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Wisdomtree US Total Dividend (DTD)

CUSIP: 97717W109 | NYSE | 535 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

626 Financial, LLC307,016
11.0% of portfolio›$28.7M
Connecticut Wealth Management, LLC266,052
0.9% of portfolio›$24.9M
Pinnacle Financial Group, LLC / IL236,622
5.3% of portfolio›$22.1M
Kestra Advisory Services, LLC200,730
0.1% of portfolio›$18.8M
Retirement Planning Group, LLC170,364
0.4% of portfolio›$15.9M
Cambridge Investment Research Advisors, Inc.100,742
0.0% of portfolio›$9.4K
Melone Private Wealth, LLC86,070
3.2% of portfolio›$8.0M
FFG Retirement Advisors LLC59,686
3.0% of portfolio›$5.6M
Envision Financial LLC41,922
1.7% of portfolio›$3.9M
Bank of New York Mellon Corp38,910
0.0% of portfolio›$3.6M
Creative Planning33,820
0.0% of portfolio›$3.2M
Commonwealth Equity Services, LLC31,833
0.0% of portfolio›$3.0M
Certified Advisory Corp31,735
0.2% of portfolio›$3.0M
Concurrent Investment Advisors, LLC26,073
0.0% of portfolio›$2.4M
Verus Capital Partners, LLC19,358
0.1% of portfolio›$1.8M
Sonata Capital Group Inc19,049
0.6% of portfolio›$1.8M
Cherrydale Wealth Management, LLC18,875
0.5% of portfolio›$1.8M
Park Avenue Securities LLC18,488
0.0% of portfolio›$1.7K
Key FInancial Inc17,062
0.3% of portfolio›$1.6M
Wealth Enhancement Advisory Services, LLC16,281
0.0% of portfolio›$1.5M
HB Wealth Management, LLC14,490
0.0% of portfolio›$1.4M
Sharper & Granite LLC13,440
0.4% of portfolio›$1.2M
PCA Investment Advisory Services Inc.12,375
0.3% of portfolio›$1.2M
JFS Wealth Advisors, LLC11,414
0.1% of portfolio›$1.1M
DSG Capital Advisors, LLC10,076
0.1% of portfolio›$941.3K
OxenFree Capital LLC9,806
0.4% of portfolio›$930.9K
Spire Wealth Management9,502
0.0% of portfolio›$887.7K
Ashton Thomas Securities, LLC8,987
0.1% of portfolio›$839.6K
Avestar Capital, LLC7,896
0.1% of portfolio›$737.6K
Atria Investments, Inc7,799
0.0% of portfolio›$728.6K
Evolution Wealth Management Inc.7,769
0.4% of portfolio›$725.7K
Revisor Wealth Management LLC6,963
0.2% of portfolio›$667.3K
Quartz Partners, LLC6,896
0.2% of portfolio›$644.2K
Florida Trust Wealth Management Co6,850
0.0% of portfolio›$639.9K
Truist Financial Corp6,136
0.0% of portfolio›$573.3K
Norden Group LLC6,116
0.0% of portfolio›$571.4K
Midwest Trust Co5,958
0.0% of portfolio›$556.6K
International Private Wealth Advisors LLC5,172
0.2% of portfolio›$483.1K
Willis Investment Counsel4,891
0.0% of portfolio›$456.9K
Asset Advisory Group, Inc.4,818
0.2% of portfolio›$450.1K
Regions Financial Corp4,800
0.0% of portfolio›$448.4K
Gradient Capital Advisors, LLC4,774
0.1% of portfolio›$446.0K
First Nebraska Trust Co4,665
0.0% of portfolio›$435.8K
Team Financial Group, LLC4,508
0.2% of portfolio›$421.1K
Curran Financial Partners, LLC4,435
0.1% of portfolio›$414.3K
RMR Capital Management, LLC4,400
0.3% of portfolio›$411.0K
Advisory Solutions Group, LLC4,330
0.1% of portfolio›$404.5K
Mission Wealth Management, LP4,287
0.0% of portfolio›$400.5K
Arvest Investments, Inc.4,134
0.0% of portfolio›$386.3K
IFP Advisors, Inc4,098
0.0% of portfolio›$382.8K
Kendall Capital Management4,080
0.1% of portfolio›$381.2K
Signal Advisors Wealth, LLC3,969
0.0% of portfolio›$370.8K
Amplius Wealth Advisors, LLC3,800
