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Disclosery

DTD WISDOMTREE TR

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US TOTAL DIVIDND (fund)

209 managers (211 13F filers) reported a position in DTD shares at 2026-03-31, 8,708,680 shares in all. 17 filers opened a position and 14 filers sold out during the quarter.

Managers
209
13F filers
211
New
17
Added
65
Reduced
60
Sold out
14
Shares held by filers
8,708,680

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/1,505,283$130M0.01%-140,66113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,216,396$105M0.01%+53,40813F-HRTimelineGroup
LPL Financial LLC901,077$77.8M0.02%+62,54513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN372,562$32.2M0.01%-19,30713F-HR/ATimelineGroup
626 Financial, LLC294,902$25.5M11.4%-18,98213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC273,140$23.6M0.01%+13,82813F-HRTimelineGroup
Connecticut Wealth Management, LLC268,910$23.2M0.97%013F-HRTimeline
Pinnacle Financial Group, LLC / IL245,116$21.2M5.8%-9,53013F-HRTimeline
Retirement Planning Group, LLC235,615$20.3M0.63%-11,37313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC224,181$19.4M0.07%+24,41613F-HRTimelineGroup
HighTower Advisors, LLC180,709$15.6M0.02%-12,88813F-HRTimeline
Sanctuary Advisors, LLC149,793$12.9M0.07%+81,04213F-HRTimeline
Atria Investments, Inc147,408$12.7M0.14%+74,08513F-HRTimeline
Cetera Investment Advisers143,467$12.4M0.01%+92713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC142,601$12.3M<0.01%+2,19613F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding121,539$10.5M+30,361Timeline
Foundations Investment Advisors, LLC119,070$10.3M0.13%+18,02613F-HRTimeline
Cambridge Investment Research Advisors,…102,636$8.86M0.02%+1,70213F-HRTimeline
Vertex Planning Partners, LLC100,002$8.64M1.68%+2,73213F-HRTimeline
Melone Private Wealth, LLC83,860$7.24M2.96%+3,65613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.76,813$6.63M0.01%-26,95013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC71,964$6.21M<0.01%+13,38713F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.71,954$6.21M0.07%+4,60313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO72,320$6.13M<0.01%+1,82913F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA69,610$6.01M<0.01%-17,15313F-HRTimelineGroup
FFG RETIREMENT ADVISORS LLC60,186$5.2M3.03%-15,37613F-HRTimeline
Envision Financial LLC55,677$4.81M2.59%-9,85313F-HRTimeline
Steward Partners Investment Advisory, L…52,465$4.53M0.02%+2,15513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC52,074$4.5M0.02%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC48,631$4.2M0.01%-43113F-HRTimelineGroup
Merit Financial Group, LLC38,847$3.35M0.02%-57213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP38,003$3.28M<0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning33,833$2.92M<0.01%-26613F-HRTimelineGroup
LCNB CORP33,383$2.88M0.97%013F-HRTimeline
Certified Advisory Corp32,081$2.77M0.25%-1,94713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC31,909$2.76M<0.01%-3,11313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth30,877$2.7M<0.01%-28113F-HRTimelineGroup
Avant Capital LLC31,005$2.68M1.88%-65713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…29,796$2.57M<0.01%+10413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,155$2.35M<0.01%+1,09013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC24,829$2.14M<0.01%-7313F-HRTimelineGroup
Gateway Wealth Partners, LLC22,223$1.92M0.07%+11,52513F-HRTimeline
AssuredPartners Investment Advisors, LLC20,221$1.76M0.19%-64413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.20,144$1.74M0.02%+1,10213F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC20,140$1.74M0.12%+14613F-HRTimeline
SONATA CAPITAL GROUP INC19,049$1.65M0.61%-35013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,025$1.64M<0.01%-5,26613F-HRTimelineGroup
CHERRYDALE WEALTH MANAGEMENT, LLC18,696$1.61M0.5%+7913F-HRTimeline
FMR LLCin group FMR LLC18,612$1.61M<0.01%+1,22713F-HRTimelineGroup
Clearwater Capital Advisors, LLC18,119$1.56M0.13%013F-HRTimeline
Key Financial Inc16,887$1.46M0.26%+2,15513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS16,182$1.4M<0.01%-18413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC16,120$1.39M<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,832$1.37M<0.01%-2,31113F-HRTimeline
HB Wealth Management, LLC14,490$1.25M0.01%+52513F-HRTimeline
BLAIR WILLIAM & CO/IL14,110$1.22M<0.01%013F-HRTimeline
