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Ashton Thomas Private Wealth’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Ashton Thomas Private Wealth’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 		$65.6K Buy
+760
New +$66.8K ﹤0.01% 1247
2024
Q3 		– Sell
-622
Closed -$44.1K – 945
2024
Q2 		$44.1K Buy
+622
New +$43.3K ﹤0.01% 950

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

Ashton Thomas Private Wealth's DTD Position: Q1 2026 in Review

Ashton Thomas Private Wealth opened a new position in WisdomTree US Total Dividend Fund (DTD) in Q1 2026: 760 shares worth $65.6K. The stake represents ﹤0.01% of the portfolio and ranks #1247 among its holdings. This is a return to the name: Ashton Thomas Private Wealth previously reported a position in DTD as recently as Q2 2024.

Ashton Thomas Private Wealth first reported a position in DTD in Q2 2024 and has held it in 2 quarters since. 210 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

  • Ashton Thomas Private Wealth held 760 shares of WisdomTree US Total Dividend Fund worth $65.6K as of Q1 2026.
  • WisdomTree US Total Dividend Fund was a new Ashton Thomas Private Wealth position in Q1 2026.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #1247 holding.
  • Ashton Thomas Private Wealth first reported a position in WisdomTree US Total Dividend Fund in Q2 2024 and has held it in 2 quarters since.
  • 210 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.