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

Arkadios 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	$841K	Buy	9,024 +1,055	+13%	+$96.3K	0.01%	880
2026 Q1	$688K	Buy	7,969 +916	+13%	+$80.5K	0.01%	960
2025 Q4	$599K	Sell	7,053 -41	-0.6%	-$3.45K	0.01%	917
2025 Q3	$596K	Buy	7,094 +881	+14%	+$72.2K	0.01%	856
2025 Q2	$494K	Buy	6,213 +692	+13%	+$52.4K	0.01%	850
2025 Q1	$425K	Buy	+5,521	New	+$429K	0.02%	764

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

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

Arkadios Wealth Advisors increased its WisdomTree US Total Dividend Fund (DTD) stake by 13% in Q2 2026, buying an estimated $96.3K and bringing the position to 9,024 shares worth $841K. The position accounts for 0.01% of the portfolio, ranked #880.

Arkadios Wealth Advisors first reported a position in DTD in Q1 2025 and has held it in 6 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Arkadios Wealth Advisors held 9,024 shares of WisdomTree US Total Dividend Fund worth $841K as of Q2 2026.
Arkadios Wealth Advisors bought 1,055 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $96.3K.
WisdomTree US Total Dividend Fund made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #880 holding.
Arkadios Wealth Advisors first reported a position in WisdomTree US Total Dividend Fund in Q1 2025 and has held it in 6 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.