DTD Institutional Ownership
WisdomTree U.S. Total Dividend Fund
1W: -0.9%
1M: -3.0%
3M: -0.1%
YTD: +10.2%
1Y: +12.0%
3Y: +63.6%
5Y: +72.4%
$94.00
+0.51 (+0.55%)
Weekly Expected Move ±1.2%
$92
$93
$94
$95
$96
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DTD
222
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
820M
Total Invested
15
New Positions
69
Increased
68
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (238 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 1,508,148 | $142M | +2,865 | +0.2% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 1,240,413 | $117M | +24,017 | +2.0% | 60Q | SEC ↗ |
| 3 | LPL Financial LLC | 917,128 | $86M | +16,051 | +1.8% | 54Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 369,580 | $35M | -2,982 | -0.8% | 71Q | SEC ↗ |
| 5 | 626 Financial, LLC | 305,791 | $29M | +10,889 | +3.7% | 19Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 280,648 | $26M | +7,508 | +2.7% | 7Q | SEC ↗ |
| 7 | Connecticut Wealth Management, LLC | 266,740 | $25M | -2,170 | -0.8% | 29Q | SEC ↗ |
| 8 | Pinnacle Financial Group, LLC / IL | 240,721 | $23M | -4,395 | -1.8% | 19Q | SEC ↗ |
| 9 | Kestra Advisory Services, LLC | 202,645 | $19M | -21,536 | -9.6% | 24Q | SEC ↗ |
| 10 | Retirement Planning Group, LLC | 201,901 | $19M | -33,714 | -14.3% | 5Q | SEC ↗ |
| 11 | HighTower Advisors, LLC | 162,333 | $15M | -18,376 | -10.2% | 22Q | SEC ↗ |
| 12 | Cetera Investment Advisers | 145,767 | $14M | +2,300 | +1.6% | 23Q | SEC ↗ |
| 13 | Savvy Advisors, Inc. NEW | 141,011 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 14 | AMERIPRISE FINANCIAL INC | 137,083 | $13M | -5,518 | -3.9% | 16Q | SEC ↗ |
| 15 | Foundations Investment Advisors, LLC | 126,855 | $12M | +7,785 | +6.5% | 10Q | SEC ↗ |
| 16 | OSAIC HOLDINGS, INC. | 123,901 | $12M | +47,088 | +61.3% | 26Q | SEC ↗ |
| 17 | Vertex Planning Partners, LLC | 117,050 | $11M | +17,048 | +17.0% | 15Q | SEC ↗ |
| 18 | Cambridge Investment Research Advisors | 106,942 | $10M | +4,306 | +4.2% | 59Q | SEC ↗ |
| 19 | UBS Group AG | 95,533 | $9M | -54 | -0.1% | 47Q | SEC ↗ |
| 20 | Melone Private Wealth, LLC | 83,013 | $8M | -847 | -1.0% | 19Q | SEC ↗ |
| 21 | Integrated Wealth Concepts LLC | 79,230 | $7M | +74,408 | +1543.1% | 2Q | SEC ↗ |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 76,971 | $7M | +5,007 | +7.0% | 29Q | SEC ↗ |
| 23 | JPMORGAN CHASE & CO | 75,908 | $7M | +3,588 | +5.0% | 33Q | SEC ↗ |
| 24 | Vestmark Advisory Solutions, Inc. | 71,954 | $7M | — | +0.0% | 6Q | SEC ↗ |
| 25 | Atria Investments, Inc | 64,983 | $6M | -82,425 | -55.9% | 13Q | SEC ↗ |
| 26 | ROYAL BANK OF CANADA | 63,820 | $6M | -5,790 | -8.3% | 67Q | SEC ↗ |
| 27 | FFG RETIREMENT ADVISORS LLC | 59,772 | $6M | -414 | -0.7% | 15Q | SEC ↗ |
| 28 | Steward Partners Investment Advisory, | 53,214 | $5M | +749 | +1.4% | 36Q | SEC ↗ |
| 29 | Pathstone Holdings, LLC | 52,074 | $5M | — | +0.0% | 11Q | SEC ↗ |
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 48,821 | $5M | +21,666 | +79.8% | 20Q | SEC ↗ |
| 31 | CWM, LLC | 48,631 | $5M | -431 | -0.9% | 18Q | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 46,756 | $4M | +44,187 | +1720.0% | 2Q | SEC ↗ |
| 33 | Envision Financial LLC | 44,109 | $4M | -11,568 | -20.8% | 7Q | SEC ↗ |
| 34 | Corient Private Wealth LP | 38,004 | $4M | +1 | +0.0% | 15Q | SEC ↗ |
| 35 | Merit Financial Group, LLC | 37,523 | $4M | -1,324 | -3.4% | 10Q | SEC ↗ |
| 36 | Creative Planning | 34,420 | $3M | +587 | +1.7% | 27Q | SEC ↗ |
| 37 | Certified Advisory Corp | 31,918 | $3M | -163 | -0.5% | 22Q | SEC ↗ |
| 38 | LCNB CORP | 31,727 | $3M | -1,656 | -5.0% | 32Q | SEC ↗ |
| 39 | Avant Capital LLC | 31,570 | $3M | +565 | +1.8% | 7Q | SEC ↗ |
