DTD institutional holders

WisdomTree U.S. Total Dividend Fund · 218 reporting institutions · $810.5M reported value

Funds that can replace DTD · DTD return decomposition

Institutional holdings

Institutions reporting DTD, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$140.6M02026-06-30
Morgan Stanley$115.7M23,1852026-06-30
Lpl Financial LLC$85.5M23,4582026-06-30
Wells Fargo & Company/mn$34.5M02026-06-30
626 Financial, LLC$28.5M52026-06-30
Raymond James Financial Inc$26.2M02026-06-30
Connecticut Wealth Management, LLC$24.9M502026-06-30
Pinnacle Financial Group, LLC / Il$22.4M42026-06-30
Kestra Advisory Services, LLC$18.9M1,4792026-06-30
Retirement Planning Group, LLC$18.8M02026-06-30
Hightower Advisors, LLC$15.1M1,0462026-06-30
Cetera Investment Advisers$13.6M10,3702026-06-30
Savvy Advisors, Inc.$13.1M2142026-06-30
Ameriprise Financial Inc$12.8M02026-06-30
Foundations Investment Advisors, LLC$11.8M3022026-06-30
Osaic Holdings, Inc.$11.6M02026-06-30
Vertex Planning Partners, LLC$10.9M142026-06-30
UBS Group AG$8.9M02026-06-30
Melone Private Wealth, LLC$7.7M22026-06-30
Integrated Wealth Concepts LLC$7.4M4802026-06-30
Envestnet Pmc$7.2M602026-06-30
Jpmorgan Chase & Co$7.1M02026-06-30
Vestmark Advisory Solutions, Inc.$6.7M82026-06-30
Atria Investments, Inc$6.1M62026-06-30
Royal Bank of Canada$6M02026-06-30
Ffg Retirement Counseling$5.6M22026-06-30
Steward Partners Investment Advisory, LLC$5M4812026-06-30
Pathstone Holdings, LLC$4.9M02026-06-30
Susquehanna International Group, LLP$4.6M02026-06-30
Bank of New York Mellon Corp$4.4M02026-06-30
Cwm, LLC$4.2M6672026-03-31
Envision Financial LLC$4.1M42026-06-30
Merit Financial Group, LLC$3.5M2952026-06-30
Creative Planning$3.2M1,1712026-06-30
Certified Advisory Corp$3M172026-06-30
Lcnb Corp$3M02026-06-30
Avant Capital, LLC$2.9M22026-06-30
Focus Partners Wealth$2.9M1,0482026-06-30
Rockefeller Capital Management LP$2.9M3462026-06-30
Commonwealth Equity Services, LLC$2.8M2,8632026-06-30
Citadel Advisors LLC$2.4M02026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$2.4M02026-06-30
Mariner, LLC$2.3M02026-06-30
Itau Unibanco Holding S.A.$2.2M02026-06-30
Fmr LLC$1.9M02026-06-30
Assuredpartners Investment Advisors$1.9M292026-06-30
Verus Capital Partners, LLC$1.8M472026-06-30
Sonata Capital Group Inc$1.8M52026-06-30
Cherrydale Wealth Management, LLC$1.8M12026-06-30
Stratos Wealth Partners, Ltd.$1.7M3862026-06-30
Clearwater Capital Advisors, LLC$1.7M152026-06-30
Key Financial, Inc.$1.6M82026-06-30
Goldman Sachs Group Inc$1.6M02026-06-30
Captrust Financial Advisors$1.5M9622026-06-30
Wealth Enhancement Advisory Services, LLC$1.5M1,0262026-06-30
Aqr Capital Management LLC$1.5M12026-06-30
Jones Financial Companies LLLP$1.4M02026-06-30
Savant Wealth Management$1.4M4052026-06-30
Mercer Global Advisors Inc /adv$1.4M02026-06-30
Hb Wealth Management, LLC$1.4M1692026-06-30
Blair William & Co/il$1.3M3292026-06-30
&partners$1.3M5552026-06-30
Sharper & Granite LLC$1.3M42026-06-30
Pca Investment Advisory Services, Inc.$1.2M112026-06-30
Panoramic Investment Advisors, LLC$1.1M112026-06-30
Jfs Wealth Advisors, LLC$1.1M332026-06-30
Kmg Fiduciary Partners, LLC$1M72026-06-30
Institute for Wealth Management, Llc.$1M132026-06-30
Gateway Wealth Partners, LLC$1M1012026-06-30
Private Advisor Group, LLC$1M9272026-06-30
