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Disclosery

DTD WISDOMTREE TR

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US TOTAL DIVIDND (fund)

197 managers (197 13F filers) reported a position in DTD shares at 2024-12-31, 9,172,066 shares in all. 12 filers opened a position and 8 filers sold out during the quarter.

Managers
197
13F filers
197
New
12
Added
69
Reduced
45
Sold out
8
Shares held by filers
9,172,066

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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/2,008,408$152M0.01%-10,38213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,239,195$94M0.01%+49,46413F-HR/ATimelineGroup
LPL Financial LLC703,215$53.3M0.02%+45,55513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN375,019$28.4M0.01%+15,53713F-HRTimelineGroup
Cetera Investment Advisers344,978$26.2M0.05%+15,79613F-HRTimeline
Connecticut Wealth Management, LLC327,744$23.1M1.14%+49,62113F-HRTimeline
626 Financial, LLC303,809$23M12.43%+5,11513F-HRTimeline
Essential Planning, LLC.291,505$22.7M0.15%+287,02113F-HRTimeline
Pinnacle Financial Group, LLC / IL280,747$21.3M8.34%+7113F-HRTimeline
HighTower Advisors, LLC195,828$14.9M0.02%-18,71513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC189,844$14.4M0.01%13F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp174,790$13.3M<0.01%+75,59913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC147,895$11.2M<0.01%+16,49513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…142,681$10.8M0.02%+80,78513F-HRTimelineGroup
Melone Private Wealth, LLC120,557$9.15M4.74%+2,63213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC104,810$7.95M0.04%+8,62213F-HRTimelineGroup
Vertex Planning Partners, LLC91,083$6.91M1.52%-4,36713F-HRTimeline
UBS Group AGin group UBS Group AG90,976$6.9M<0.01%-3,81213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO72,522$5.5M<0.01%+3,59013F-HRTimelineGroup
Foundations Investment Advisors, LLC72,107$5.47M0.11%+9,44713F-HRTimeline
Envision Financial LLC69,165$5.25M4.21%13F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA63,231$4.8M<0.01%-6,64613F-HRTimelineGroup
FFG RETIREMENT ADVISORS LLC60,970$4.63M3.02%-1,06813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC58,432$4.43M0.02%-25613F-HRTimelineGroup
Independent Advisor Alliance58,293$4.42M0.06%new13F-HRTimeline
Cambridge Investment Research Advisors,…56,636$4.3M0.01%+1,57913F-HRTimeline
Sanctuary Advisors, LLC53,919$4.25M0.03%+49,66013F-HRTimeline
Steward Partners Investment Advisory, L…49,289$3.74M0.03%+59813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC48,686$3.69M0.01%+48113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC46,697$3.54M<0.01%-10,22813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.42,675$3.24M0.01%+3,16113F-HR/ATimelineGroup
AVANTAX ADVISORY SERVICES, INC.41,025$3.11M0.02%-3,36713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP37,567$2.85M<0.01%-6,55913F-HRTimelineGroup
Creative Planningin group Creative Planning36,805$2.79M<0.01%+15213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC36,260$2.75M<0.01%+23,33213F-HRTimelineGroup
Merit Financial Group, LLC34,804$2.64M0.05%+24113F-HRTimeline
Certified Advisory Corp34,156$2.59M0.28%+12613F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…33,222$2.52M0.9%+19113F-HRTimeline
Avant Capital LLC30,050$2.28M1.89%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…29,514$2.24M0.01%-50613F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth26,842$2.04M0.01%new13F-HR/ATimelineGroup
LCNB CORP25,117$1.91M0.69%-36213F-HRTimeline
Arvest Bank Trust Division20,407$1.55M0.09%-8,92813F-HRTimeline
AssuredPartners Investment Advisors, LLC19,993$1.52M0.3%13F-HRTimeline
SONATA CAPITAL GROUP INC19,959$1.51M0.63%013F-HRTimeline
CWM, LLCin group CWM, LLC19,877$1.51M0.01%+2,82313F-HRTimelineGroup
ARVEST INVESTMENTS, INC.19,243$1.46M0.23%-8,15713F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC18,456$1.4M0.54%+10113F-HRTimeline
Clearwater Capital Advisors, LLC18,325$1.39M0.14%-90613F-HRTimeline
Legacy PCG, LLC18,127$1.38M0.98%-1,65113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC17,778$1.35M0.13%+82413F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.16,979$1.29M0.02%+60213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,839$1.28M<0.01%+22213F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS16,516$1.25M<0.01%+2913F-HRTimeline
Evercore Wealth Management, LLC15,781$1.2M0.02%013F-HRTimeline
