WISDOMTREE US TOTAL DIVIDEND (DTD) Institutional Ownership Changes & 13F Activity

WISDOMTREE US TOTAL DIVIDEND (DTD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Sanctuary Advisors, Llc, Ameriprise Financial Inc, Integrated Wealth Concepts Llc, Osaic Holdings, Inc., and Morgan Stanley.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+74,408+1543.1%79,230$7.39MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+14,865+132.2%26,111$2.43MQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+7,067+93.2%14,647$1.37MQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Buy+2,2902,290$213.53KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+137,083137,083$12.78MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+47,088+61.3%123,901$11.56MQ2 2026Aug 14, 2026
Itau Unibanco Holding S.A.Buy+23,53523,535$2.19MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+21,666+79.8%48,821$4.55MQ2 2026Aug 14, 2026
Vertex Planning Partners, LlcBuy+17,048+17.0%117,050$10.91MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+7,785+6.5%126,855$11.83MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+7,508+2.7%280,648$26.17MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+6,8906,890$642.47KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-5,790-8.3%63,820$5.95MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-2,982-0.8%369,580$34.46MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+2,865+0.2%1,508,148$140.63MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+2,4472,447$228.00KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+2,257+17.2%15,386$1.44MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-2,192-11.5%16,833$1.57MQ2 2026Aug 14, 2026
&PartnersBuy+1,389+11.1%13,920$1.30MQ2 2026Aug 14, 2026
Vantage Point Financial LlcSell-1,317-29.9%3,083$287.45KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+324324$30.22KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+300300$27.97KQ2 2026Aug 14, 2026
Element Wealth, LlcBuy+210+3.7%5,824$543.07KQ2 2026Aug 14, 2026
Aqr Capital Management LlcSell-150-0.9%15,970$1.49MQ2 2026Aug 14, 2026
Larson Financial Group LlcSell-150-32.7%309$28.80KQ2 2026Aug 14, 2026
Glen Eagle Advisors, LlcSell-132-19.3%551$51.34KQ2 2026Aug 14, 2026
Qube Research & Technologies LtdSell-127-24.1%399$37.20KQ2 2026Aug 14, 2026
Sanctuary Advisors, LlcSell-143,032-95.5%6,761$630.47KQ2 2026Aug 13, 2026
Morgan StanleyBuy+24,017+2.0%1,240,413$115.66MQ2 2026Aug 13, 2026
Panoramic Investment Advisors, LlcBuy+12,12112,121$1.13MQ2 2026Aug 13, 2026
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Frequently asked questions about DTD activity

  • Which institutional owners are buying DTD?

    Institutional owners buying DTD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DTD activity?

    "Buy" means an investor increased their reported position in DTD compared to the prior reporting period. This reflects growing exposure to WISDOMTREE US TOTAL DIVIDEND (DTD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DTD increasing?

    Institutional interest in DTD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.