Armis Advisers’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Armis Advisers’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	$226K	Buy	2,407 +43	+2%	+$3.93K	0.02%	437
2026 Q1	$216K	Buy	2,364 +5	+0.2%	+$439	0.02%	421
2025 Q4	$201K	Buy	+2,359	New	+$199K	0.02%	421
2025 Q3	–	Sell	-3,755	Closed	-$299K	–	380
2025 Q2	$299K	Sell	3,755 -728	-16%	-$55.1K	0.02%	361
2025 Q1	$345K	Sell	4,483 -6,996	-61%	-$543K	0.03%	293
2024 Q4	$871K	Buy	+11,479	New	+$894K	0.11%	138

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

Armis Advisers's DTD Position: Q2 2026 in Review

Armis Advisers increased its WisdomTree US Total Dividend Fund (DTD) stake by 1.8% in Q2 2026, buying an estimated $3.93K and bringing the position to 2,407 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #437.

Armis Advisers first reported a position in DTD in Q4 2024 and has held it in 6 quarters since. The position peaked at $871K in Q4 2024. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Armis Advisers held 2,407 shares of WisdomTree US Total Dividend Fund worth $226K as of Q2 2026.
Armis Advisers bought 43 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $3.93K.
WisdomTree US Total Dividend Fund made up 0.02% of Armis Advisers's portfolio in Q2 2026, its #437 holding.
Armis Advisers first reported a position in WisdomTree US Total Dividend Fund in Q4 2024 and has held it in 6 quarters since.
Armis Advisers's WisdomTree US Total Dividend Fund position peaked at $871K in Q4 2024.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.