AFG
DTD icon

Allegheny Financial Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Allegheny Financial 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
Q2 		$323K Buy
3,468
+17
+0.5% +$1.55K 0.03% 223
2026
Q1 		$298K Sell
3,451
-105
-3% -$9.22K 0.04% 213
2025
Q4 		$302K Buy
3,556
+20
+0.6% +$1.69K 0.04% 199
2025
Q3 		$297K Buy
3,536
+18
+0.5% +$1.48K 0.06% 196
2025
Q2 		$280K Buy
3,518
+20
+0.6% +$1.51K 0.06% 192
2025
Q1 		$269K Sell
3,498
-52
-1% -$4.04K 0.07% 185
2024
Q4 		$269K Buy
3,550
+19
+0.5% +$1.48K 0.07% 190
2024
Q3 		$271K Buy
3,531
+19
+0.5% +$1.4K 0.07% 202
2024
Q2 		$249K Buy
3,512
+20
+0.6% +$1.39K 0.07% 194
2024
Q1 		$247K Buy
3,492
+17
+0.5% +$1.14K 0.08% 178
2023
Q4 		$227K Buy
3,475
+25
+0.7% +$1.54K 0.07% 192
2023
Q3 		$208K Buy
3,450
+22
+0.6% +$1.37K 0.08% 178
2023
Q2 		$213K Buy
3,428
+21
+0.6% +$1.27K 0.1% 139
2023
Q1 		$206K Buy
3,407
+21
+0.6% +$1.28K 0.08% 155
2022
Q4 		$205K Buy
+3,386
New +$203K 0.09% 159
2022
Q2 		– Sell
-3,311
Closed -$214K – 169
2022
Q1 		$214K Sell
3,311
-187
-5% -$11.9K 0.09% 147
2021
Q4 		$226K Buy
3,498
+22
+0.6% +$1.37K 0.09% 140
2021
Q3 		$204K Sell
3,476
-80
-2% -$4.84K 0.09% 140
2021
Q2 		$211K Buy
+3,556
New +$209K 0.1% 138

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 $2.73B AUM 14.39% 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

Allegheny Financial Group's DTD Position: Q2 2026 in Review

Allegheny Financial Group increased its WisdomTree US Total Dividend Fund (DTD) stake by 0.49% in Q2 2026, buying an estimated $1.55K and bringing the position to 3,468 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #223.

Allegheny Financial Group first reported a position in DTD in Q2 2021 and has held it in 19 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Allegheny Financial Group held 3,468 shares of WisdomTree US Total Dividend Fund worth $323K as of Q2 2026.
  • Allegheny Financial Group bought 17 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $1.55K.
  • WisdomTree US Total Dividend Fund made up 0.03% of Allegheny Financial Group's portfolio in Q2 2026, its #223 holding.
  • Allegheny Financial Group first reported a position in WisdomTree US Total Dividend Fund in Q2 2021 and has held it in 19 quarters since.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.