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Alta Wealth Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Alta Wealth Advisors’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 		$606K Sell
6,497
-281
-4% -$25.7K 0.16% 101
2026
Q1 		$585K Sell
6,778
-57
-0.8% -$5.01K 0.19% 99
2025
Q4 		$580K Buy
6,835
+13
+0.2% +$1.09K 0.19% 95
2025
Q3 		$573K Sell
6,822
-105
-2% -$8.6K 0.21% 81
2025
Q2 		$551K Sell
6,927
-104
-1% -$7.87K 0.26% 62
2025
Q1 		$541K Sell
7,031
-227
-3% -$17.6K 0.25% 72
2024
Q4 		$551K Sell
7,258
-40
-0.5% -$3.12K 0.24% 80
2024
Q3 		$560K Buy
7,298
+13
+0.2% +$957 0.26% 77
2024
Q2 		$516K Sell
7,285
-662
-8% -$46.1K 0.26% 76
2024
Q1 		$562K Sell
7,947
-62
-0.8% -$4.17K 0.29% 75
2023
Q4 		$524K Sell
8,009
-2,402
-23% -$148K 0.29% 78
2023
Q3 		$626K Sell
10,411
-14
-0.1% -$875 0.38% 74
2023
Q2 		$647K Buy
10,425
+1,067
+11% +$64.6K 0.38% 75
2023
Q1 		$567K Buy
9,358
+1,907
+26% +$116K 0.36% 81
2022
Q4 		$452K Buy
+7,451
New +$447K 0.31% 99

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

Alta Wealth Advisors's DTD Position: Q2 2026 in Review

Alta Wealth Advisors reduced its WisdomTree US Total Dividend Fund (DTD) stake by 4.1% in Q2 2026, selling an estimated $25.7K and leaving 6,497 shares worth $606K. The position accounts for 0.16% of the portfolio, ranked #101.

Alta Wealth Advisors first reported a position in DTD in Q4 2022 and has held it in 15 quarters since. The position peaked at $647K in Q2 2023. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Alta Wealth Advisors held 6,497 shares of WisdomTree US Total Dividend Fund worth $606K as of Q2 2026.
  • Alta Wealth Advisors sold 281 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $25.7K.
  • WisdomTree US Total Dividend Fund made up 0.16% of Alta Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • Alta Wealth Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2022 and has held it in 15 quarters since.
  • Alta Wealth Advisors's WisdomTree US Total Dividend Fund position peaked at $647K in Q2 2023.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.