Q3 2025 13F Holders as of 9/30/2025
-
Type / Class
-
Equity / US TOTAL DIVIDND
-
Number of holders
-
20
-
Total 13F shares, excl. options
-
191K
-
Shares change
-
+1.6K
-
Total reported value, excl. options
-
$16.1M
-
Value change
-
+$154K
-
Number of buys
-
4
-
Number of sells
-
-10
-
Price
-
$84.00
Significant Holders of WISDOMTREE TR - US TOTAL DIVIDND (DTD) as of Q3 2025
21 filings reported holding DTD - WISDOMTREE TR - US TOTAL DIVIDND as of Q3 2025.
WISDOMTREE TR - US TOTAL DIVIDND (DTD) has 20 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 191K shares
.
Largest 10 shareholders include Envision Financial LLC (63.3K shares), CWM, LLC (45.7K shares), CHERRYDALE WEALTH MANAGEMENT, LLC (18.5K shares), Sharper & Granite LLC (13.3K shares), KMG FIDUCIARY PARTNERS, LLC (10.6K shares), OxenFree Capital LLC (7.8K shares), Revisor Wealth Management LLC (6.96K shares), NORDEN GROUP LLC (6.12K shares), Brookstone Capital Management (5.02K shares), and FLPUTNAM INVESTMENT MANAGEMENT CO (4.79K shares).
This table shows the top 20 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.