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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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 | $143M | -1% | Mar 2024 |
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| Morgan Stanley | 1.1M | $77M | 9% | Mar 2024 |
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| LPL Financial | 610k | $43M | 13% | Mar 2024 |
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| Wells Fargo & Company | 373k | $26M | -1% | Mar 2024 |
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| 626 Financial | 297k | $21M | 1% | Mar 2024 |
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| Pinnacle Financial Group, LLC / IL | 297k | $21M | -4% | Mar 2024 |
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| Connecticut Wealth Management | 278k | $20M | 0% | Mar 2024 |
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| HighTower Advisors | 218k | $15M | -2% | Mar 2024 |
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| Vertex Planning Partners | 202k | $14M | 2% | Mar 2024 |
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| Raymond James Financial Services Advisors | 152k | $11M | 15% | Mar 2024 |
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| Ameriprise Financial | 134k | $9.5M | 2% | Mar 2024 |
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| Melone Private Wealth | 115k | $8.1M | -1% | Mar 2024 |
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| UBS Group | 107k | $7.6M | 2% | Mar 2024 |
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| Kestra Advisory Services | 106k | $6.9M | -1% | Dec 2023 |
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| Jpmorgan Chase & Co | 77k | $5.4M | -5% | Mar 2024 |
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| Ffg Retirement Advisors | 65k | $4.6M | -23% | Mar 2024 |
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| Royal Bank of Canada | 64k | $4.5M | 5% | Mar 2024 |
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| Envestnet Asset Management | 60k | $4.3M | 0% | Mar 2024 |
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| Cambridge Investment Research Advisors | 55k | $3.9M | 0% | Mar 2024 |
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| Pathstone Holdings | 55k | $3.9M | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 48k | $3.4M | -1% | Mar 2024 |
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| CI Private Wealth | 46k | $3.3M | 3% | Mar 2024 |
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| Merit Financial Group | 46k | $3.1M | 100% | Mar 2024 |
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| Advisor Group Holdings | 45k | $3.2M | 3% | Mar 2024 |
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| Commonwealth Equity Services | 43k | $3.1M | -1% | Mar 2024 |
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| H D Vest Advisory Services | 42k | $3.0M | 9% | Mar 2024 |
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| Goldman Sachs Group | 40k | $2.8M | -12% | Mar 2024 |
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| Brookstone Capital Management | 37k | $2.6M | -22% | Mar 2024 |
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| Creative Planning | 36k | $2.6M | 0% | Mar 2024 |
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| Capital Advisory Group Advisory Services | 34k | $2.4M | 2% | Mar 2024 |
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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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| Certified Advisory Corp | 34k | $2.4M | -4% | Mar 2024 |
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| Arvest Investments | 32k | $2.2M | -14% | Mar 2024 |
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| True Wealth Design | 30k | $2.1M | -2% | Mar 2024 |
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| Rockefeller Capital Management | 30k | $2.0M | 8% | Dec 2023 |
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| Atria Investments | 26k | $1.7M | -29% | Dec 2023 |
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| LCNB | 26k | $1.8M | -2% | Mar 2024 |
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| Colony | 25k | $1.7M | 100% | Mar 2024 |
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| GW & Wade | 25k | $1.7M | 0% | Dec 2023 |
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| Foundations Investment Advisors | 22k | $1.6M | 100% | Mar 2024 |
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| Klr Investment Advisors | 21k | $1.4M | -14% | Mar 2024 |
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| MGO Private Wealth | 20k | $1.4M | -8% | Mar 2024 |
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| Sharper & Granite | 20k | $1.4M | -4% | Mar 2024 |
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| Sonata Capital | 20k | $1.4M | 4% | Mar 2024 |
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| Bsc Private Wealth Management | 20k | $1.4M | -3% | Mar 2024 |
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| Stratos Wealth Partners | 20k | $1.4M | 4% | Mar 2024 |
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| Raymond James & Associates | 19k | $1.4M | 6% | Mar 2024 |
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| Susquehanna International | 19k | $1.4M | 26% | Mar 2024 |
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| Evercore Wealth Management | 19k | $1.3M | 0% | Mar 2024 |
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| Cherrydale Wealth Management | 18k | $1.3M | 0% | Mar 2024 |
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| Private Advisor | 17k | $1.2M | -18% | Mar 2024 |
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| CWM | 17k | $1.2M | 619% | Mar 2024 |
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| Citadel Advisors | 17k | $1.2M | 31% | Mar 2024 |
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| William Blair $ Company | 17k | $1.2M | -13% | Mar 2024 |
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| Captrust Financial Advisors | 16k | $1.2M | -1% | Mar 2024 |
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| Verus Capital Partners | 16k | $1.2M | 5% | Mar 2024 |
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| JFS Wealth Advisors | 16k | $1.2M | 0% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 16k | $1.1M | 0% | Mar 2024 |
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| Sowell Financial Services | 15k | $1.1M | 100% | Mar 2024 |
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| Nbc Securities | 14k | $1.1M | 60% | Mar 2024 |
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| PCA Investment Advisory Services | 13k | $940k | 0% | Mar 2024 |
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| Sunbelt Securities | 13k | $926k | -25% | Mar 2024 |
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| Claro Advisors | 13k | $919k | -21% | Mar 2024 |
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| HB Wealth Management | 13k | $911k | 0% | Mar 2024 |
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| Mariner Wealth Advisors | 13k | $900k | -80% | Mar 2024 |
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| Kendall Capital Management | 12k | $854k | -8% | Mar 2024 |
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| Spire Wealth Management | 12k | $840k | 0% | Mar 2024 |
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| Institute For Wealth Management | 12k | $827k | -1% | Mar 2024 |
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| Revisor Wealth Management | 11k | $714k | 100% | Mar 2024 |
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| Atria Wealth Solutions | 11k | $742k | -36% | Mar 2024 |
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| Whittier Trust Co. of Nevada | 11k | $740k | 0% | Mar 2024 |
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| Panoramic Investment Advisors | 10k | $732k | -1% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 10k | $728k | 8% | Mar 2024 |
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| FMR | 10k | $720k | 27% | Mar 2024 |
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| Cutler Investment Counsel | 9.7k | $685k | 3% | Mar 2024 |
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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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| Great Valley Advisor Group | 8.1k | $573k | 13% | Mar 2024 |
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| Goss Wealth Management | 8.0k | $564k | -64% | Mar 2024 |
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| Alta Wealth Advisors | 7.9k | $562k | -1% | Mar 2024 |
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| Treynor Bancshares | 7.8k | $552k | 0% | Mar 2024 |
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| Savant Capital Management | 7.6k | $538k | 0% | Mar 2024 |
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| Team Financial Group | 7.4k | $520k | -5% | Mar 2024 |
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| Janney Montgomery Scott | 7.2k | $512k | -1% | Mar 2024 |
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| Regions Bank | 7.2k | $511k | 0% | Mar 2024 |
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| Mercer Global Advisors | 7.2k | $510k | 33% | Mar 2024 |
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| Amplius Wealth Advisors | 7.2k | $508k | 0% | Mar 2024 |
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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 | 6.4k | $451k | -4% | Mar 2024 |
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| Creative Financial Designs | 6.4k | $450k | 18% | Mar 2024 |
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| Gradient Capital Advisors | 6.3k | $448k | 0% | Mar 2024 |
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| HPM Partners | 5.9k | $419k | 0% | Mar 2024 |
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| Gyl Financial Synergies | 5.9k | $384k | 0% | Dec 2023 |
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| Baker Tilly Financial | 5.9k | $415k | -19% | Mar 2024 |
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| Beacon Pointe Advisors | 5.9k | $383k | -4% | Dec 2023 |
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| Willis Investment Counsel | 5.6k | $394k | 0% | Mar 2024 |
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| Belpointe Asset Management | 5.5k | $389k | 0% | Mar 2024 |
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| Integrated Wealth Concepts | 5.5k | $388k | -12% | Mar 2024 |
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| Insigneo Advisory Services | 5.4k | $382k | 0% | Mar 2024 |
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| Qube Research & Technologies | 5.4k | $380k | -5% | Mar 2024 |
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| Bank of New York Mellon | 5.4k | $379k | 100% | Mar 2024 |
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| Putnam Fl Investment Management | 5.2k | $371k | -14% | Mar 2024 |
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| Key FInancial | 5.2k | $371k | 0% | Mar 2024 |
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| Signal Advisors Wealth | 5.2k | $369k | 100% | Mar 2024 |
