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 as Excel
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 |
|
| Wells Fargo & Company | 376k | $25M | -4% | Dec 2023 |
|
| 626 Financial | 293k | $19M | -7% | Dec 2023 |
|
| Connecticut Wealth Management | 279k | $18M | -1% | Dec 2023 |
|
| HighTower Advisors | 223k | $15M | -2% | Dec 2023 |
|
| Vertex Planning Partners | 199k | $13M | -41% | Dec 2023 |
|
| Raymond James Financial Services Advisors | 132k | $8.6M | 262% | Dec 2023 |
|
| Melone Private Wealth | 116k | $7.6M | 1% | Dec 2023 |
|
| Kestra Advisory Services | 106k | $6.9M | -1% | Dec 2023 |
|
| UBS Group | 105k | $6.9M | 6% | Dec 2023 |
|
| Ffg Retirement Advisors | 85k | $5.5M | -12% | Dec 2023 |
|
| Jpmorgan Chase & Co | 81k | $5.3M | 42% | Dec 2023 |
|
| Mariner Wealth Advisors | 64k | $4.2M | 2% | Dec 2023 |
|
| Royal Bank of Canada | 60k | $3.9M | 3% | Dec 2023 |
|
| Pathstone Holdings | 55k | $3.6M | 100% | Dec 2023 |
|
| Cambridge Investment Research Advisors | 54k | $3.6M | -1% | Dec 2023 |
|
| Steward Partners Investment Advisory | 48k | $3.1M | 1% | Dec 2023 |
|
| Goldman Sachs Group | 45k | $3.0M | 58% | Dec 2023 |
|
| CI Private Wealth | 45k | $3.0M | 17% | Dec 2023 |
|
| Commonwealth Equity Services | 44k | $2.9M | 3% | Dec 2023 |
|
| Advisor Group Holdings | 43k | $2.8M | -26% | Dec 2023 |
|
| H D Vest Advisory Services | 39k | $2.5M | 39% | Dec 2023 |
|
| Brookstone Capital Management | 37k | $2.6M | -22% | Mar 2024 |
|
| Arvest Investments | 37k | $2.4M | 100% | Dec 2023 |
|
| Creative Planning | 36k | $2.4M | 2% | Dec 2023 |
|
| Certified Advisory Corp | 35k | $2.3M | -1% | Dec 2023 |
|
| My Legacy Advisors | 34k | $2.2M | -4% | Dec 2023 |
|
| Arvest Trust Co N A | 34k | $2.2M | -5% | Dec 2023 |
|
| Capital Advisory Group Advisory Services | 34k | $2.2M | -2% | Dec 2023 |
|
| True Wealth Design | 31k | $2.0M | 0% | Dec 2023 |
|
| Rockefeller Capital Management | 30k | $2.0M | 8% | Dec 2023 |
|
| LCNB | 26k | $1.7M | -3% | Dec 2023 |
|
| Atria Investments | 26k | $1.7M | -29% | Dec 2023 |
|
| GW & Wade | 25k | $1.7M | 0% | Dec 2023 |
|
| Klr Investment Advisors | 24k | $1.6M | 7% | Dec 2023 |
|
| MGO Private Wealth | 22k | $1.4M | 1% | Dec 2023 |
|
| Sharper & Granite | 21k | $1.4M | 2% | Dec 2023 |
|
| Private Advisor | 21k | $1.4M | -5% | Dec 2023 |
|
| Bsc Private Wealth Management | 21k | $1.3M | 0% | Dec 2023 |
|
| Stratos Wealth Partners | 20k | $1.4M | 4% | Mar 2024 |
|
| Sonata Capital | 19k | $1.3M | 4% | Dec 2023 |
|
| William Blair $ Company | 19k | $1.3M | -3% | Dec 2023 |
|
| Raymond James & Associates | 18k | $1.2M | 4% | Dec 2023 |
|
| Cherrydale Wealth Management | 18k | $1.3M | 0% | Mar 2024 |
|
| CWM | 17k | $1.2M | 619% | Mar 2024 |
|
| Captrust Financial Advisors | 17k | $1.1M | -37% | Dec 2023 |
|
| Atria Wealth Solutions | 17k | $1.1M | 8% | Dec 2023 |
|
| Claro Advisors | 16k | $1.1M | -13% | Dec 2023 |
|
| JFS Wealth Advisors | 16k | $1.1M | -1% | Dec 2023 |
|
| Wealth Enhancement Advisory Services | 16k | $1.1M | 0% | Mar 2024 |
