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Disclosery

DTD WISDOMTREE TR

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US TOTAL DIVIDND (fund)

194 managers (195 13F filers) reported a position in DTD shares at 2025-03-31, 8,657,502 shares in all. 13 filers opened a position and 11 filers sold out during the quarter.

Managers
194
13F filers
195
New
13
Added
71
Reduced
54
Sold out
11
Shares held by filers
8,657,502

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/1,935,706$149M0.01%-72,70213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,121,766$86.3M0.01%-117,42913F-HRTimelineGroup
LPL Financial LLC747,833$57.5M0.02%+44,61813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN386,064$29.7M0.01%+11,04513F-HRTimelineGroup
Cetera Investment Advisers353,269$27.2M0.05%+8,29113F-HRTimeline
626 Financial, LLC312,730$24.1M12.39%+8,92113F-HRTimeline
Connecticut Wealth Management, LLC276,289$21.3M1.11%-51,45513F-HRTimeline
Pinnacle Financial Group, LLC / IL269,593$20.7M7.54%-11,15413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC210,474$16.2M0.01%+20,63013F-HRTimelineGroup
HighTower Advisors, LLC196,470$15.1M0.02%+64213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC152,050$11.7M<0.01%+4,15513F-HRTimelineGroup
Melone Private Wealth, LLC122,446$9.42M4.93%+1,88913F-HRTimeline
Vertex Planning Partners, LLC93,383$7.19M1.57%+2,30013F-HRTimeline
UBS Group AGin group UBS Group AG89,023$6.85M<0.01%-1,95313F-HRTimelineGroup
FFG RETIREMENT ADVISORS LLC84,728$6.52M4.44%+23,75813F-HRTimeline
Foundations Investment Advisors, LLC75,185$5.79M0.11%+3,07813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO74,765$5.75M<0.01%+2,24313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.73,973$5.69M0.01%+31,29813F-HRTimelineGroup
Envision Financial LLC65,137$5.01M3.78%-4,02813F-HRTimeline
Atria Investments, Inc64,170$4.94M0.06%+54,75313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA63,435$4.88M<0.01%+20413F-HR/ATimelineGroup
Sanctuary Advisors, LLC58,414$4.49M0.03%+4,49513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC134,035$4.28M0.02%+29,22513F-HRTimelineGroup
Cambridge Investment Research Advisors,…55,425$4.26M0.01%-1,21113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC53,762$4.14M0.02%-4,67013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding51,817$3.99M+5,120Timeline
Belpointe Asset Management LLC50,367$3.88M0.2%+44,86913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp49,472$3.81M<0.01%-125,31813F-HRTimelineGroup
Steward Partners Investment Advisory, L…49,424$3.8M0.03%+13513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC48,061$3.7M0.01%-62513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.46,059$3.54M0.02%+5,03413F-HRTimeline
Vestmark Advisory Solutions, Inc.44,594$3.43M0.09%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC44,124$3.4M<0.01%+7,86413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP37,567$2.89M<0.01%013F-HRTimelineGroup
Merit Financial Group, LLC35,062$2.7M0.04%+25813F-HRTimeline
Creative Planningin group Creative Planning34,803$2.68M<0.01%-2,00213F-HRTimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…33,013$2.54M0.97%-20913F-HRTimeline
Certified Advisory Corp31,621$2.43M0.28%-2,53513F-HRTimeline
Avant Capital LLC31,462$2.42M2.01%+1,41213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…29,624$2.28M0.01%+11013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth26,832$2.06M0.01%-1013F-HR/ATimelineGroup
AssuredPartners Investment Advisors, LLC25,074$1.93M0.37%+5,08113F-HRTimeline
LCNB CORP24,967$1.92M0.71%-15013F-HRTimeline
Mariner, LLCin group Mariner, LLC21,000$1.62M<0.01%+7,31513F-HRTimelineGroup
SONATA CAPITAL GROUP INC19,959$1.54M0.67%013F-HRTimeline
CWM, LLCin group CWM, LLC19,640$1.51M0.01%-23713F-HRTimelineGroup
Arvest Bank Trust Division19,242$1.48M0.09%-1,16513F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC18,540$1.43M0.56%+8413F-HRTimeline
ARVEST INVESTMENTS, INC.18,492$1.42M0.22%-75113F-HRTimeline
Clearwater Capital Advisors, LLC18,244$1.4M0.14%-8113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC17,951$1.38M0.14%+17313F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.17,181$1.32M0.02%+20213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,138$1.32M<0.01%+29913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS15,891$1.22M<0.01%-62513F-HRTimeline
Legacy PCG, LLC15,568$1.2M0.84%-2,55913F-HRTimeline
