WISDOMTREE US TOTAL DIVIDEND DTD
$93.90
+0.7% 52w: $75.91 – $93.90
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data75.9184.9193.90
Jun 20, 2025 Jul 2, 2026
Institutional holders
210
+3 QoQ
13F value
$752.0M
+2.0% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DTD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.5M | $130.0M | 0.0% | -8.5% |
| MORGAN STANLEY | Bank broker | 1.2M | $105.0M | 0.0% | +4.6% |
| LPL Financial LLC | Bank broker | 901.1K | $77.8M | 0.0% | +7.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 372.6K | $32.2M | 0.0% | -4.9% |
| 626 Financial, LLC | Other | 294.9K | $25.5M | 11.4% | -6.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 273.1K | $23.6M | 0.0% | +5.3% |
| Connecticut Wealth Management, LLC | Wealth advisor | 268.9K | $23.2M | 1.0% | Held |
| Pinnacle Financial Group, LLC / IL | Wealth advisor | 245.1K | $21.2M | 5.8% | -3.7% |
| Retirement Planning Group, LLC | Wealth advisor | 235.6K | $20.3M | 0.6% | -4.6% |
| Kestra Advisory Services, LLC | Wealth advisor | 224.2K | $19.4M | 0.1% | +12.2% |
| HighTower Advisors, LLC | Diversified mechanical | 180.7K | $15.6M | 0.0% | -6.7% |
| Sanctuary Advisors, LLC | Wealth advisor | 149.8K | $12.9M | 0.1% | +117.9% |
| Atria Investments, Inc | Wealth advisor | 147.4K | $12.7M | 0.1% | +101.0% |
| Cetera Investment Advisers | Wealth advisor | 143.5K | $12.4M | 0.0% | +0.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 142.6K | $12.3M | 0.0% | +1.6% |
| Foundations Investment Advisors, LLC | Wealth advisor | 119.1K | $10.3M | 0.1% | +17.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 102.6K | $8.9M | 0.0% | +1.7% |
| Vertex Planning Partners, LLC | Wealth advisor | 100.0K | $8.6M | 1.7% | +2.8% |
| UBS Group AG | Bank broker | 95.6K | $8.3M | 0.0% | +4.8% |
| Melone Private Wealth, LLC | Wealth advisor | 83.9K | $7.2M | 3.0% | +4.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 76.8K | $6.6M | 0.0% | -26.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 72.0K | $6.2M | 0.0% | +22.9% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 72.0K | $6.2M | 0.1% | +6.8% |
| JPMORGAN CHASE & CO | Bank broker | 72.3K | $6.1M | 0.0% | +2.6% |
| ROYAL BANK OF CANADA | Bank broker | 69.6K | $6.0M | 0.0% | -19.8% |
| FFG RETIREMENT ADVISORS LLC | Wealth advisor | 60.2K | $5.2M | 3.0% | -20.3% |
| Envision Financial LLC | Wealth advisor | 55.7K | $4.8M | 2.6% | -15.0% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 52.5K | $4.5M | 0.0% | +4.3% |
| Pathstone Holdings, LLC | Diversified mechanical | 52.1K | $4.5M | 0.0% | Held |
| CWM, LLC | Wealth advisor | 48.6K | $4.2M | 0.0% | -0.9% |
| Merit Financial Group, LLC | Wealth advisor | 38.8K | $3.4M | 0.0% | -1.5% |
| Corient Private Wealth LLC | Diversified mechanical | 38.0K | $3.3M | 0.0% | -49.9% |
| Creative Planning | Wealth advisor | 33.8K | $2.9M | 0.0% | -0.8% |
| LCNB CORP | Other | 33.4K | $2.9M | 1.0% | Held |
| Certified Advisory Corp | Wealth advisor | 32.1K | $2.8M | 0.2% | -5.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 31.9K | $2.8M | 0.0% | -8.9% |
| Focus Partners Wealth | Wealth advisor | 30.9K | $2.7M | 0.0% | -0.9% |
| Avant Capital LLC | Wealth advisor | 31.0K | $2.7M | 1.9% | -2.1% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 29.8K | $2.6M | 0.0% | +0.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 27.2K | $2.3M | 0.0% | +4.2% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 26.0K | $2.2M | 0.0% | New |
| Mariner, LLC | Diversified mechanical | 24.8K | $2.1M | 0.0% | -0.3% |
| Gateway Wealth Partners, LLC | Wealth advisor | 22.2K | $1.9M | 0.1% | +107.7% |
| AssuredPartners Investment Advisors, LLC | Wealth advisor | 20.2K | $1.8M | 0.2% | -3.1% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 20.1K | $1.7M | 0.0% | +5.8% |
| VERUS CAPITAL PARTNERS, LLC | Other | 20.1K | $1.7M | 0.1% | +0.7% |
| SONATA CAPITAL GROUP INC | Wealth advisor | 19.0K | $1.6M | 0.6% | -1.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 19.0K | $1.6M | 0.0% | -21.7% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | Wealth advisor | 18.7K | $1.6M | 0.5% | +0.4% |
| FMR LLC | Long only active | 18.6K | $1.6M | 0.0% | +7.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.