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

Avestar 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	$729K	Hold	7,817	–	–	0.04%	299
2026 Q1	$675K	Buy	7,817 +661	+9%	+$58.1K	0.04%	289
2025 Q4	$607K	Sell	7,156 -148	-2%	-$12.5K	0.04%	301
2025 Q3	$614K	Sell	7,304 -62	-0.8%	-$5.08K	0.04%	296
2025 Q2	$586K	Hold	7,366	–	–	0.04%	299
2025 Q1	$567K	Hold	7,366	–	–	0.05%	269
2024 Q4	$559K	Buy	7,366 +3,905	+113%	+$304K	0.05%	265
2024 Q3	$265K	Buy	3,461 +286	+9%	+$21K	0.03%	381
2024 Q2	$225K	Hold	3,175	–	–	0.02%	401
2024 Q1	$225K	Buy	+3,175	New	+$213K	0.02%	404

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

Avestar Capital's DTD Position: Q2 2026 in Review

Avestar Capital held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 7,817 shares worth $729K. The position accounts for 0.04% of the portfolio, ranked #299.

Avestar Capital first reported a position in DTD in Q1 2024 and has held it in 10 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Avestar Capital held 7,817 shares of WisdomTree US Total Dividend Fund worth $729K as of Q2 2026.
Avestar Capital left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
WisdomTree US Total Dividend Fund made up 0.04% of Avestar Capital's portfolio in Q2 2026, its #299 holding.
Avestar Capital first reported a position in WisdomTree US Total Dividend Fund in Q1 2024 and has held it in 10 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.