Advisors Capital Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Advisors Capital Management’s Portfolio DTD Stock Details DTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,645	Closed	-$210K	–	544
2025 Q2	$210K	Hold	2,645	–	–	﹤0.01%	500
2025 Q1	$204K	Hold	2,645	–	–	﹤0.01%	500
2024 Q4	$201K	Hold	2,645	–	–	﹤0.01%	501
2024 Q3	$203K	Buy	+2,645	New	+$195K	﹤0.01%	483
2021 Q4	–	Sell	-3,962	Closed	-$233K	–	423
2021 Q3	$233K	Buy	+3,962	New	+$240K	0.01%	383

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Advisors Capital Management's DTD Position: Q3 2025 in Review

Advisors Capital Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2025, closing a stake of 2,645 shares — an estimated $210K sold.

Advisors Capital Management first reported a position in DTD in Q3 2021 and held it in 5 quarters. The position peaked at $233K in Q3 2021. 195 funds tracked by Wall St. Rank hold DTD as of Q3 2025.

Advisors Capital Management reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2025 after selling out during the quarter.
Advisors Capital Management sold 2,645 WisdomTree US Total Dividend Fund shares in Q3 2025, an estimated $210K.
Advisors Capital Management first reported a position in WisdomTree US Total Dividend Fund in Q3 2021 and held it in 5 quarters.
Advisors Capital Management's WisdomTree US Total Dividend Fund position peaked at $233K in Q3 2021.
195 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2025.

Based on Advisors Capital Management's 13F filing for Q3 2025, filed 7 Nov 2025.