WISDOMTREE US TOTAL DIVIDEND (DTD) Institutional Shareholders
WISDOMTREE US TOTAL DIVIDEND (DTD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $748.20M in DTD holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of DTD tracked by InsiderSet, reporting ownership valued at approximately $130.00M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $143.44M, representing an estimated gain of +10.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed DTD value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in WISDOMTREE US TOTAL DIVIDEND (DTD).
This page ranks the largest institutional DTD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
205
Total Reported Value
$748.20M
Largest Holder
Bank Of America Corp
Largest Position
$130.00M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
130
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 1,505,283 | $129,996,222 | $143,438,417 | +$13,442,195 | +10.34% | |
| Morgan Stanley | 0.01% | 1,216,396 | $105,048,087 | $115,910,375 | +$10,862,288 | +10.34% | |
| Lpl Financial Llc | 0.02% | 901,077 | $77,817,007 | $85,863,627 | +$8,046,620 | +10.34% | |
| Wells Fargo & Company/Mn | 0.01% | 372,562 | $32,174,440 | $35,501,433 | +$3,326,993 | +10.34% | |
| 626 Financial, Llc | 11.15% | 305,791 | $28,514,000 | $29,138,824 | +$624,824 | +2.19% | |
| Connecticut Wealth Management, Llc | 0.92% | 266,740 | $24,872,651 | $25,417,655 | +$545,004 | +2.19% | |
| Raymond James Financial Inc | 0.01% | 273,140 | $23,588,380 | $26,027,511 | +$2,439,131 | +10.34% | |
| Pinnacle Financial Group, Llc / Il | 5.48% | 240,721 | $22,446,479 | $22,938,304 | +$491,825 | +2.19% | |
| Retirement Planning Group, Llc | 0.63% | 235,615 | $20,347,745 | $22,451,753 | +$2,104,008 | +10.34% | |
| Kestra Advisory Services, Llc | 0.06% | 202,645 | $18,896,043 | $19,310,042 | +$413,999 | +2.19% | |
| Hightower Advisors, Llc | 0.02% | 180,709 | $15,606,055 | $17,219,761 | +$1,613,706 | +10.34% | |
| Savvy Advisors, Inc. | 0.28% | 141,011 | $13,148,826 | $13,436,938 | +$288,112 | +2.19% | |
| Sanctuary Advisors, Llc | 0.07% | 149,793 | $12,936,156 | $14,273,775 | +$1,337,619 | +10.34% | |
| Cetera Investment Advisers | 0.01% | 143,467 | $12,389,832 | $13,670,970 | +$1,281,138 | +10.34% | |
| Ameriprise Financial Inc | 0.00% | 142,601 | $12,315,843 | $13,588,449 | +$1,272,606 | +10.33% | |
| Foundations Investment Advisors, Llc | 0.13% | 119,070 | $10,282,862 | $11,346,180 | +$1,063,318 | +10.34% | |
| Vertex Planning Partners, Llc | 1.68% | 100,002 | $8,636,181 | $9,529,191 | +$893,010 | +10.34% | |
| Ubs Group Ag | 0.00% | 95,587 | $8,254,894 | $9,108,485 | +$853,591 | +10.34% | |
| Melone Private Wealth, Llc | 2.95% | 83,013 | $7,740,659 | $7,910,309 | +$169,650 | +2.19% | |
| Envestnet Asset Management Inc | 0.00% | 76,971 | $7,177,282 | $7,334,567 | +$157,285 | +2.19% | |
| Osaic Holdings, Inc. | 0.01% | 76,813 | $6,634,809 | $7,319,511 | +$684,702 | +10.32% | |
| Vestmark Advisory Solutions, Inc. | 0.07% | 71,954 | $6,213,947 | $6,856,497 | +$642,550 | +10.34% | |