0.0% of portfolio›$355.0K
VestGen Advisors, LLC3,714
0.0% of portfolio›$347.0K
Essential Planning, Llc.3,657
0.1% of portfolio›$341.7K
Creative Financial Designs Inc3,530
0.0% of portfolio›$329.7K
Allegheny Financial Group3,484
0.0% of portfolio›$325.5K
Rooted Wealth Advisors, Inc.3,346
0.1% of portfolio›$312.0K
CoreCap Advisors, LLC3,249
0.0% of portfolio›$303.5K
Perryman Financial Advisory Inc3,239
0.0% of portfolio›$302.6K
Vise Technologies, Inc.3,221
0.0% of portfolio›$300.9K
Root Financial Partners, LLC3,198
0.0% of portfolio›$298.8K
Fifth Third Bancorp3,101
0.0% of portfolio›$289.7K
Klingman & Associates, LLC3,000
0.0% of portfolio›$280.3K
Greatmark Investment Partners, Inc.3,000
0.0% of portfolio›$280.3K
Wilkins Miller Wealth Management, LLC2,999
0.2% of portfolio›$280.2K
Lanark Financial, Inc.2,985
0.0% of portfolio›$278.9K
J.W. Cole Advisors, Inc.2,972
0.0% of portfolio›$277.6K
Perigon Wealth Management, LLC2,930
0.0% of portfolio›$273.7K
Trek Financial, LLC2,632
0.0% of portfolio›$245.9K
Livet Wealth, LLC2,574
0.1% of portfolio›$240.5K
Columbia Bank2,400
0.0% of portfolio›$224.2K
Tranquility Partners, LLC2,395
0.1% of portfolio›$223.7K
True Private Wealth Advisors2,311
0.0% of portfolio›$216.0K
Bison Wealth, LLC2,257
0.0% of portfolio›$215.6K
Grandfield & Dodd, LLC2,200
0.0% of portfolio›$205.5K
Farther Finance Advisors, LLC1,841
0.0% of portfolio›$172.0K
Buck Wealth Strategies, LLC1,620
0.0% of portfolio›$151.3K
Ashton Thomas Private Wealth, LLC1,356
0.0% of portfolio›$126.7K
Three Bridge Wealth Advisors, LLC1,232
0.0% of portfolio›$115.1K
Latitude Advisors, LLC1,000
0.0% of portfolio›$93.4K
Hilltop National Bank986
0.0% of portfolio›$92.1K
Center for Financial Planning, Inc.982
0.0% of portfolio›$91.7K
Fairman Group, LLC935
0.1% of portfolio›$87.3K
Mather Group, Llc.904
0.0% of portfolio›$84.5K
Beacon Investment Advisory Services, Inc.810
0.0% of portfolio›$75.7K
Jacobi Capital Management LLC784
0.0% of portfolio›$73.3K
Private Trust Co NA714
0.0% of portfolio›$66.7K
Assetmark, Inc669
0.0% of portfolio›$62.5K
Pittenger & Anderson Inc650
0.0% of portfolio›$60.7K
Parallel Advisors, LLC571
0.0% of portfolio›$53.4K
Gamma Investing LLC510
0.0% of portfolio›$47.6K
Archer Investment Corp500
0.0% of portfolio›$46.7K
Tompkins Financial Corp453
0.0% of portfolio›$42.3K
Maseco LLP441
0.0% of portfolio›$41.2K
James T. Borello RIA358
0.0% of portfolio›$33.4K
Larson Financial Group LLC309
0.0% of portfolio›$28.9K
POM Investment Strategies, LLC174
0.0% of portfolio›$16.3K
Asset Dedication, LLC165
0.0% of portfolio›$15.4K
Reap Financial Group, LLC147
0.0% of portfolio›$13.7K
Central Trust Co100
0.0% of portfolio›$9.3K
William Mack & Associates, Inc.66
0.0% of portfolio›$6.2K
Dhjj Financial Advisors, Ltd.14
0.0% of portfolio›$1.3K
StyleTurnoverLocationFiled
626 Financial, LLC
307,016$28.7M11.0%CoreLowPortage, MI2026-11-04
Connecticut Wealth Management, LLC
266,052$24.9M0.9%ETFLowFarmington, CT2026-10-13
Pinnacle Financial Group, LLC / IL
236,622$22.1M5.3%ETFVery LowWestern Springs, IL2026-10-29
Kestra Advisory Services, LLC
200,730$18.8M0.1%CoreLowAustin, TX2026-11-02
Retirement Planning Group, LLC
170,364$15.9M0.4%ETFVery LowLeawood, KS2026-10-19
Cambridge Investment Research Advisors, Inc.
