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Disclosery

DTD WISDOMTREE TR

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US TOTAL DIVIDND (fund)

198 managers (199 13F filers) reported a position in DTD shares at 2025-06-30, 8,676,631 shares in all. 10 filers opened a position and 11 filers sold out during the quarter.

Managers
198
13F filers
199
New
10
Added
63
Reduced
66
Sold out
11
Shares held by filers
8,676,631

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/1,938,568$154M0.01%+2,86213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,077,591$85.7M0.01%-44,17513F-HRTimelineGroup
LPL Financial LLC764,932$60.8M0.02%+17,09913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN402,280$32M0.01%+16,21613F-HRTimelineGroup
Cetera Investment Advisers353,057$28.1M0.05%-21213F-HRTimeline
626 Financial, LLC310,011$24.7M11.57%-2,71913F-HR/ATimeline
Connecticut Wealth Management, LLC271,221$21.6M1.03%-5,06813F-HRTimeline
Pinnacle Financial Group, LLC / IL266,814$21.2M7.1%-2,77913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC228,568$18.2M0.01%+18,09413F-HRTimelineGroup
HighTower Advisors, LLC195,342$15.5M0.02%-1,12813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC147,782$11.8M<0.01%-4,26813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC144,497$11.5M0.06%+10,46213F-HRTimelineGroup
Melone Private Wealth, LLC124,971$9.87M5.05%+2,52513F-HRTimeline
Vestmark Advisory Solutions, Inc.112,594$8.95M0.13%+68,00013F-HRTimeline
Vertex Planning Partners, LLC93,503$7.44M1.55%+12013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.93,001$7.4M0.01%+19,02813F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG88,127$7.01M<0.01%-89613F-HRTimelineGroup
Foundations Investment Advisors, LLC82,618$6.57M0.1%+7,43313F-HRTimeline
FFG RETIREMENT ADVISORS LLC78,314$6.23M3.9%-6,41413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO76,807$6.11M<0.01%+2,04213F-HRTimelineGroup
Atria Investments, Inc68,135$5.42M0.06%+3,96513F-HRTimeline
Envision Financial LLC65,079$5.18M3.45%-5813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA63,925$5.08M<0.01%+49013F-HR/ATimelineGroup
Sanctuary Advisors, LLC62,115$4.94M0.03%+3,70113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding58,188$4.63M+6,371Timeline
Cambridge Investment Research Advisors,…56,081$4.46M0.01%+65613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC53,236$4.23M0.02%-52613F-HRTimelineGroup
Steward Partners Investment Advisory, L…49,558$3.94M0.03%+13413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC49,452$3.93M0.01%+1,39113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.48,196$3.83M0.02%+2,13713F-HRTimeline
CWM, LLCin group CWM, LLC43,165$3.43M0.01%+23,52513F-HRTimelineGroup
Merit Financial Group, LLC37,650$2.99M0.03%+2,58813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP37,567$2.99M<0.01%013F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC37,275$2.96M<0.01%+29,34313F-HRTimelineGroup
Creative Planningin group Creative Planning34,600$2.75M<0.01%-20313F-HRTimelineGroup
Avant Capital LLC32,338$2.57M1.99%+87613F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…31,590$2.51M0.9%-1,42313F-HRTimeline
Certified Advisory Corp31,214$2.48M0.26%-40713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth30,178$2.4M0.01%+3,34613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…29,765$2.37M0.01%+14113F-HR/ATimelineGroup
LCNB CORP24,367$1.94M0.68%-60013F-HRTimeline
Mariner, LLCin group Mariner, LLC24,101$1.92M<0.01%+3,10113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,396$1.86M<0.01%-20,72813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,415$1.81M<0.01%+5,27713F-HRTimeline
SONATA CAPITAL GROUP INC19,399$1.54M0.62%-56013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC19,110$1.52M0.14%+1,15913F-HR/ATimeline
CHERRYDALE WEALTH MANAGEMENT, LLC18,648$1.48M0.52%+10813F-HRTimeline
FMR LLCin group FMR LLC18,399$1.46M<0.01%+5,88413F-HRTimelineGroup
Clearwater Capital Advisors, LLC18,244$1.45M0.13%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.17,958$1.43M0.02%+77713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS15,660$1.25M<0.01%-23113F-HRTimeline
LANARK FINANCIAL, INC.14,534$1.16M0.09%-53813F-HRTimeline
BLAIR WILLIAM & CO/IL14,110$1.12M<0.01%013F-HRTimeline
Legacy PCG, LLC14,070$1.12M0.72%-1,49813F-HRTimeline
HB Wealth Management, LLC14,030$1.12M0.01%013F-HRTimeline
Sharper & Granite LLC13,690$1.1M0.42%-11513F-HRTimeline
