Advisory Solutions Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Advisory Solutions Group’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 Q3	$405K	Buy	+4,330	New	+$415K	0.09%	188

Other funds holding DTD

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PIAS

PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

WMWM

Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

Advisory Solutions Group's DTD Position: Q3 2026 in Review

Advisory Solutions Group opened a new position in WisdomTree US Total Dividend Fund (DTD) in Q3 2026: 4,330 shares worth $405K. The stake represents 0.09% of the portfolio and ranks #188 among its holdings.

15 funds tracked by Wall St. Rank hold DTD as of Q3 2026.

Advisory Solutions Group held 4,330 shares of WisdomTree US Total Dividend Fund worth $405K as of Q3 2026.
WisdomTree US Total Dividend Fund was a new Advisory Solutions Group position in Q3 2026.
WisdomTree US Total Dividend Fund made up 0.09% of Advisory Solutions Group's portfolio in Q3 2026, its #188 holding.
15 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.