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| Essential Planning | 5.1k | $336k | -5% | Mar 2024 |
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| Maripau Wealth Management | 5.1k | $331k | -66% | Dec 2023 |
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| Rooted Wealth Advisors | 4.8k | $332k | -64% | Mar 2024 |
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| Sequoia Financial Advisors | 4.7k | $330k | 0% | Mar 2024 |
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| Epiq Partners | 4.6k | $325k | 0% | Mar 2024 |
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| ICA Group Wealth Management | 4.4k | $314k | -7% | Mar 2024 |
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| Crestone Asset Management | 4.4k | $313k | 0% | Mar 2024 |
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| Geneos Wealth Management | 4.3k | $301k | 0% | Mar 2024 |
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| Rehmann Capital Advisory | 4.0k | $280k | 0% | Mar 2024 |
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| CoreCap Advisors | 3.8k | $247k | -7% | Dec 2023 |
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| Bridgewealth Advisory Group | 3.5k | $248k | -43% | Mar 2024 |
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| Kapstone Financial Advisors | 3.5k | $248k | 0% | Mar 2024 |
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| Allegheny Financial Group | 3.5k | $247k | 0% | Mar 2024 |
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| Warren Averett Asset Management | 3.5k | $244k | 100% | Mar 2024 |
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| Obsidian Personal Planning Solutions | 3.4k | $234k | -27% | Mar 2024 |
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| Brown Advisory Holdings Incorporated | 3.4k | $241k | 0% | Mar 2024 |
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| Nations Financial Group | 3.3k | $237k | 0% | Mar 2024 |
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| Hanson McClain Advisors | 3.3k | $234k | 0% | Mar 2024 |
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| Midland Wealth Advisors | 3.3k | $230k | -18% | Mar 2024 |
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| Avestar Capital | 3.2k | $225k | 100% | Mar 2024 |
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| Blue Barn Wealth | 3.2k | $224k | 0% | Mar 2024 |
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| Moseley Investment Management | 3.0k | $214k | -58% | Mar 2024 |
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| Eagle Strategies | 3.0k | $213k | 100% | Mar 2024 |
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| Greatmark Investment Partners | 3.0k | $212k | 100% | Mar 2024 |
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| Jackson Square Capital | 3.0k | $212k | 100% | Mar 2024 |
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| Libra Wealth | 2.9k | $203k | 100% | Mar 2024 |
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| Sigma Planning | 2.9k | $202k | 100% | Mar 2024 |
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| Brian McDonald | 2.8k | $202k | -2% | Mar 2024 |
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| Hartland & Co | 2.5k | $165k | -1% | Dec 2023 |
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| Pnc Financial Services | 2.4k | $169k | 0% | Mar 2024 |
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| IFP Advisors | 1.5k | $99k | -41% | Dec 2023 |
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| Proequities | 1.4k | $102M | 0% | Mar 2024 |
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| Element Wealth | 1.4k | $98k | 205% | Mar 2024 |
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| Emerald Investment Partners | 1.3k | $89k | 25% | Mar 2024 |
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| Tompkins Financial Corp | 1.2k | $85k | 0% | Mar 2024 |
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| Sandy Spring Bank | 1.2k | $83k | -21% | Mar 2024 |
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| Glenmede Trust Company | 1.1k | $75k | 0% | Mar 2024 |
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| Ronald Blue Trust | 996.00 | $70k | 0% | Mar 2024 |
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| Hilltop National Bank | 986.00 | $70k | 100% | Mar 2024 |
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| Center for Financial Planning | 982.00 | $69k | 0% | Mar 2024 |
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| Atlantic Trust | 900.00 | $63k | 100% | Mar 2024 |
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| Ancora Advisors | 864.00 | $61k | 0% | Mar 2024 |
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| Citigroup | 783.00 | $55k | 11086% | Mar 2024 |
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| Federation des caisses Desjardins du Quebec | 776.00 | $55k | 100% | Mar 2024 |
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| Parallel Advisors | 752.00 | $53k | 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 |
|---|---|---|---|
| Elk River Wealth Management | Dec 2023 | 14k | $929k |
| AE Wealth Management | Dec 2023 | 13k | $828k |
| Jane Street | Dec 2023 | 9.2k | $602k |
| Consolidated Portfolio Review Corp | Dec 2023 | 8.1k | $531k |
| International Private Wealth Advisors | Dec 2023 | 6.6k | $431k |
| Envestnet Portfolio Solutions | Dec 2023 | 5.9k | $389k |
| TRUE Private Wealth Advisors | Dec 2023 | 3.8k | $248k |
| SageView Advisory Group | Dec 2023 | 3.4k | $227k |
| Stonebridge Capital Advisors | Sep 2023 | 1.8k | $109k |
| Resurgent Financial Advisors | Dec 2023 | 796.00 | $52k |