Bartlett & Co Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Bartlett & Co Wealth Management’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	$33.8K	Hold	362	–	–	﹤0.01%	808
2026 Q1	$32.7K	Sell	362 -115	-24%	-$10.1K	﹤0.01%	748
2025 Q4	$40.5K	Hold	477	–	–	﹤0.01%	708
2025 Q3	$40.1K	Hold	477	–	–	﹤0.01%	706
2025 Q2	$37.9K	Hold	477	–	–	﹤0.01%	704
2025 Q1	$36.7K	Hold	477	–	–	﹤0.01%	716
2024 Q4	$36.2K	Hold	477	–	–	﹤0.01%	709
2024 Q3	$36.6K	Hold	477	–	–	﹤0.01%	714
2024 Q2	$33.8K	Hold	477	–	–	﹤0.01%	735
2024 Q1	$33.7K	Buy	+477	New	+$32.1K	﹤0.01%	728

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

Bartlett & Co Wealth Management's DTD Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 362 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Bartlett & Co Wealth Management first reported a position in DTD in Q1 2024 and has held it in 10 quarters since. The position peaked at $40.5K in Q4 2025. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Bartlett & Co Wealth Management held 362 shares of WisdomTree US Total Dividend Fund worth $33.8K as of Q2 2026.
Bartlett & Co Wealth Management left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
WisdomTree US Total Dividend Fund made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #808 holding.
Bartlett & Co Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q1 2024 and has held it in 10 quarters since.
Bartlett & Co Wealth Management's WisdomTree US Total Dividend Fund position peaked at $40.5K in Q4 2025.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.