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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

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

Bartlett & Co Wealth Management's DTD Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its WisdomTree US Total Dividend Fund (DTD) stake by 24% in Q1 2026, selling an estimated $10.1K and leaving 362 shares worth $32.7K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Bartlett & Co Wealth Management first reported a position in DTD in Q1 2024 and has held it in 9 quarters since. The position peaked at $40.5K in Q4 2025. 210 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

Bartlett & Co Wealth Management held 362 shares of WisdomTree US Total Dividend Fund worth $32.7K as of Q1 2026.
Bartlett & Co Wealth Management sold 115 WisdomTree US Total Dividend Fund shares in Q1 2026, an estimated $10.1K.
WisdomTree US Total Dividend Fund made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #748 holding.
Bartlett & Co Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q1 2024 and has held it in 9 quarters since.
Bartlett & Co Wealth Management's WisdomTree US Total Dividend Fund position peaked at $40.5K in Q4 2025.
210 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.