Who owns DTD?
WisdomTree U.S. Total Dividend Fund · WisdomTree
211 institutions reported holding DTD, worth $827.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DTD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $140.6M | 1,508,148 | +2,865 shares |
| Morgan Stanley | New York, NY | $115.7M | 1,240,413 | +24,017 shares |
| LPL Financial LLC | Fort Mill, SC | $85.5M | 917,128 | +16,051 shares |
| Wells Fargo & Company | San Francisco, CA | $34.5M | 369,580 | −2,982 shares |
| 626 Financial, LLC | Portage, MI | $28.5M | 305,791 | +10,889 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $26.2M | 280,648 | +7,508 shares |
| Connecticut Wealth Management, LLC | Farmington, CT | $24.9M | 266,740 | −2,170 shares |
| Pinnacle Financial Group, LLC | Western Springs, IL | $22.4M | 240,721 | −4,395 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $19.9M | 213,884 | +111,248 shares |
| Kestra Advisory Services, LLC | Austin, TX | $18.9M | 202,645 | −21,536 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DTD?
211 institutional managers reported holding DTD in Form 13F filings for June 30, 2026, worth $827.1M in total. The largest reported position was held by Bank of America Corp., at $140.6M.
Did institutions buy or sell DTD last quarter?
Reported 13F value rose 10.8% from March 31, 2026, which includes price moves as well as buying and selling. 18 firms reported a new position and 12 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DTD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.