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

Ancora 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	$80.6K	Hold	864	–	–	﹤0.01%	953
2026 Q1	$74.6K	Hold	864	–	–	﹤0.01%	1002
2025 Q4	$73.3K	Hold	864	–	–	﹤0.01%	1018
2025 Q3	$72.6K	Hold	864	–	–	﹤0.01%	948
2025 Q2	$68.7K	Hold	864	–	–	﹤0.01%	953
2025 Q1	$66.5K	Hold	864	–	–	﹤0.01%	946
2024 Q4	$65.5K	Hold	864	–	–	﹤0.01%	944
2024 Q3	$66.3K	Hold	864	–	–	﹤0.01%	924
2024 Q2	$61.2K	Hold	864	–	–	﹤0.01%	905
2024 Q1	$61.1K	Hold	864	–	–	﹤0.01%	916
2023 Q4	$56.5K	Hold	864	–	–	﹤0.01%	915
2023 Q3	$52K	Hold	864	–	–	﹤0.01%	907
2023 Q2	$53.6K	Hold	864	–	–	﹤0.01%	890
2023 Q1	$52.4K	Hold	864	–	–	﹤0.01%	902
2022 Q4	$52K	Hold	864	–	–	﹤0.01%	958
2022 Q3	$47K	Hold	864	–	–	﹤0.01%	1108
2022 Q2	$50K	Hold	864	–	–	﹤0.01%	1154
2022 Q1	$56K	Hold	864	–	–	﹤0.01%	1198
2021 Q4	$56K	Hold	864	–	–	﹤0.01%	1213
2021 Q3	$51K	Hold	864	–	–	﹤0.01%	1181
2021 Q2	$51K	Hold	864	–	–	﹤0.01%	1097
2021 Q1	$49K	Hold	864	–	–	﹤0.01%	1075
2020 Q4	$45K	Hold	864	–	–	﹤0.01%	896
2020 Q3	$41K	Hold	864	–	–	﹤0.01%	894
2020 Q2	$39K	Hold	864	–	–	﹤0.01%	868
2020 Q1	$34K	Sell	864 -150	-15%	-$7.27K	﹤0.01%	956
2019 Q4	$54K	Buy	+1,014	New	+$51.6K	﹤0.01%	871
2018 Q4	–	Sell	-864	Closed	-$41K	–	757
2018 Q3	$41K	Buy	+864	New	+$41K	﹤0.01%	931
2017 Q1	–	Sell	-698	Closed	-$28K	–	720
2016 Q4	$28K	Buy	+698	New	+$27.4K	﹤0.01%	872

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 $2.7B 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

Ancora Advisors's DTD Position: Q2 2026 in Review

Ancora Advisors held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 864 shares worth $80.6K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

Ancora Advisors first reported a position in DTD in Q4 2016 and has held it in 29 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Ancora Advisors held 864 shares of WisdomTree US Total Dividend Fund worth $80.6K as of Q2 2026.
Ancora Advisors left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
WisdomTree US Total Dividend Fund made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #953 holding.
Ancora Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2016 and has held it in 29 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.