|
| Verus Capital Partners | 16k | $1.0M | 7% | Dec 2023 |
|
| Nbc Securities | 14k | $1.1M | 60% | Mar 2024 |
|
| PCA Investment Advisory Services | 13k | $869k | -4% | Dec 2023 |
|
| Sunbelt Securities | 13k | $926k | -25% | Mar 2024 |
|
| Kendall Capital Management | 13k | $855k | 0% | Dec 2023 |
|
| HB Wealth Management | 13k | $842k | -8% | Dec 2023 |
|
| Citadel Advisors | 13k | $839k | -63% | Dec 2023 |
|
| AE Wealth Management | 13k | $828k | 1% | Dec 2023 |
|
| Spire Wealth Management | 12k | $776k | -1% | Dec 2023 |
|
| Institute For Wealth Management | 12k | $771k | -2% | Dec 2023 |
|
| Whittier Trust Co. of Nevada | 11k | $684k | 0% | Dec 2023 |
|
| Panoramic Investment Advisors | 10k | $680k | 1% | Dec 2023 |
|
| Cutler Investment Counsel | 9.4k | $615k | -2% | Dec 2023 |
|
| Jane Street | 9.2k | $602k | 100% | Dec 2023 |
|
| Park Avenue Securities | 9.0k | $633k | -4% | Mar 2024 |
|
| Ballentine Partners | 8.6k | $611k | 0% | Mar 2024 |
|
| Consolidated Portfolio Review Corp | 8.1k | $531k | -63% | Dec 2023 |
|
| Alta Wealth Advisors | 8.0k | $524k | -23% | Dec 2023 |
|
| Treynor Bancshares | 7.8k | $510k | 0% | Dec 2023 |
|
| Team Financial Group | 7.8k | $508k | -3% | Dec 2023 |
|
| Savant Capital Management | 7.6k | $497k | 0% | Dec 2023 |
|
| Janney Montgomery Scott | 7.3k | $478k | 0% | Dec 2023 |
|
| Regions Bank | 7.2k | $472k | 0% | Dec 2023 |
|
| Baker Tilly Financial | 7.2k | $472k | 0% | Dec 2023 |
|
| Amplius Wealth Advisors | 7.2k | $508k | 0% | Mar 2024 |
|
| Great Valley Advisor Group | 7.1k | $466k | 100% | Dec 2023 |
|
| Baird Financial | 7.0k | $457k | 0% | Dec 2023 |
|
| Sanibel Captiva Trust Company | 6.9k | $448k | 100% | Dec 2023 |
|
| Sandy Cove Advisors | 6.6k | $433k | 1% | Dec 2023 |
|
| Gradient Capital Advisors | 6.3k | $414k | -18% | Dec 2023 |
|
| Bridgewealth Advisory Group | 6.1k | $402k | -36% | Dec 2023 |
|
| Putnam Fl Investment Management | 6.1k | $400k | 0% | Dec 2023 |
|
| Envestnet Portfolio Solutions | 5.9k | $389k | 100% | Dec 2023 |
|
| HPM Partners | 5.9k | $388k | 37% | Dec 2023 |
|
| Gyl Financial Synergies | 5.9k | $384k | 0% | Dec 2023 |
|
| Beacon Pointe Advisors | 5.9k | $383k | -4% | Dec 2023 |
|
| Willis Investment Counsel | 5.6k | $364k | -4% | Dec 2023 |
|
| Mercer Global Advisors | 5.4k | $355k | 0% | Dec 2023 |
|
| Insigneo Advisory Services | 5.4k | $353k | 0% | Dec 2023 |
|
| Creative Financial Designs | 5.4k | $351k | 1% | Dec 2023 |
|
| Key FInancial | 5.2k | $342k | 0% | Dec 2023 |
|
| Signal Advisors Wealth | 5.2k | $369k | 100% | Mar 2024 |
|
| Maripau Wealth Management | 5.1k | $331k | -66% | Dec 2023 |
|
| ICA Group Wealth Management | 4.8k | $313k | -11% | Dec 2023 |
|
| Rooted Wealth Advisors | 4.8k | $332k | -64% | Mar 2024 |
|
| Obsidian Personal Planning Solutions | 4.7k | $308k | -6% | Dec 2023 |
|
| Sequoia Financial Advisors | 4.7k | $304k | 100% | Dec 2023 |
|
| Epiq Partners | 4.6k | $325k | 0% | Mar 2024 |
|
| Crestone Asset Management | 4.4k | $289k | 11% | Dec 2023 |
