13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
DTD

WISDOMTREE US TOTAL DIVIDEND

225 institutions still hold WISDOMTREE US TOTAL DIVIDEND as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717W109·Exchange Traded Fund·225 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$630M
visible holders
Holders
225
filers reporting
Concentration
22.31%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

225 institutions reported DTD in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 22.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$141M1.5M0.01%Q2 202602
MORGAN STANLEY
CIK 0000895421
$116M1.2M0.01%Q2 202603
LPL Financial LLC
CIK 0001403438
$86M917K0.02%Q2 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$34M370K0.01%Q2 202605
626 Financial, LLC
CIK 0001911035
$29M306K11.11%Q2 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$26M281K0.01%Q2 202607
Connecticut Wealth Management, LLC
CIK 0001689829
$25M267K0.92%Q2 202608
Pinnacle Financial Group, LLC / IL
CIK 0001905962
$22M241K5.48%Q2 202609
Kestra Advisory Services, LLC
CIK 0001830819
$19M203K0.06%Q2 202610
Retirement Planning Group, LLC
CIK 0001508195
$19M202K0.48%Q2 202611
HighTower Advisors, LLC
CIK 0001462245
$15M162K0.01%Q2 202612
Cetera Investment Advisers
CIK 0001666741
$14M146K0.01%Q2 202613
Savvy Advisors, Inc.
CIK 0002003633
$13M141K0.28%Q2 202614
AMERIPRISE FINANCIAL INC
CIK 0000820027
$13M137K0.00%Q2 202615
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$12M127K0.12%Q2 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$12M124K0.01%Q2 202617
Vertex Planning Partners, LLC
CIK 0001942341
$11M117K1.62%Q2 202618
UBS Group AG
CIK 0001610520
$9M96K0.00%Q2 202619
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$9M103K0.02%Q1 202620
Melone Private Wealth, LLC
CIK 0001905765
$8M83K2.95%Q2 2026
Page 1 of 12
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