AWM
DTD icon

AE Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

AE Wealth 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
2026
Q2 		$147K Sell
1,578
-9
-0.6% -$822 ﹤0.01% 1806
2026
Q1 		$137K Sell
1,587
-4
-0.3% -$351 ﹤0.01% 1707
2025
Q4 		$135K Buy
1,591
+189
+13% +$15.9K ﹤0.01% 1611
2025
Q3 		$118K Hold
1,402
– – ﹤0.01% 1522
2025
Q2 		$111K Buy
1,402
+151
+12% +$11.4K ﹤0.01% 1455
2025
Q1 		$96.2K Buy
1,251
+1
+0.1% +$78 ﹤0.01% 1450
2024
Q4 		$94.8K Buy
+1,250
New +$97.4K ﹤0.01% 1445
2024
Q1 		– Sell
-12,504
Closed -$828K – 1363
2023
Q4 		$828K Buy
12,504
+129
+1% +$7.94K ﹤0.01% 1224
2023
Q3 		$745K Buy
12,375
+240
+2% +$15K ﹤0.01% 1214
2023
Q2 		$753K Sell
12,135
-104
-0.8% -$6.3K ﹤0.01% 1200
2023
Q1 		$742K Sell
12,239
-650
-5% -$39.7K ﹤0.01% 1168
2022
Q4 		$782K Sell
12,889
-49,346
-79% -$2.96M 0.01% 1096
2022
Q3 		$3.38M Sell
62,235
-11,178
-15% -$666K 0.03% 531
2022
Q2 		$4.25M Sell
73,413
-2,361
-3% -$146K 0.03% 437
2022
Q1 		$4.89M Buy
75,774
+14,373
+23% +$915K 0.03% 445
2021
Q4 		$3.98M Buy
+61,401
New +$3.82M 0.03% 483

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

AE Wealth Management's DTD Position: Q2 2026 in Review

AE Wealth Management reduced its WisdomTree US Total Dividend Fund (DTD) stake by 0.57% in Q2 2026, selling an estimated $822 and leaving 1,578 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #1806.

AE Wealth Management first reported a position in DTD in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.89M in Q1 2022. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • AE Wealth Management held 1,578 shares of WisdomTree US Total Dividend Fund worth $147K as of Q2 2026.
  • AE Wealth Management sold 9 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $822.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1806 holding.
  • AE Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q4 2021 and has held it in 16 quarters since.
  • AE Wealth Management's WisdomTree US Total Dividend Fund position peaked at $4.89M in Q1 2022.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.