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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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 | 293k | $19M | -7% | Dec 2023 |
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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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Arvest Investments | 37k | $2.4M | 100% | Dec 2023 |
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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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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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Capital Advisory Group Advisory Services | 34k | $2.2M | -2% | Dec 2023 |
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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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MGO Private Wealth | 22k | $1.4M | 1% | Dec 2023 |
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Sharper & Granite | 21k | $1.4M | 2% | 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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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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Claro Advisors | 16k | $1.1M | -13% | 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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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 | $680k | 1% | Dec 2023 |
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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 | 6.6k | $433k | 1% | Dec 2023 |
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Gradient Capital Advisors | 6.3k | $414k | -18% | Dec 2023 |
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Bridgewealth Advisory Group | 6.1k | $402k | -36% | Dec 2023 |
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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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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 | $25k | -6% | Dec 2023 |
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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 |
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 |