Arvest Bank Trust Division’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Arvest Bank Trust Division’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
2025 Q2	–	Sell	-19,242	Closed	-$1.48M	–	194
2025 Q1	$1.48M	Sell	19,242 -1,165	-6%	-$90.5K	0.09%	98
2024 Q4	$1.55M	Sell	20,407 -8,928	-30%	-$696K	0.09%	98
2024 Q3	$2.25M	Buy	+29,335	New	+$2.16M	0.13%	87
2021 Q3	$682K	Buy	11,622 +3,078	+36%	+$186K	0.04%	107
2021 Q2	$506K	Buy	8,544 +1,182	+16%	+$69.5K	0.03%	114
2021 Q1	$416K	Buy	7,362 +1,762	+31%	+$95.4K	0.02%	115
2020 Q4	$294K	Buy	+5,600	New	+$279K	0.02%	119

Other funds holding DTD

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

CWM

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

PFG

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Arvest Bank Trust Division's DTD Position: Q2 2025 in Review

Arvest Bank Trust Division sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2025, closing a stake of 19,242 shares — an estimated $1.48M sold.

Arvest Bank Trust Division first reported a position in DTD in Q4 2020 and held it in 7 quarters. The position peaked at $2.25M in Q3 2024. 198 funds tracked by Wall St. Rank hold DTD as of Q2 2025.

Arvest Bank Trust Division reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2025 after selling out during the quarter.
Arvest Bank Trust Division sold 19,242 WisdomTree US Total Dividend Fund shares in Q2 2025, an estimated $1.48M.
Arvest Bank Trust Division first reported a position in WisdomTree US Total Dividend Fund in Q4 2020 and held it in 7 quarters.
Arvest Bank Trust Division's WisdomTree US Total Dividend Fund position peaked at $2.25M in Q3 2024.
198 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2025.

Based on Arvest Bank Trust Division's 13F filing for Q2 2025, filed 8 Aug 2025.