LANARK FINANCIAL, INC.15,072$1.16M0.1%+15,05613F-HRTimeline
JFS WEALTH ADVISORS, LLC14,408$1.11M0.08%+713F-HRTimeline
BLAIR WILLIAM & CO/IL14,110$1.09M<0.01%-1,51013F-HRTimeline
HB Wealth Management, LLC14,030$1.08M0.01%+1,15013F-HRTimeline
Sharper & Granite LLC13,805$1.06M0.44%-15513F-HRTimeline
Consolidated Portfolio Review Corp13,681$1.05M0.17%+1613F-HRTimeline
Atria Wealth Solutions, Inc.13,429$1.03M0.01%+48413F-HRTimeline
FMR LLCin group FMR LLC12,515$963K<0.01%-2,06513F-HRTimelineGroup
Private Advisor Group, LLC12,420$956K0.01%-57513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,396$954K0.03%+2513F-HRTimelineGroup
Geneos Wealth Management Inc.12,350$950K0.01%+8,37513F-HRTimeline
PCA Investment Advisory Services Inc.12,316$948K0.5%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC11,383$876K0.59%+10713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,274$868K0.01%-10913F-HRTimelineGroup
Institute for Wealth Management, LLC.11,242$865K0.11%013F-HRTimeline
Janney Montgomery Scott LLC10,735$826K<0.01%-61113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10,707$824K0.02%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC10,237$788K0.07%+6213F-HRTimeline
VestGen Advisors, LLC10,233$787K0.04%13F-HRTimeline
DSG Capital Advisors, LLC10,076$775K0.16%013F-HRTimeline
Gateway Wealth Partners, LLC9,821$756K0.17%+6413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,727$749K<0.01%+2013F-HRTimelineGroup
My Legacy Advisors, LLC9,701$747K0.29%-5213F-HRTimeline
RMR Capital Management, LLC9,560$736K0.53%+613F-HRTimeline
Key Financial Inc9,434$726K0.16%+95513F-HRTimeline
Revisor Wealth Management LLC9,351$720K0.32%+1,29713F-HRTimeline
Ballentine Partners, LLC8,640$665K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,222$633K<0.01%-134,45913F-HRTimelineGroup
Kendall Capital Management8,155$628K0.18%-1,77513F-HRTimeline
FIDUCIENT ADVISORS LLC8,000$616K0.08%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,932$610K<0.01%-2,23313F-HR/ATimelineGroup
Cornerstone Financial Group, LLC /NE/7,800$599K0.54%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management7,740$596K0.01%-87513F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC7,608$585K<0.01%013F-HR/ATimelineGroup
Avestar Capital, LLC7,366$567K0.05%013F-HRTimeline
Sunbelt Securities, Inc.7,346$565K0.05%+1913F-HRTimeline
Wood Tarver Financial Group, LLC7,171$552K0.18%-7613F-HRTimeline
Alta Wealth Advisors LLC7,031$541K0.25%-22713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,994$538K<0.01%013F-HRTimelineGroup
Florida Trust Wealth Management Co6,850$527K0.02%013F-HRTimeline
TOWNSQUARE CAPITAL LLC6,136$472K0.01%013F-HRTimeline
NORDEN GROUP LLC6,116$471K0.05%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,078$468K0.01%013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC5,924$456K<0.01%013F-HRTimelineGroup
Amplius Wealth Advisors, LLC5,586$430K0.04%013F-HRTimeline
Integrated Wealth Concepts LLC5,532$426K<0.01%-18213F-HRTimeline
Arkadios Wealth Advisors5,521$425K0.02%new13F-HRTimeline
Sandy Cove Advisors, LLC5,395$415K0.17%-49513F-HRTimeline
Team Financial Group, LLC5,347$411K0.24%-1,72413F-HRTimeline
Quartz Partners, LLC5,292$407K0.25%+10313F-HRTimeline
Willis Investment Counsel5,241$403K0.03%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,200$400K0.03%-1,34813F-HRTimeline
International Private Wealth Advisors L…5,139$395K0.38%+213F-HRTimeline
Beacon Pointe Advisors, LLC5,033$387K<0.01%+2,03313F-HRTimeline
Gradient Capital Advisors, LLC4,934$380K0.12%013F-HRTimeline
Vantage Point Financial LLC4,812$370K0.19%-213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,800$369K<0.01%013F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO4,787$368K0.01%-6213F-HRTimeline
MML INVESTORS SERVICES, LLC4,718$363K<0.01%-12013F-HRTimeline
Sequoia Financial Advisors, LLC4,711$362K<0.01%-26013F-HRTimeline
First Nebraska Trust Co4,665$359K0.04%013F-HRTimeline
IFP Advisors, Inc4,559$351K0.01%013F-HRTimeline
Bison Wealth, LLC4,483$345K0.03%-6,99613F-HRTimeline
Essential Planning, LLC.4,321$333K0.13%-287,18413F-HRTimeline
Mayflower Financial Advisors, LLC4,105$316K0.05%013F-HRTimeline
Obsidian Personal Planning Solutions LLC4,190$312K0.14%+97313F-HRTimeline
PITTENGER & ANDERSON INC3,990$307K0.01%013F-HRTimeline
