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AssuredPartners Investment Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

AssuredPartners Investment Advisors’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 		$1.76M Sell
20,221
-644
-3% -$56.6K 0.19% 129
2025
Q4 		$1.77M Buy
+20,865
New +$1.76M 0.26% 93
2025
Q3 		– Sell
-4,305
Closed -$342K – 274
2025
Q2 		$342K Sell
4,305
-20,769
-83% -$1.57M 0.08% 171
2025
Q1 		$1.93M Buy
25,074
+5,081
+25% +$395K 0.37% 74
2024
Q4 		$1.52M Buy
+19,993
New +$1.56M 0.3% 90

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

AssuredPartners Investment Advisors's DTD Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its WisdomTree US Total Dividend Fund (DTD) stake by 3.1% in Q1 2026, selling an estimated $56.6K and leaving 20,221 shares worth $1.76M. The position accounts for 0.19% of the portfolio, ranked #129.

AssuredPartners Investment Advisors first reported a position in DTD in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.93M in Q1 2025. 210 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

  • AssuredPartners Investment Advisors held 20,221 shares of WisdomTree US Total Dividend Fund worth $1.76M as of Q1 2026.
  • AssuredPartners Investment Advisors sold 644 WisdomTree US Total Dividend Fund shares in Q1 2026, an estimated $56.6K.
  • WisdomTree US Total Dividend Fund made up 0.19% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #129 holding.
  • AssuredPartners Investment Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2024 and has held it in 5 quarters since.
  • AssuredPartners Investment Advisors's WisdomTree US Total Dividend Fund position peaked at $1.93M in Q1 2025.
  • 210 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.