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WisdomTree U.S. Total Dividend
DTD • ARCA
WisdomTree U.S. Total Dividend is an exchange-traded fund on ARCA. As of Q3 2025, 190 institutional investors hold shares in this ETF, with total holdings valued at $715.3M. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $137.6M.
Overview
Overview of institutional ownership in DTD as of Q3 2025
All Institutions
- Institutions
- 190
- Value Held
- $715.3M
- Shares Held
- 8.5M
- Avg Position
- $3.8M
- Median Position
- $446.8K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $4.0M
- Shares Held
- 47.4K
- Avg Position
- $2.0M
- Median Position
- $2.0M
Biggest Investors
Institutions with the largest positions in DTD as of Q3 2025
| Institution | Position Value |
|---|---|
 BANK OF AMERICA CORP /DE/ Institution | $137.6M 0.01% of portfolio |
 MORGAN STANLEY RIA/Wealth | $93.3M 0.01% of portfolio |
L LPL Financial LLC Institution | $67.1M 0.02% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $32.1M 0.01% of portfolio |
6 626 Financial, LLC RIA/Wealth | $25.9M 11.43% of portfolio |
 Connecticut Wealth Management, LLC RIA/Wealth | $22.8M 1.01% of portfolio |
 Pinnacle Financial Group, LLC / IL RIA/Wealth | $21.9M 6.68% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $20.1M 0.01% of portfolio |
 Retirement Planning Group RIA/Wealth | $19.5M 0.68% of portfolio |
 HighTower Advisors, LLC RIA/Wealth | $16.3M 0.02% of portfolio |
Net Capital Flow
Institutional buying and selling activity for DTD in Q3 2025
- Traded
- +$139.8K
- Buyers
- 72
- Sellers
- 74
- Total Bought
- +$55.2M
- Total Sold
- −$55.1M
- Avg Position
- $3.6M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Retirement Planning Group RIA/Wealth | +$19.3M +229.4K shares |
 Cornerstone Planning Group LLC RIA/Wealth | +$11.5M +127.4K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$3.5M +42.2K shares |
L LPL Financial LLC Institution | +$2.9M +34.4K shares |
MORGAN STANLEY RIA/Wealth | +$2.8M +32.8K shares |
 Kestra Advisory Services, LLC RIA/Wealth | +$2.2M +25.7K shares |
 Melone Private Wealth, LLC RIA/Wealth | +$1.5M +17.7K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$1.4M +16.8K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$941.6K +11.2K shares |
 LCNB CORP Real Assets | +$757.3K +9.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | −$25.2M −300.3K shares |
 Cetera Investment Advisers RIA/Wealth | −$16.3M −194.6K shares |
 Vestmark Advisory Solutions, Inc. Fund of Funds | −$4.2M −49.5K shares |
WELLS FARGO & COMPANY/MN Institution | −$1.7M −19.9K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$1.2M −13.7K shares |
 DSG Capital Advisors, LLC RIA/Wealth | −$801.2K −10.1K shares |
 GOLDMAN SACHS GROUP INC Institution | −$478.9K −5.7K shares |
−$476.8K −5.7K shares | |
Pinnacle Financial Group, LLC / IL RIA/Wealth | −$466.5K −5.6K shares |
 AssuredPartners Investment Advisors, LLC RIA/Wealth | −$342.3K −4.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited DTD in Q3 2025
- New Positions
- 8
- New Value
- $13.7M
- Exited Positions
- 10
- Exited Value
- $2.3M
New Positions
| Institution | Position Value |
|---|---|
Cornerstone Planning Group LLC RIA/Wealth | $11.5M 127.4K shares |
O OxenFree Capital LLC RIA/Wealth | $653.9K 7.8K shares |
 BB&T CORP Institution | $348.0K 4.1K shares |
R Root Financial Partners, LLC RIA/Wealth | $287.8K 3.4K shares |
V Vise Technologies, Inc. Institution | $287.8K 3.4K shares |
K Klingman & Associates, LLC RIA/Wealth | $252.0K 3.0K shares |
C CARY STREET PARTNERS FINANCIAL LLC Institution | $205.3K 2.4K shares |
 LAZARD ASSET MANAGEMENT LLC Long Only Manager | $201.7K 2.4K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
DSG Capital Advisors, LLC RIA/Wealth | $801.2K 10.1K shares |
AssuredPartners Investment Advisors, LLC RIA/Wealth | $342.3K 4.3K shares |
 Armis Advisers, LLC RIA/Wealth | $298.6K 3.8K shares |
 INTL FCSTONE INC. Institution | $243.9K 3.1K shares |
 MIDLAND WEALTH ADVISORS LLC RIA/Wealth | $233.4K 2.9K shares |
 Advisors Capital Management, LLC RIA/Wealth | $210.4K 2.6K shares |
 Milestone Group, Inc. RIA/Wealth | $55.4K 697.0 shares |
 Bristlecone Advisors, LLC RIA/Wealth | $34.7K 436.0 shares |
 Silicon Valley Capital Partners RIA/Wealth | $19.2K 242.0 shares |
 SRS Capital Advisors, Inc. RIA/Wealth | $16.2K 204.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in DTD as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with DTD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
6 626 Financial, LLC RIA/Wealth | 11.43% $25.9M |
Pinnacle Financial Group, LLC / IL RIA/Wealth | 6.68% $21.9M |
Melone Private Wealth, LLC RIA/Wealth | 5.43% $12.0M |
 FFG RETIREMENT ADVISORS LLC RIA/Wealth | 4.17% $6.5M |
 Envision Financial LLC RIA/Wealth | 3.05% $5.3M |
Cornerstone Planning Group LLC RIA/Wealth | 1.88% $11.5M |
 Avant Capital LLC RIA/Wealth | 1.86% $2.6M |
V Vertex Planning Partners, LLC Institution | 1.60% $8.0M |
Connecticut Wealth Management, LLC RIA/Wealth | 1.01% $22.8M |
LCNB CORP Real Assets | 0.98% $2.8M |
Hedge Fund Spotlight
Discover hedge funds investing in DTD
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
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Position in WisdomTree U.S. Total Dividend
- Market Value
- $3.4M
- Shares Held
- 40.2K
- Portfolio Weight
- 0.00%
- Owned Since
- 2022-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
