AAS
DTD icon

Avantax Advisory Services’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$3.83M Buy
48,196
+2,137
+5% +$162K 0.02% 543
2025
Q1 		$3.54M Buy
46,059
+5,034
+12% +$391K 0.02% 523
2024
Q4 		$3.11M Sell
41,025
-3,367
-8% -$262K 0.02% 549
2024
Q3 		$3.4M Sell
44,392
-570
-1% -$42K 0.02% 504
2024
Q2 		$3.18M Buy
44,962
+2,614
+6% +$182K 0.02% 507
2024
Q1 		$2.99M Buy
42,348
+3,671
+9% +$247K 0.03% 430
2023
Q4 		$2.53M Buy
38,677
+10,832
+39% +$667K 0.03% 445
2023
Q3 		$1.68M Buy
27,845
+49
+0.2% +$3.06K 0.02% 511
2023
Q2 		$1.73M Buy
27,796
+210
+0.8% +$12.7K 0.02% 501
2023
Q1 		$1.67M Sell
27,586
-223
-0.8% -$13.6K 0.02% 491
2022
Q4 		$1.69M Sell
27,809
-460
-2% -$27.6K 0.02% 467
2022
Q3 		$1.53M Sell
28,269
-62
-0.2% -$3.69K 0.02% 437
2022
Q2 		$1.64M Buy
28,331
+3,411
+14% +$210K 0.02% 425
2022
Q1 		$1.61M Sell
24,920
-565
-2% -$36K 0.02% 429
2021
Q4 		$1.65M Sell
25,485
-859
-3% -$53.5K 0.02% 401
2021
Q3 		$1.55M Buy
26,344
+140
+0.5% +$8.47K 0.03% 392
2021
Q2 		$1.55M Sell
26,204
-574
-2% -$33.8K 0.03% 382
2021
Q1 		$1.51M Buy
26,778
+676
+3% +$36.6K 0.03% 348
2020
Q4 		$1.36M Sell
26,102
-32,552
-55% -$1.62M 0.03% 336
2020
Q3 		$2.76M Buy
58,654
+32,008
+120% +$1.51M 0.04% 302
2020
Q2 		$1.2M Buy
26,646
+4,384
+20% +$191K 0.03% 309
2020
Q1 		$870K Buy
22,262
+1,160
+5% +$56.2K 0.03% 324
2019
Q4 		$1.11M Buy
+21,102
New +$1.07M 0.03% 307

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Avantax Advisory Services's DTD Position: Q2 2025 in Review

Avantax Advisory Services increased its WisdomTree US Total Dividend Fund (DTD) stake by 4.6% in Q2 2025, buying an estimated $162K and bringing the position to 48,196 shares worth $3.83M. The position accounts for 0.02% of the portfolio, ranked #543.

Avantax Advisory Services first reported a position in DTD in Q4 2019 and has held it in 23 quarters since. 198 funds tracked by Wall St. Rank hold DTD as of Q2 2025.

  • Avantax Advisory Services held 48,196 shares of WisdomTree US Total Dividend Fund worth $3.83M as of Q2 2025.
  • Avantax Advisory Services bought 2,137 WisdomTree US Total Dividend Fund shares in Q2 2025, an estimated $162K.
  • WisdomTree US Total Dividend Fund made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #543 holding.
  • Avantax Advisory Services first reported a position in WisdomTree US Total Dividend Fund in Q4 2019 and has held it in 23 quarters since.
  • 198 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.