WISDOMTREE TR

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DTD·97717W109·US·etf·Unknown - Unknown

US TOTAL DIVIDND

DTD (WISDOMTREE TR) is held by 69 institutional investors as of Q1 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($130M), MORGAN STANLEY ($105M), LPL Financial LLC ($77.8M). Net institutional sentiment: Mixed.

69

Holders

Avg rating(12 Elite)

$531.5M

Total Value

50% (74)

Fund Consensus

29 buying - 29 selling

Smart Money Verdict

View all

58Mixed MomentumSingle Source

Institutional (13F)58

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how DTD's score breaks down across 4 SEC sources

Holder Quality

12

★★★★★

Elite

26

★★★★

Strong

23

★★★

Solid

12

★★

Below

1

★

Weak

Held by 69 funds

12 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (69)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Decreased	1.5M(-8.6%)	$130M	0.0%	+22.73%	0
MORGAN STANLEY	Increased	1.2M(+4.6%)	$105M	0.0%	+28.37%	31
LPL Financial LLC	Increased	901,077(+7.5%)	$77.8M	0.0%	+48.62%	32
WELLS FARGO & COMPANY/MN	Decreased	372,562(-4.9%)	$32.2M	0.0%	+52.54%	0
RAYMOND JAMES FINANCIAL INC	Increased	273,140(+5.3%)	$23.6M	0.0%	+19.23%	30
Kestra Advisory Services, LLC	Increased	224,181(+12.2%)	$19.4M	0.1%	+31.36%	32
HighTower Advisors, LLC	Decreased	180,709(-6.7%)	$15.6M	0.0%	+65.53%	0
Sanctuary Advisors, LLC	Increased	149,793(+117.9%)	$12.9M	0.1%	+10.01%	45
Cetera Investment Advisers	Increased	143,467(+0.7%)	$12.4M	0.0%	+33.62%	28
AMERIPRISE FINANCIAL INC	Increased	142,601(+1.6%)	$12.3M	0.0%	+51.08%	28
UBS Group AG	Increased	95,587(+4.8%)	$8.3M	0.0%	+67.44%	29
OSAIC HOLDINGS, INC.	Decreased	76,813(-26.0%)	$6.6M	0.0%	+32.09%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	71,964(+22.9%)	$6.2M	0.0%	+37.88%	33
JPMORGAN CHASE & CO	Increased	72,320(+2.6%)	$6.1M	0.0%	+22.00%	28
ROYAL BANK OF CANADA	Decreased	69,610(-19.8%)	$6M	0.0%	+18.38%	0
Steward Partners Investment Advisory, LLC	Increased	52,465(+4.3%)	$4.5M	0.0%	+66.28%	28
Pathstone Holdings, LLC	Unchanged	52,074	$4.5M	0.0%	+44.71%	0
MFMerit Financial Group, LLC	Decreased	38,847(-1.4%)	$3.4M	0.0%	+30.96%	0
Corient Private Wealth LLC	Increased	38,003(+0.4%)	$3.3M	0.0%	+33.79%	26
Creative Planning	Decreased	33,833(-0.8%)	$2.9M	0.0%	+76.82%	0

Showing 1-20 of 74

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer