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
Bank of America Corporation 1.7M $101M 11% Dec 2022
Morgan Stanley 927k $56M 24% Dec 2022
Wells Fargo & Company 587k $36M 6% Dec 2022
Connecticut Wealth Management 531k $32M 0% Dec 2022
Vertex Planning Partners 510k $31M 100% Dec 2022
LPL Financial 470k $29M 5% Dec 2022
626 Financial 311k $19M 0% Dec 2022
Pinnacle Financial Group, LLC / IL 309k $19M 4% Dec 2022
HighTower Advisors 223k $14M 7% Dec 2022
Ameriprise Financial 168k $10M -14% Dec 2022
UBS Group 116k $7.1M 7% Dec 2022

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Arrow Investment Advisors 114k $6.9M -7% Dec 2022
Melone Private Wealth 100k $6.1M -2% Dec 2022
Kestra Advisory Services 98k $6.0M 11% Dec 2022
MGO Private Wealth 79k $4.8M -39% Dec 2022
Rooted Wealth Advisors 78k $4.7M 100% Dec 2022
Bank of New York Mellon 71k $4.2M 189% Dec 2022
Veritable 70k $4.2M 0% Dec 2022
First Republic Investment Management 61k $3.7M 20% Dec 2022
Mariner Wealth Advisors 60k $3.7M 409% Dec 2022
Susquehanna International 59k $3.6M 92% Dec 2022
Envestnet Asset Management 54k $3.3M 21% Dec 2022
Cambridge Investment Research Advisors 51k $3.1M 18% Dec 2022
Advisor Group Holdings 51k $3.1M 14% Dec 2022
Strategic Wealth Advisors 50k $2.7M 9% Sep 2022
Jpmorgan Chase & Co 50k $3.0M 612% Dec 2022
Royal Bank of Canada 49k $2.9M 8% Dec 2022
Jane Street 48k $2.9M -6% Dec 2022
Steward Partners Investment Advisory 47k $2.8M -1% Dec 2022
55i 46k $2.5M 44% Sep 2022
Commonwealth Equity Services 44k $2.6M 9% Dec 2022
Dorsey Wright & Associates 42k $2.6M -14% Dec 2022
True Wealth Design 40k $2.4M 100% Dec 2022
Certified Advisory Corp 39k $2.4M 3% Dec 2022
CI Private Wealth 38k $2.3M 100% Dec 2022
RegentAtlantic Capital 37k $2.0M 0% Sep 2022
Sunbelt Securities 37k $2.3M 10% Dec 2022
Financial Network Investment Corporation 37k $2.2M 13% Dec 2022
Creative Planning 36k $2.2M 5% Dec 2022
Capital Advisory Group Advisory Services 33k $2.0M -1% Dec 2022
J.w. Cole Advisors 32k $1.9M 26% Dec 2022
Arvest Trust Co N A 30k $1.8M 6% Dec 2022
My Legacy Advisors 29k $1.8M -15% Dec 2022
H D Vest Advisory Services 28k $1.7M -2% Dec 2022
Flow Traders US 28k $1.7M -70% Dec 2022
LCNB 27k $1.6M 35% Dec 2022
Captrust Financial Advisors 27k $1.6M 0% Dec 2022
GW & Wade 26k $1.6M 0% Dec 2022
Raymond James Financial Services Advisors 25k $1.5M 15% Dec 2022
Sharper & Granite 23k $1.4M 100% Dec 2022
Atria Investments 23k $1.4M 100% Dec 2022
Avant Capital 23k $1.4M -5% Dec 2022
Bsc Private Wealth Management 22k $1.3M -1% Dec 2022
William Blair $ Company 20k $1.2M 0% Dec 2022
Private Advisor 20k $210k -5% Dec 2022
North Star Asset Management 19k $1.2M 62% Dec 2022
Evercore Wealth Management 19k $1.1M 0% Dec 2022
Sonata Capital 19k $1.1M 0% Dec 2022
Cherrydale Wealth Management 18k $1.1M 1% Dec 2022
Kendall Capital Management 18k $1.1M 0% Dec 2022
JFS Wealth Advisors 17k $1.0M -4% Dec 2022
Stratos Wealth Partners 17k $1.0M -3% Dec 2022
Multi-Financial Securities 16k $993k -1% Dec 2022
Raymond James & Associates 15k $883k 44% Dec 2022
Elk River Wealth Management 14k $862k 100% Dec 2022
Cutler Investment Counsel 14k $851k -2% Dec 2022
HB Wealth Management 14k $846k 0% Dec 2022
Assetmark 14k $829k 100% Dec 2022
Sigma Planning 14k $829k 4% Dec 2022
AE Wealth Management 13k $782k -79% Dec 2022
Institute For Wealth Management 12k $749k 2% Dec 2022
Stifel Financial 12k $702k 22% Dec 2022
S.C. Financial Services 11k $661k 2% Dec 2022
Essential Planning 11k $580k 100% Dec 2022
Whittier Trust Co. of Nevada 11k $635k 0% Dec 2022
Spire Wealth Management 10k $631k 0% Dec 2022
Belpointe Asset Management 10k $614k 0% Dec 2022
Citadel Advisors 10k $613k 100% Dec 2022
Verus Capital Partners 9.9k $598k 24% Dec 2022
Panoramic Investment Advisors 9.8k $597k 100% Dec 2022