Consolidated Portfolio Review Corp13,702$1.09M0.15%+2113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC13,622$1.08M<0.01%+11,95813F-HRTimelineGroup
Private Advisor Group, LLC13,231$1.05M0.01%+81113F-HRTimeline
JFS WEALTH ADVISORS, LLC12,363$983K0.06%-2,04513F-HRTimeline
PCA Investment Advisory Services Inc.12,316$979K0.41%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC11,572$920K0.57%+18913F-HRTimeline
Janney Montgomery Scott LLC11,395$906K<0.01%+66013F-HRTimeline
Institute for Wealth Management, LLC.11,242$894K0.1%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,110$878K<0.01%+7,28913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,852$863K0.01%-42213F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC10,783$857K0.06%+54613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10,707$851K0.02%013F-HRTimeline
Atria Wealth Solutions, Inc.10,255$830K0.02%-3,17413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management10,321$821K0.03%-2,07513F-HRTimelineGroup
VestGen Advisors, LLC10,052$811K0.03%-18113F-HRTimeline
DSG Capital Advisors, LLC10,076$801K0.14%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,748$775K<0.01%+2113F-HRTimelineGroup
Gateway Wealth Partners, LLC9,321$741K0.14%-50013F-HRTimeline
Revisor Wealth Management LLC8,887$720K0.26%-46413F-HRTimeline
My Legacy Advisors, LLC8,855$717K0.26%-84613F-HRTimeline
Belpointe Asset Management LLC8,655$688K0.03%-41,71213F-HRTimeline
Ballentine Partners, LLC8,640$687K0.01%013F-HRTimeline
Key Financial Inc7,943$632K0.13%-1,49113F-HRTimeline
Cornerstone Financial Group, LLC /NE/7,800$620K0.53%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,608$605K<0.01%013F-HR/ATimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,513$598K0.01%+1,43513F-HRTimelineGroup
Avestar Capital, LLC7,366$586K0.04%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,993$556K<0.01%-113F-HRTimelineGroup
Sunbelt Securities, Inc.7,327$556K0.05%-1913F-HRTimeline
Alta Wealth Advisors LLC6,927$551K0.26%-10413F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.6,924$551K0.68%13F-HRTimeline
Florida Trust Wealth Management Co6,850$545K0.02%013F-HRTimeline
Wood Tarver Financial Group, LLC6,546$520K0.16%-62513F-HRTimeline
Arkadios Wealth Advisors6,213$494K0.01%+69213F-HRTimeline
RMR Capital Management, LLC6,171$491K0.35%-3,38913F-HRTimeline
NORDEN GROUP LLC6,116$486K0.05%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,059$482K<0.01%+13513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,750$457K<0.01%-2,47213F-HRTimelineGroup
Geneos Wealth Management Inc.5,675$451K0.01%-6,67513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,587$444K0.01%-2,15313F-HRTimelineGroup
Amplius Wealth Advisors, LLC5,586$444K0.04%013F-HRTimeline
Integrated Wealth Concepts LLC5,402$430K<0.01%-13013F-HRTimeline
Willis Investment Counsel5,241$417K0.02%013F-HRTimeline
Sandy Cove Advisors, LLC5,166$411K0.15%-22913F-HRTimeline
International Private Wealth Advisors L…5,154$410K0.35%+1513F-HRTimeline
Quartz Partners, LLC5,101$406K0.19%-19113F-HRTimeline
ARVEST INVESTMENTS, INC.5,022$399K0.06%-13,47013F-HRTimeline
Gradient Capital Advisors, LLC4,934$392K0.12%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,800$382K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV4,788$381K0.03%-41213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,787$381K0.01%013F-HRTimeline
Team Financial Group, LLC4,781$380K0.19%-56613F-HRTimeline
Sequoia Financial Advisors, LLC4,724$376K<0.01%+1313F-HRTimeline
First Nebraska Trust Co4,665$371K0.04%013F-HRTimeline
MML INVESTORS SERVICES, LLC4,592$365K<0.01%-12613F-HRTimeline
IFP Advisors, Inc4,561$363K0.01%+213F-HRTimeline
Quantinno Capital Management LP4,504$358K<0.01%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,460$355K<0.01%-45,01213F-HRTimelineGroup
Vantage Point Financial LLC4,367$347K0.15%-44513F-HRTimeline
AssuredPartners Investment Advisors, LLC4,305$342K0.08%-20,76913F-HRTimeline
Essential Planning, LLC.4,258$339K0.13%-6313F-HRTimeline
Midwest Trust Co4,136$329K<0.01%13F-HRTimeline
Mayflower Financial Advisors, LLC4,105$326K0.05%013F-HRTimeline
Kendall Capital Management4,080$324K0.09%-4,07513F-HRTimeline
Obsidian Personal Planning Solutions LLC3,978$316K0.13%-21213F-HRTimeline
Bison Wealth, LLC3,755$299K0.02%-72813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,672$292K<0.01%+1,28813F-HRTimelineGroup
Rooted Wealth Advisors, Inc.3,623$292K0.1%-3,96213F-HRTimeline
