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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 2025-09-30, 8,587,857 shares in all. 11 filers opened a position and 10 filers sold out during the quarter.

Managers
194
13F filers
195
New
11
Added
61
Reduced
67
Sold out
10
Shares held by filers
8,587,857

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/1,638,282$138M0.01%-300,28613F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,110,394$93.3M0.01%+32,80313F-HR/ATimelineGroup
LPL Financial LLC799,294$67.1M0.02%+34,36213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN382,422$32.1M0.01%-19,85813F-HRTimelineGroup
626 Financial, LLC308,556$25.9M11.43%-1,45513F-HRTimeline
Connecticut Wealth Management, LLC271,221$22.8M1.01%013F-HRTimeline
Pinnacle Financial Group, LLC / IL261,261$21.9M6.64%-5,55313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC239,778$20.1M0.01%+11,21013F-HRTimelineGroup
Retirement Planning Group, LLC232,026$19.5M0.68%+229,44713F-HRTimeline
HighTower Advisors, LLC193,503$16.3M0.02%-1,83913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC170,199$14.3M0.07%+25,70213F-HRTimelineGroup
Cetera Investment Advisers158,431$13.3M0.02%-194,62613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC144,826$12.2M<0.01%-2,95613F-HRTimelineGroup
Melone Private Wealth, LLC142,641$12M5.43%+17,67013F-HRTimeline
Cornerstone Planning Group LLC127,362$11.5M1.84%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.98,917$8.25M0.01%+5,91613F-HRTimelineGroup
Vertex Planning Partners, LLC95,648$8.03M1.54%+2,14513F-HRTimeline
UBS Group AGin group UBS Group AG92,352$7.76M<0.01%+4,22513F-HRTimelineGroup
Foundations Investment Advisors, LLC88,086$7.4M0.11%+5,46813F-HRTimeline
FFG RETIREMENT ADVISORS LLC76,850$6.46M4.01%-1,46413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO76,144$6.4M<0.01%-66313F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA70,740$5.94M<0.01%+6,81513F-HRTimelineGroup
Atria Investments, Inc69,353$5.83M0.07%+1,21813F-HRTimeline
Sanctuary Advisors, LLC65,177$5.47M0.03%+3,06213F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC63,313$5.32M<0.01%+5,12513F-HRTimelineGroup
Envision Financial LLC63,310$5.32M3.05%-1,76913F-HRTimeline
Vestmark Advisory Solutions, Inc.63,079$5.3M0.1%-49,51513F-HRTimeline
Cambridge Investment Research Advisors,…59,132$4.97M0.01%+3,05113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC52,074$4.37M0.02%-1,16213F-HRTimelineGroup
Steward Partners Investment Advisory, L…50,092$4.21M0.02%+53413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…47,967$4.03M0.01%+42,21713F-HRTimelineGroup
CWM, LLCin group CWM, LLC45,673$3.84M0.01%+2,50813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,187$3.38M<0.01%+16,79113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP37,567$3.16M<0.01%013F-HRTimelineGroup
Merit Financial Group, LLC37,393$3.14M0.03%-25713F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC35,743$3M<0.01%-13,70913F-HRTimeline
Creative Planningin group Creative Planning33,655$2.83M<0.01%-94513F-HRTimelineGroup
LCNB CORP33,383$2.8M0.98%+9,01613F-HRTimeline
Certified Advisory Corp33,291$2.8M0.27%+2,07713F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…32,929$2.77M0.86%+1,33913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC31,574$2.65M<0.01%-5,70113F-HRTimelineGroup
Avant Capital LLC31,478$2.64M1.86%-86013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth30,204$2.54M<0.01%+2613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…29,556$2.48M<0.01%-20913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC24,941$2.1M<0.01%+84013F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC19,844$1.67M0.13%+73413F-HR/ATimeline
SONATA CAPITAL GROUP INC19,399$1.63M0.6%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.18,660$1.57M0.02%+70213F-HRTimelineGroup
CHERRYDALE WEALTH MANAGEMENT, LLC18,512$1.56M0.49%-13613F-HRTimeline
FMR LLCin group FMR LLC18,175$1.53M<0.01%-22413F-HRTimelineGroup
Clearwater Capital Advisors, LLC18,119$1.52M0.13%-12513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS17,195$1.44M<0.01%+1,53513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,735$1.4M<0.01%-5,68013F-HRTimeline
Key Financial Inc14,443$1.22M0.22%+6,50013F-HRTimeline
BLAIR WILLIAM & CO/IL14,110$1.19M<0.01%013F-HRTimeline
HB Wealth Management, LLC13,965$1.17M0.01%-6513F-HRTimeline