Sharper & Granite LLC13,440$1.16M0.4%+15013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,129$1.11M<0.01%+1,04213F-HRTimelineGroup
&PARTNERS12,531$1.08M0.01%+3,53013F-HRTimeline
PCA Investment Advisory Services Inc.12,316$1.06M0.35%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC12,066$1.04M0.56%+27013F-HR/ATimeline
Independent Advisor Alliance11,914$1.03M0.01%new13F-HRTimeline
Private Advisor Group, LLC11,854$1.02M<0.01%-21513F-HRTimeline
JFS WEALTH ADVISORS, LLC11,643$1.01M0.06%-48513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,246$971K<0.01%new13F-HRTimelineGroup
Institute for Wealth Management, LLC.11,090$958K0.1%-38813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC11,058$955K0.07%+14213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,676$922K<0.01%-4613F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC10,467$909K0.02%013F-HRTimeline
DSG Capital Advisors, LLC10,076$870K0.14%013F-HRTimeline
OxenFree Capital LLC9,658$864K0.42%+4713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,912$856K0.03%-7813F-HRTimelineGroup
Belpointe Asset Management LLC9,786$845K0.03%+27713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC9,310$804K0.1%new13F-HRTimeline
Ballentine Partners, LLC8,640$746K0.01%013F-HRTimeline
Cornerstone Financial Group, LLC /NE/7,800$710K0.46%013F-HRTimeline
Arkadios Wealth Advisors7,969$688K0.01%+91613F-HRTimeline
Avestar Capital, LLC7,817$675K0.05%+66113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,753$670K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.7,673$663K0.05%-92513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,580$655K<0.01%-10,12413F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.7,176$620K0.45%+56113F-HRTimeline
Revisor Wealth Management LLC6,963$601K0.17%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,942$600K<0.01%013F-HRTimelineGroup
Florida Trust Wealth Management Co6,850$592K0.02%013F-HRTimeline
Alta Wealth Advisors LLC6,778$585K0.19%-5713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,575$568K<0.01%-15,46313F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,547$565K0.01%+39213F-HRTimelineGroup
Sunbelt Securities, Inc.6,422$555K0.04%+1513F-HRTimeline
Quantinno Capital Management LP6,222$537K<0.01%-1,91413F-HRTimeline
Breachway Investments LLC6,122$529K0.51%+2613F-HRTimeline
NORDEN GROUP LLC6,116$528K0.05%013F-HRTimeline
Quartz Partners, LLC6,055$523K0.2%+45213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,859$506K<0.01%-16513F-HRTimelineGroup
Geneos Wealth Management Inc.5,700$492K0.01%+20013F-HRTimeline
Element Wealth, LLC5,614$485K0.2%+44213F-HRTimeline
Sandy Cove Advisors, LLC4,972$429K0.13%+2113F-HRTimeline
ATLas Financial Planning LLC4,900$423K0.38%013F-HRTimeline
Willis Investment Counsel4,891$422K0.02%-17513F-HRTimeline
Integrated Wealth Concepts LLC4,822$416K<0.01%new13F-HRTimeline
Asset Advisory Group, Inc.4,816$416K0.21%+413F-HRTimeline
Gradient Capital Advisors, LLC4,815$416K0.11%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,800$415K<0.01%013F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO4,787$413K0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC4,758$411K<0.01%+1013F-HRTimeline
First Nebraska Trust Co4,665$403K0.04%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,558$394K<0.01%+93413F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP4,527$391K0.01%new13F-HRTimeline
International Private Wealth Advisors L…4,507$389K0.24%+113F-HRTimeline
Team Financial Group, LLC4,485$387K0.18%-5413F-HRTimeline
Wood Tarver Financial Group, LLC4,488$387K0.11%-2,02213F-HRTimeline
ARVEST INVESTMENTS, INC.4,471$386K0.05%-11213F-HRTimeline
GenTrust, LLC4,411$381K0.02%+1,09513F-HRTimeline
Vantage Point Financial LLC4,400$380K0.13%+113F-HRTimeline
RMR Capital Management, LLC4,400$380K0.27%013F-HRTimeline
IFP Advisors, Inc4,250$367K0.01%-3013F-HRTimeline
Signal Advisors Wealth, LLC4,199$363K0.02%+23113F-HRTimeline
Mayflower Financial Advisors, LLC4,105$355K0.04%013F-HRTimeline
Midwest Trust Co4,088$353K<0.01%-3213F-HRTimeline
Kendall Capital Management4,080$352K0.07%013F-HRTimeline
MML INVESTORS SERVICES, LLC3,975$343K<0.01%-1,52013F-HRTimeline
Waverly Advisors, LLC3,902$337K<0.01%-9513F-HRTimeline
Amplius Wealth Advisors, LLC3,800$328K0.03%013F-HRTimeline
Essential Planning, LLC.3,750$324K0.1%+113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,672$317K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV3,603$311K0.02%+8513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,566$308K<0.01%+4013F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.3,556$307K<0.01%13F-HRTimelineGroup
