HoldingsChannel.com
On this page, we present all of the funds holding WDIV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding WDIV, with a link to that fund's top holdings. The next columns indicate the amount of WDIV stock held by each of the funds holding WDIV, followed by the WDIV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 70 funds holding WDIV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by AE Wealth Management LLC. For more details on the positions held by AE Wealth Management LLC (or by any of the other funds holding WDIV), click the fund name in the "Holder" column of the funds-holding-WDIV table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 AE Wealth Management LLC | 444,723 | $26,508 | 12/31/2023 |
| WDIV | 444,723 | $26,508 | 12/31/2023 |
| Jane Street Group LLC | 329,023 | $19,896 | 12/31/2023 |
| WDIV | 329,023 | $19,896 | 12/31/2023 |
| Bank of America Corp DE | 117,712 | $7,118 | 12/31/2023 |
| WDIV | 117,712 | $7,118 | 12/31/2023 |
| Ameriprise Financial Inc. | 105,788 | $6,397 | 12/31/2023 |
| WDIV | 105,788 | $6,397 | 12/31/2023 |
| LPL Financial LLC | 103,672 | $6,269 | 12/31/2023 |
| WDIV | 103,672 | $6,269 | 12/31/2023 |
| CI Private Wealth LLC | 76,133 | $4,604 | 12/31/2023 |
| WDIV | 76,133 | $4,604 | 12/31/2023 |
| Mango Investments LLC | 74,195 | $4,487 | 12/31/2023 |
| WDIV | 74,195 | $4,487 | 12/31/2023 |
| Morgan Stanley | 61,093 | $3,694 | 12/31/2023 |
| WDIV | 61,093 | $3,694 | 12/31/2023 |
| Royal Bank of Canada | 51,712 | $3,126 | 12/31/2023 |
| WDIV | 51,712 | $3,126 | 12/31/2023 |
| Wealth Enhancement Advisory Services LLC | 48,286 | $2,896 | 03/31/2024 |
| WDIV | 48,286 | $2,896 | 03/31/2024 |
| Assetmark Inc. | 43,633 | $2,638 | 12/31/2023 |
| WDIV | 43,633 | $2,638 | 12/31/2023 |
| Sontag Advisory LLC | 35,000 | $2,116 | 12/31/2023 |
| WDIV | 35,000 | $2,116 | 12/31/2023 |
| GWM Advisors LLC | 28,156 | $1,703 | 12/31/2023 |
| WDIV | 28,156 | $1,703 | 12/31/2023 |
| B.O.S.S. Retirement Advisors LLC | 26,043 | $1,575 | 12/31/2023 |
| WDIV | 26,043 | $1,575 | 12/31/2023 |
| Captrust Financial Advisors | 23,077 | $1,395 | 12/31/2023 |
| WDIV | 23,077 | $1,395 | 12/31/2023 |
| Susquehanna International Group LLP | 21,611 | $1,307 | 12/31/2023 |
| WDIV | 21,611 | $1,307 | 12/31/2023 |
| Envestnet Asset Management Inc. | 18,854 | $1,140 | 12/31/2023 |
| WDIV | 18,854 | $1,140 | 12/31/2023 |
| Prudential PLC | 18,338 | $1,109 | 12/31/2023 |
| WDIV | 18,338 | $1,109 | 12/31/2023 |
| WealthShield Partners LLC | 15,328 | $927 | 12/31/2023 |
| WDIV | 15,328 | $927 | 12/31/2023 |
| UBS Group AG | 14,537 | $879 | 12/31/2023 |
| WDIV | 14,537 | $879 | 12/31/2023 |
| Truist Financial Corp | 13,227 | $800 | 12/31/2023 |
| WDIV | 13,227 | $800 | 12/31/2023 |
| Citigroup Inc. | 11,783 | $713 | 12/31/2023 |
| WDIV | 11,783 | $713 | 12/31/2023 |
| Avantax Advisory Services Inc. | 11,020 | $666 | 12/31/2023 |
| WDIV | 11,020 | $666 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 10,962 | $658 | 03/31/2024 |
| WDIV | 10,962 | $658 | 03/31/2024 |
| Vantage Financial Partners LLC | 9,366 | $566 | 12/31/2023 |
| WDIV | 9,366 | $566 | 12/31/2023 |
| Slagle Financial LLC | 9,220 | $558 | 12/31/2023 |
| WDIV | 9,220 | $558 | 12/31/2023 |
| Crescent Sterling Ltd. | 8,821 | $529 | 03/31/2024 |
| WDIV | 8,821 | $529 | 03/31/2024 |
| Private Advisor Group LLC | 7,999 | $484 | 12/31/2023 |
| WDIV | 7,999 | $484 | 12/31/2023 |
| OLD Mission Capital LLC | 7,972 | $482 | 12/31/2023 |
| WDIV | 7,972 | $482 | 12/31/2023 |
| Authentikos Wealth Advisory LLC | 7,543 | $456 | 12/31/2023 |
| WDIV | 7,543 | $456 | 12/31/2023 |
| Mmbg Investment Advisors CO. | 7,375 | $446 | 12/31/2023 |
| WDIV | 7,375 | $446 | 12/31/2023 |
| MML Investors Services LLC | 6,209 | $375 | 12/31/2023 |
