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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return