DTD Institutional Ownership & Shareholders
WISDOMTREE US TOTAL DIVIDEND (DTD) is currently held by 215 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $787.59M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of DTD tracked by InsiderSet, reporting ownership valued at approximately $140.63M in its June 30, 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 $146.06M, representing an estimated gain of +3.86% 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
215
Total Reported Value
$787.59M
Largest Holder
Bank Of America Corp
Largest Position
$140.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
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% | 1,508,148 | $140,629,290 | $146,055,839 | +$5,426,549 | +3.86% | |
| Morgan Stanley | 0.01% | 1,240,413 | $115,664,636 | $120,127,177 | +$4,462,541 | +3.86% | |
| Lpl Financial Llc | 0.02% | 917,128 | $85,519,247 | $88,818,803 | +$3,299,556 | +3.86% | |
| Wells Fargo & Company/Mn | 0.01% | 369,580 | $34,462,174 | $35,791,790 | +$1,329,616 | +3.86% | |
| 626 Financial, Llc | 11.15% | 305,791 | $28,514,000 | $29,614,176 | +$1,100,176 | +3.86% | |
| Raymond James Financial Inc | 0.01% | 280,648 | $26,169,533 | $27,179,215 | +$1,009,682 | +3.86% | |
| Connecticut Wealth Management, Llc | 0.91% | 266,052 | $24,854,578 | $25,765,673 | +$911,095 | +3.67% | |
| Pinnacle Financial Group, Llc / Il | 5.32% | 236,622 | $22,105,213 | $22,915,539 | +$810,326 | +3.67% | |
| Kestra Advisory Services, Llc | 0.05% | 200,730 | $18,752,188 | $19,439,596 | +$687,408 | +3.67% | |
| Retirement Planning Group, Llc | 0.40% | 170,364 | $15,915,445 | $16,498,816 | +$583,371 | +3.67% | |
| Cetera Investment Advisers | 0.01% | 145,767 | $13,592,306 | $14,116,732 | +$524,426 | +3.86% | |
| Savvy Advisors, Inc. | 0.28% | 141,011 | $13,148,826 | $13,656,140 | +$507,314 | +3.86% | |
| Ameriprise Financial Inc | 0.00% | 137,083 | $12,781,591 | $13,275,735 | +$494,144 | +3.87% | |
| Foundations Investment Advisors, Llc | 0.12% | 126,855 | $11,828,805 | $12,285,209 | +$456,404 | +3.86% | |
| Osaic Holdings, Inc. | 0.01% | 123,901 | $11,555,755 | $11,999,130 | +$443,375 | +3.84% | |
| Vertex Planning Partners, Llc | 1.62% | 117,050 | $10,914,496 | $11,335,649 | +$421,153 | +3.86% | |
| Ubs Group Ag | 0.00% | 95,533 | $8,908,166 | $9,251,846 | +$343,680 | +3.86% | |
| Melone Private Wealth, Llc | 3.15% | 86,070 | $8,040,685 | $8,335,406 | +$294,721 | +3.67% | |
| Integrated Wealth Concepts Llc | 0.05% | 79,230 | $7,387,933 | $7,672,990 | +$285,057 | +3.86% | |
| Envestnet Asset Management Inc | 0.00% | 76,971 | $7,177,282 | $7,454,218 | +$276,936 | +3.86% | |
| Jpmorgan Chase & Co | 0.00% | 75,908 | $7,087,078 | $7,351,272 | +$264,194 | +3.73% | |
| Vestmark Advisory Solutions, Inc. | 0.06% | 71,954 | $6,709,480 | $6,968,349 | +$258,869 | +3.86% | |
| Royal Bank Of Canada | 0.00% | 63,820 | $5,951,000 | $6,180,616 | +$229,616 | +3.86% | |
| Ffg Retirement Advisors Llc | 2.97% | 59,686 | $5,575,868 | $5,780,261 | +$204,393 | +3.67% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 53,214 | $4,962,027 | $5,153,483 | +$191,456 | +3.86% | |
| Susquehanna International Group, Llp | 0.00% | 48,821 | $4,552,402 | $4,728,045 | +$175,643 | +3.86% | |
| Pathstone Holdings, Llc | 0.02% | 52,074 | $4,497,110 | $5,043,080 | +$545,970 | +12.14% | |
| Bank Of New York Mellon Corp | 0.00% | 46,756 | $4,359,828 | $4,528,061 | +$168,233 | +3.86% | |
