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 $134M 1% Dec 2023
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Wells Fargo & Company 376k $25M -4% Dec 2023
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626 Financial 297k $21M 1% Mar 2024
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Connecticut Wealth Management 279k $18M -1% Dec 2023
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HighTower Advisors 223k $15M -2% Dec 2023
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Vertex Planning Partners 199k $13M -41% Dec 2023
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Raymond James Financial Services Advisors 132k $8.6M 262% Dec 2023
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Melone Private Wealth 116k $7.6M 1% Dec 2023
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Kestra Advisory Services 106k $6.9M -1% Dec 2023
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UBS Group 105k $6.9M 6% Dec 2023
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Ffg Retirement Advisors 85k $5.5M -12% Dec 2023
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Jpmorgan Chase & Co 81k $5.3M 42% Dec 2023
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Mariner Wealth Advisors 64k $4.2M 2% Dec 2023
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Royal Bank of Canada 60k $3.9M 3% Dec 2023
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Pathstone Holdings 55k $3.6M 100% Dec 2023
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Cambridge Investment Research Advisors 54k $3.6M -1% Dec 2023
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Steward Partners Investment Advisory 48k $3.1M 1% Dec 2023
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Goldman Sachs Group 45k $3.0M 58% Dec 2023
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CI Private Wealth 45k $3.0M 17% Dec 2023
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Commonwealth Equity Services 44k $2.9M 3% Dec 2023
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Advisor Group Holdings 43k $2.8M -26% Dec 2023
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H D Vest Advisory Services 39k $2.5M 39% Dec 2023
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Brookstone Capital Management 37k $2.6M -22% Mar 2024
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Creative Planning 36k $2.4M 2% Dec 2023
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Certified Advisory Corp 35k $2.3M -1% Dec 2023
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Capital Advisory Group Advisory Services 34k $2.4M 2% Mar 2024
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My Legacy Advisors 34k $2.2M -4% Dec 2023
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Arvest Trust Co N A 34k $2.2M -5% Dec 2023
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Arvest Investments 32k $2.2M -14% Mar 2024
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True Wealth Design 31k $2.0M 0% Dec 2023
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Rockefeller Capital Management 30k $2.0M 8% Dec 2023
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LCNB 26k $1.7M -3% Dec 2023
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Atria Investments 26k $1.7M -29% Dec 2023
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GW & Wade 25k $1.7M 0% Dec 2023
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Klr Investment Advisors 24k $1.6M 7% Dec 2023
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Private Advisor 21k $1.4M -5% Dec 2023
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Bsc Private Wealth Management 21k $1.3M 0% Dec 2023
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MGO Private Wealth 20k $1.4M -8% Mar 2024
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Sharper & Granite 20k $1.4M -4% Mar 2024
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Stratos Wealth Partners 20k $1.4M 4% Mar 2024
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Sonata Capital 19k $1.3M 4% Dec 2023
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William Blair $ Company 19k $1.3M -3% Dec 2023
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Raymond James & Associates 18k $1.2M 4% Dec 2023
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Cherrydale Wealth Management 18k $1.3M 0% Mar 2024
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CWM 17k $1.2M 619% Mar 2024
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Captrust Financial Advisors 17k $1.1M -37% Dec 2023
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Atria Wealth Solutions 17k $1.1M 8% Dec 2023
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JFS Wealth Advisors 16k $1.1M -1% Dec 2023
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Wealth Enhancement Advisory Services 16k $1.1M 0% Mar 2024
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Verus Capital Partners 16k $1.0M 7% Dec 2023
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Nbc Securities 14k $1.1M 60% Mar 2024
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PCA Investment Advisory Services 13k $869k -4% Dec 2023
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Sunbelt Securities 13k $926k -25% Mar 2024
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Kendall Capital Management 13k $855k 0% Dec 2023
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Claro Advisors 13k $919k -21% Mar 2024
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HB Wealth Management 13k $842k -8% Dec 2023
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Citadel Advisors 13k $839k -63% Dec 2023
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AE Wealth Management 13k $828k 1% Dec 2023
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Spire Wealth Management 12k $776k -1% Dec 2023
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Institute For Wealth Management 12k $771k -2% Dec 2023
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Whittier Trust Co. of Nevada 11k $684k 0% Dec 2023
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Panoramic Investment Advisors 10k $732k -1% Mar 2024
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Cutler Investment Counsel 9.4k $615k -2% Dec 2023
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Jane Street 9.2k $602k 100% Dec 2023
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Park Avenue Securities 9.0k $633k -4% Mar 2024
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Ballentine Partners 8.6k $611k 0% Mar 2024
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Consolidated Portfolio Review Corp 8.1k $531k -63% Dec 2023
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Alta Wealth Advisors 8.0k $524k -23% Dec 2023
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Treynor Bancshares 7.8k $510k 0% Dec 2023
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Team Financial Group 7.8k $508k -3% Dec 2023
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Savant Capital Management 7.6k $497k 0% Dec 2023
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Janney Montgomery Scott 7.3k $478k 0% Dec 2023
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Regions Bank 7.2k $472k 0% Dec 2023
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Baker Tilly Financial 7.2k $472k 0% Dec 2023
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Amplius Wealth Advisors 7.2k $508k 0% Mar 2024
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Great Valley Advisor Group 7.1k $466k 100% Dec 2023
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Baird Financial 7.0k $457k 0% Dec 2023