| Atria Investments, Inc | 0.06% | 64,983 | $6,059,463 | $6,192,230 | +$132,767 | +2.19% | |
| Royal Bank Of Canada | 0.00% | 69,610 | $6,012,000 | $6,633,137 | +$621,137 | +10.33% | |
| Ffg Retirement Advisors Llc | 2.95% | 59,772 | $5,573,502 | $5,695,674 | +$122,172 | +2.19% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 52,465 | $4,530,884 | $4,999,390 | +$468,506 | +10.34% | |
| Pathstone Holdings, Llc | 0.02% | 52,074 | $4,497,110 | $4,962,131 | +$465,021 | +10.34% | |
| Cwm, Llc | 0.01% | 48,631 | $4,199,770 | $4,634,048 | +$434,278 | +10.34% | |
| Envision Financial Llc | 1.89% | 44,109 | $4,113,033 | $4,203,147 | +$90,114 | +2.19% | |
| Merit Financial Group, Llc | 0.02% | 37,523 | $3,498,939 | $3,575,567 | +$76,628 | +2.19% | |
| Corient Private Wealth Llc | 0.00% | 38,003 | $3,281,958 | $3,621,306 | +$339,348 | +10.34% | |
| Certified Advisory Corp | 0.24% | 31,918 | $2,976,256 | $3,041,466 | +$65,210 | +2.19% | |
| Creative Planning | 0.00% | 33,833 | $2,921,839 | $3,223,947 | +$302,108 | +10.34% | |
| Lcnb Corp | 0.97% | 33,383 | $2,882,956 | $3,181,066 | +$298,110 | +10.34% | |
| Commonwealth Equity Services, Llc | 0.00% | 30,363 | $2,831,247 | $2,893,290 | +$62,043 | +2.19% | |
| Focus Partners Wealth | 0.00% | 30,877 | $2,696,087 | $2,942,269 | +$246,182 | +9.13% | |
| Avant Capital Llc | 1.88% | 31,005 | $2,677,633 | $2,954,466 | +$276,833 | +10.34% | |
| Rockefeller Capital Management L.P. | 0.00% | 29,796 | $2,573,223 | $2,839,261 | +$266,038 | +10.34% | |
| Susquehanna International Group, Llp | 0.00% | 27,155 | $2,345,106 | $2,587,600 | +$242,494 | +10.34% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 25,952 | $2,241,215 | $2,472,966 | +$231,751 | +10.34% | |
| Mariner, Llc | 0.00% | 24,829 | $2,144,263 | $2,365,955 | +$221,692 | +10.34% | |
| Gateway Wealth Partners, Llc | 0.07% | 22,223 | $1,919,237 | $2,117,630 | +$198,393 | +10.34% | |
| Sonata Capital Group Inc | 0.57% | 19,049 | $1,776,259 | $1,815,179 | +$38,920 | +2.19% | |
| Assuredpartners Investment Advisors, Llc | 0.19% | 20,221 | $1,756,289 | $1,926,859 | +$170,570 | +9.71% | |
| Cherrydale Wealth Management, Llc | 0.46% | 18,789 | $1,752,060 | $1,790,404 | +$38,344 | +2.19% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 20,144 | $1,739,636 | $1,919,522 | +$179,886 | +10.34% | |
| Goldman Sachs Group Inc | 0.00% | 19,025 | $1,642,999 | $1,812,892 | +$169,893 | +10.34% | |
| Key Financial Inc | 0.27% | 17,587 | $1,639,948 | $1,675,865 | +$35,917 | +2.19% | |
| Fmr Llc | 0.00% | 18,612 | $1,607,315 | $1,773,537 | +$166,222 | +10.34% | |
| Clearwater Capital Advisors, Llc | 0.13% | 18,119 | $1,564,757 | $1,726,560 | +$161,803 | +10.34% |
Frequently asked questions about DTD
Who owns the most DTD stock?
The largest holders of DTD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE US TOTAL DIVIDEND (DTD).
Is DTD widely held by superinvestors?
Many widely followed stocks like DTD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DTD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.