Rehmann Capital Advisory Group3,654$291K0.02%-30013F-HRTimeline
NewEdge Advisors, LLC3,616$288K<0.01%-5913F-HRTimeline
Waverly Advisors, LLC3,591$286K<0.01%013F-HRTimeline
Allegheny Financial Group3,518$280K0.06%+2013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,516$280K<0.01%-26613F-HRTimeline
Kapstone Financial Advisors LLC3,500$278K0.14%013F-HRTimeline
Signal Advisors Wealth, LLC3,395$270K0.02%new13F-HRTimeline
Magnolia Private Wealth, LLC3,296$262K0.2%-32713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,275$260K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC3,241$258K0.01%+39913F-HRTimeline
Wilkins Miller Wealth Management, LLC3,124$248K0.17%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,071$244K<0.01%+26813F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.3,067$244K0.01%+19413F-HRTimelineGroup
Element Wealth, LLC3,061$243K0.11%+12813F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.3,000$239K0.03%013F-HRTimeline
Beacon Pointe Advisors, LLC3,000$239K<0.01%-2,03313F-HRTimeline
EPIQ PARTNERS, LLC3,000$239K0.12%-60013F-HRTimeline
J.W. COLE ADVISORS, INC.2,944$234K<0.01%+1513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,942$234K<0.01%+20013F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC2,935$233K0.01%013F-HRTimeline
Perigon Wealth Management, LLC2,930$233K0.01%013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC2,898$230K0.04%013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC2,848$226K0.08%013F-HRTimeline
Blue Barn Wealth, LLC2,839$226K0.11%-38713F-HRTimeline
CENTAURUS FINANCIAL, INC.2,802$223K0.01%+213F-HRTimeline
&PARTNERS2,789$222K<0.01%-33413F-HRTimeline
JACKSON SQUARE CAPITAL, LLC2,771$220K0.05%013F-HRTimeline
Cooper Financial Group2,767$220K0.03%013F-HRTimeline
W1M Investment Management Ltd2,670$212K<0.01%013F-HRTimeline
Advisors Capital Management, LLC2,645$210K<0.01%013F-HRTimeline
Retirement Planning Group, LLC2,579$205K0.01%new13F-HRTimeline
PITTENGER & ANDERSON INC2,555$203K0.01%-1,43513F-HRTimeline
Allworth Financial LP2,456$195K<0.01%+2,35313F-HRTimeline
LRI Investments, LLC2,441$194K0.02%-1013F-HRTimeline
COMERICA BANK2,171$173K<0.01%-30813F-HRTimeline
AE Wealth Management LLC1,402$111K<0.01%+15113F-HRTimeline
Clearstead Trust, LLC1,369$109K0.02%new13F-HRTimeline
Global Retirement Partners, LLC1,362$108K<0.01%13F-HRTimeline
Semmax Financial Advisors Inc.1,191$96.8K0.02%new13F-HRTimeline
WealthShield Partners, LLC1,130$89.9K0.01%013F-HRTimeline
Hilltop National Bank986$78.4K0.02%13F-HRTimeline
Center for Financial Planning, Inc.982$78.1K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.962$76.5K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC915$72.8K0.01%new13F-HRTimeline
Fairman Group, LLC912$72.5K0.06%+513F-HRTimeline
Family Legacy Financial Solutions, LLC908$72.3K0.06%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC864$68.7K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…776$61.7K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP705$56.1K0.01%-25913F-HRTimelineGroup
BOK Financial Private Wealth, Inc.697$55.4K<0.01%+26913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding656$52.1K+320Timeline
Parallel Advisors, LLC569$45.3K<0.01%013F-HRTimeline
MASECO LLP552$43.9K<0.01%13F-HRTimeline
Archer Investment Corp500$39.8K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC477$37.9K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC468$37.2K<0.01%013F-HRTimeline
Larson Financial Group LLC459$36.5K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC436$34.7K<0.01%013F-HRTimeline
MAI Capital Management390$31K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC350$27.8K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC300$23.9K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC280$22.3K<0.01%+113F-HRTimeline
Silicon Valley Capital Partners242$19.2K<0.01%new13F-HRTimeline
Arax Advisory Partners204$16.2K<0.01%+113F-HRTimeline
SWAN Capital LLC203$16.1K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/200$15.9K<0.01%013F-HRTimelineGroup
N.E.W. Advisory Services LLC178$14.2K<0.01%+113F-HRTimeline
REAP Financial Group, LLC147$11.7K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC140$11K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC81$6.4K<0.01%+1413F-HRTimeline
Sound Income Strategies, LLC60$4.77K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.14$1.11K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$80<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.