Arax Advisory Partners’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Arax Advisory Partners’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	$19.4K	Buy	208 +1	+0.5%	+$91	﹤0.01%	3984
2026 Q1	$17.9K	Hold	207	–	–	﹤0.01%	2144
2025 Q4	$17.5K	Buy	+207	New	+$17.4K	﹤0.01%	2193
2025 Q3	–	Sell	-204	Closed	-$16.2K	–	3767
2025 Q2	$16.2K	Buy	204 +1	+0.5%	+$76	﹤0.01%	1740
2025 Q1	$15.6K	Buy	203 +1	+0.5%	+$78	﹤0.01%	1404
2024 Q4	$15.3K	Buy	202 +1	+0.5%	+$78	﹤0.01%	1317
2024 Q3	$15.4K	Buy	201 +1	+0.5%	+$74	﹤0.01%	1199
2024 Q2	$14.2K	Buy	200 +1	+0.5%	+$70	﹤0.01%	1105
2024 Q1	$14.1K	Buy	199 +1	+0.5%	+$67	﹤0.01%	721
2023 Q4	$12.9K	Buy	198 +1	+0.5%	+$62	﹤0.01%	726
2023 Q3	$11.8K	Buy	+197	New	+$12.3K	﹤0.01%	684

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

Arax Advisory Partners's DTD Position: Q2 2026 in Review

Arax Advisory Partners increased its WisdomTree US Total Dividend Fund (DTD) stake by 0.48% in Q2 2026, buying an estimated $91 and bringing the position to 208 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3984.

Arax Advisory Partners first reported a position in DTD in Q3 2023 and has held it in 11 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Arax Advisory Partners held 208 shares of WisdomTree US Total Dividend Fund worth $19.4K as of Q2 2026.
Arax Advisory Partners bought 1 WisdomTree US Total Dividend Fund share in Q2 2026, an estimated $91.
WisdomTree US Total Dividend Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3984 holding.
Arax Advisory Partners first reported a position in WisdomTree US Total Dividend Fund in Q3 2023 and has held it in 11 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.