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Avant Capital’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Avant Capital’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 		$2.94M Buy
31,570
+565
+2% +$51.6K 1.84% 20
2026
Q1 		$2.68M Sell
31,005
-657
-2% -$57.7K 1.88% 20
2025
Q4 		$2.69M Buy
31,662
+184
+0.6% +$15.5K 1.85% 20
2025
Q3 		$2.64M Sell
31,478
-860
-3% -$70.5K 1.86% 20
2025
Q2 		$2.57M Buy
32,338
+876
+3% +$66.3K 1.99% 19
2025
Q1 		$2.42M Buy
31,462
+1,412
+5% +$110K 2.01% 20
2024
Q4 		$2.28M Buy
+30,050
New +$2.34M 1.89% 21
2023
Q3 		$1.76M Buy
29,271
+120
+0.4% +$7.5K 2.01% 19
2023
Q2 		$1.81M Buy
29,151
+2,207
+8% +$134K 2% 19
2023
Q1 		$1.63M Buy
26,944
+3,973
+17% +$243K 1.89% 19
2022
Q4 		$1.39M Sell
22,971
-1,236
-5% -$74.2K 1.71% 19
2022
Q3 		$1.31M Buy
24,207
+776
+3% +$46.2K 1.77% 19
2022
Q2 		$1.36M Buy
23,431
+109
+0.5% +$6.72K 1.75% 19
2022
Q1 		$1.51M Sell
23,322
-608
-3% -$38.7K 1.68% 21
2021
Q4 		$1.55M Buy
+23,930
New +$1.49M 1.7% 21

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Raymond James Financial
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

Avant Capital's DTD Position: Q2 2026 in Review

Avant Capital increased its WisdomTree US Total Dividend Fund (DTD) stake by 1.8% in Q2 2026, buying an estimated $51.6K and bringing the position to 31,570 shares worth $2.94M. The position accounts for 1.84% of the portfolio, ranked #20.

Avant Capital first reported a position in DTD in Q4 2021 and has held it in 15 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Avant Capital held 31,570 shares of WisdomTree US Total Dividend Fund worth $2.94M as of Q2 2026.
  • Avant Capital bought 565 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $51.6K.
  • WisdomTree US Total Dividend Fund made up 1.84% of Avant Capital's portfolio in Q2 2026, its #20 holding.
  • Avant Capital first reported a position in WisdomTree US Total Dividend Fund in Q4 2021 and has held it in 15 quarters since.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Avant Capital's 13F filing for Q2 2026, filed 12 Aug 2026.