Rooted Wealth Advisors, Inc.3,366$305K0.08%-10313F-HRTimeline
Kapstone Financial Advisors LLC3,500$302K0.15%013F-HRTimeline
VestGen Advisors, LLC3,292$301K0.01%+33913F-HRTimeline
NewEdge Advisors, LLC3,482$301K<0.01%-5913F-HR/ATimeline
Allegheny Financial Group3,451$298K0.04%-10513F-HRTimeline
Summit Financial, LLC3,408$294K<0.01%+213F-HRTimeline
Vise Technologies, Inc.3,414$290K0.01%013F-HRTimeline
CoreCap Advisors, LLC3,241$280K0.01%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,238$280K0.02%-1,83613F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD3,211$277K0.04%+1213F-HR/ATimeline
Root Financial Partners, LLC3,198$276K0.01%-21613F-HRTimeline
Rehmann Capital Advisory Group3,154$272K0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.3,057$264K0.01%+1113F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.3,000$259K0.03%013F-HRTimeline
Klingman & Associates, LLC3,000$259K0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC3,000$259K<0.01%013F-HRTimeline
Wilkins Miller Wealth Management, LLC2,999$259K0.16%013F-HRTimeline
Perigon Wealth Management, LLC2,930$253K<0.01%013F-HRTimeline
Magnolia Private Wealth, LLC2,921$252K0.17%-17613F-HRTimeline
HighPoint Advisor Group LLC2,888$249K0.01%+3613F-HRTimeline
CENTAURUS FINANCIAL, INC.2,770$239K0.01%+113F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC2,748$237K0.08%-10013F-HRTimeline
Brooklyn Investment Group2,748$237K0.01%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,742$237K<0.01%013F-HRTimelineGroup
W1M Asset Management Ltd2,670$230K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,667$230K<0.01%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,569$222K<0.01%new13F-HRTimelineGroup
Livet Wealth, LLC2,550$220K0.14%-31513F-HRTimeline
Bison Wealth, LLC2,364$216K0.02%+513F-HRTimeline
Allworth Financial LP2,486$215K<0.01%+3013F-HRTimeline
Curran Financial Partners, LLC2,469$213K0.04%-1613F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,401$207K<0.01%013F-HRTimelineGroup
Columbia Bank2,400$207K0.06%013F-HRTimeline
Tranquility Partners, LLC2,395$207K0.08%-4013F-HRTimeline
JACKSON SQUARE CAPITAL, LLC2,385$206K0.04%013F-HRTimeline
Centric Wealth Management2,250$203K0.04%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,337$202K0.01%-10713F-HRTimelineGroup
LRI Investments, LLC2,334$202K0.02%-7313F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,324$201K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,709$148K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC1,587$137K<0.01%-413F-HRTimeline
Clearstead Trust, LLC1,367$118K0.02%013F-HRTimeline
Cornerstone Planning Group LLC1,129$103K0.01%-1,49113F-HRTimeline
WealthShield Partners, LLC1,097$94.7K0.01%013F-HRTimeline
PITTENGER & ANDERSON INC1,070$92.4K<0.01%-23013F-HRTimeline
Hilltop National Bank986$85.2K0.02%013F-HRTimeline
Center for Financial Planning, Inc.982$84.8K0.01%013F-HRTimeline
Fairman Group, LLC926$80K0.07%+413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC864$74.6K<0.01%013F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…810$70K<0.01%new13F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding777$67.1KnewTimeline
Federation des caisses Desjardins du Qu…776$67K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC760$65.6K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC755$65.2K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC683$59K0.01%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC669$57.8K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC570$49.3K<0.01%013F-HR/ATimeline
Qube Research & Technologies Ltd526$45.4K<0.01%-8513F-HRTimeline
Archer Investment Corp500$43.2K0.01%013F-HRTimeline
Farther Finance Advisors, LLC468$40.4K<0.01%013F-HRTimeline
Larson Financial Group LLC459$39.6K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP453$39.1K<0.01%013F-HRTimelineGroup
MASECO LLP441$38K<0.01%-5613F-HRTimeline
MAI Capital Management390$33.7K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC362$32.7K<0.01%-11513F-HRTimeline
IAG Wealth Partners, LLC350$30.2K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…318$27.4K<0.01%+213F-HRTimelineGroup
Arax Advisory Partners207$17.9K<0.01%013F-HRTimeline
SWAN Capital LLC203$17.5K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/200$17.3K<0.01%013F-HRTimelineGroup
N.E.W. Advisory Services LLC181$15.6K<0.01%+113F-HRTimeline
Asset Dedication, LLC165$14.2K<0.01%013F-HRTimeline