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Disclosery

DTD WISDOMTREE TR

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US TOTAL DIVIDND (fund)

207 managers (211 13F filers) reported a position in DTD shares at 2026-06-30, 8,762,726 shares in all. 14 filers opened a position and 11 filers sold out during the quarter.

Managers
207
13F filers
211
New
14
Added
68
Reduced
57
Sold out
11
Shares held by filers
8,762,726

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,508,148$141M0.01%+2,86513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,240,413$116M0.01%+24,01713F-HRTimelineGroup
LPL Financial LLC917,128$85.5M0.02%+16,05113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN369,580$34.5M0.01%-2,98213F-HRTimelineGroup
626 Financial, LLC305,791$28.5M11.15%+10,88913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC280,648$26.2M0.01%+7,50813F-HRTimelineGroup
Connecticut Wealth Management, LLC266,740$24.9M0.92%-2,17013F-HRTimeline
Pinnacle Financial Group, LLC / IL240,721$22.4M5.48%-4,39513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC202,645$18.9M0.06%-21,53613F-HRTimelineGroup
Retirement Planning Group, LLC201,901$18.8M0.48%-33,71413F-HRTimeline
HighTower Advisors, LLC162,333$15.1M0.01%-18,37613F-HRTimeline
Cetera Investment Advisers145,767$13.6M0.01%+2,30013F-HRTimeline
Savvy Advisors, Inc.141,011$13.1M0.28%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC137,083$12.8M<0.01%-5,51813F-HRTimelineGroup
Foundations Investment Advisors, LLC126,855$11.8M0.12%+7,78513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.123,901$11.6M0.01%+47,08813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding121,485$11.3M-54Timeline
Vertex Planning Partners, LLC117,050$10.9M1.62%+17,04813F-HRTimeline
Cambridge Investment Research Advisors,…106,942$9.97M0.02%+4,30613F-HR/ATimeline
Melone Private Wealth, LLC83,013$7.74M2.95%-84713F-HRTimeline
Integrated Wealth Concepts LLC79,596$7.42M0.04%+74,77413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC76,971$7.18M<0.01%+5,00713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO75,908$7.09M<0.01%+3,58813F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.71,954$6.71M0.06%013F-HRTimeline
Atria Investments, Inc64,983$6.06M0.06%-82,42513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA63,820$5.95M<0.01%-5,79013F-HRTimelineGroup
FFG RETIREMENT ADVISORS LLC59,772$5.57M2.95%-41413F-HRTimeline
Steward Partners Investment Advisory, L…53,214$4.96M0.03%+74913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC52,074$4.86M0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,821$4.55M<0.01%+21,66613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp46,756$4.36M<0.01%+44,18713F-HRTimelineGroup
Envision Financial LLC44,109$4.11M1.89%-11,56813F-HRTimeline
Merit Financial Group, LLC37,523$3.5M0.02%-1,32413F-HR/ATimeline
Creative Planningin group Creative Planning34,420$3.21M<0.01%+58713F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding33,763$3.15M+2,886Timeline
Certified Advisory Corp31,918$2.98M0.24%-16313F-HRTimeline
LCNB CORP31,727$2.96M0.91%-1,65613F-HRTimeline
Avant Capital LLC31,570$2.94M1.84%+56513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…31,177$2.91M<0.01%+1,38113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC30,363$2.83M<0.01%-1,54613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,111$2.43M<0.01%+14,86513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC25,140$2.34M<0.01%+31113F-HRTimelineGroup
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.23,535$2.19M0.04%new13F-HRTimelineGroup
FMR LLCin group FMR LLC20,757$1.94M<0.01%+2,14513F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC20,333$1.9M0.18%+11213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC19,320$1.8M0.1%-82013F-HRTimeline
SONATA CAPITAL GROUP INC19,049$1.78M0.57%013F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC18,789$1.75M0.46%+9313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.18,475$1.72M0.02%-1,66913F-HRTimelineGroup
Clearwater Capital Advisors, LLC18,119$1.69M0.12%013F-HRTimeline
Key Financial Inc17,587$1.64M0.27%+70013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,833$1.57M<0.01%-2,19213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS16,208$1.51M<0.01%+2613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,834$1.5M<0.01%+213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC15,970$1.49M<0.01%-15013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP15,386$1.44M<0.01%+2,25713F-HRTimelineGroup
