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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return