Northwestern Mutual Wealth Management Co$1M02026-06-30
Whittier Trust Co of Nevada Inc$989.2K02026-06-30
Dsg Capital Advisors, LLC$951.4K62026-06-30
Spire Wealth Management$923.7K32026-06-30
Belpointe Asset Management LLC$906.2K1702026-06-30
Oxenfree Capital LLC$899.1K82026-06-30
Arkadios Wealth Advisors$841.4K2262026-06-30
Ashton Thomas Securities, LLC$838K372026-06-30
Ballentine Partners, LLC$805.7K902026-06-30
Avestar Capital, LLC$728.9K132026-06-30
Cornerstone Financial Group, LLC /ne$727.3K52026-06-30
Evolution Wealth Management Inc.$694.3K32026-06-30
Baird Financial Group, Inc.$687.2K02026-06-30
Revisor Wealth Management LLC$649.3K92026-06-30
Xtx Topco Ltd$642.5K02026-06-30
Florida Trust Wealth Management Co$638.7K02026-06-30
Sanctuary Advisors, LLC$630.5K4012026-06-30
Quartz Partners, LLC$613.8K292026-06-30
Alta Wealth Advisors LLC$605.8K122026-06-30
Great Valley Advisor Group, LLC$586.6K2052026-06-30
Norden Group LLC$570.3K222026-06-30
Sunbelt Securities, Inc.$554.6K632026-03-31
Element Wealth, LLC$543.1K132026-06-30
Geneos Wealth Management, Inc.$526.8K1932026-06-30
Stifel Financial Corp$472.1K02026-06-30
Sandy Cove Advisors, LLC$465.9K32026-06-30
Highpoint Advisor Group LLC$465.9K1142026-06-30
Harbour Investments, Inc.$458.5K2472026-06-30
Atlas Financial Planning LLC$456.9K22026-06-30
Willis Investment Counsel Inc$456.1K62026-06-30
Asset Advisory Group, Inc.$449.2K22026-06-30
Sequoia Financial Group, LLC$447.9K2582026-06-30
Regions Financial Corp$447.6K02026-06-30
Flputnam Investment Management Co$446.4K782026-06-30
Gradient Capital Advisors, LLC$445.2K52026-06-30
First Nebraska Trust Co$435K02026-06-30
Signal Advisors Wealth, LLC$434K452026-06-30
Centric Wealth Management$421.6K72026-06-30
Team Financial Group, LLC$418.5K62026-06-30
Rmr Capital Management, LLC$410.3K12026-06-30
Arvest Investments, Inc.$408.2K2042026-06-30
Gentrust, LLC$406.3K222026-06-30
International Private Wealth Advisors LLC$404K32026-06-30
Quantinno Capital Management LP$402K02026-06-30
Mission Wealth Management, LP$399.8K1382026-06-30
MML Investors Services, LLC$397K5,1202026-06-30
Mayflower Advisors$382.8K272026-06-30
Ifp Advisors, Inc$382.1K3182026-06-30
Kendall Capital Management$380.4K72026-06-30
Curran Financial Partners, LLC$374.6K162026-06-30
Midwest Trust Co$373.3K02026-06-30
Waverly Advisors, LLC$363.9K2312026-06-30
Amplius Wealth Advisors$354.3K112026-06-30
PNC Financial Services Group, Inc.$342.4K02026-06-30
Essential Planning, Llc.$340.9K32026-06-30
Creative Financial Designs Inc /adv$333.2K02026-06-30
Truist Financial Corp$332.6K02026-06-30
Obsidian Personal Planning Solutions LLC$332.4K02025-09-30
Allegheny Financial Group$323.4K312026-06-30
Kapstone Financial Advisors LLC$318.2K42026-06-30
Rooted Wealth Advisors, Inc.$312K82026-06-30
Vestgen Advisors, LLC$307K582026-06-30
J.W. Cole Advisors, Inc.$306.7K4992026-06-30
CIBC Bancorp USA Inc.$303.6K02026-06-30
Newedge Advisors$303K6012026-06-30
CIBC Private Wealth Group LLC$302.9K02025-12-31
Summit Financial, LLC$302.6K2292026-06-30
Insigneo Advisory Services, LLC$301.9K2252026-06-30
Perryman Financial Advisory Inc /ad$300.7K82026-06-30
Vise Technologies, Inc.$300.3K02026-06-30
Root Financial Partners, LLC$298.2K642026-06-30
Corecap Advisors, LLC$295.2K1182026-06-30
Rehmann Capital Advisory Group$294.1K422026-06-30
Vantage Point Financial LLC$287.4K162026-06-30
