Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / US TOTAL DIVIDND
-
Number of holders
-
196
-
Total 13F shares, excl. options
-
8.61M
-
Shares change
-
-83
-
Total reported value, excl. options
-
$685M
-
Value change
-
+$101K
-
Number of buys
-
73
-
Number of sells
-
-76
-
Price
-
$79.52
Significant Holders of WISDOMTREE TR - US TOTAL DIVIDND (DTD) as of Q2 2025
207 filings reported holding DTD - WISDOMTREE TR - US TOTAL DIVIDND as of Q2 2025.
WISDOMTREE TR - US TOTAL DIVIDND (DTD) has 196 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.61M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (1.94M shares), MORGAN STANLEY (1.08M shares), LPL Financial LLC (765K shares), WELLS FARGO & COMPANY/MN (402K shares), Cetera Investment Advisers (353K shares), 626 Financial, LLC (310K shares), Connecticut Wealth Management, LLC (271K shares), Pinnacle Financial Group, LLC / IL (267K shares), RAYMOND JAMES FINANCIAL INC (229K shares), and HighTower Advisors, LLC (195K shares).
This table shows the top 196 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.