Arvest Investments’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Arvest Investments’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	$408K	Sell	4,377 -94	-2%	-$8.58K	0.05%	155
2026 Q1	$386K	Sell	4,471 -112	-2%	-$9.84K	0.05%	150
2025 Q4	$389K	Sell	4,583 -158	-3%	-$13.3K	0.05%	145
2025 Q3	$398K	Sell	4,741 -281	-6%	-$23K	0.06%	146
2025 Q2	$399K	Sell	5,022 -13,470	-73%	-$1.02M	0.06%	141
2025 Q1	$1.42M	Sell	18,492 -751	-4%	-$58.3K	0.22%	100
2024 Q4	$1.46M	Sell	19,243 -8,157	-30%	-$636K	0.23%	99
2024 Q3	$2.1M	Sell	27,400 -3,051	-10%	-$225K	0.32%	71
2024 Q2	$2.16M	Sell	30,451 -1,146	-4%	-$79.7K	0.35%	63
2024 Q1	$2.23M	Sell	31,597 -4,998	-14%	-$336K	0.35%	61
2023 Q4	$2.39M	Buy	+36,595	New	+$2.25M	0.39%	54

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

Arvest Investments's DTD Position: Q2 2026 in Review

Arvest Investments reduced its WisdomTree US Total Dividend Fund (DTD) stake by 2.1% in Q2 2026, selling an estimated $8.58K and leaving 4,377 shares worth $408K. The position accounts for 0.05% of the portfolio, ranked #155.

Arvest Investments first reported a position in DTD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.39M in Q4 2023. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Arvest Investments held 4,377 shares of WisdomTree US Total Dividend Fund worth $408K as of Q2 2026.
Arvest Investments sold 94 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $8.58K.
WisdomTree US Total Dividend Fund made up 0.05% of Arvest Investments's portfolio in Q2 2026, its #155 holding.
Arvest Investments first reported a position in WisdomTree US Total Dividend Fund in Q4 2023 and has held it in 11 quarters since.
Arvest Investments's WisdomTree US Total Dividend Fund position peaked at $2.39M in Q4 2023.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.