Savant Capital, LLC15,506$1.39M<0.01%+7,75313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,647$1.37M<0.01%+7,06713F-HR/ATimeline
HB Wealth Management, LLC14,490$1.35M0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL14,110$1.32M<0.01%013F-HRTimeline
&PARTNERS13,920$1.3M0.01%+1,38913F-HRTimeline
Sharper & Granite LLC13,440$1.25M0.39%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,762$1.19M0.01%new13F-HRTimelineGroup
PCA Investment Advisory Services Inc.12,375$1.15M0.32%+5913F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC12,121$1.13M0.54%+5513F-HRTimeline
JFS WEALTH ADVISORS, LLC11,651$1.09M0.05%+813F-HRTimeline
Janney Montgomery Scott LLC11,180$1.04M<0.01%new13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC11,179$1.04M0.1%+12113F-HRTimeline
Institute for Wealth Management, LLC.11,090$1.03M0.09%013F-HRTimeline
Gateway Wealth Partners, LLC10,863$1.01M0.06%-11,36013F-HRTimeline
Private Advisor Group, LLC10,767$1M<0.01%-1,08713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,761$1M<0.01%+8513F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC10,467$989K0.02%013F-HRTimeline
DSG Capital Advisors, LLC10,076$951K0.14%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,906$924K0.03%-613F-HRTimelineGroup
Belpointe Asset Management LLC9,718$906K0.03%-6813F-HRTimeline
OxenFree Capital LLC9,513$899K0.41%-14513F-HRTimeline
Arkadios Wealth Advisors9,024$841K0.01%+1,05513F-HRTimeline
ASHTON THOMAS SECURITIES, LLC8,987$838K0.12%-32313F-HRTimeline
Ballentine Partners, LLC8,640$806K0.01%013F-HRTimeline
Avestar Capital, LLC7,817$729K0.04%013F-HRTimeline
Cornerstone Financial Group, LLC /NE/7,800$727K0.45%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.7,446$694K0.41%+27013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,370$687K<0.01%+42813F-HRTimelineGroup
Revisor Wealth Management LLC6,963$649K0.16%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,890$642K0.01%new13F-HRTimelineGroup
Florida Trust Wealth Management Co6,850$639K0.02%013F-HRTimeline
Sanctuary Advisors, LLC6,761$630K<0.01%-143,03213F-HRTimeline
Quartz Partners, LLC6,582$614K0.2%+52713F-HRTimeline
Alta Wealth Advisors LLC6,497$606K0.16%-28113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.6,295$587K0.01%-25213F-HRTimeline
NORDEN GROUP LLC6,116$570K0.05%013F-HRTimeline
Element Wealth, LLC5,824$543K0.2%+21013F-HRTimeline
Geneos Wealth Management Inc.5,650$527K0.01%-5013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,063$472K<0.01%+50513F-HRTimelineGroup
Sandy Cove Advisors, LLC4,997$466K0.12%+2513F-HRTimeline
HighPoint Advisor Group LLC4,996$466K0.02%+2,10813F-HRTimeline
HARBOUR INVESTMENTS, INC.4,917$458K0.01%+2,25013F-HRTimeline
ATLas Financial Planning LLC4,900$457K0.37%013F-HRTimeline
Willis Investment Counsel4,891$456K0.02%013F-HRTimeline
Asset Advisory Group, Inc.4,818$449K0.2%+213F-HRTimeline
Sequoia Financial Advisors, LLC4,804$448K<0.01%+4613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,800$448K<0.01%013F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO4,787$446K0.01%013F-HRTimeline
Gradient Capital Advisors, LLC4,774$445K0.1%-4113F-HRTimeline
First Nebraska Trust Co4,665$435K0.04%013F-HRTimeline
Signal Advisors Wealth, LLC4,655$434K0.02%+45613F-HRTimeline
Centric Wealth Management4,500$422K0.07%+2,25013F-HRTimeline
Team Financial Group, LLC4,488$418K0.18%+313F-HRTimeline
Wood Tarver Financial Group, LLC4,488$418K0.1%013F-HRTimeline
RMR Capital Management, LLC4,400$410K0.28%013F-HRTimeline
ARVEST INVESTMENTS, INC.4,377$408K0.05%-9413F-HRTimeline
GenTrust, LLC4,357$406K0.02%-5413F-HRTimeline
International Private Wealth Advisors L…4,333$404K0.21%-17413F-HRTimeline
Quantinno Capital Management LP4,311$402K<0.01%-1,91113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,287$400K<0.01%-24013F-HRTimeline
MML INVESTORS SERVICES, LLC4,257$397K<0.01%+28213F-HRTimeline
Mayflower Financial Advisors, LLC4,105$383K0.03%013F-HRTimeline
IFP Advisors, Inc4,098$382K0.01%-15213F-HRTimeline
Kendall Capital Management4,080$380K0.06%013F-HRTimeline
Curran Financial Partners, LLC4,017$375K0.06%+1,54813F-HRTimeline
Midwest Trust Co4,003$373K<0.01%-8513F-HRTimeline
Waverly Advisors, LLC3,902$364K<0.01%013F-HRTimeline
Amplius Wealth Advisors, LLC3,800$354K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,672$342K<0.01%013F-HRTimelineGroup
Essential Planning, LLC.3,656$341K0.1%-9413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,573$333K0.02%-3013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,566$333K<0.01%013F-HRTimelineGroup
