Who owns WisdomTree U.S. Total Dividend Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DTD from SEC Form 13F filings across 211 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.
As of the 2026-06-30 reporting period, 211 institutions disclosed 8.8M shares of WisdomTree U.S. Total Dividend Fund worth $817.1M — about 51.7% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
211
13F holders
$817.1M
value, 2026 filers
51.7%
of shares outstanding (8.8M sh)
19
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 | 626 Financial, LLC | 305,791 | $28.5M | 11.1% | 1.8% | +3.7% |
| 6 | RAYMOND JAMES FINANCIAL INC | 280,648 | $26.2M | 0.0% | 1.7% | +2.7% |
| 7 | Connecticut Wealth Management, LLC | 266,740 | $24.9M | 0.9% | 1.6% | -0.8% |
| 8 | Pinnacle Financial Group, LLC / IL | 240,721 | $22.4M | 5.5% | 1.4% | -1.8% |
| 9 | Kestra Advisory Services, LLC | 202,645 | $18.9M | 0.1% | 1.2% | -9.6% |
| 10 | Retirement Planning Group, LLC | 201,901 | $18.8M | 0.5% | 1.2% | -14.3% |
| 11 | HighTower Advisors, LLC | 162,333 | $15.1M | 0.0% | 1% | -10.2% |
| 12 | Cetera Investment Advisers | 145,767 | $13.6M | 0.0% | 0.9% | +1.6% |
| 13 | Savvy Advisors, Inc.NEW | 141,011 | $13.1M | 0.3% | 0.8% | new |
| 14 | AMERIPRISE FINANCIAL INC | 137,083 | $12.8M | 0.0% | 0.8% | -3.9% |
| 15 | Foundations Investment Advisors, LLC | 126,855 | $11.8M | 0.1% | 0.7% | +6.5% |
| 16 | OSAIC HOLDINGS, INC. | 123,901 | $11.6M | 0.0% | 0.7% | +61.3% |
| 17 | Vertex Planning Partners, LLC | 117,050 | $10.9M | 1.6% | 0.7% | +17.0% |
| 18 | Cambridge Investment Research Advisors, Inc. | 106,942 | $10.0M | 0.0% | 0.6% | +4.2% |
| 19 | UBS Group AG | 95,533 | $8.9M | 0.0% | 0.6% | -0.1% |
| 20 | Melone Private Wealth, LLC | 83,013 | $7.7M | 2.9% | 0.5% | -1.0% |
| 21 | Integrated Wealth Concepts LLC | 79,230 | $7.4M | 0.0% | 0.5% | +1543.1% |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 76,971 | $7.2M | 0.0% | 0.5% | +7.0% |
| 23 | JPMORGAN CHASE & CO | 75,908 | $7.1M | 0.0% | 0.4% | +5.0% |
| 24 | Vestmark Advisory Solutions, Inc. | 71,954 | $6.7M | 0.1% | 0.4% | 0.0% |
| 25 | Atria Investments, Inc | 64,983 | $6.1M | 0.1% | 0.4% | -55.9% |
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.