Who Owns WisdomTree U.S. Total Dividend Fund (DTD)?Hedge Fund & Institutional Holders

$86.69-0.10 (-0.11%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -2

Price History

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

DTD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+8K+$137.9B
Melone Private Wealth, LLCNew Position+80K+$6.8B
FFG RETIREMENT ADVISORS LLCNew Position+76K+$6.4B
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLCNew Position+33K+$2.8B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+35K+$2.0B
AssuredPartners Investment Advisors, LLCNew Position+21K+$1.8B
Sharper & Granite LLCNew Position+13K+$1.1B
ROYAL BANK OF CANADAIncreased+16K+$1.1B
PCA Investment Advisory Services Inc.New Position+12K+$1.0B
PANORAMIC INVESTMENT ADVISORS, LLCNew Position+12K+$1.0B
JONES FINANCIAL COMPANIES LLLPNew Position+12K+$1.0B
Gateway Wealth Partners, LLCNew Position+11K+$908.0M
WHITTIER TRUST CO OF NEVADA INCNew Position+10K+$905.0M
DSG Capital Advisors, LLCNew Position+10K+$879.0M
RAYMOND JAMES FINANCIAL INCIncreased+20K+$858.6M

DTD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-16K-$13.3B
CITADEL ADVISORS LLCClosed Position-40K-$3.4B
Mariner, LLCDecreased-39-$2.1B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-22K-$2.0B
REGIONS FINANCIAL CORPDecreased-25K-$1.5B
CAPTRUST FINANCIAL ADVISORSDecreased-829-$1.4B
JPMORGAN CHASE & CODecreased-6K-$1.4B
AMERIPRISE FINANCIAL INCDecreased-4K-$1.2B
Consolidated Portfolio Review CorpClosed Position-14K-$1.2B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-6K-$922.4M
VestGen Advisors, LLCDecreased-7K-$861.2M
Connecticut Wealth Management, LLCDecreased-2K-$782.6M
GOLDMAN SACHS GROUP INCDecreased-7K-$652.2M
Avestar Capital, LLCDecreased-148-$613.5M
Baird Financial Group, Inc.Decreased-52-$587.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/960,571$81.0B5.89%Share
2BANK OF AMERICA CORP /DE/680,550$57.0B4.15%Share
3WELLS FARGO & COMPANY/MN383,159$32.0B5.83%Share
4626 Financial, LLC313,884$26.6B11.46%Share
5Connecticut Wealth Management, LLC268,910$22.0B0.96%Share
6Pinnacle Financial Group, LLC / IL254,646$21.6B6.27%Share
7RAYMOND JAMES FINANCIAL INC228,306$19.0B5.91%Share
8AMERIPRISE FINANCIAL INC140,405$11.0B2.49%Share
9Vertex Planning Partners, LLC97,270$8.3B1.92%Share
10OSAIC HOLDINGS, INC.100,353$8.0B11.69%Share
11UBS Group AG91,178$7.7B1.25%Share
12ROYAL BANK OF CANADA82,829$7.0B1.14%Share
13Melone Private Wealth, LLC80,204$6.8B2.89%Share
14FFG RETIREMENT ADVISORS LLC75,562$6.4B3.98%Share
15Atria Investments, Inc73,323$6.0B68.20%Share
16Envision Financial LLC65,530$5.6B2.94%Share
17Steward Partners Investment Advisory, LLC50,310$4.0B21.93%Share
18JPMORGAN CHASE & CO43,098$3.0B0.19%Share
19LCNB CORP33,383$2.8B0.95%Share
20CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC32,971$2.8B0.82%Share
21Avant Capital LLC31,662$2.7B1.84%Share
22RAYMOND JAMES FINANCIAL INC31,006$2.0B0.62%Share
23Rockefeller Capital Management L.P.29,692$2.0B3.60%Share
24JPMORGAN CHASE & CO27,033$2.0B0.13%Share
25GOLDMAN SACHS GROUP INC24,291$2.0B0.25%Share
26Focus Partners Wealth31,158$2.0B2.28%Share
27COMMONWEALTH EQUITY SERVICES, LLC35,022$2.0B2.67%Share
28AssuredPartners Investment Advisors, LLC20,865$1.8B0.26%Share
29Stratos Wealth Partners, LTD.19,042$1.6B18.27%Share
30CHERRYDALE WEALTH MANAGEMENT, LLC18,617$1.6B0.48%Share
31Clearwater Capital Advisors, LLC18,119$1.5B0.13%Share
32Sharper & Granite LLC13,290$1.1B0.40%Share
33PCA Investment Advisory Services Inc.12,316$1.0B0.37%Share
34JFS WEALTH ADVISORS, LLC12,128$1.0B0.06%Share
35MGO Private Wealth, LLC12,056$1.0B0.63%Share
36PANORAMIC INVESTMENT ADVISORS, LLC11,796$1.0B0.54%Share
37FMR LLC17,385$1.0B0.05%Share
38SUSQUEHANNA INTERNATIONAL GROUP, LLP12,598$1.0B0.12%Share
39VERUS CAPITAL PARTNERS, LLC19,994$1.0B0.06%Share
40SUSQUEHANNA INTERNATIONAL GROUP, LLP13,467$1.0B0.12%Share
41Private Advisor Group, LLC12,069$1.0B4.70%Share
42JONES FINANCIAL COMPANIES LLLP12,087$1.0B0.61%Share
43MERCER GLOBAL ADVISORS INC /ADV17,704$1.0B1.52%Share
44BLAIR WILLIAM & CO/IL14,110$1.0B2.68%Share
45KMG FIDUCIARY PARTNERS, LLC10,916$926.0M0.07%Share
46Gateway Wealth Partners, LLC10,698$908.0M0.10%Share
47WHITTIER TRUST CO OF NEVADA INC10,467$905.0M0.02%Share
48DSG Capital Advisors, LLC10,076$879.0M0.13%Share
49Spire Wealth Management9,990$847.0M0.03%Share
50OxenFree Capital LLC9,611$815.0M0.43%Share

DTD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025202$394.9B+81
Q3 2025121$349.2B-55
Q2 2025176$523.7B-11
Q1 2025187$611.5B+26
Q4 2024161$2.1T+29
Q3 2024132$65.8T+6
Q2 2024126$9.1T+1
Q1 2024125$6.5T—

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As of Q4 2025, 50 institutional investors hold DTD (WisdomTree U.S. Total Dividend Fund). The largest holder is BANK OF AMERICA CORP /DE/ with $81.0B in shares. This quarter, 12 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own DTD?

As of Q4 2025, 50 institutional investors report holding DTD (WisdomTree U.S. Total Dividend Fund) in their 13F filings.

Who is the largest institutional holder of DTD?

The largest institutional holder of DTD is BANK OF AMERICA CORP /DE/ with $81.0B in shares.

Is institutional ownership of DTD increasing or decreasing?

This quarter, 12 institutions opened new positions in DTD and 2 closed their positions.