AC
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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
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
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