| 40 | Focus Partners Wealth | 31,295 | $3M | +418 | +1.4% | 7Q | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 31,177 | $3M | +1,381 | +4.6% | 27Q | SEC ↗ |
| 42 | COMMONWEALTH EQUITY SERVICES, LLC | 30,363 | $3M | -1,546 | -4.8% | 35Q | SEC ↗ |
| 43 | CITADEL ADVISORS LLC | 26,111 | $2M | +14,865 | +132.2% | 2Q | SEC ↗ |
| 44 | UBS AM, a distinct business unit of UB | 25,952 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 45 | Mariner, LLC | 25,140 | $2M | +311 | +1.3% | 19Q | SEC ↗ |
| 46 | Itau Unibanco Holding S.A. NEW | 23,535 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 47 | FMR LLC | 20,757 | $2M | +2,145 | +11.5% | 31Q | SEC ↗ |
| 48 | AssuredPartners Investment Advisors, L | 20,333 | $2M | +112 | +0.6% | 3Q | SEC ↗ |
| 49 | VERUS CAPITAL PARTNERS, LLC | 19,320 | $2M | -820 | -4.1% | 17Q | SEC ↗ |
| 50 | SONATA CAPITAL GROUP INC | 19,049 | $2M | — | +0.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (16)
| Holder | Shares | Value |
|---|---|---|
| Savvy Advisors, Inc. | 141,011 | $13M |
| Itau Unibanco Holding S.A. | 23,535 | $2M |
| PARK AVENUE SECURITIES LLC | 12,762 | $1M |
| Janney Montgomery Scott LLC | 11,180 | $1M |
| XTX Topco Ltd | 6,890 | $648K |
| Brooklyn Investment Group | 2,748 | $258K |
| Nuveen, LLC | 2,709 | $255K |
| Focus Partners Advisor Solutions, L | 2,468 | $232K |
| HRT FINANCIAL LP | 2,447 | $230K |
| TRUE Private Wealth Advisors | 2,312 | $217K |
| Equitable Holdings, Inc. | 2,290 | $215K |
| GRANDFIELD & DODD, LLC | 2,200 | $207K |
| Global Retirement Partners, LLC | 1,304 | $123K |
| PRIVATE TRUST CO NA | 714 | $67K |
| Ameritas Advisory Services, LLC | 324 | $30K |
| IFG Advisory, LLC | 300 | $28K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Capital Advisory Group Advisory Ser | 32,971 | $3M |
| MGO Private Wealth, LLC | 12,056 | $1M |
| Independent Advisor Alliance | 11,914 | $1M |
| JANE STREET GROUP, LLC | 6,575 | $618K |
| Breachway Investments LLC | 6,122 | $575K |
| Cerity Partners LLC | 5,859 | $551K |
| FLOW TRADERS U.S. LLC | 5,816 | $547K |
| Insight Advisors, LLC/ PA | 4,081 | $384K |
| CENTAURUS FINANCIAL, INC. | 2,770 | $260K |
| Cooper Financial Group | 2,767 | $260K |
| Brookstone Capital Management | 2,671 | $251K |
| JACKSON SQUARE CAPITAL, LLC | 2,385 | $224K |
| NORTHERN TRUST CORP | 2,360 | $222K |
| Western Wealth Management, LLC | 1,890 | $178K |
| Empowered Funds, LLC | 1,700 | $160K |
| WealthShield Partners, LLC | 1,097 | $103K |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,083 | $102K |
| BESSEMER GROUP INC | 450 | $42K |
| MAI Capital Management | 390 | $37K |
| OPTIMA CAPITAL LLC | 92 | $9K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Sanctuary Advisors, LLC | -143,032 | -95.5% | 6,761 |
| Atria Investments, Inc | -82,425 | -55.9% | 64,983 |
| Retirement Planning Group, LLC | -33,714 | -14.3% | 201,901 |
| Kestra Advisory Services, LLC | -21,536 | -9.6% | 202,645 |
| HighTower Advisors, LLC | -18,376 | -10.2% | 162,333 |
| Envision Financial LLC | -11,568 | -20.8% | 44,109 |
| Gateway Wealth Partners, LLC | -11,360 | -51.1% | 10,863 |
| ROYAL BANK OF CANADA | -5,790 | -8.3% | 63,820 |
| AMERIPRISE FINANCIAL INC | -5,518 | -3.9% | 137,083 |
| LANARK FINANCIAL, INC. | -4,690 | -61.1% | 2,983 |
| Pinnacle Financial Group, LLC / IL | -4,395 | -1.8% | 240,721 |
| WELLS FARGO & COMPANY/MN | -2,982 | -0.8% | 369,580 |
| GOLDMAN SACHS GROUP INC | -2,192 | -11.5% | 16,833 |
| Connecticut Wealth Management, LLC | -2,170 | -0.8% | 266,740 |
| Quantinno Capital Management LP | -1,911 | -30.7% | 4,311 |
| Stratos Wealth Partners, LTD. | -1,669 | -8.3% | 18,475 |
| LCNB CORP | -1,656 | -5.0% | 31,727 |
| COMMONWEALTH EQUITY SERVICES, LLC | -1,546 | -4.8% | 30,363 |
| Merit Financial Group, LLC | -1,324 | -3.4% | 37,523 |
| Vantage Point Financial LLC | -1,317 | -29.9% | 3,083 |