Who owns WisdomTree U.S. Total Dividend Fund?
Institutional ownership of DTD from SEC Form 13F filings across 140 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
140
13F holders
$692.2M
value, 2026 filers
45.3%
of shares outstanding (7.7M sh)
15
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of DTD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1.5M | $140.6M | 0.0% | 8.9% | +0.2% |
| 2 | MORGAN STANLEY | 1.2M | $115.7M | 0.0% | 7.3% | +2.0% |
| 3 | LPL Financial LLC | 917,128 | $85.5M | 0.0% | 5.4% | +1.8% |
| 4 | WELLS FARGO & COMPANY/MN | 369,580 | $34.5M | 0.0% | 2.2% | -0.8% |
| 5 | RAYMOND JAMES FINANCIAL INC | 280,648 | $26.2M | 0.0% | 1.7% | +2.7% |
| 6 | Connecticut Wealth Management, LLC | 266,740 | $24.9M | 0.9% | 1.6% | -0.8% |
| 7 | Cambridge Investment Research Advisors, Inc. | 213,884 | $19,944 | 0.0% | 1.3% | +108.4% |
| 8 | Kestra Advisory Services, LLC | 202,645 | $18.9M | 0.1% | 1.2% | -9.6% |
| 9 | Retirement Planning Group, LLC | 201,901 | $18.8M | 0.5% | 1.2% | -14.3% |
| 10 | HighTower Advisors, LLC | 162,333 | $15.1M | 0.0% | 1% | -10.2% |
| 11 | Cetera Investment Advisers | 145,767 | $13.6M | 0.0% | 0.9% | +1.6% |
| 12 | Savvy Advisors, Inc.NEW | 141,011 | $13.1M | 0.3% | 0.8% | new |
| 13 | AMERIPRISE FINANCIAL INC | 137,083 | $12.8M | 0.0% | 0.8% | -3.9% |
| 14 | Foundations Investment Advisors, LLC | 126,855 | $11.8M | 0.1% | 0.7% | +6.5% |
| 15 | OSAIC HOLDINGS, INC. | 123,901 | $11.6M | 0.0% | 0.7% | +61.3% |
| 16 | UBS Group AG | 95,533 | $8.9M | 0.0% | 0.6% | -0.1% |
| 17 | Integrated Wealth Concepts LLC | 79,596 | $7.4M | 0.0% | 0.5% | +1550.7% |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 76,971 | $7.2M | 0.0% | 0.5% | +7.0% |
| 19 | JPMORGAN CHASE & CO | 75,908 | $7.1M | 0.0% | 0.4% | +5.0% |
| 20 | Merit Financial Group, LLC | 75,046 | $7.0M | 0.0% | 0.4% | +93.2% |
| 21 | Vestmark Advisory Solutions, Inc. | 71,954 | $6.7M | 0.1% | 0.4% | 0.0% |
| 22 | Atria Investments, Inc | 64,983 | $6.1M | 0.1% | 0.4% | -55.9% |
| 23 | ROYAL BANK OF CANADA | 63,820 | $6.0M | 0.0% | 0.4% | -8.3% |
| 24 | Steward Partners Investment Advisory, LLC | 53,214 | $5.0M | 0.0% | 0.3% | +1.4% |
| 25 | Pathstone Holdings, LLC | 52,074 | $4.9M | 0.0% | 0.3% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.