Baird Financial Group
DTD icon

Baird Financial Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Baird Financial Group’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 		$687K Buy
7,370
+428
+6% +$39.1K ﹤0.01% 1441
2026
Q1 		$600K Hold
6,942
– – ﹤0.01% 1422
2025
Q4 		$589K Sell
6,942
-52
-0.7% -$4.38K ﹤0.01% 1416
2025
Q3 		$588K Buy
6,994
+1
+0% +$82 ﹤0.01% 1417
2025
Q2 		$556K Sell
6,993
-1
-0% -$76 ﹤0.01% 1385
2025
Q1 		$538K Hold
6,994
– – ﹤0.01% 1373
2024
Q4 		$531K Hold
6,994
– – ﹤0.01% 1364
2024
Q3 		$536K Hold
6,994
– – ﹤0.01% 1358
2024
Q2 		$495K Hold
6,994
– – ﹤0.01% 1396
2024
Q1 		$495K Buy
6,994
+1
+0% +$67 ﹤0.01% 1386
2023
Q4 		$457K Sell
6,993
-1
-0% -$62 ﹤0.01% 1378
2023
Q3 		$421K Buy
6,994
+1
+0% +$62 ﹤0.01% 1398
2023
Q2 		$434K Hold
6,993
– – ﹤0.01% 1400
2023
Q1 		$424K Sell
6,993
-1
-0% -$61 ﹤0.01% 1374
2022
Q4 		$424K Buy
6,994
+1
+0% +$60 ﹤0.01% 1352
2022
Q3 		$379K Hold
6,993
– – ﹤0.01% 1374
2022
Q2 		$405K Hold
6,993
– – ﹤0.01% 1421
2022
Q1 		$451K Sell
6,993
-1
-0% -$64 ﹤0.01% 1453
2021
Q4 		$453K Sell
6,994
-412
-6% -$25.6K ﹤0.01% 1515
2021
Q3 		$435K Hold
7,406
– – ﹤0.01% 1523
2021
Q2 		$439K Sell
7,406
-300
-4% -$17.6K ﹤0.01% 1441
2021
Q1 		$436K Sell
7,706
-98
-1% -$5.3K ﹤0.01% 1390
2020
Q4 		$409K Buy
7,804
+824
+12% +$41.1K ﹤0.01% 1283
2020
Q3 		$328K Hold
6,980
– – ﹤0.01% 1273
2020
Q2 		$314K Hold
6,980
– – ﹤0.01% 1290
2020
Q1 		$273K Hold
6,980
– – ﹤0.01% 1233
2019
Q4 		$368K Sell
6,980
-34
-0.5% -$1.73K ﹤0.01% 1258
2019
Q3 		$348K Sell
7,014
-302
-4% -$14.7K ﹤0.01% 1275
2019
Q2 		$356K Buy
7,316
+716
+11% +$34.3K ﹤0.01% 1289
2019
Q1 		$312K Sell
6,600
-412
-6% -$18.9K ﹤0.01% 1140
2018
Q4 		$297K Buy
7,012
+410
+6% +$18.6K ﹤0.01% 1124
2018
Q3 		$317K Buy
+6,602
New +$313K ﹤0.01% 1165

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

Baird Financial Group's DTD Position: Q2 2026 in Review

Baird Financial Group increased its WisdomTree US Total Dividend Fund (DTD) stake by 6.2% in Q2 2026, buying an estimated $39.1K and bringing the position to 7,370 shares worth $687K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

Baird Financial Group first reported a position in DTD in Q3 2018 and has held it in 32 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Baird Financial Group held 7,370 shares of WisdomTree US Total Dividend Fund worth $687K as of Q2 2026.
  • Baird Financial Group bought 428 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $39.1K.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1441 holding.
  • Baird Financial Group first reported a position in WisdomTree US Total Dividend Fund in Q3 2018 and has held it in 32 quarters since.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.