Consolidated Portfolio Review Corp13,720$1.15M0.14%+1813F-HRTimeline
Sharper & Granite LLC13,290$1.12M0.4%-40013F-HRTimeline
JFS WEALTH ADVISORS, LLC12,371$1.04M0.06%+813F-HRTimeline
PCA Investment Advisory Services Inc.12,316$1.03M0.38%013F-HRTimeline
Legacy PCG, LLC12,137$1.02M0.61%-1,93313F-HRTimeline
Private Advisor Group, LLC12,102$1.02M0.01%-1,12913F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC11,573$972K0.55%+113F-HRTimeline
LANARK FINANCIAL, INC.11,457$962K0.07%-3,07713F-HRTimeline
Janney Montgomery Scott LLC11,395$957K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.11,242$944K0.1%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,985$923K<0.01%+1,23713F-HRTimelineGroup
Gateway Wealth Partners, LLC10,968$921K0.12%+1,64713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,826$906K<0.01%-28413F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC10,587$889K0.06%-19613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,504$882K0.01%-34813F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC10,467$882K0.02%-24013F-HRTimeline
VestGen Advisors, LLC10,253$861K0.03%+20113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,960$837K0.03%-36113F-HRTimelineGroup
Belpointe Asset Management LLC8,880$746K0.03%+22513F-HRTimeline
Ballentine Partners, LLC8,640$726K0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,321$699K<0.01%+4,80513F-HRTimeline
Cornerstone Financial Group, LLC /NE/7,800$655K0.51%013F-HRTimeline
OxenFree Capital LLC7,795$654K0.36%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,608$639K<0.01%013F-HR/ATimelineGroup
Avestar Capital, LLC7,304$614K0.04%-6213F-HRTimeline
Quantinno Capital Management LP7,195$604K<0.01%+2,69113F-HRTimeline
Arkadios Wealth Advisors7,094$596K0.01%+88113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,994$588K<0.01%+113F-HRTimelineGroup
Revisor Wealth Management LLC6,963$582K0.2%-1,92413F-HRTimeline
Florida Trust Wealth Management Co6,850$575K0.02%013F-HRTimeline
Alta Wealth Advisors LLC6,822$573K0.21%-10513F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.6,748$567K0.58%-17613F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,623$557K0.01%-89013F-HRTimelineGroup
Wood Tarver Financial Group, LLC6,510$546K0.16%-3613F-HRTimeline
Sunbelt Securities, Inc.6,389$537K0.04%-93813F-HRTimeline
RMR Capital Management, LLC6,177$519K0.36%+613F-HRTimeline
NORDEN GROUP LLC6,116$514K0.05%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,059$509K<0.01%013F-HRTimelineGroup
&PARTNERS5,760$484K<0.01%+2,97113F-HRTimeline
Geneos Wealth Management Inc.5,675$477K0.01%013F-HRTimeline
Quartz Partners, LLC5,397$453K0.16%+29613F-HRTimeline
Willis Investment Counsel5,241$440K0.02%013F-HRTimeline
International Private Wealth Advisors L…5,155$433K0.27%+113F-HRTimeline
Sandy Cove Advisors, LLC5,068$426K0.14%-9813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,022$422K0.01%-56513F-HRTimelineGroup
Gradient Capital Advisors, LLC4,934$414K0.11%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,800$403K<0.01%013F-HR/ATimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO4,787$402K0.01%013F-HRTimeline
Signal Advisors Wealth, LLC4,768$401K0.04%+1,37313F-HRTimeline
ARVEST INVESTMENTS, INC.4,741$398K0.06%-28113F-HRTimeline
Sequoia Financial Advisors, LLC4,735$398K<0.01%+1113F-HRTimeline
First Nebraska Trust Co4,665$392K0.04%013F-HRTimeline
MML INVESTORS SERVICES, LLC4,588$385K<0.01%-413F-HRTimeline
Integrated Wealth Concepts LLC4,554$383K<0.01%-84813F-HRTimeline
Team Financial Group, LLC4,515$379K0.18%-26613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,389$369K<0.01%-7113F-HRTimelineGroup
Vantage Point Financial LLC4,310$362K0.14%-5713F-HRTimeline
IFP Advisors, Inc4,280$360K0.01%-28113F-HR/ATimeline
Essential Planning, LLC.4,259$358K0.12%+113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,143$348K<0.01%new13F-HRTimelineGroup
Midwest Trust Co4,136$347K<0.01%013F-HRTimeline
Mayflower Financial Advisors, LLC4,105$345K0.04%013F-HRTimeline
Kendall Capital Management4,080$343K0.08%013F-HRTimeline
Obsidian Personal Planning Solutions LLC3,978$332K0.12%013F-HRTimeline
Element Wealth, LLC3,899$328K0.14%+83813F-HRTimeline
Amplius Wealth Advisors, LLC3,800$319K0.03%-1,78613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,672$308K<0.01%013F-HRTimelineGroup
