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 1.5M $141M 0% Jun 2026
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Morgan Stanley 1.2M $105M 5% Mar 2026
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LPL Financial 917k $86M 2% Jun 2026
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Wells Fargo & Company 370k $35M -1% Jun 2026
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626 Financial 306k $29M 4% Jun 2026
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Raymond James Financial 281k $26M 3% Jun 2026
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Connecticut Wealth Management 267k $25M -1% Jun 2026
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Pinnacle Financial Group, LLC / IL 241k $22M -2% Jun 2026
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Kestra Advisory Services 203k $19M -10% Jun 2026
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Retirement Planning Group 202k $19M -14% Jun 2026
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HighTower Advisors 162k $15M -10% Jun 2026
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Cetera Investment Advisers 146k $14M 2% Jun 2026
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Savvy Advisors 141k $13M 100% Jun 2026
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Ameriprise Financial 137k $13M -4% Jun 2026
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Foundations Investment Advisors 127k $12M 7% Jun 2026
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Advisor Group Holdings 124k $12M 61% Jun 2026
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Vertex Planning Partners 117k $11M 17% Jun 2026
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Cambridge Investment Research Advisors 107k $10M 4% Jun 2026
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UBS Group 96k $8.9M 0% Jun 2026
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Melone Private Wealth 83k $7.7M -1% Jun 2026
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Integrated Wealth Concepts 80k $7.4M 1551% Jun 2026
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Envestnet Asset Management 77k $7.2M 7% Jun 2026
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Jpmorgan Chase & Co 76k $7.1M 100% Jun 2026
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Vestmark Advisory Solutions 72k $6.7M 0% Jun 2026
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Atria Investments 65k $6.1M -56% Jun 2026
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Royal Bank of Canada 64k $5.9M -8% Jun 2026
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Ffg Retirement Advisors 60k $5.6M -1% Jun 2026
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Steward Partners Investment Advisory 53k $5.0M 1% Jun 2026
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Pathstone Holdings 52k $4.9M 0% Jun 2026
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Susquehanna International 49k $4.6M 80% Jun 2026
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CWM 49k $4.2M -1% Mar 2026
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Bank of New York Mellon 47k $4.4M 1720% Jun 2026
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Envision Financial 44k $4.1M -21% Jun 2026
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Merit Financial Group 38k $3.5M -3% Jun 2026
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Creative Planning 34k $3.2M 2% Jun 2026
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Certified Advisory Corp 32k $3.0M -1% Jun 2026
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LCNB 32k $3.0M -5% Jun 2026
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Avant Capital 32k $2.9M 2% Jun 2026
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Colony 31k $2.9M 1% Jun 2026
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Rockefeller Capital Management 31k $2.9M 5% Jun 2026
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Commonwealth Equity Services 30k $2.8M -5% Jun 2026
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Citadel Advisors 26k $2.4M 132% Jun 2026
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Ubs Global Asset Management Americas 26k $2.4M 0% Jun 2026
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Mariner Wealth Advisors 25k $2.3M 1% Jun 2026
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Itau Unibanco Holding 24k $2.2M 100% Jun 2026
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FMR 21k $1.9M 12% Jun 2026
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AssuredPartners Investment Advisors 20k $1.9M 1% Jun 2026
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Verus Capital Partners 19k $1.8M -4% Jun 2026
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Sonata Capital 19k $1.8M 0% Jun 2026
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Cherrydale Wealth Management 19k $1.8M 0% Jun 2026
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Stratos Wealth Partners 19k $1.7M -8% Jun 2026
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Bsc Private Wealth Management 18k $1.7M 0% Jun 2026
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Key FInancial 18k $1.6M 4% Jun 2026
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Goldman Sachs Group 17k $1.6M -12% Jun 2026
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Captrust Financial Advisors 16k $1.5M 0% Jun 2026
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AQR Capital Management 16k $1.5M -1% Jun 2026
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Wealth Enhancement Advisory Services 16k $1.5M 100% Jun 2026
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Savant Capital Management 16k $1.4M 100% Jun 2026
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Jones Financial Companies, L.L 15k $1.4M 17% Jun 2026
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Mercer Global Advisors 15k $1.4M 92% Jun 2026
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HB Wealth Management 15k $1.4M 0% Jun 2026
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William Blair $ Company 14k $1.3M 0% Jun 2026
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Wiley Bros.-aintree Capital 14k $1.3M 11% Jun 2026
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Sharper & Granite 13k $1.3M 0% Jun 2026
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Park Avenue Securities 13k $1.2M 100% Jun 2026
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PCA Investment Advisory Services 12k $1.2M 0% Jun 2026
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Panoramic Investment Advisors 12k $1.1M 0% Jun 2026
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JFS Wealth Advisors 12k $1.1M 0% Jun 2026
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Janney Montgomery Scott 11k $1.0M 100% Jun 2026
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Kmg Fiduciary Partners 11k $1.0M 1% Jun 2026
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Institute For Wealth Management 11k $1.0M 0% Jun 2026
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Gateway Wealth Partners 11k $1.0M -51% Jun 2026
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Private Advisor 11k $1.0M -9% Jun 2026
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Northwestern Mutual Wealth Management Company 11k $1.0M 1% Jun 2026
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Whittier Trust Co. of Nevada 11k $989k 0% Jun 2026
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DSG Capital Advisors 10k $951k 0% Jun 2026
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Spire Wealth Management 9.9k $924k 0% Jun 2026
