DTN Institutional Ownership
WisdomTree U.S. Dividend ex-Financials Fund
1W: +0.3%
1M: +30.1%
3M: +19.8%
1Y: +29.1%
3Y: +64.2%
5Y: +47.6%
$101.81
Last traded 2025-07-10 — delisted
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — DTN
133
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
107M
Total Invested
15
New Positions
31
Increased
44
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (140 total)
Recent Activity
New Positions (16)
| Holder | Shares | Value |
|---|---|---|
| Integrated Advisors Network LLC | 14,970 | 2M |
| Global Retirement Partners, LLC | 12,118 | 1M |
| Arax Advisory Partners | 5,324 | 542K |
| JANE STREET GROUP, LLC | 4,845 | 493K |
| TRUST CO OF VERMONT | 1,800 | 183K |
| AXXCESS WEALTH MANAGEMENT, LLC | 1,763 | 179K |
| Avant Capital LLC | 1,723 | 175K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 1,103 | 112K |
| Ameritas Advisory Services, LLC | 597 | 61K |
| Anfield Capital Management, LLC | 309 | 31K |
| Integrated Wealth Concepts LLC | 282 | 29K |
| CoreCap Advisors, LLC | 200 | 20K |
| ASSETMARK, INC | 171 | 17K |
| Virginia Estate & Retirement Planni | 162 | 16K |
| Buck Wealth Strategies, LLC | 72 | 7K |
| Hartford Financial Management Inc. | 54 | 5K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Destiny Wealth Partners, LLC | 6,120 | 623K |
| PPS&V ASSET MANAGEMENT CONSULTANTS, | 4,085 | 416K |
| Ashton Thomas Private Wealth, LLC | 905 | 92K |
| POM Investment Strategies, LLC | 340 | 35K |
| BANK OF AMERICA CORP /DE | 333 | 34K |
| JNBA Financial Advisors | 295 | 30K |
| WealthShield Partners, LLC | 58 | 6K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Mariner, LLC | +5,097 | +121.3% | 9,298 |
| ROYAL BANK OF CANADA | +3,810 | +15.4% | 28,612 |
| FLOW TRADERS U.S. LLC | +1,312 | +44.4% | 4,268 |
| LPL Financial LLC | +734 | +1.4% | 51,487 |
| Corient Private Wealth LP | +527 | +30.5% | 2,256 |
| Allworth Financial LP | +501 | +177.0% | 784 |
| SIMPLEX TRADING, LLC | +414 | +405.9% | 516 |
| Sequent Planning LLC | +291 | +16.3% | 2,077 |
| MERCER GLOBAL ADVISORS INC /ADV | +277 | +5.1% | 5,722 |
| Jaffetilchin Investment Partners, L | +277 | +0.3% | 90,139 |
| JONES FINANCIAL COMPANIES LLLP | +263 | +23.0% | 1,404 |
| Biondo Investment Advisors, LLC | +242 | +1.8% | 13,875 |
| Spire Wealth Management | +227 | +8.6% | 2,874 |
| FMR LLC | +209 | +25.4% | 1,033 |
| Glen Eagle Advisors, LLC | +200 | +312.5% | 264 |
| HighTower Advisors, LLC | +177 | +7.2% | 2,651 |
| OSAIC HOLDINGS, INC. | +118 | +0.4% | 30,977 |
| Tower Research Capital LLC (TRC) | +54 | +3.2% | 1,736 |
| KINTRA WEALTH, LLC | +32 | +0.8% | 4,013 |
| Cerity Partners LLC | +21 | +0.3% | 7,747 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | -7,066 | -25.3% | 20,843 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -6,461 | -33.4% | 12,875 |
| VestGen Advisors, LLC | -3,566 | -50.0% | 3,566 |
| WELLS FARGO & COMPANY/MN | -1,806 | -16.4% | 9,231 |
| ENVESTNET ASSET MANAGEMENT INC | -1,522 | -20.6% | 5,877 |
| Holt Capital Advisors, L.L.C. dba H | -1,500 | -12.6% | 10,400 |
| Kestra Advisory Services, LLC | -1,303 | -28.0% | 3,347 |
| CITADEL ADVISORS LLC | -1,128 | -27.9% | 2,915 |
| NewEdge Advisors, LLC | -876 | -18.1% | 3,951 |
| Noble Family Wealth, LLC | -784 | -0.9% | 87,291 |
| RAYMOND JAMES FINANCIAL INC | -660 | -3.6% | 17,924 |
| Curi Capital, LLC | -592 | -5.1% | 11,041 |
| CAPTRUST FINANCIAL ADVISORS | -531 | -4.0% | 12,714 |
| JPMORGAN CHASE & CO | -489 | -74.3% | 169 |
| Salomon & Ludwin, LLC | -427 | -1.7% | 24,856 |
| CWM, LLC | -387 | -15.2% | 2,163 |
| UBS Group AG | -327 | -65.7% | 171 |
| WEBSTER BANK, N. A. | -324 | -12.0% | 2,380 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -319 | -3.7% | 8,256 |
| Prospera Financial Services Inc | -312 | -3.0% | 10,264 |