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

Allworth Financial’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	$210K	Sell	2,256 -230	-9%	-$21K	﹤0.01%	1461
2026 Q1	$215K	Buy	2,486 +30	+1%	+$2.64K	﹤0.01%	1361
2025 Q4	$208K	Hold	2,456	–	–	﹤0.01%	1324
2025 Q3	$206K	Hold	2,456	–	–	﹤0.01%	1285
2025 Q2	$195K	Buy	2,456 +2,353	+2,284%	+$178K	﹤0.01%	1189
2025 Q1	$7.62K	Sell	103 -3,200	-97%	-$248K	﹤0.01%	2548
2024 Q4	$258K	Hold	3,303	–	–	﹤0.01%	869
2024 Q3	$253K	Hold	3,303	–	–	﹤0.01%	748
2024 Q2	$240K	Hold	3,303	–	–	﹤0.01%	758
2024 Q1	$234K	Hold	3,303	–	–	﹤0.01%	732
2023 Q4	$216K	Hold	3,303	–	–	﹤0.01%	711
2023 Q3	$199K	Hold	3,303	–	–	﹤0.01%	685
2023 Q2	$205K	Hold	3,303	–	–	﹤0.01%	693
2023 Q1	$200K	Hold	3,303	–	–	﹤0.01%	653
2022 Q4	$200K	Hold	3,303	–	–	﹤0.01%	629
2022 Q3	$179K	Buy	3,303 +3,019	+1,063%	+$180K	﹤0.01%	610
2022 Q2	$16K	Hold	284	–	–	﹤0.01%	1327
2022 Q1	$18K	Hold	284	–	–	﹤0.01%	1297
2021 Q4	$18K	Hold	284	–	–	﹤0.01%	1156
2021 Q3	$17K	Buy	+284	New	+$17.2K	﹤0.01%	1085
2015 Q3	–	Sell	-2	Closed	–	–	621
2015 Q2	$0	Hold	2	–	–	﹤0.01%	607
2015 Q1	$0	Buy	+2	New	+$75	﹤0.01%	606

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

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

Allworth Financial's DTD Position: Q2 2026 in Review

Allworth Financial reduced its WisdomTree US Total Dividend Fund (DTD) stake by 9.3% in Q2 2026, selling an estimated $21K and leaving 2,256 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

Allworth Financial first reported a position in DTD in Q1 2015 and has held it in 22 quarters since. The position peaked at $258K in Q4 2024. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Allworth Financial held 2,256 shares of WisdomTree US Total Dividend Fund worth $210K as of Q2 2026.
Allworth Financial sold 230 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $21K.
WisdomTree US Total Dividend Fund made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1461 holding.
Allworth Financial first reported a position in WisdomTree US Total Dividend Fund in Q1 2015 and has held it in 22 quarters since.
Allworth Financial's WisdomTree US Total Dividend Fund position peaked at $258K in Q4 2024.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.