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Belpointe Asset Management 9.7k $906k -1% Jun 2026
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OxenFree Capital 9.5k $899k -2% Jun 2026
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Arkadios Wealth Advisors 9.0k $841k 13% Jun 2026
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Ashton Thomas Securities 9.0k $838k -3% Jun 2026
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Ballentine Partners 8.6k $806k 0% Jun 2026
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Avestar Capital 7.8k $729k 0% Jun 2026
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Cornerstone Financial Group 7.8k $727k 0% Jun 2026
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Evolution Wealth Management 7.4k $694k 4% Jun 2026
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Baird Financial 7.4k $687k 6% Jun 2026
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Revisor Wealth Management 7.0k $649k 0% Jun 2026
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XTX Topco 6.9k $643k 100% Jun 2026
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Sanibel Captiva Trust Company 6.9k $639k 0% Jun 2026
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Sanctuary Advisors 6.8k $631k -95% Jun 2026
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Quartz Partners 6.6k $614k 9% Jun 2026
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Alta Wealth Advisors 6.5k $606k -4% Jun 2026
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Sunbelt Securities 6.4k $555k 0% Mar 2026
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Great Valley Advisor Group 6.3k $587k -4% Jun 2026
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Norden Group 6.1k $570k 0% Jun 2026
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Element Wealth 5.8k $543k 4% Jun 2026
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Geneos Wealth Management 5.7k $527k -1% Jun 2026
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Stifel Financial 5.1k $472k 11% Jun 2026
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Sandy Cove Advisors 5.0k $466k 1% Jun 2026
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HighPoint Advisor 5.0k $466k 73% Jun 2026
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Harbour Investments 4.9k $459k 84% Jun 2026
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ATLas Financial Planning 4.9k $457k 0% Jun 2026
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Willis Investment Counsel 4.9k $456k 0% Jun 2026
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Asset Advisory Group 4.8k $449k 0% Jun 2026
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Sequoia Financial Advisors 4.8k $448k 1% Jun 2026
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Regions Bank 4.8k $448k 0% Jun 2026
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Putnam Fl Investment Management 4.8k $446k 0% Jun 2026
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Gradient Capital Advisors 4.8k $445k -1% Jun 2026
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First Nebraska Trust 4.7k $435k 0% Jun 2026
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Signal Advisors Wealth 4.7k $434k 11% Jun 2026
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Centric Wealth Management 4.5k $407k 100% Jun 2026
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Team Financial Group 4.5k $419k 0% Jun 2026
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Wood Tarver Financial Group 4.5k $418k 0% Jun 2026
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RMR Capital Management 4.4k $410k 0% Jun 2026
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Arvest Investments 4.4k $408k -2% Jun 2026
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GenTrust 4.4k $406k -1% Jun 2026
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International Private Wealth Advisors 4.3k $404k -4% Jun 2026
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Quantinno Capital Management 4.3k $402k -31% Jun 2026
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Mission Wealth Management 4.3k $400k -5% Jun 2026
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Mml Investors Services 4.3k $397k 7% Jun 2026
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Mayflower Financial Advisors 4.1k $383k 0% Jun 2026
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IFP Advisors 4.1k $382k -4% Jun 2026
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Kendall Capital Management 4.1k $380k 0% Jun 2026
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Curran Financial Partners 4.0k $375k 63% Jun 2026
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Midwest Trust 4.0k $373k -2% Jun 2026
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Warren Averett Asset Management 3.9k $364k 0% Jun 2026
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Amplius Wealth Advisors 3.8k $354k 0% Jun 2026
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Pnc Financial Services 3.7k $342k 0% Jun 2026
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Essential Planning 3.7k $341k -3% Jun 2026
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Creative Financial Designs 3.6k $333k -1% Jun 2026
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Branch Banking & Trust Company 3.6k $333k 0% Jun 2026
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Allegheny Financial Group 3.5k $298k -3% Mar 2026
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Kapstone Financial Advisors 3.4k $318k -3% Jun 2026
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Rooted Wealth Advisors 3.3k $312k -1% Jun 2026
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VestGen Advisors 3.3k $307k 0% Jun 2026
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J.w. Cole Advisors 3.3k $307k 8% Jun 2026
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CIBC Bancorp USA 3.3k $304k -8% Jun 2026
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Goss Wealth Management 3.2k $303k -7% Jun 2026
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Summit Financial 3.2k $303k -5% Jun 2026
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Insigneo Advisory Services 3.2k $302k 0% Jun 2026
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Perryman Financial Advisory Inc /ad 3.2k $301k 0% Jun 2026
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Vise Technologies 3.2k $300k -6% Jun 2026
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Root Financial Partners 3.2k $298k 0% Jun 2026
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CoreCap Advisors 3.2k $295k -2% Jun 2026
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Rehmann Capital Advisory 3.2k $294k 0% Jun 2026
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Vantage Point Financial 3.1k $287k -30% Jun 2026
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Greatmark Investment Partners 3.0k $280k 0% Jun 2026
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Klingman & Associates 3.0k $280k 0% Jun 2026
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Beacon Pointe Advisors 3.0k $280k 0% Jun 2026
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Wilkins Miller Wealth Management 3.0k $280k 0% Jun 2026
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Nbc Securities 3.0k $278k -61% Jun 2026
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Who sold out of WisdomTree Total Dividend Fund?

Fund or Company Name Date Sold Shares Held Valued At
CI Private Wealth Mar 2026 38k $3.3M
Independent Advisor Alliance Mar 2026 12k $1.0M
Jane Street Mar 2026 6.6k $568k
Breachway Investments Mar 2026 6.1k $529k
HPM Partners Mar 2026 5.9k $506k