BLAIR WILLIAM & CO/IL15,620$1.18M<0.01%013F-HRTimeline
FMR LLCin group FMR LLC14,580$1.11M<0.01%+69913F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC14,401$1.09M0.07%-1,79013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,076$1.07M<0.01%+4,81013F-HRTimelineGroup
Sharper & Granite LLC13,960$1.06M0.47%-2513F-HRTimeline
Mariner, LLCin group Mariner, LLC13,685$1.04M<0.01%-21013F-HRTimelineGroup
Consolidated Portfolio Review Corp13,665$1.04M0.16%+1913F-HRTimeline
Private Advisor Group, LLC12,995$986K0.01%-2,83913F-HRTimeline
Atria Wealth Solutions, Inc.12,945$982K0.01%-49213F-HRTimeline
HB Wealth Management, LLC12,880$977K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,371$938K0.03%+4413F-HRTimelineGroup
PCA Investment Advisory Services Inc.12,316$934K0.43%-97713F-HRTimeline
Bison Wealth, LLC11,479$871K0.11%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,383$864K0.01%+1,95613F-HRTimelineGroup
Janney Montgomery Scott LLC11,346$861K<0.01%+4,84013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC11,276$855K0.56%+68813F-HRTimeline
Institute for Wealth Management, LLC.11,242$853K0.11%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10,707$812K0.02%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC10,175$772K0.06%+1,74913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,165$771K<0.01%-23,23613F-HRTimelineGroup
DSG Capital Advisors, LLC10,076$764K0.14%13F-HRTimeline
Kendall Capital Management9,930$753K0.22%-65013F-HRTimeline
My Legacy Advisors, LLC9,753$750K0.29%-71413F-HRTimeline
Gateway Wealth Partners, LLC9,757$740K0.19%+44813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,707$736K<0.01%+4213F-HRTimelineGroup
RMR Capital Management, LLC9,554$725K0.54%+713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC9,474$719K0.07%+2,50013F-HRTimeline
Atria Investments, Inc9,417$714K0.01%+1,93713F-HRTimeline
Ballentine Partners, LLC8,640$655K0.01%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,615$654K0.01%-4,84213F-HRTimelineGroup
Key Financial Inc8,479$643K0.15%+1,98313F-HRTimeline
Revisor Wealth Management LLC8,054$614K0.57%+92113F-HRTimeline
Cornerstone Financial Group, LLC /NE/7,800$592K0.58%13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,608$577K<0.01%013F-HRTimelineGroup
Avestar Capital, LLC7,366$559K0.05%+3,90513F-HRTimeline
Sunbelt Securities, Inc.7,327$556K0.05%+2313F-HRTimeline
Alta Wealth Advisors LLC7,258$551K0.24%-4013F-HRTimeline
Wood Tarver Financial Group, LLC7,247$549K0.18%13F-HRTimeline
Team Financial Group, LLC7,071$536K0.31%-4013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,994$531K<0.01%013F-HRTimelineGroup
Florida Trust Wealth Management Co6,850$520K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,548$497K0.04%+14813F-HRTimeline
TOWNSQUARE CAPITAL LLC6,136$465K0.01%+25013F-HRTimeline
NORDEN GROUP LLC6,116$464K0.05%+25013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,078$461K0.01%+7113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC5,924$449K<0.01%013F-HRTimelineGroup
Sandy Cove Advisors, LLC5,890$447K0.18%-38613F-HRTimeline
Integrated Wealth Concepts LLC5,714$433K0.01%-4213F-HRTimeline
Amplius Wealth Advisors, LLC5,586$424K0.04%013F-HRTimeline
Belpointe Asset Management LLC5,498$416K0.03%013F-HRTimeline
OPTIMA CAPITAL LLC5,408$410K0.28%13F-HRTimeline
Willis Investment Counsel5,241$398K0.03%-10013F-HRTimeline
Quartz Partners, LLC5,189$394K0.24%+15513F-HRTimeline
International Private Wealth Advisors L…5,137$390K0.39%new13F-HRTimeline
Sequoia Financial Advisors, LLC4,971$377K<0.01%+1213F-HR/ATimeline
Gradient Capital Advisors, LLC4,934$374K0.12%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,849$368K0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC4,838$367K<0.01%-1,22113F-HRTimeline
Vantage Point Financial LLC4,814$365K0.2%13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,800$364K<0.01%013F-HRTimelineGroup
First Nebraska Trust Co4,665$354K0.03%013F-HRTimeline
IFP Advisors, Inc4,559$346K0.01%013F-HRTimeline
Mayflower Financial Advisors, LLC4,105$311K0.05%013F-HRTimeline
Magnolia Private Wealth, LLC4,048$307K0.27%13F-HRTimeline
PITTENGER & ANDERSON INC3,990$303K0.01%-67513F-HRTimeline
Geneos Wealth Management Inc.3,975$302K0.01%-7513F-HRTimeline
Rooted Wealth Advisors, Inc.3,946$300K0.12%+26113F-HRTimeline
Rehmann Capital Advisory Group3,954$300K0.02%013F-HRTimeline
NewEdge Advisors, LLC3,709$281K<0.01%+31013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,659$278K<0.01%+23813F-HRTimelineGroup
