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
Download as csv![Download consolidated filings csv](/static/img/csv.png)
![Download consolidated filings xlsx](/static/img/microsoft-excel.png)
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 | $143M | -1% | Mar 2024 |
|
Morgan Stanley | 1.1M | $77M | 100% | Mar 2024 |
|
LPL Financial | 610k | $43M | 100% | Mar 2024 |
|
Wells Fargo & Company | 373k | $26M | -1% | Mar 2024 |
|
Cetera Investment Advisers | 310k | $22M | 100% | Mar 2024 |
|
626 Financial | 302k | $21M | 2% | Jun 2024 |
|
Pinnacle Financial Group, LLC / IL | 297k | $21M | 100% | Mar 2024 |
|
Connecticut Wealth Management | 278k | $20M | 0% | Mar 2024 |
|
HighTower Advisors | 218k | $15M | -2% | Mar 2024 |
|
Vertex Planning Partners | 202k | $14M | 2% | Mar 2024 |
|
Raymond James Financial Services Advisors | 156k | $11M | 3% | Jun 2024 |
|
Ameriprise Financial | 134k | $9.5M | 100% | Mar 2024 |
|
Melone Private Wealth | 116k | $8.2M | 1% | Jun 2024 |
|
UBS Group | 107k | $7.6M | 2% | Mar 2024 |
|
Kestra Advisory Services | 102k | $7.2M | -3% | Mar 2024 |
|
Jpmorgan Chase & Co | 77k | $5.4M | -5% | Mar 2024 |
|
Ffg Retirement Advisors | 65k | $4.6M | -23% | Mar 2024 |
|
Royal Bank of Canada | 64k | $4.5M | 5% | Mar 2024 |
|
Envestnet Asset Management | 60k | $4.3M | 100% | Mar 2024 |
|
Cambridge Investment Research Advisors | 55k | $3.9M | 0% | Mar 2024 |
|
Pathstone Holdings | 55k | $3.9M | 0% | Mar 2024 |
|
Steward Partners Investment Advisory | 48k | $3.4M | -1% | Mar 2024 |
|
CI Private Wealth | 46k | $3.3M | 3% | Mar 2024 |
|
Merit Financial Group | 46k | $3.1M | 100% | Mar 2024 |
|
Advisor Group Holdings | 45k | $3.2M | 3% | Mar 2024 |
|
Commonwealth Equity Services | 43k | $3.1M | -1% | Mar 2024 |
|
H D Vest Advisory Services | 42k | $3.0M | 9% | Mar 2024 |
|
Goldman Sachs Group | 40k | $2.8M | -12% | Mar 2024 |
|
Creative Planning | 36k | $2.6M | 0% | Mar 2024 |
|
Certified Advisory Corp | 34k | $2.4M | -4% | Mar 2024 |
|
Capital Advisory Group Advisory Services | 33k | $2.4M | -3% | Jun 2024 |
|
Arvest Trust Co N A | 33k | $2.3M | -4% | Mar 2024 |
|
Bank of New York Mellon | 32k | $2.2M | 492% | Jun 2024 |
|
Arvest Investments | 32k | $2.2M | -14% | Mar 2024 |
|
True Wealth Design | 30k | $2.1M | -2% | Mar 2024 |
|
Rockefeller Capital Management | 30k | $2.1M | 0% | Mar 2024 |
|
My Legacy Advisors | 28k | $2.0M | -9% | Jun 2024 |
|
LCNB | 26k | $1.8M | -2% | Mar 2024 |
|
Colony | 25k | $1.7M | 100% | Mar 2024 |
|
Foundations Investment Advisors | 22k | $1.6M | 100% | Mar 2024 |
|
Brookstone Capital Management | 22k | $1.6M | -40% | Jun 2024 |
|
Atria Investments | 21k | $1.5M | -17% | Mar 2024 |
|
Klr Investment Advisors | 21k | $1.4M | -14% | Mar 2024 |
|
MGO Private Wealth | 20k | $1.4M | -8% | Mar 2024 |
|
Sharper & Granite | 20k | $1.4M | -4% | Mar 2024 |
|
Sonata Capital | 20k | $1.4M | 4% | Mar 2024 |
|
Bsc Private Wealth Management | 20k | $1.4M | -3% | Mar 2024 |
|
Susquehanna International | 19k | $1.4M | 100% | Mar 2024 |
|
Evercore Wealth Management | 19k | $1.3M | 100% | Mar 2024 |
|
Cherrydale Wealth Management | 18k | $1.3M | 1% | Jun 2024 |
|
Private Advisor | 17k | $1.2M | -18% | Mar 2024 |
|
CWM | 17k | $1.2M | 1% | Jun 2024 |