| Cwm, Llc | 0.01% | 48,631 | $4,199,770 | $4,709,645 | +$509,875 | +12.14% | |
| Envision Financial Llc | 1.74% | 41,922 | $3,916,388 | $4,059,915 | +$143,527 | +3.66% | |
| Merit Financial Group, Llc | 0.02% | 37,523 | $3,498,940 | $3,633,896 | +$134,956 | +3.86% | |
| Creative Planning | 0.00% | 33,820 | $3,159,488 | $3,275,281 | +$115,793 | +3.66% | |
| Commonwealth Equity Services, Llc | 0.00% | 31,833 | $2,973,800 | $3,082,851 | +$109,051 | +3.67% | |
| Certified Advisory Corp | 0.25% | 31,735 | $2,964,683 | $3,073,360 | +$108,677 | +3.67% | |
| Lcnb Corp | 0.91% | 31,727 | $2,958,441 | $3,072,585 | +$114,144 | +3.86% | |
| Avant Capital Llc | 1.84% | 31,570 | $2,943,842 | $3,057,381 | +$113,539 | +3.86% | |
| Focus Partners Wealth | 0.00% | 31,295 | $2,918,205 | $3,030,749 | +$112,544 | +3.86% | |
| Rockefeller Capital Management L.P. | 0.00% | 31,177 | $2,907,240 | $3,019,321 | +$112,081 | +3.86% | |
| Concurrent Investment Advisors, Llc | 0.02% | 26,073 | $2,435,786 | $2,525,027 | +$89,241 | +3.66% | |
| Citadel Advisors Llc | 0.00% | 26,111 | $2,434,767 | $2,528,707 | +$93,940 | +3.86% | |
| Mariner, Llc | 0.00% | 25,140 | $2,344,228 | $2,434,671 | +$90,443 | +3.86% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 25,952 | $2,241,215 | $2,513,308 | +$272,093 | +12.14% | |
| Itau Unibanco Holding S.A. | 0.04% | 23,535 | $2,194,563 | $2,279,235 | +$84,672 | +3.86% | |
| Fmr Llc | 0.00% | 20,757 | $1,935,489 | $2,010,201 | +$74,712 | +3.86% | |
| Assuredpartners Investment Advisors, Llc | 0.18% | 20,333 | $1,895,961 | $1,969,139 | +$73,178 | +3.86% | |
| Verus Capital Partners, Llc | 0.10% | 19,320 | $1,801,573 | $1,871,036 | +$69,463 | +3.86% | |
| Sonata Capital Group Inc | 0.57% | 19,049 | $1,779,558 | $1,844,791 | +$65,233 | +3.67% | |
| Cherrydale Wealth Management, Llc | 0.46% | 18,875 | $1,763,325 | $1,827,940 | +$64,615 | +3.66% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 18,475 | $1,722,815 | $1,789,202 | +$66,387 | +3.85% | |
| Clearwater Capital Advisors, Llc | 0.12% | 18,119 | $1,689,539 | $1,754,725 | +$65,186 | +3.86% |
Frequently asked questions about DTD
Who are the largest institutional holders of DTD?
The largest institutional holders of DTD reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, and 626 Financial, Llc. InsiderSet ranks institutional holders by their latest reported DTD position.
What is DTD institutional ownership?
This page tracks DTD positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE US TOTAL DIVIDEND (DTD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DTD?
InsiderSet currently tracks 215 institutional managers reporting DTD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DTD shareholders.
How much DTD stock do institutions own?
Institutional investment managers disclosed approximately $787.59M in DTD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DTD institutional ownership last updated?
The latest DTD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DTD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DTD position after the reporting date.
Are institutions buying or selling DTD?
Institutional buying and selling can be analyzed by comparing DTD positions across consecutive 13F reporting periods. InsiderSet's DTD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DTD ownership changes.
How has DTD institutional ownership changed over time?
InsiderSet tracks DTD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.