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. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q2 2026Sequoia Financial AdvisorsBuy464,804$447,946
Q1 2026Sequoia Financial AdvisorsBuy104,758$410,863
Q4 2025Sequoia Financial AdvisorsBuy134,748$403,005
Q3 2025Sequoia Financial AdvisorsBuy114,735$397,767
Q2 2025Sequoia Financial AdvisorsBuy134,724$375,653
Q1 2025Sequoia Financial AdvisorsSell-2604,711$362,495
Q4 2024Sequoia Financial AdvisorsBuy124,971$377,089
Q3 2024Sequoia Financial AdvisorsBuy2824,959$380,215
Q2 2024Sequoia Financial AdvisorsBuy134,677$331,271
Q1 2024Sequoia Financial AdvisorsBuy104,664$329,847
Q4 2023Sequoia Financial AdvisorsBuy9284,654$304,276
Q2 2023Sequoia Financial AdvisorsBuy133,726$231,322
Q1 2023Sequoia Financial AdvisorsBuy133,713$224,956
Q4 2022Sequoia Financial AdvisorsBuy3,7003,700$224,407

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.

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