100,742$9.4K0.0%ETFLowFairfield, IA2026-11-02
Melone Private Wealth, LLC
86,070$8.0M3.2%ETFMediumAuburn Hills, MI2026-10-16
FFG Retirement Advisors LLC
59,686$5.6M3.0%ETFMediumCentennial, CO2026-10-20
Envision Financial LLC
41,922$3.9M1.7%ETFLowBrookfield, WI2026-10-15
Bank of New York Mellon Corp
38,910$3.6M0.0%CoreLowNew York, NY2026-11-05
Creative Planning
33,820$3.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Commonwealth Equity Services, LLC
31,833$3.0M0.0%ETFLowWaltham, MA2026-11-02
Certified Advisory Corp
31,735$3.0M0.2%ETFLowAltamonte Springs, FL2026-10-29
Concurrent Investment Advisors, LLC
26,073$2.4M0.0%GrowthMediumTampa, FL2026-10-16
Verus Capital Partners, LLC
19,358$1.8M0.1%GrowthLowScottsdale, AZ2026-11-03
Sonata Capital Group Inc
19,049$1.8M0.6%ETFVery LowSeattle, WA2026-10-19
Cherrydale Wealth Management, LLC
18,875$1.8M0.5%ETFVery LowMontclair, NJ2026-10-20
Park Avenue Securities LLC
18,488$1.7K0.0%ETFMediumNew York, NY2026-10-26
Key FInancial Inc
17,062$1.6M0.3%ETFLowWest Chester, PA2026-11-02
Wealth Enhancement Advisory Services, LLC
16,281$1.5M0.0%CoreLowPlymouth, MN2026-10-13
HB Wealth Management, LLC
14,490$1.4M0.0%IndexVery LowAtlanta, GA2026-10-23
Sharper & Granite LLC
13,440$1.2M0.4%ETFLowEl Segundo, CA2026-11-02
PCA Investment Advisory Services Inc.
12,375$1.2M0.3%ETFVery LowCincinnati, OH2026-10-13
JFS Wealth Advisors, LLC
11,414$1.1M0.1%ETFVery LowHermitage, PA2026-11-03
DSG Capital Advisors, LLC
10,076$941.3K0.1%GrowthLowEdina, MN2026-11-05
OxenFree Capital LLC
9,806$930.9K0.4%N/ALowMelbourne, FL2026-10-07
Spire Wealth Management
9,502$887.7K0.0%GrowthMediumMclean, VA2026-10-30
Ashton Thomas Securities, LLC
8,987$839.6K0.1%ETFMediumRochester, NY2026-10-26
Avestar Capital, LLC
7,896$737.6K0.1%GrowthLowNew York, NY2026-10-28
Atria Investments, Inc
7,799$728.6K0.0%CoreMediumCharlotte, NC2026-10-15
Evolution Wealth Management Inc.