|
| Geneos Wealth Management | 4.3k | $278k | 0% | Dec 2023 |
|
| Midland Wealth Advisors | 4.0k | $258k | 100% | Dec 2023 |
|
| TRUE Private Wealth Advisors | 3.8k | $248k | 0% | Dec 2023 |
|
| CoreCap Advisors | 3.8k | $247k | -7% | Dec 2023 |
|
| Allegheny Financial Group | 3.5k | $227k | 1% | Dec 2023 |
|
| Brown Advisory Holdings Incorporated | 3.4k | $223k | 0% | Dec 2023 |
|
| SageView Advisory Group | 3.4k | $227k | -35% | Dec 2023 |
|
| Nations Financial Group | 3.3k | $219k | 0% | Dec 2023 |
|
| Hanson McClain Advisors | 3.3k | $216k | 0% | Dec 2023 |
|
| Blue Barn Wealth | 3.2k | $206k | 100% | Dec 2023 |
|
| Moseley Investment Management | 3.0k | $214k | -58% | Mar 2024 |
|
| Jackson Square Capital | 3.0k | $212k | 100% | Mar 2024 |
|
| Hartland & Co | 2.5k | $165k | -1% | Dec 2023 |
|
| Pnc Financial Services | 2.4k | $156k | 0% | Dec 2023 |
|
| IFP Advisors | 1.5k | $99k | -41% | Dec 2023 |
|
| Sandy Spring Bank | 1.5k | $97k | 0% | Dec 2023 |
|
| Proequities | 1.4k | $94M | 0% | Dec 2023 |
|
| Tompkins Financial Corp | 1.2k | $85k | 0% | Mar 2024 |
|
| Emerald Investment Partners | 1.0k | $66k | 0% | Dec 2023 |
|
| Ronald Blue Trust | 996.00 | $60k | 0% | Dec 2023 |
|
| Center for Financial Planning | 982.00 | $64k | 0% | Dec 2023 |
|
| Ancora Advisors | 864.00 | $57k | 0% | Dec 2023 |
|
| Resurgent Financial Advisors | 796.00 | $52k | 0% | Dec 2023 |
|
| Parallel Advisors | 752.00 | $49k | -27% | Dec 2023 |
|
| Archer Investment Corp | 500.00 | $33k | 0% | Dec 2023 |
|
| Fairman Group | 484.00 | $32k | 100% | Dec 2023 |
|
| Farther Finance Advisors | 468.00 | $31k | 0% | Dec 2023 |
|
| Element Wealth | 457.00 | $30k | 100% | Dec 2023 |
|
| Milestone Group | 428.00 | $28k | 0% | Dec 2023 |
|
| AlphaMark Advisors | 375.00 | $25k | -6% | Dec 2023 |
|
| IAG Wealth Partners | 350.00 | $23k | 0% | Dec 2023 |
|
| Lindbrook Capital | 324.00 | $21k | 0% | Dec 2023 |
|
| Larson Financial Group | 309.00 | $20k | 0% | Dec 2023 |
|
| Tortoise Investment Management | 300.00 | $20k | 0% | Dec 2023 |
|
| Semmax Financial Advisors | 263.00 | $17k | 100% | Dec 2023 |
|
| Global Retirement Partners | 256.00 | $17k | 28% | Dec 2023 |
|
| Anchor Investment Management | 237.00 | $16k | 1% | Dec 2023 |
|
| SRS Capital Advisors | 198.00 | $13k | 1% | Dec 2023 |
|
| Tucker Asset Management | 186.00 | $12k | 0% | Dec 2023 |
|
| O'shaughnessy Asset Management | 140.00 | $9.2k | 0% | Dec 2023 |
|
| Opal Wealth Advisors | 112.00 | $7.9k | 100% | Mar 2024 |
|
| Smartleaf Asset Management | 73.00 | $4.8k | 100% | Dec 2023 |
|
| Sound Income Strategies | 60.00 | $4.2k | 0% | Mar 2024 |
|
| DHJJ Financial Advisors | 14.00 | $990.999800 | 0% | Mar 2024 |
|
| Advisory Services Network | 8.00 | $527.000000 | 100% | Dec 2023 |
|
| Citigroup | 7.00 | $458.000200 | 100% | Dec 2023 |
|
| Asset Dedication | 1.00 | $0 | 0% | Mar 2024 |
|
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 |
| Compass Ion Advisors | Sep 2023 | 4.2k | $252k |
| 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 |