DTD

WisdomTree U.S. Total Dividend Fund
$87.13-0.56 (-0.64%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.1629199605718384e+258B

Total Value

$9.800081000710006e+204T

% of Float

Price History

$68.45$74.00$79.55$85.09$90.64Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY1,162,919$98.0M0.01%Share
2BANK OF AMERICA CORP /DE/960,571$81.0M0.01%Share
3LPL Financial LLC838,532$71.0M0.02%Share
4BANK OF AMERICA CORP /DE/680,550$57.0M0.00%Share
5WELLS FARGO & COMPANY/MN383,159$32.0M0.01%Share
6626 Financial, LLC313,884$26.6M11.46%Share
7Connecticut Wealth Management, LLC268,910$22.0M0.96%Share
8Pinnacle Financial Group, LLC / IL254,646$21.6M6.27%Share
9Retirement Planning Group, LLC246,988$21.0M0.69%Share
10RAYMOND JAMES FINANCIAL INC228,306$19.0M0.01%Share
11Kestra Advisory Services, LLC199,765$16.0M0.07%Share
12HighTower Advisors, LLC193,597$16.0M0.02%Share
13Cetera Investment Advisers142,540$12.0M0.01%Share
14AMERIPRISE FINANCIAL INC140,405$11.0M0.00%Share
15Vertex Planning Partners, LLC97,270$8.3M1.92%Share
16Cambridge Investment Research Advisors, Inc.100,934$8.0M0.02%Share
17OSAIC HOLDINGS, INC.100,353$8.0M0.01%Share
18FOUNDATIONS INVESTMENT ADVISORS, LLC101,044$8.0M0.10%Share
19UBS Group AG91,178$7.7M0.00%Share
20ROYAL BANK OF CANADA82,829$7.0M0.00%Share
21Melone Private Wealth, LLC80,204$6.8M2.89%Share
22FFG RETIREMENT ADVISORS LLC75,562$6.4M3.98%Share
23Atria Investments, Inc73,323$6.0M0.07%Share
24Sanctuary Advisors, LLC68,751$5.8M0.03%Share
25Vestmark Advisory Solutions, Inc.67,351$5.7M0.08%Share
26Envision Financial LLC65,530$5.6M2.94%Share
27Sanctuary Advisors, LLC62,115$4.9M0.03%Share
28Sanctuary Advisors, LLC62,115$4.9M0.03%Share
29Sanctuary Advisors, LLC58,414$4.5M0.03%Share
30Sanctuary Advisors, LLC58,414$4.5M0.03%Share
31CWM, LLC49,062$4.2M0.01%Share
32Pathstone Holdings, LLC52,074$4.0M0.02%Share
33ENVESTNET ASSET MANAGEMENT INC58,577$4.0M0.00%Share
34Steward Partners Investment Advisory, LLC50,310$4.0M0.02%Share
35Merit Financial Group, LLC39,419$3.3M0.03%Share
36Corient Private Wealth LLC37,860$3.2M0.00%Share
37JPMORGAN CHASE & CO43,098$3.0M0.00%Share
38Certified Advisory Corp34,028$2.9M0.26%Share
39LCNB CORP33,383$2.8M0.95%Share
40CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC32,971$2.8M0.82%Share
41Avant Capital LLC31,662$2.7M1.84%Share
42Creative Planning34,099$2.0M0.00%Share
43RAYMOND JAMES FINANCIAL INC31,006$2.0M0.00%Share
44Focus Partners Wealth31,158$2.0M0.00%Share
45GOLDMAN SACHS GROUP INC24,291$2.0M0.00%Share
46Rockefeller Capital Management L.P.29,692$2.0M0.00%Share
47COMMONWEALTH EQUITY SERVICES, LLC35,022$2.0M0.00%Share
48JPMORGAN CHASE & CO27,033$2.0M0.00%Share
49AssuredPartners Investment Advisors, LLC20,865$1.8M0.26%Share
50SONATA CAPITAL GROUP INC19,399$1.6M0.59%Share