Goldman Sachs Group 9.6k $582k 69% Dec 2022
Claro Advisors 9.1k $554k 100% Dec 2022
Ballentine Partners 8.6k $524k 0% Dec 2022
Mml Investors Services 8.3k $502k 76% Dec 2022
FMR 8.1k $490k -4% Dec 2022
Amplius Wealth Advisors 7.8k $474k 0% Dec 2022
Treynor Bancshares 7.8k $473k 0% Dec 2022
Gradient Capital Advisors 7.7k $466k 0% Dec 2022
Moseley Investment Management 7.6k $462k 76% Dec 2022
Janney Montgomery Scott 7.5k $457k 0% Dec 2022
Alta Wealth Advisors 7.5k $452k 100% Dec 2022
Regions Bank 7.2k $438k 0% Dec 2022
Baker Tilly Financial 7.2k $438k -2% Dec 2022
Baird Financial 7.0k $424k 0% Dec 2022
American Portfolios Advisors 6.6k $359k 0% Sep 2022
Obsidian Personal Planning Solutions 6.6k $398k -9% Dec 2022
Beacon Pointe Advisors 6.5k $395k 100% Dec 2022
Sandy Cove Advisors 6.4k $391k -13% Dec 2022
Rockefeller Capital Management 6.3k $381k 0% Dec 2022
Putnam Fl Investment Management 6.2k $375k 0% Dec 2022
Mercer Global Advisors 6.1k $369k -23% Dec 2022
Willis Investment Counsel 6.0k $367k 0% Dec 2022
Northwestern Mutual Wealth Management Company 6.0k $366k 20% Dec 2022
ICA Group Wealth Management 6.0k $366k -3% Dec 2022
HPM Partners 5.9k $359k 3% Dec 2022
CoreCap Advisors 5.9k $359k -26% Dec 2022
Cetera Investment Advisers 5.9k $357k 22% Dec 2022
Hotaling Investment Management 5.9k $357k 0% Dec 2022
Parallel Advisors 5.8k $352k 190% Dec 2022
Park Avenue Securities 5.6k $342k 3% Dec 2022
Aurora Private Wealth 5.5k $332k 1% Dec 2022
V Wealth Management 5.4k $330k -27% Dec 2022
Insigneo Advisory Services 5.4k $327k 100% Dec 2022
Epiq Partners 5.3k $321k -18% Dec 2022
Laurel Wealth Advisors 4.9k $299k -14% Dec 2022
Advisory Services Network 4.9k $297k -39% Dec 2022
Brown Miller Wealth Management 4.7k $287k -20% Dec 2022
Atria Wealth Solutions 4.7k $286k 11% Dec 2022
Private Advisory 4.5k $275k 0% Dec 2022
Bridgewealth Advisory Group 4.5k $273k 100% Dec 2022
Crestone Asset Management 4.4k $265k 100% Dec 2022
Hanlon Investment Management 4.4k $265k 100% Dec 2022
Geneos Wealth Management 4.3k $258k 9% Dec 2022
Compass Ion Advisors 4.2k $254k 0% Dec 2022
Waldron 4.2k $227k 0% Dec 2022
Rehmann Capital Advisory 4.0k $240k 0% Dec 2022
Ground Swell Capital 3.9k $236k 100% Dec 2022
Townsquare Capital 3.9k $234k 100% Dec 2022
TRUE Private Wealth Advisors 3.8k $230k 0% Dec 2022
Frank. Day 3.8k $230k 1% Dec 2022
Sequoia Financial Advisors 3.7k $224k 100% Dec 2022
Key FInancial 3.5k $192k 0% Dec 2022
Kapstone Financial Advisors 3.5k $221k 100% Dec 2022
Windsor Group 3.4k $210k 100% Dec 2022
Allegheny Financial Group 3.4k $205k 100% Dec 2022
Nations Financial Group 3.3k $203k 100% Dec 2022
Equitable Holdings 3.3k $202k -17% Dec 2022
Hanson McClain Advisors 3.3k $200k 0% Dec 2022
EWG Elevate 3.1k $189k 100% Dec 2022
IFP Advisors 3.0k $276k -10% Dec 2022
Money Concepts Capital Corp 2.9k $179k 100% Dec 2022
Wipfli Financial Advisors Llc, 2.7k $147k 100% Sep 2022
Hartland & Co 2.5k $154k 0% Dec 2022
Cary Street Partner Investment Advisory 2.4k $148k 100% Dec 2022
Pnc Financial Services 2.4k $145k 0% Dec 2022
Creative Financial Designs 2.4k $143k -8% Dec 2022
Stonebridge Capital Advisors 1.8k $109k 0% Dec 2022
Joseph Group Capital Management 1.5k $91k 100% Dec 2022
Proequities 1.4k $87M 0% Dec 2022
Tompkins Financial Corp 1.3k $78k 0% Dec 2022
Qube Research & Technologies 1.1k $67k -58% Dec 2022
Atlas Capital Advisors 715.00 $43k -83% Dec 2022

Who sold out of WisdomTree Total Dividend Fund?

Fund or Company Name Date Sold Shares Held Valued At
CFS Investment Advisory Services Sep 2022 3.7k $202k
OneAscent Financial Services Sep 2022 12k $664k
Tower Research Capital Sep 2022 11k $618k
Great Valley Advisor Group Sep 2022 7.5k $407k
Integrated Advisors Network Sep 2022 4.0k $219k
Oxler Private Wealth Sep 2022 2.2k $122k