Kapstone Financial Advisors LLC3,500$274K0.15%013F-HRTimeline
Allegheny Financial Group3,550$269K0.07%+1913F-HRTimeline
Waverly Advisors, LLC3,494$265K<0.01%+1313F-HRTimeline
Allworth Financial LP3,303$258K<0.01%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV3,344$254K0.02%013F-HRTimeline
Obsidian Personal Planning Solutions LLC3,217$252K0.12%013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA3,300$250K0.02%-15,55313F-HRTimeline
Blue Barn Wealth, LLC3,213$244K0.13%+1513F-HRTimeline
Wilkins Miller Wealth Management, LLC3,124$237K0.25%13F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.3,000$228K0.03%013F-HRTimeline
Beacon Pointe Advisors, LLC3,000$228K<0.01%new13F-HRTimeline
EPIQ PARTNERS, LLC3,000$228K0.12%-1,60013F-HRTimeline
JACKSON SQUARE CAPITAL, LLC2,990$227K0.05%013F-HRTimeline
Riggs Capital Management LLC2,987$227K0.22%13F-HRTimeline
Perigon Wealth Management, LLC2,930$226K0.01%new13F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC2,935$223K0.01%013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC2,898$220K0.05%-60013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,854$217K<0.01%+70813F-HRTimelineGroup
MOSELEY INVESTMENT MANAGEMENT INC2,848$216K0.08%013F-HRTimeline
Cooper Financial Group2,767$210K0.03%013F-HRTimeline
Element Wealth, LLC2,747$208K0.11%+59313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,742$208K<0.01%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.2,732$207K0.01%+1313F-HRTimeline
Signal Advisors Wealth, LLC2,718$206K0.02%-52213F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC2,679$203K0.12%new13F-HRTimeline
W1M Investment Management Ltd2,670$203K<0.01%013F-HRTimeline
Advisors Capital Management, LLC2,645$201K<0.01%013F-HRTimeline
Moloney Securities Asset Management, LLC2,642$200K0.03%new13F-HRTimeline
COMERICA BANK2,592$197K<0.01%-3813F-HR/ATimeline
CoreCap Advisors, LLC2,565$195K0.01%-51613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,384$181K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,440$112K0.01%013F-HRTimeline
Clearstead Advisors, LLC1,369$104K<0.01%013F-HRTimeline
AE Wealth Management LLC1,250$94.8K<0.01%new13F-HRTimeline
WealthShield Partners, LLC1,198$90.9K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,010$76.6K0.01%-19613F-HRTimelineGroup
Hilltop National Bank986$74.8K0.02%013F-HRTimeline
Center for Financial Planning, Inc.982$74.5K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.962$73.2K<0.01%+6213F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC864$65.5K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…776$58.9K<0.01%013F-HRTimeline
Parallel Advisors, LLC568$43.1K<0.01%+113F-HRTimeline
Archer Investment Corp500$37.9K0.01%013F-HRTimeline
Fairman Group, LLC484$36.7K0.03%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC477$36.2K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC468$35.5K<0.01%013F-HRTimeline
Larson Financial Group LLC459$34.8K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC430$32.6K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.428$32.5K<0.01%013F-HRTimeline
MAI Capital Management390$29.6K<0.01%new13F-HRTimeline
AlphaMark Advisors, LLC375$28K0.01%013F-HRTimeline
IAG Wealth Partners, LLC350$26.6K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…334$25.4K<0.01%+113F-HRTimelineGroup
Lindbrook Capital, LLC324$24.6K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC300$22.8K<0.01%013F-HR/ATimeline
LRI Investments, LLC290$22K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC278$21.1K<0.01%+18213F-HRTimeline
Global Retirement Partners, LLC242$18.4K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC213$16.2K<0.01%13F-HRTimeline
Arax Advisory Partners202$15.3K<0.01%+113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/200$15.2K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC140$11K<0.01%013F-HRTimelineGroup
REAP Financial Group, LLC105$7.97K<0.01%-913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC97$7.36K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC60$4.55K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC57$4.33K<0.01%+213F-HRTimeline
Human Investing LLC57$4.33K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…25$1.9K<0.01%-55313F-HRTimelineGroup
LANARK FINANCIAL, INC.16$1.28K0.12%-17,48713F-HRTimeline
DHJJ Financial Advisors, Ltd.14$1.06K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC8$607<0.01%new13F-HRTimelineGroup
RE Dickinson Investment Advisors, LLC95$72<0.01%-3813F-HR/ATimeline