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 Q2	$70.9K	Hold	760	–	–	﹤0.01%	1323
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 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

Ashton Thomas Private Wealth's DTD Position: Q2 2026 in Review

Ashton Thomas Private Wealth held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 760 shares worth $70.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

Ashton Thomas Private Wealth first reported a position in DTD in Q2 2024 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Ashton Thomas Private Wealth held 760 shares of WisdomTree US Total Dividend Fund worth $70.9K as of Q2 2026.
Ashton Thomas Private Wealth left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
WisdomTree US Total Dividend Fund made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1323 holding.
Ashton Thomas Private Wealth first reported a position in WisdomTree US Total Dividend Fund in Q2 2024 and has held it in 3 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.