| WDIV | 6,209 | $375 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 6,216 | $373 | 03/31/2024 |
| WDIV | 6,216 | $373 | 03/31/2024 |
| Mariner LLC | 6,037 | $365 | 12/31/2023 |
| WDIV | 6,037 | $365 | 12/31/2023 |
| Foundations Investment Advisors LLC | 5,975 | $354 | 12/31/2023 |
| WDIV | 5,975 | $354 | 12/31/2023 |
| ORG Partners LLC | 5,672 | $343 | 12/31/2023 |
| WDIV | 5,672 | $343 | 12/31/2023 |
| KWB Wealth | 5,480 | $329 | 03/31/2024 |
| WDIV | 5,480 | $329 | 03/31/2024 |
| Advisor Group Holdings Inc. | 5,028 | $304 | 12/31/2023 |
| WDIV | 5,028 | $304 | 12/31/2023 |
| Golden State Equity Partners | 4,788 | $290 | 12/31/2023 |
| WDIV | 4,788 | $290 | 12/31/2023 |
| Allie Family Office LLC | 4,455 | $269 | 12/31/2023 |
| WDIV | 4,455 | $269 | 12/31/2023 |
| Csenge Advisory Group | 4,048 | $245 | 12/31/2023 |
| WDIV | 4,048 | $245 | 12/31/2023 |
| Farther Finance Advisors LLC | 3,837 | $232 | 12/31/2023 |
| WDIV | 3,837 | $232 | 12/31/2023 |
| Benjamin F. Edwards & Company Inc. | 3,115 | $188 | 12/31/2023 |
| WDIV | 3,115 | $188 | 12/31/2023 |
| Richardson Capital Management LLC | 3,086 | $185 | 03/31/2024 |
| WDIV | 3,086 | $185 | 03/31/2024 |
| Pineridge Advisors LLC | 1,618 | $98 | 12/31/2023 |
| WDIV | 1,618 | $98 | 12/31/2023 |
| BlackRock Inc. | 1,168 | $71 | 12/31/2023 |
| WDIV | 1,168 | $71 | 12/31/2023 |
| CWM LLC | 965 | $58 | 03/31/2024 |
| WDIV | 965 | $58 | 03/31/2024 |
| Harbour Investments Inc. | 910 | $55 | 12/31/2023 |
| WDIV | 910 | $55 | 12/31/2023 |
| Tidemark LLC | 723 | $44 | 12/31/2023 |
| WDIV | 723 | $44 | 12/31/2023 |
| Harbor Investment Advisory LLC | 615 | $37 | 03/31/2024 |
| WDIV | 615 | $37 | 03/31/2024 |
| GPS Wealth Strategies Group LLC | 587 | $35 | 12/31/2023 |
| WDIV | 587 | $35 | 12/31/2023 |
| Retirement Group LLC | 569 | $34 | 12/31/2023 |
| WDIV | 569 | $34 | 12/31/2023 |
| The PNC Financial Services Group Inc. | 481 | $29 | 12/31/2023 |
| WDIV | 481 | $29 | 12/31/2023 |
| Baldwin Brothers Inc. MA | 432 | $26 | 03/31/2024 |
| WDIV | 432 | $26 | 03/31/2024 |
| Householder Group Estate & Retirement Specialist LLC | 336 | $20 | 12/31/2023 |
| WDIV | 336 | $20 | 12/31/2023 |
| Capital Investment Advisory Services LLC | 250 | $15 | 03/31/2024 |
| WDIV | 250 | $15 | 03/31/2024 |
| Private Trust Co. NA | 235 | $14 | 03/31/2024 |
| WDIV | 235 | $14 | 03/31/2024 |
| JPMorgan Chase & Co. | 227 | $14 | 12/31/2023 |
| WDIV | 227 | $14 | 12/31/2023 |
| Advisory Services Network LLC | 225 | $14 | 12/31/2023 |
| WDIV | 225 | $14 | 12/31/2023 |
| Global Retirement Partners LLC | 210 | $13 | 03/31/2024 |
| WDIV | 210 | $13 | 03/31/2024 |
| Larson Financial Group LLC | 200 | $12 | 12/31/2023 |
| WDIV | 200 | $12 | 12/31/2023 |
| TD Waterhouse Canada Inc. | 150 | $10 | 12/31/2023 |
| WDIV | 150 | $10 | 12/31/2023 |
| National Bank of Canada FI | 88 | $5 | 12/31/2023 |
| WDIV | 88 | $5 | 12/31/2023 |
| Global Wealth Management Investment Advisory Inc. | 55 | $3 | 12/31/2023 |
| WDIV | 55 | $3 | 12/31/2023 |
| FMR LLC | 12 | $1 | 12/31/2023 |
| WDIV | 12 | $1 | 12/31/2023 |
| Financial Advisory Service Inc. | 17 | $1 | 12/31/2023 |
| WDIV | 17 | $1 | 12/31/2023 |
| McClarren Financial Advisors Inc. | 20 | $1 | 12/31/2023 |
| WDIV | 20 | $1 | 12/31/2023 |
| Wells Fargo & Company MN | 1 | $0 | 12/31/2023 |
| WDIV | 1 | $0 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| WDIV | 0 | $0 | 12/31/2023 |
| Tower Research Capital LLC TRC | 1 | $0 | 12/31/2023 |
| WDIV | 1 | $0 | 12/31/2023 |
| Parallel Advisors LLC | 0 | $0 | 12/31/2023 |
| WDIV | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of WDIV
See Details: Top 10 Hedge Funds Holding WDIV
Also See: WDIV Holdings Changes
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