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

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

FRA

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

CWM

Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 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. 29 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.
29 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.