Advisory Services Network’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Advisory Services Network’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
2026 Q1	$5.39K	Buy	+62	New	+$5.45K	﹤0.01%	3815
2025 Q4	–	Sell	-62	Closed	-$5.19K	–	2464
2025 Q3	$5.19K	Buy	+62	New	+$5.08K	﹤0.01%	3523
2024 Q1	–	Sell	-8	Closed	-$527	–	2021
2023 Q4	$527	Buy	+8	New	+$492	﹤0.01%	3616
2023 Q2	–	Sell	-4,900	Closed	-$297K	–	2020
2023 Q1	$297K	Hold	4,900	–	–	0.01%	1138
2022 Q4	$297K	Sell	4,900 -3,130	-39%	-$188K	0.01%	1085
2022 Q3	$436K	Hold	8,030	–	–	0.02%	873
2022 Q2	$465K	Hold	8,030	–	–	0.02%	862
2022 Q1	$518K	Hold	8,030	–	–	0.02%	893
2021 Q4	$520K	Buy	+8,030	New	+$500K	0.02%	872
2021 Q3	–	Sell	-3,130	Closed	-$185K	–	1873
2021 Q2	$185K	Buy	+3,130	New	+$184K	0.01%	1304
2021 Q1	–	Sell	-3,130	Closed	-$164K	–	1707
2020 Q4	$164K	Hold	3,130	–	–	0.01%	1130
2020 Q3	$147K	Buy	+3,130	New	+$147K	0.01%	1087
2020 Q2	–	Sell	-3,130	Closed	-$123K	–	1443
2020 Q1	$123K	Hold	3,130	–	–	0.01%	978
2019 Q4	$165K	Hold	3,130	–	–	0.01%	959
2019 Q3	$152K	Hold	3,130	–	–	0.01%	911
2019 Q2	$152K	Hold	3,130	–	–	0.01%	909
2019 Q1	$148K	Hold	3,130	–	–	0.01%	857
2018 Q4	$132K	Hold	3,130	–	–	0.01%	814
2018 Q3	$150K	Hold	3,130	–	–	0.01%	838
2018 Q2	$147K	Sell	3,130 -360	-10%	-$16.3K	0.01%	818
2018 Q1	$156K	Hold	3,490	–	–	0.01%	866
2017 Q4	$162K	Hold	3,490	–	–	0.01%	844
2017 Q3	$153K	Buy	3,490 +360	+12%	+$15.5K	0.02%	736
2017 Q2	$133K	Hold	3,130	–	–	0.02%	751
2017 Q1	$131K	Buy	+3,130	New	+$130K	0.02%	731

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

RPGK

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Advisory Services Network's DTD Position: Q1 2026 in Review

Advisory Services Network opened a new position in WisdomTree US Total Dividend Fund (DTD) in Q1 2026: 62 shares worth $5.39K. The stake represents ﹤0.01% of the portfolio and ranks #3815 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in DTD as recently as Q3 2025.

Advisory Services Network first reported a position in DTD in Q1 2017 and has held it in 25 quarters since. The position peaked at $520K in Q4 2021. 210 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

Advisory Services Network held 62 shares of WisdomTree US Total Dividend Fund worth $5.39K as of Q1 2026.
WisdomTree US Total Dividend Fund was a new Advisory Services Network position in Q1 2026.
WisdomTree US Total Dividend Fund made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3815 holding.
Advisory Services Network first reported a position in WisdomTree US Total Dividend Fund in Q1 2017 and has held it in 25 quarters since.
Advisory Services Network's WisdomTree US Total Dividend Fund position peaked at $520K in Q4 2021.
210 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.