Skip to main content
Equibles
DTD logo

DTD · WisdomTree U.S. Total Dividend Fund ETF

Alerts for DTD

Use DTD with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$97.20 -0.43 (-0.44%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 1
Total Value: $2,434,850
Total Shares: 26,111

Institutional Ownership Trend

19 quarters

Holder Concentration

Across 1 13F filers · Δ vs Jun 30, 2024
Top Holder
100.0%
Dec 2021 → Jun 2026 · range 19.6% – 100.0%
+75.3 pts
Top 5
100.0%
Dec 2021 → Jun 2026 · range 49.5% – 100.0%
+45.4 pts
Top 10
100.0%
Dec 2021 → Jun 2026 · range 66.7% – 100.0%
+30.2 pts
HHI
10,000
Dec 2021 → Jun 2026 · range 710 – 10,000
Highly concentrated+9,038

Quarterly Activity

vs Jun 30, 2024
New
0
Increased
0
Decreased
1
Sold Out
172
Unchanged
0
Holder count: -172
Institutional value: -99.6%
Shares held: -99.7%

Top Buyers

vs Jun 30, 2024
No qualifying movers this quarter.

Top Sellers

vs Jun 30, 2024
Institution Sold Now Holds Open
CITADEL ADVISORS LLC −59,525 26,111

Top New Positions

vs Jun 30, 2024
No new positions this quarter.

Top Sold-Out Positions

vs Jun 30, 2024
Institution Previously Held Last Value (USD) Open
BANK OF AMERICA CORP /DE/ 2,026,816 $143,559,376
MORGAN STANLEY 1,120,180 $79,342,348
LPL Financial LLC 643,324 $45,566,638
WELLS FARGO & COMPANY/MN 361,232 $25,586,062
Cetera Investment Advisers 322,102 $22,814,484
Filter: New 0 Increased 0 Reduced 1 Sold out 172 Unchanged 0
Showing 1 of 1
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC DTD $2,434,850 100.00% 26,111