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 Q3	$216K	Sell	2,257 -150	-6%	-$14.4K	0.02%	468
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

626 Financial Portage, Michigan $261M AUM 15.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Pinnacle Financial Group Western Springs, Illinois $416M AUM 12.58% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Armis Advisers's DTD Position: Q3 2026 in Review

Armis Advisers reduced its WisdomTree US Total Dividend Fund (DTD) stake by 6.2% in Q3 2026, selling an estimated $14.4K and leaving 2,257 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #468.

Armis Advisers first reported a position in DTD in Q4 2024 and has held it in 7 quarters since. The position peaked at $871K in Q4 2024. 190 funds tracked by Wall St. Rank hold DTD as of Q3 2026.

Armis Advisers held 2,257 shares of WisdomTree US Total Dividend Fund worth $216K as of Q3 2026.
Armis Advisers sold 150 WisdomTree US Total Dividend Fund shares in Q3 2026, an estimated $14.4K.
WisdomTree US Total Dividend Fund made up 0.02% of Armis Advisers's portfolio in Q3 2026, its #468 holding.
Armis Advisers first reported a position in WisdomTree US Total Dividend Fund in Q4 2024 and has held it in 7 quarters since.
Armis Advisers's WisdomTree US Total Dividend Fund position peaked at $871K in Q4 2024.
190 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.