Partners | 3.2k | $276k | -6% | Mar 2026 |
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| Rehmann Capital Advisory | 3.2k | $272k | 0% | Mar 2026 |
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| J.w. Cole Advisors | 3.1k | $264k | 0% | Mar 2026 |
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| Greatmark Investment Partners | 3.0k | $259k | 0% | Mar 2026 |
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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 | $259k | 0% | Mar 2026 |
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| Perigon Wealth Management | 2.9k | $253k | 0% | Mar 2026 |
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| Magnolia Private Wealth | 2.9k | $252k | -6% | Mar 2026 |
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| Centaurus Financial | 2.8k | $239k | 0% | Mar 2026 |
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| Moseley Investment Management | 2.7k | $237k | -4% | Mar 2026 |
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| Skopos Labs | 2.7k | $237k | 100% | Mar 2026 |
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Who sold out of WisdomTree Total Dividend Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 76k | $6.4M |
| Capital Advisory Group Advisory Services | Dec 2025 | 33k | $2.8M |
| Wealth Enhancement Advisory Services | Dec 2025 | 18k | $1.6M |
| MGO Private Wealth | Dec 2025 | 12k | $1.0M |
| Park Avenue Securities | Dec 2025 | 12k | $974k |
| Janney Montgomery Scott | Dec 2025 | 11k | $966k |
| Flow Traders US | Dec 2025 | 5.8k | $494k |
| Insight Advisors, LLC/ PA | Dec 2025 | 4.1k | $346k |
| Equitable Holdings | Dec 2025 | 3.1k | $261k |
| Blue Barn Wealth | Sep 2025 | 2.9k | $240k |
| Cooper Financial Group | Dec 2025 | 2.8k | $235k |