13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
DTD

WISDOMTREE US TOTAL DIVIDEND E

223 institutions still hold WISDOMTREE US TOTAL DIVIDEND E as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717w109·223 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.5%
vs prior quarter
13F value held
$585M
67.0% inst. owned
of float
Holders
223
+102 QoQ
filers reporting
Activity
+56 / −25
+895 added · −860 reduced
this quarter
Concentration
22.21%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

223 institutions reported DTD in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 22.2% of the visible book. +102 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$130M1.5M0.01%Q1 202602
MORGAN STANLEY
CIK 0000895421
$105M1.2M0.01%Q1 202603
LPL Financial LLC
CIK 0001403438
$78M901K0.02%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$32M373K0.01%Q1 202605
626 Financial, LLC
CIK 0001911035
$25M295K11.35%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$24M273K0.01%Q1 202607
Connecticut Wealth Management, LLC
CIK 0001689829
$23M269K0.97%Q1 202608
Pinnacle Financial Group, LLC / IL
CIK 0001905962
$21M245K5.80%Q1 202609
Retirement Planning Group, LLC
CIK 0001508195
$20M236K0.63%Q1 202610
Kestra Advisory Services, LLC
CIK 0001830819
$19M224K0.07%Q1 202611
HighTower Advisors, LLC
CIK 0001462245
$16M181K0.02%Q1 202612
Sanctuary Advisors, LLC
CIK 0001777271
$13M150K0.07%Q1 202613
Atria Investments, Inc
CIK 0001535865
$13M147K0.14%Q1 202614
Cetera Investment Advisers
CIK 0001666741
$12M143K0.01%Q1 202615
AMERIPRISE FINANCIAL INC
CIK 0000820027
$12M143K0.00%Q1 202616
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$10M119K0.13%Q1 202617
Vertex Planning Partners, LLC
CIK 0001942341
$9M100K1.68%Q1 202618
UBS Group AG
CIK 0001610520
$8M96K0.00%Q1 202619
Melone Private Wealth, LLC
CIK 0001905765
$7M84K2.96%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M77K0.01%Q1 2026
Page 1 of 12
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