Allegheny Financial Group3,468$323K0.03%+1713F-HRTimeline
Kapstone Financial Advisors LLC3,412$318K0.13%-8813F-HRTimeline
Rooted Wealth Advisors, Inc.3,346$312K0.08%-2013F-HRTimeline
VestGen Advisors, LLC3,292$307K0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.3,289$307K0.01%+23213F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.3,256$304K<0.01%-30013F-HRTimelineGroup
NewEdge Advisors, LLC3,249$303K<0.01%-23313F-HRTimeline
Summit Financial, LLC3,245$303K<0.01%-16313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,238$302K0.01%013F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD3,225$301K0.04%+1413F-HRTimeline
Vise Technologies, Inc.3,221$300K<0.01%-19313F-HRTimeline
Root Financial Partners, LLC3,198$298K0.01%013F-HRTimeline
CoreCap Advisors, LLC3,166$295K0.01%-7513F-HRTimeline
Rehmann Capital Advisory Group3,154$294K0.01%013F-HRTimeline
Vantage Point Financial LLC3,083$287K0.09%-1,31713F-HRTimeline
Klingman & Associates, LLC3,000$280K0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC3,000$280K<0.01%013F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.3,000$280K0.03%013F-HRTimeline
Wilkins Miller Wealth Management, LLC2,999$280K0.15%013F-HRTimeline
LANARK FINANCIAL, INC.2,983$278K0.02%-4,69013F-HRTimeline
Perigon Wealth Management, LLC2,930$273K<0.01%013F-HRTimeline
Magnolia Private Wealth, LLC2,746$256K0.14%-17513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,742$256K<0.01%013F-HRTimelineGroup
Nuveen, LLCin group TIAA2,709$253K<0.01%new13F-HRTimelineGroup
W1M Asset Management Ltd2,670$249K<0.01%013F-HRTimeline
Livet Wealth, LLC2,563$239K0.14%+1313F-HRTimeline
HRT FINANCIAL LP2,447$228K<0.01%new13F-HRTimeline
Bison Wealth, LLC2,407$226K0.02%+4313F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,401$224K<0.01%013F-HRTimelineGroup
Columbia Bank2,400$224K0.05%013F-HRTimeline
Tranquility Partners, LLC2,395$223K0.08%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,337$218K<0.01%013F-HRTimelineGroup
LRI Investments, LLC2,334$218K0.02%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,324$217K<0.01%013F-HRTimelineGroup
TRUE Private Wealth Advisors2,312$216K0.02%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,290$214K<0.01%new13F-HRTimelineGroup
Allworth Financial LP2,256$210K<0.01%-23013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,209$206K<0.01%+50013F-HRTimelineGroup
GRANDFIELD & DODD, LLC2,200$205K0.01%new13F-HRTimeline
AE Wealth Management LLC1,578$147K<0.01%-913F-HRTimeline
Farther Finance Advisors, LLC1,565$146K<0.01%+1,09713F-HRTimeline
Clearstead Trust, LLC1,367$127K0.02%013F-HRTimeline
Global Retirement Partners, LLC1,304$122K<0.01%13F-HRTimeline
Cornerstone Planning Group LLC1,132$108K0.01%+313F-HRTimeline
PITTENGER & ANDERSON INC1,070$99.8K<0.01%013F-HRTimeline
Hilltop National Bank986$91.9K0.02%013F-HRTimeline
Center for Financial Planning, Inc.982$91.6K0.01%013F-HRTimeline
Fairman Group, LLC931$86.8K0.07%+513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC864$80.6K<0.01%013F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…810$75.5K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…776$72.4K<0.01%013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding776$72.3K-1Timeline
Ashton Thomas Private Wealth, LLC760$70.9K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC755$70.4K0.01%013F-HRTimeline
PRIVATE TRUST CO NA714$66.6K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC669$62.4K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding643$60K+325Timeline
Parallel Advisors, LLC571$53.3K<0.01%+113F-HRTimeline
Glen Eagle Advisors, LLC551$51.3K0.01%-13213F-HRTimeline
Archer Investment Corp500$46.6K0.01%013F-HR/ATimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP453$42.2K<0.01%013F-HRTimelineGroup
MASECO LLP441$41.1K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd399$37.2K<0.01%-12713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC362$33.8K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC350$32.6K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.344$32.1K<0.01%+26013F-HRTimelineGroup
Larson Financial Group LLC309$28.8K<0.01%-15013F-HRTimeline
IFG Advisory, LLC300$28K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC235$21.9K<0.01%+9713F-HRTimeline
Arax Advisory Partners208$19.4K<0.01%+113F-HRTimeline
SWAN Capital LLC203$18.9K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/200$18.6K<0.01%013F-HRTimelineGroup