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 Q3	$738K	Buy	7,896 +79	+1%	+$7.57K	0.06%	277
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%	382
2024 Q2	$225K	Hold	3,175	–	–	0.02%	401
2024 Q1	$225K	Buy	+3,175	New	+$213K	0.02%	404

Other funds holding DTD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

626 Financial Portage, Michigan $261M AUM 15.91% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Pinnacle Financial Group Western Springs, Illinois $416M AUM 12.58% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $225M AUM 10.48% 1-Year Est. Return

Avestar Capital's DTD Position: Q3 2026 in Review

Avestar Capital increased its WisdomTree US Total Dividend Fund (DTD) stake by 1% in Q3 2026, buying an estimated $7.57K and bringing the position to 7,896 shares worth $738K. The position accounts for 0.06% of the portfolio, ranked #277.

Avestar Capital first reported a position in DTD in Q1 2024 and has held it in 11 quarters since. 113 funds tracked by Wall St. Rank hold DTD as of Q3 2026.

Avestar Capital held 7,896 shares of WisdomTree US Total Dividend Fund worth $738K as of Q3 2026.
Avestar Capital bought 79 WisdomTree US Total Dividend Fund shares in Q3 2026, an estimated $7.57K.
WisdomTree US Total Dividend Fund made up 0.06% of Avestar Capital's portfolio in Q3 2026, its #277 holding.
Avestar Capital first reported a position in WisdomTree US Total Dividend Fund in Q1 2024 and has held it in 11 quarters since.
113 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.