Rehmann Capital Advisory Group3,654$307K0.02%013F-HRTimeline
Rooted Wealth Advisors, Inc.3,585$302K0.09%-3813F-HRTimeline
Waverly Advisors, LLC3,591$302K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,570$300K0.02%-1,21813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,568$300K<0.01%+2,60613F-HRTimelineGroup
NewEdge Advisors, LLC3,563$299K<0.01%-5313F-HRTimeline
Allegheny Financial Group3,536$297K0.06%+1813F-HRTimeline
Kapstone Financial Advisors LLC3,500$294K0.14%013F-HRTimeline
Vise Technologies, Inc.3,426$288K0.01%new13F-HRTimeline
Root Financial Partners, LLC3,426$288K0.02%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,352$282K<0.01%+7713F-HRTimelineGroup
CoreCap Advisors, LLC3,241$272K0.01%013F-HRTimeline
Magnolia Private Wealth, LLC3,187$268K0.2%-10913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,072$258K<0.01%+113F-HRTimelineGroup
J.W. COLE ADVISORS, INC.3,060$257K<0.01%+11613F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.3,000$252K0.03%013F-HRTimeline
Klingman & Associates, LLC3,000$252K0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC3,000$252K<0.01%013F-HRTimeline
Wilkins Miller Wealth Management, LLC2,999$252K0.16%-12513F-HRTimeline
Perigon Wealth Management, LLC2,930$246K0.01%013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC2,898$243K0.04%013F-HRTimeline
Blue Barn Wealth, LLC2,851$240K0.11%+1213F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC2,848$239K0.07%013F-HRTimeline
EPIQ PARTNERS, LLC2,800$235K0.11%-20013F-HRTimeline
CENTAURUS FINANCIAL, INC.2,803$235K0.01%+113F-HRTimeline
Cooper Financial Group2,767$232K0.03%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,742$230K<0.01%-20013F-HRTimelineGroup
W1M Investment Management Ltd2,670$224K<0.01%013F-HRTimeline
Allworth Financial LP2,456$206K<0.01%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,444$205K0.01%new13F-HRTimelineGroup
Tranquility Partners, LLC2,435$205K0.07%new13F-HRTimeline
LRI Investments, LLC2,407$202K0.02%-3413F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,401$202K<0.01%new13F-HRTimelineGroup
JACKSON SQUARE CAPITAL, LLC2,385$200K0.04%-38613F-HRTimeline
COMERICA BANK2,147$180K<0.01%-2413F-HRTimeline
PITTENGER & ANDERSON INC2,075$174K0.01%-48013F-HRTimeline
AE Wealth Management LLC1,402$118K<0.01%013F-HRTimeline
Clearstead Trust, LLC1,369$115K0.02%013F-HRTimeline
Global Retirement Partners, LLC1,368$115K<0.01%+613F-HRTimeline
WealthShield Partners, LLC1,097$92.1K0.01%-3313F-HRTimeline
Hilltop National Bank986$82.8K0.02%013F-HRTimeline
Center for Financial Planning, Inc.982$82.5K0.01%013F-HRTimeline
Fairman Group, LLC917$77K0.06%+513F-HRTimeline
Family Legacy Financial Solutions, LLC913$76.7K0.06%+513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC864$72.6K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd842$70.7K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…776$65.2K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC698$58.6K<0.01%-12,92413F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding634$53.2K-22Timeline
Parallel Advisors, LLC569$47.9K<0.01%013F-HRTimeline
Archer Investment Corp500$42K0.01%013F-HRTimeline
MASECO LLP494$41.5K<0.01%-5813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC477$40.1K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC468$39.3K<0.01%013F-HRTimeline
Larson Financial Group LLC459$38.5K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP453$38.1K<0.01%-25213F-HRTimelineGroup
MAI Capital Management390$32.8K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC350$29.4K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC300$25.2K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC281$23.6K<0.01%+113F-HRTimeline
SWAN Capital LLC203$17.1K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/200$16.8K<0.01%013F-HRTimelineGroup
N.E.W. Advisory Services LLC179$15.1K<0.01%+113F-HRTimeline
Asset Dedication, LLC165$13.9K<0.01%-75013F-HRTimeline
REAP Financial Group, LLC147$12.3K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC140$12K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC62$5.19K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC60$5.02K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC49$4.1K<0.01%-3213F-HRTimeline
DHJJ Financial Advisors, Ltd.14$1.18K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2$168<0.01%+113F-HRTimelineGroup