Beacon Pointe Advisors, LLC$279.7K4662026-06-30
Klingman & Associates, LLC$279.7K92026-06-30
Greatmark Investment Partners, Inc.$279.7K42026-06-30
Wilkins Miller Wealth Management, LLC$279.6K22026-06-30
Lanark Financial, Inc.$278.2K692026-06-30
Perigon Wealth Management, LLC$273.2K922026-06-30
Magnolia Private Wealth, LLC$256.1K42026-06-30
Brown Advisory Inc$255.7K02026-06-30
Nuveen, LLC$252.6K02026-06-30
W1m Asset Management Ltd$248.8K02026-06-30
Brass Tax Wealth Management, Inc$243.4K02025-09-30
Livet Wealth, LLC$239K32026-06-30
Moseley Investment Management Inc$237.3K42026-03-31
Brooklyn Investment Group$237.3K02026-03-31
Focus Partners Advisor Solutions, LLC$230.1K422026-06-30
Bison Wealth, LLC$226.5K612026-06-30
Lazard Asset Management LLC$223.9K322026-06-30
Columbia Bank$223.8K02026-06-30
Tranquility Partners, LLC$223.3K72026-06-30
Cary Street Partners Financial LLC$217.9K02026-06-30
Lri Investments, LLC$217.7K252026-06-30
Pgim Custom Harvest LLC$216.7K02026-06-30
True Private Wealth Advisors$215.6K112026-06-30
Equitable Holdings, Inc.$213.5K02026-06-30
Allworth Financial, LP$210.4K3172026-06-30
Fifth Third Bancorp$206K02026-06-30
Grandfield & Dodd, LLC$205.1K42026-06-30
Comerica Bank$183.9K02025-12-31
Ae Wealth Management LLC$147.1K4712026-06-30
Farther Finance Advisors, LLC$145.9K3342026-06-30
Clearstead Trust, LLC$127.5K02026-06-30
Global Retirement Partners LLC$121.6K4912026-06-30
Cornerstone Planning Group LLC$107.7K232026-06-30
Pittenger & Anderson Inc$99.8K142026-06-30
Archer Investment Corp$93.2K782026-06-30
Hilltop National Bank$91.9K02026-06-30
Center for Financial Planning Inc$91.6K172026-06-30
Fairman Group, LLC$86.8K162026-06-30
Beacon Investment Advisory Services, Inc.$75.5K312026-06-30
Federation Des Caisses Desjardins Du Quebec$72.4K02026-06-30
Vanguard National Trust Co$71.3K02026-06-30
Ashton Thomas Private Wealth, LLC$70.9K962026-06-30
Raffa Wealth Management, LLC$70.4K62026-06-30
Private Trust Co NA$66.6K02026-06-30
Assetmark, Inc$62.4K2202026-06-30
Parallel Advisors, LLC$53.3K752026-06-30
Glen Eagle Advisors, LLC$51.3K132026-06-30
Tompkins Financial Corp$42.2K02026-06-30
Maseco LLP$41.1K82026-06-30
Qube Research & Technologies Ltd$37.2K02026-06-30
Bartlett & Co. Wealth Management LLC$33.8K322026-06-30
Iag Wealth Partners, LLC$32.6K172026-06-30
Blackrock, Inc.$32.1K02026-06-30
Ameritas Advisory Services, LLC$30.2K5502026-06-30
Ameritas Investment Partners, Inc.$29.8K72026-06-30
Larson Financial Group LLC$28.8K672026-06-30
Ifg Advisory, LLC$28K1102026-06-30
O'Shaughnessy Asset Management, LLC$21.9K582026-06-30
Arax Advisory Partners$19.4K2322026-06-30
Swan Capital LLC$18.9K62026-06-30
Bank of Montreal /can$18.6K02026-06-30
New. Advisory Services, LLC$17K152026-06-30
Asset Dedication, LLC$15.4K112026-06-30
Reap Financial Group, LLC$13.7K72026-06-30
Central Trust Co$9.3K02026-06-30
Cambridge Investment Research Advisors, Inc.$8.9K3,9402026-03-31
Smartleaf Asset Management LLC$4.6K92026-06-30
Shp Wealth Management$3.2K322026-06-30
Dhjj Financial Advisors, Ltd.$1.3K72026-06-30
Park Avenue Securities LLC$1.2K1,9082026-06-30
Janney Montgomery Scott LLC$1K1,3422026-06-30
Vanguard Advisers Inc$1K2,4692026-06-30
Wood Tarver Financial$41852026-06-30
Hrt Financial LP$22802026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30