7,769$725.7K0.4%ETFMediumFort Myers, FL2026-10-28
Revisor Wealth Management LLC
6,963$667.3K0.2%CoreLowAkron, OH2026-10-20
Quartz Partners, LLC
6,896$644.2K0.2%GARPMediumSaratoga Springs, NY2026-11-03
Florida Trust Wealth Management Co
6,850$639.9K0.0%CoreVery LowSanibel, FL2026-11-05
Truist Financial Corp
6,136$573.3K0.0%CoreLowCharlotte, NC2026-10-30
Norden Group LLC
6,116$571.4K0.0%GrowthMediumProvo, UT2026-10-20
Midwest Trust Co
5,958$556.6K0.0%CoreLowOverland Park, KS2026-10-22
International Private Wealth Advisors LLC
5,172$483.1K0.2%CoreMediumSan Diego, CA2026-11-05
Willis Investment Counsel
4,891$456.9K0.0%CoreLowGainesville, GA2026-10-20
Asset Advisory Group, Inc.
4,818$450.1K0.2%CoreVery LowKinnelon, NJ2026-10-20
Regions Financial Corp
4,800$448.4K0.0%CoreLowBirmingham, AL2026-11-05
Gradient Capital Advisors, LLC
4,774$446.0K0.1%ETFLowSan Diego, CA2026-10-21
First Nebraska Trust Co
4,665$435.8K0.0%CoreVery LowLincoln, NE2026-10-30
Team Financial Group, LLC
4,508$421.1K0.2%ETFLowTemecula, CA2026-10-30
Curran Financial Partners, LLC
4,435$414.3K0.1%ETFMediumDaniel Island, SC2026-11-04
RMR Capital Management, LLC
4,400$411.0K0.3%ValueVery LowTustin, CA2026-10-23
Advisory Solutions Group, LLC
4,330$404.5K0.1%ETFN/APlymouth, MN2026-10-14
Mission Wealth Management, LP
4,287$400.5K0.0%ETFLowSanta Barbara, CA2026-10-15
Arvest Investments, Inc.
4,134$386.3K0.0%ETFLowLowell, AR2026-10-21
IFP Advisors, Inc
4,098$382.8K0.0%GrowthLowTampa, FL2026-10-16
Kendall Capital Management
4,080$381.2K0.1%GARPLowRockville, MD2026-10-23
Signal Advisors Wealth, LLC
3,969$370.8K0.0%ETFLowDetroit, MI2026-10-13
Amplius Wealth Advisors, LLC
3,800$355.0K0.0%ETFLowBlue Bell, PA2026-10-20
VestGen Advisors, LLC
3,714$347.0K0.0%GrowthMediumChicago, IL2026-10-27
Essential Planning, Llc.
3,657$341.7K0.1%ETFLowPortsmouth, NH2026-10-21
Creative Financial Designs Inc
3,530$329.7K0.0%ETFMediumKokomo, IN2026-11-04
Allegheny Financial Group
3,484$325.5K0.0%CoreLowPittsburgh, PA2026-11-05
Rooted Wealth Advisors, Inc.
3,346$312.0K0.1%ETFLowBourbonnais, IL2026-11-03
CoreCap Advisors, LLC
3,249$303.5K0.0%ETFMediumSouthfield, MI2026-10-08
Perryman Financial Advisory Inc
3,239$302.6K0.0%GrowthVery LowDallas, TX2026-10-16
Vise Technologies, Inc.
3,221$300.9K0.0%IndexLowNew York, NY2026-10-29
Root Financial Partners, LLC
3,198$298.8K0.0%ETFMediumEncinitas, CA2026-10-21
Fifth Third Bancorp
3,101$289.7K0.0%IndexVery LowCincinnati, OH2026-11-05
Klingman & Associates, LLC
3,000$280.3K0.0%ETFVery LowNew York, NY2026-10-20
Greatmark Investment Partners, Inc.
3,000$280.3K0.0%ValueVery LowColumbus, GA2026-10-28
Wilkins Miller Wealth Management, LLC
2,999$280.2K0.2%ETFVery LowMobile, AL2026-10-13
Lanark Financial, Inc.
