Ashton Thomas Securities
DTD icon

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

Ashton Thomas Securities’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
Q3 		$840K Hold
8,987
– – 0.09% 190
2026
Q2 		$838K Sell
8,987
-323
-3% -$29.5K 0.12% 159
2026
Q1 		$804K Buy
+9,310
New +$818K 0.1% 187

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Pinnacle Financial Group
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Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Melone Private Wealth
Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return
FFG Retirement Advisors
FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return
Envision Financial
Envision Financial Brookfield, Wisconsin $225M AUM 10.48% 1-Year Est. Return

Ashton Thomas Securities's DTD Position: Q3 2026 in Review

Ashton Thomas Securities held its WisdomTree US Total Dividend Fund (DTD) position steady in Q3 2026 at 8,987 shares worth $840K. The position accounts for 0.09% of the portfolio, ranked #190.

Ashton Thomas Securities first reported a position in DTD in Q1 2026 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold DTD as of Q3 2026.

  • Ashton Thomas Securities held 8,987 shares of WisdomTree US Total Dividend Fund worth $840K as of Q3 2026.
  • Ashton Thomas Securities left its WisdomTree US Total Dividend Fund share count unchanged in Q3 2026.
  • WisdomTree US Total Dividend Fund made up 0.09% of Ashton Thomas Securities's portfolio in Q3 2026, its #190 holding.
  • Ashton Thomas Securities first reported a position in WisdomTree US Total Dividend Fund in Q1 2026 and has held it in 3 quarters since.
  • 121 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2026.

Based on Ashton Thomas Securities's 13F filing for Q3 2026, filed 26 Oct 2026.