Public ownership evidence

WisdomTree U.S. Total Dividend Fund (DTD) Ownership Disclosures

Read DTD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

WisdomTree U.S. Total Dividend Fund: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Rehmann Capital Advisory Group
Report period
2026-06-30
Available
2026-08-21
Reported shares
3,154
Value (USD)
$294,100
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001633037-26-000003
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read DTD fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read DTD fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Rehmann Capital Advisory Group2026-06-302026-08-213,154$294,100None
Archer Investment Corp2026-06-302026-08-20500$46,623None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2014,647$1,365,811None
Beacon Pointe Advisors, LLC2026-06-302026-08-193,000$279,741None
Corient Private Wealth LP2026-06-302026-08-1838,004$3,543,678None
Equitable Holdings, Inc.2026-06-302026-08-182,290$213,535None
Glen Eagle Advisors, LLC2026-06-302026-08-15551$51,336None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15776$72,360None
Vantage Point Financial LLC2026-06-302026-08-153,083$287,448None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-153,238$301,933None
Vertex Planning Partners, LLC2026-06-302026-08-15117,050$10,914,496None
Ameritas Advisory Services, LLC2026-06-302026-08-15324$30,221None
XTX Topco Ltd2026-06-302026-08-156,890$642,470None
Foundations Investment Advisors, LLC2026-06-302026-08-15126,855$11,828,805None
Qube Research & Technologies Ltd2026-06-302026-08-15399$37,205None
IFG Advisory, LLC2026-06-302026-08-15300$27,974None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,181$110,124None
OSAIC HOLDINGS, INC.2026-06-302026-08-15122,720$11,445,631None
HRT FINANCIAL LP2026-06-302026-08-152,447$228,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1534,521$3,218,973None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1514,300$1,333,429None
Ancora Advisors LLC2026-06-302026-08-15864$80,565None
Waverly Advisors, LLC2026-06-302026-08-153,902$363,894None
Element Wealth, LLC2026-06-302026-08-155,824$543,069None
BROWN ADVISORY INC2026-06-302026-08-152,742$255,683None
Itau Unibanco Holding S.A.2026-06-302026-08-1523,535$2,194,563None
&PARTNERS2026-06-302026-08-1513,920$1,298,025None
LAZARD ASSET MANAGEMENT LLC2026-06-302026-08-152,401$223,886None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1515,386$1,435,697None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15137,083$12,781,591None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1571,954$6,709,480None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1515,970$1,489,105None
ROYAL BANK OF CANADA2026-06-302026-08-15180$17,000None
ROYAL BANK OF CANADA2026-06-302026-08-15400$37,000None
ROYAL BANK OF CANADA2026-06-302026-08-1560,213$5,615,000None
ROYAL BANK OF CANADA2026-06-302026-08-153,027$282,000None
CITADEL ADVISORS LLC2026-06-302026-08-1526,111$2,434,767None
Larson Financial Group LLC2026-06-302026-08-15309$28,801None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1516,833$1,569,623None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15258,517$24,105,894None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1522,131$2,063,639None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15356,557$33,247,843None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1513,023$1,214,331None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15553,841$51,644,012None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15951,670$88,739,388None
BANK OF AMERICA CORP /DE/2026-06-302026-08-152,637$245,890None
Wood Tarver Financial Group, LLC2026-06-302026-08-144,488$418,000None
Pathstone Holdings, LLC2026-06-302026-08-1452,074$4,855,734None
PANORAMIC INVESTMENT ADVISORS, LLC2026-06-302026-08-1412,121$1,130,241None
Vanguard National Trust Co2026-06-302026-08-14765$71,334None

90-day public filing window, up to 50 source positions.

Rehmann Capital Advisory Group ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Corient Private Wealth LP ↗Equitable Holdings, Inc. ↗Glen Eagle Advisors, LLC ↗Federation des caisses Desjardins du Quebec ↗Vantage Point Financial LLC ↗INSIGNEO ADVISORY SERVICES, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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