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Sanibel Captiva Trust Company 6.9k $448k 100% Dec 2023
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Sandy Cove Advisors 6.4k $451k -4% Mar 2024
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Gradient Capital Advisors 6.3k $448k 0% Mar 2024
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Putnam Fl Investment Management 6.1k $400k 0% Dec 2023
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Envestnet Portfolio Solutions 5.9k $389k 100% Dec 2023
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HPM Partners 5.9k $388k 37% Dec 2023
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Gyl Financial Synergies 5.9k $384k 0% Dec 2023
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Beacon Pointe Advisors 5.9k $383k -4% Dec 2023
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Willis Investment Counsel 5.6k $364k -4% Dec 2023
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Mercer Global Advisors 5.4k $355k 0% Dec 2023
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Insigneo Advisory Services 5.4k $353k 0% Dec 2023
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Creative Financial Designs 5.4k $351k 1% Dec 2023
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Key FInancial 5.2k $342k 0% Dec 2023
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Signal Advisors Wealth 5.2k $369k 100% Mar 2024
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Maripau Wealth Management 5.1k $331k -66% Dec 2023
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ICA Group Wealth Management 4.8k $313k -11% Dec 2023
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Rooted Wealth Advisors 4.8k $332k -64% Mar 2024
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Obsidian Personal Planning Solutions 4.7k $308k -6% Dec 2023
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Sequoia Financial Advisors 4.7k $304k 100% Dec 2023
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Epiq Partners 4.6k $325k 0% Mar 2024
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Crestone Asset Management 4.4k $289k 11% Dec 2023
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Geneos Wealth Management 4.3k $278k 0% Dec 2023
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Midland Wealth Advisors 4.0k $258k 100% Dec 2023
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TRUE Private Wealth Advisors 3.8k $248k 0% Dec 2023
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CoreCap Advisors 3.8k $247k -7% Dec 2023
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Bridgewealth Advisory Group 3.5k $248k -43% Mar 2024
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Allegheny Financial Group 3.5k $227k 1% Dec 2023
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Brown Advisory Holdings Incorporated 3.4k $223k 0% Dec 2023
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SageView Advisory Group 3.4k $227k -35% Dec 2023
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Nations Financial Group 3.3k $219k 0% Dec 2023
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Hanson McClain Advisors 3.3k $216k 0% Dec 2023
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Blue Barn Wealth 3.2k $206k 100% Dec 2023
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Moseley Investment Management 3.0k $214k -58% Mar 2024
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Jackson Square Capital 3.0k $212k 100% Mar 2024
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Hartland & Co 2.5k $165k -1% Dec 2023
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Pnc Financial Services 2.4k $156k 0% Dec 2023
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IFP Advisors 1.5k $99k -41% Dec 2023
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Sandy Spring Bank 1.5k $97k 0% Dec 2023
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Proequities 1.4k $94M 0% Dec 2023
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Tompkins Financial Corp 1.2k $85k 0% Mar 2024
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Emerald Investment Partners 1.0k $66k 0% Dec 2023
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Ronald Blue Trust 996.00 $60k 0% Dec 2023
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Center for Financial Planning 982.00 $64k 0% Dec 2023
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Ancora Advisors 864.00 $57k 0% Dec 2023
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Resurgent Financial Advisors 796.00 $52k 0% Dec 2023
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Parallel Advisors 752.00 $49k -27% Dec 2023
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Archer Investment Corp 500.00 $33k 0% Dec 2023
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Fairman Group 484.00 $32k 100% Dec 2023
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Farther Finance Advisors 468.00 $31k 0% Dec 2023
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Element Wealth 457.00 $30k 100% Dec 2023
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Milestone Group 428.00 $28k 0% Dec 2023
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AlphaMark Advisors 375.00 $27k 0% Mar 2024
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IAG Wealth Partners 350.00 $23k 0% Dec 2023
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Lindbrook Capital 324.00 $21k 0% Dec 2023
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Larson Financial Group 309.00 $20k 0% Dec 2023
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Tortoise Investment Management 300.00 $20k 0% Dec 2023
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Semmax Financial Advisors 263.00 $17k 100% Dec 2023
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Global Retirement Partners 256.00 $17k 28% Dec 2023
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Anchor Investment Management 237.00 $16k 1% Dec 2023
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SRS Capital Advisors 198.00 $13k 1% Dec 2023
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Tucker Asset Management 186.00 $12k 0% Dec 2023
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O'shaughnessy Asset Management 140.00 $9.2k 0% Dec 2023
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Opal Wealth Advisors 112.00 $7.9k 100% Mar 2024
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Smartleaf Asset Management 73.00 $4.8k 100% Dec 2023
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Sound Income Strategies 60.00 $4.2k 0% Mar 2024
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DHJJ Financial Advisors 14.00 $990.999800 0% Mar 2024
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Advisory Services Network 8.00 $527.000000 100% Dec 2023
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Citigroup 7.00 $458.000200 100% Dec 2023
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Asset Dedication 1.00 $0 0% Mar 2024
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Who sold out of WisdomTree Total Dividend Fund?

Fund or Company Name Date Sold Shares Held Valued At
Sigma Planning Sep 2023 16k $952k
Elk River Wealth Management Dec 2023 14k $929k
Nelson, Van Denburg & Campbell Wealth Management Sep 2023 13k $806k
Flow Traders US Sep 2023 6.4k $382k
Revisor Wealth Management Sep 2023 5.8k $347k
Tranquility Partners Sep 2023 3.6k $220k
Centaurus Financial Sep 2023 3.1k $188k
Cary Street Partner Investment Advisory Sep 2023 2.4k $147k
Stonebridge Capital Advisors Sep 2023 1.8k $109k
Baker Avenue Asset Management Sep 2023 103.00 $6.2k
Assetmark Sep 2023 70.00 $4.2k
Tradition Wealth Management Sep 2023 57.00 $3.0k