|
Raymond James & Associates | 17k | $1.2M | -12% | Jun 2024 |
|
Citadel Advisors | 17k | $1.2M | 31% | Mar 2024 |
|
William Blair $ Company | 17k | $1.2M | -13% | Mar 2024 |
|
Captrust Financial Advisors | 16k | $1.2M | -1% | Mar 2024 |
|
Stratos Wealth Partners | 16k | $1.2M | -18% | Jun 2024 |
|
Verus Capital Partners | 16k | $1.2M | 5% | Mar 2024 |
|
JFS Wealth Advisors | 16k | $1.2M | 0% | Jun 2024 |
|
Wealth Enhancement Advisory Services | 16k | $1.1M | 2% | Jun 2024 |
|
Sowell Financial Services | 15k | $1.1M | 100% | Mar 2024 |
|
Nbc Securities | 14k | $1.0M | 0% | Jun 2024 |
|
Atria Wealth Solutions | 13k | $947k | 27% | Jun 2024 |
|
PCA Investment Advisory Services | 13k | $940k | 0% | Mar 2024 |
|
Sunbelt Securities | 13k | $926k | -25% | Mar 2024 |
|
Claro Advisors | 13k | $919k | -21% | Mar 2024 |
|
HB Wealth Management | 13k | $911k | 0% | Mar 2024 |
|
Mariner Wealth Advisors | 13k | $900k | -80% | Mar 2024 |
|
Kendall Capital Management | 12k | $854k | -8% | Mar 2024 |
|
Spire Wealth Management | 12k | $840k | 0% | Mar 2024 |
|
Institute For Wealth Management | 12k | $828k | 0% | Jun 2024 |
|
Revisor Wealth Management | 11k | $714k | 100% | Mar 2024 |
|
Whittier Trust Co. of Nevada | 11k | $740k | 0% | Mar 2024 |
|
Panoramic Investment Advisors | 10k | $732k | -1% | Mar 2024 |
|
Northwestern Mutual Wealth Management Company | 10k | $728k | 100% | Mar 2024 |
|
FMR | 10k | $720k | 100% | Mar 2024 |
|
Cutler Investment Counsel | 9.7k | $685k | 3% | Mar 2024 |
|
Park Avenue Securities | 9.1k | $647k | 2% | Jun 2024 |
|
Ballentine Partners | 8.6k | $611k | 0% | Mar 2024 |
|
Gateway Wealth Partners | 8.4k | $591k | 5% | Mar 2024 |
|
Great Valley Advisor Group | 8.1k | $577k | 1% | Jun 2024 |
|
Goss Wealth Management | 8.0k | $564k | 100% | Mar 2024 |
|
Treynor Bancshares | 7.8k | $552k | 0% | Mar 2024 |
|
Savant Capital Management | 7.6k | $538k | 0% | Mar 2024 |
|
Team Financial Group | 7.4k | $520k | -5% | Mar 2024 |
|
Alta Wealth Advisors | 7.3k | $516k | -8% | Jun 2024 |
|
Mml Investors Services | 7.2k | $512k | -6% | Mar 2024 |
|
Regions Bank | 7.2k | $511k | 0% | Mar 2024 |
|
Mercer Global Advisors | 7.2k | $510k | 33% | Mar 2024 |
|
Baird Financial | 7.0k | $495k | 0% | Mar 2024 |
|
Janney Montgomery Scott | 6.9k | $485k | -5% | Jun 2024 |
|
Sanibel Captiva Trust Company | 6.9k | $485k | 0% | Jun 2024 |
|
Creative Financial Designs | 6.4k | $450k | 18% | Mar 2024 |
|
Sandy Cove Advisors | 6.2k | $442k | -2% | Jun 2024 |
|
HPM Partners | 5.9k | $419k | 0% | Mar 2024 |
|
Gyl Financial Synergies | 5.9k | $417k | 0% | Jun 2024 |
|
Amplius Wealth Advisors | 5.6k | $396k | -22% | Jun 2024 |
|
Belpointe Asset Management | 5.5k | $389k | 100% | Mar 2024 |
|
Integrated Wealth Concepts | 5.5k | $388k | 100% | Mar 2024 |
|
Insigneo Advisory Services | 5.4k | $382k | 0% | Mar 2024 |
|
Qube Research & Technologies | 5.4k | $380k | 100% | Mar 2024 |
|
Willis Investment Counsel | 5.3k | $378k | -4% | Jun 2024 |
|
Putnam Fl Investment Management | 5.2k | $371k | -14% | Mar 2024 |
|
Key FInancial | 5.2k | $371k | 0% | Mar 2024 |
|
Maripau Wealth Management | 5.2k | $364k | 2% | Mar 2024 |
|
Essential Planning | 5.1k | $336k | 100% | Mar 2024 |
|
