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

Amplius 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	$354K	Hold	3,800	–	–	0.03%	157
2026 Q1	$328K	Hold	3,800	–	–	0.03%	139
2025 Q4	$323K	Hold	3,800	–	–	0.03%	137
2025 Q3	$319K	Sell	3,800 -1,786	-32%	-$146K	0.03%	135
2025 Q2	$444K	Hold	5,586	–	–	0.04%	130
2025 Q1	$430K	Hold	5,586	–	–	0.04%	120
2024 Q4	$424K	Hold	5,586	–	–	0.04%	118
2024 Q3	$428K	Hold	5,586	–	–	0.05%	107
2024 Q2	$396K	Sell	5,586 -1,600	-22%	-$111K	0.04%	109
2024 Q1	$508K	Hold	7,186	–	–	0.06%	95
2023 Q4	$470K	Sell	7,186 -130	-2%	-$8K	0.06%	98
2023 Q3	$440K	Sell	7,316 -500	-6%	-$31.2K	0.06%	102
2023 Q2	$485K	Hold	7,816	–	–	0.07%	100
2023 Q1	$474K	Hold	7,816	–	–	0.07%	100
2022 Q4	$474K	Hold	7,816	–	–	0.08%	92
2022 Q3	$424K	Buy	7,816 +130	+2%	+$7.74K	0.08%	98
2022 Q2	$445K	Sell	7,686 -3,406	-31%	-$210K	0.07%	101
2022 Q1	$716K	Hold	11,092	–	–	0.11%	79
2021 Q4	$718K	Buy	+11,092	New	+$690K	0.1%	81

Other funds holding DTD

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

FRA

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

SCG

Sonata Capital Group Seattle, Washington $310M AUM 18.96% 1-Year Est. Return

CWM

Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

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

Amplius Wealth Advisors held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 3,800 shares worth $354K. The position accounts for 0.03% of the portfolio, ranked #157.

Amplius Wealth Advisors first reported a position in DTD in Q4 2021 and has held it in 19 quarters since. The position peaked at $718K in Q4 2021. 49 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Amplius Wealth Advisors held 3,800 shares of WisdomTree US Total Dividend Fund worth $354K as of Q2 2026.
Amplius Wealth Advisors left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
WisdomTree US Total Dividend Fund made up 0.03% of Amplius Wealth Advisors's portfolio in Q2 2026, its #157 holding.
Amplius Wealth Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2021 and has held it in 19 quarters since.
Amplius Wealth Advisors's WisdomTree US Total Dividend Fund position peaked at $718K in Q4 2021.
49 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.