2,985$278.9K0.0%CoreMediumBirmingham, AL2026-10-26
J.W. Cole Advisors, Inc.
2,972$277.6K0.0%IndexLowTampa, FL2026-11-05
Perigon Wealth Management, LLC
2,930$273.7K0.0%GrowthLowSan Francisco, CA2026-10-22
Trek Financial, LLC
2,632$245.9K0.0%ETFHighScottsdale, AZ2026-10-29
Livet Wealth, LLC
2,574$240.5K0.1%ETFLowSpanish Fork, UT2026-10-27
Columbia Bank
2,400$224.2K0.0%GrowthLowLake Oswego, OR2026-10-29
Tranquility Partners, LLC
2,395$223.7K0.1%CoreLowBrentwood, TN2026-10-20
True Private Wealth Advisors
2,311$216.0K0.0%ETFMediumSalem, OR2026-10-19
Bison Wealth, LLC
2,257$215.6K0.0%GrowthMediumAtlanta, GA2026-10-13
Grandfield & Dodd, LLC
2,200$205.5K0.0%CoreVery LowNew York, NY2026-10-29
Farther Finance Advisors, LLC
1,841$172.0K0.0%IndexLowSan Francisco, CA2026-10-08
Buck Wealth Strategies, LLC
1,620$151.3K0.0%ValueMediumDenver, CO2026-10-28
Ashton Thomas Private Wealth, LLC
1,356$126.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Three Bridge Wealth Advisors, LLC
1,232$115.1K0.0%ETFLowLos Altos, CA2026-11-05
Latitude Advisors, LLC
1,000$93.4K0.0%ETFLowYorkville, IL2026-10-27
Hilltop National Bank
986$92.1K0.0%CoreLowCasper, WY2026-10-14
Center for Financial Planning, Inc.
982$91.7K0.0%ETFLowSouthfied, MI2026-10-26
Fairman Group, LLC
935$87.3K0.1%ETFLowChesterbrook, PA2026-10-26
Mather Group, Llc.
904$84.5K0.0%ETFMediumChicago, IL2026-10-14
Beacon Investment Advisory Services, Inc.
810$75.7K0.0%GrowthLowMorristown, NJ2026-10-13
Jacobi Capital Management LLC
784$73.3K0.0%CoreLowPittston, PA2026-11-05
Private Trust Co NA
714$66.7K0.0%CoreLowCleveland, OH2026-10-20
Assetmark, Inc
669$62.5K0.0%ETFLowConcord, CA2026-10-21
Pittenger & Anderson Inc
650$60.7K0.0%CoreLowLincoln, NE2026-11-02
Parallel Advisors, LLC
571$53.4K0.0%IndexLowSan Francisco, CA2026-11-03
Gamma Investing LLC
510$47.6K0.0%IndexVery LowFoster City, CA2026-10-08
Archer Investment Corp
500$46.7K0.0%CoreMediumCarmel, IN2026-11-05
Tompkins Financial Corp
453$42.3K0.0%CoreLowIthaca, NY2026-10-05
Maseco LLP
441$41.2K0.0%ETFVery LowLondon, United Kingdom2026-10-27
James T. Borello RIA
358$33.4K0.0%ETFVery LowEast Dundee, IL2026-10-16
Larson Financial Group LLC
309$28.9K0.0%GrowthLowSt Louis, MO2026-11-05
POM Investment Strategies, LLC
174$16.3K0.0%ETFVery HighRaleigh, NC2026-10-20
Asset Dedication, LLC
165$15.4K0.0%ETFLowSan Francisco, CA2026-11-03
Reap Financial Group, LLC
147$13.7K0.0%ETFLowAustin, TX2026-11-02
Central Trust Co
100$9.3K0.0%CoreLowJefferson City, MO2026-11-05
William Mack & Associates, Inc.
66$6.2K0.0%ETFLowTroy, MI2026-10-27
Dhjj Financial Advisors, Ltd.
14$1.3K0.0%ETFVery LowNaperville, IL2026-10-23