Gradient Capital Advisors | 4.9k | $350k | -22% | Jun 2024 |
|
Sequoia Financial Advisors | 4.7k | $331k | 0% | Jun 2024 |
|
Epiq Partners | 4.6k | $326k | 0% | Jun 2024 |
|
ICA Group Wealth Management | 4.4k | $314k | -7% | Mar 2024 |
|
Geneos Wealth Management | 4.1k | $287k | -5% | Jun 2024 |
|
Rooted Wealth Advisors | 4.0k | $295k | -15% | Jun 2024 |
|
Rehmann Capital Advisory | 4.0k | $280k | 100% | Mar 2024 |
|
Bridgewealth Advisory Group | 3.5k | $248k | -43% | Mar 2024 |
|
Kapstone Financial Advisors | 3.5k | $248k | 100% | Mar 2024 |
|
Allegheny Financial Group | 3.5k | $247k | 0% | Mar 2024 |
|
Warren Averett Asset Management | 3.5k | $244k | 100% | Mar 2024 |
|
Obsidian Personal Planning Solutions | 3.4k | $244k | 0% | Jun 2024 |
|
Brown Advisory Holdings Incorporated | 3.4k | $241k | 0% | Mar 2024 |
|
Nations Financial Group | 3.3k | $237k | 0% | Mar 2024 |
|
Hanson McClain Advisors | 3.3k | $240k | 0% | Jun 2024 |
|
Baker Tilly Financial | 3.3k | $233k | -44% | Jun 2024 |
|
Midland Wealth Advisors | 3.3k | $230k | -18% | Mar 2024 |
|
Avestar Capital | 3.2k | $225k | 100% | Mar 2024 |
|
Blue Barn Wealth | 3.2k | $224k | 0% | Mar 2024 |
|
Moseley Investment Management | 3.0k | $214k | 0% | Jun 2024 |
|
Eagle Strategies | 3.0k | $213k | 100% | Mar 2024 |
|
Greatmark Investment Partners | 3.0k | $212k | 100% | Mar 2024 |
|
Beacon Pointe Advisors | 3.0k | $212k | -49% | Mar 2024 |
|
Jackson Square Capital | 3.0k | $212k | 100% | Mar 2024 |
|
Equitable Holdings | 2.9k | $203k | 100% | Mar 2024 |
|
Libra Wealth | 2.9k | $203k | 100% | Mar 2024 |
|
Sigma Planning | 2.9k | $202k | 100% | Mar 2024 |
|
Brian McDonald | 2.8k | $202k | 100% | Mar 2024 |
|
Hartland & Co | 2.5k | $176k | 0% | Mar 2024 |
|
Pnc Financial Services | 2.4k | $169k | 0% | Mar 2024 |
|
Proequities | 1.4k | $102M | 0% | Jun 2024 |
|
Element Wealth | 1.4k | $98k | 205% | Mar 2024 |
|
Emerald Investment Partners | 1.3k | $89k | 25% | Mar 2024 |
|
Tompkins Financial Corp | 1.2k | $85k | 0% | Jun 2024 |
|
Sandy Spring Bank | 1.2k | $83k | -21% | Mar 2024 |
|
Glenmede Trust Company | 1.1k | $75k | 100% | Mar 2024 |
|
Hilltop National Bank | 986.00 | $70k | 0% | Jun 2024 |
|
Center for Financial Planning | 982.00 | $70k | 0% | Jun 2024 |
|
Atlantic Trust | 900.00 | $63k | 100% | Mar 2024 |
|
Ancora Advisors | 864.00 | $61k | 0% | Mar 2024 |
|
Citigroup | 783.00 | $55k | 11086% | Mar 2024 |
|
Federation des caisses Desjardins du Quebec | 776.00 | $55k | 100% | Mar 2024 |
|
Parallel Advisors | 752.00 | $53k | 0% | Mar 2024 |
|
Jones Financial Companies, L.L | 632.00 | $45k | 100% | Mar 2024 |
|
Ronald Blue Trust | 577.00 | $41k | -42% | Jun 2024 |
|
Who sold out of WisdomTree Total Dividend Fund?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Elk River Wealth Management | Dec 2023 | 14k | $929k |
AE Wealth Management | Dec 2023 | 13k | $828k |
Jane Street | Dec 2023 | 9.2k | $602k |
Consolidated Portfolio Review Corp | Dec 2023 | 8.1k | $531k |
International Private Wealth Advisors | Dec 2023 | 6.6k | $431k |
Signal Advisors Wealth | Mar 2024 | 5.2k | $369k |
Crestone Asset Management | Mar 2024 | 4.4k | $313k |
SageView Advisory Group | Dec 2023 | 3.4k | $227k |
Resurgent Financial Advisors | Dec 2023 | 796.00 | $52k |