Who Owns WISDOM US TTL DIV ETF (DTD)? -- Institutional Holders (2026-06-30)

221 institutions reported holding $817.1M of WISDOM US TTL DIV ETF (DTD) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($140.6M), MORGAN STANLEY ($115.7M), LPL Financial LLC ($85.5M), WELLS FARGO & COMPANY/MN ($34.5M), 626 Financial, LLC ($28.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$140.6M1.5MAdded
2MORGAN STANLEY$115.7M1.2MAdded
3LPL Financial LLC$85.5M917,128Added
4WELLS FARGO & COMPANY/MN$34.5M369,580Trimmed
5626 Financial, LLC$28.5M305,791Added
6RAYMOND JAMES FINANCIAL INC$26.2M280,648Added
7Connecticut Wealth Management, LLC$24.9M266,740Trimmed
8Pinnacle Financial Group, LLC / IL$22.4M240,721Trimmed
9Kestra Advisory Services, LLC$18.9M202,645Trimmed
10Retirement Planning Group, LLC$18.8M201,901Trimmed
11HighTower Advisors, LLC$15.1M162,333Trimmed
12Cetera Investment Advisers$13.6M145,767Added
13Savvy Advisors, Inc.$13.1M141,011New
14AMERIPRISE FINANCIAL INC$12.8M137,083Trimmed
15Foundations Investment Advisors, LLC$11.8M126,855Added
16OSAIC HOLDINGS, INC.$11.6M123,901Added
17Vertex Planning Partners, LLC$10.9M117,050Added
18Cambridge Investment Research Advisors, Inc.$10.0M106,942Added
19UBS Group AG$8.9M95,533Trimmed
20Melone Private Wealth, LLC$7.7M83,013Trimmed
21Integrated Wealth Concepts LLC$7.4M79,230Added
22ENVESTNET ASSET MANAGEMENT INC$7.2M76,971Added
23JPMORGAN CHASE & CO$7.1M75,908Added
24Vestmark Advisory Solutions, Inc.$6.7M71,954Hold
25Atria Investments, Inc$6.1M64,983Trimmed

Source: SEC Form 13F filings · as of 2026-06-30