Rehmann Capital Advisory Group3,954$304K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,821$291K<0.01%+96713F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV3,782$291K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC3,675$283K<0.01%-3413F-HRTimeline
Magnolia Private Wealth, LLC3,623$279K0.24%-42513F-HRTimeline
EPIQ PARTNERS, LLC3,600$277K0.15%+60013F-HRTimeline
Waverly Advisors, LLC3,591$276K<0.01%+9713F-HRTimeline
Kapstone Financial Advisors LLC3,500$269K0.15%013F-HRTimeline
Allegheny Financial Group3,498$269K0.07%-5213F-HRTimeline
Rooted Wealth Advisors, Inc.7,585$256K0.11%+3,63913F-HRTimeline
Blue Barn Wealth, LLC3,226$248K0.13%+1313F-HRTimeline
Wilkins Miller Wealth Management, LLC3,124$240K0.18%013F-HRTimeline
&PARTNERS3,123$238K<0.01%new13F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.3,000$231K0.03%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC2,935$226K0.01%013F-HRTimeline
Element Wealth, LLC2,933$226K0.12%+18613F-HRTimeline
Perigon Wealth Management, LLC2,930$225K0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.2,929$225K0.01%+19713F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC2,898$223K0.05%013F-HRTimeline
Western Wealth Management, LLC2,890$222K0.01%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,873$221K0.01%new13F-HR/ATimelineGroup
MOSELEY INVESTMENT MANAGEMENT INC2,848$219K0.09%013F-HRTimeline
CoreCap Advisors, LLC2,842$219K0.01%+27713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,803$216K<0.01%-85613F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.2,800$215K0.01%new13F-HRTimeline
JACKSON SQUARE CAPITAL, LLC2,771$213K0.07%-21913F-HRTimeline
Cooper Financial Group2,767$213K0.03%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,742$211K<0.01%013F-HRTimelineGroup
Moloney Securities Asset Management, LLC2,724$210K0.03%+8213F-HRTimeline
W1M Investment Management Ltd2,670$206K<0.01%013F-HRTimeline
Advisors Capital Management, LLC2,645$204K<0.01%013F-HRTimeline
COMERICA BANK2,479$191K<0.01%-11313F-HRTimeline
LRI Investments, LLC2,451$189K0.02%+2,16113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,384$183K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,664$128K<0.01%+1,65613F-HRTimelineGroup
Clearstead Advisors, LLC1,369$105K<0.01%013F-HRTimeline
AE Wealth Management LLC1,251$96.2K<0.01%+113F-HRTimeline
WealthShield Partners, LLC1,130$87K0.01%-6813F-HRTimeline
Center for Financial Planning, Inc.982$75.6K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP964$74.2K0.01%-4613F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC864$66.5K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.962$65.8K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…776$59.7K<0.01%013F-HRTimeline
NorthRock Partners, LLC670$51.6K<0.01%new13F-HRTimeline
Parallel Advisors, LLC569$43.8K<0.01%+113F-HRTimeline
Archer Investment Corp500$38.5K0.01%013F-HRTimeline
Fairman Group, LLC907$36.7K0.03%+42313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC477$36.7K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC468$36K<0.01%013F-HRTimeline
Larson Financial Group LLC459$35.3K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC436$33.6K<0.01%+613F-HRTimeline
BOK Financial Private Wealth, Inc.428$32.9K<0.01%013F-HRTimeline
MAI Capital Management390$30K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC350$26.9K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…336$25.8K<0.01%+213F-HRTimelineGroup
Lindbrook Capital, LLC324$24.9K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC300$23.1K<0.01%013F-HR/ATimeline
Glen Eagle Advisors, LLC279$21.5K<0.01%+113F-HRTimeline
Golden State Wealth Management, LLC263$20.2K<0.01%+5013F-HR/ATimeline
Arax Advisory Partners203$15.6K<0.01%+113F-HRTimeline
SWAN Capital LLC203$15.6K0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/200$15.4K<0.01%013F-HRTimelineGroup
N.E.W. Advisory Services LLC177$13.7K<0.01%new13F-HRTimeline
GAMMA Investing LLC160$12.3K<0.01%new13F-HR/ATimeline
REAP Financial Group, LLC147$11.3K<0.01%+4213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC140$11K<0.01%013F-HRTimelineGroup
Allworth Financial LP103$7.62K<0.01%-3,20013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC97$7.36K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC67$5.11K<0.01%+1013F-HRTimeline
Sound Income Strategies, LLC60$4.62K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.14$1.08K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,44013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.