Beacon Pointe Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Beacon Pointe Advisors’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	$280K	Hold	3,000	–	–	﹤0.01%	1642
2026 Q1	$259K	Hold	3,000	–	–	﹤0.01%	1615
2025 Q4	$255K	Hold	3,000	–	–	﹤0.01%	1343
2025 Q3	$252K	Hold	3,000	–	–	﹤0.01%	1243
2025 Q2	$239K	Sell	3,000 -2,033	-40%	-$154K	﹤0.01%	1131
2025 Q1	$387K	Buy	5,033 +2,033	+68%	+$158K	﹤0.01%	926
2024 Q4	$228K	Buy	+3,000	New	+$234K	﹤0.01%	1107
2024 Q2	–	Sell	-3,000	Closed	-$212K	–	1301
2024 Q1	$212K	Sell	3,000 -2,860	-49%	-$192K	﹤0.01%	1246
2023 Q4	$383K	Sell	5,860 -273	-4%	-$16.8K	﹤0.01%	986
2023 Q3	$369K	Hold	6,133	–	–	﹤0.01%	986
2023 Q2	$381K	Sell	6,133 -130	-2%	-$7.87K	0.01%	806
2023 Q1	$379K	Sell	6,263 -256	-4%	-$15.6K	0.01%	848
2022 Q4	$395K	Buy	+6,519	New	+$391K	0.01%	768
2022 Q3	–	Sell	-5,033	Closed	-$292K	–	1020
2022 Q2	$292K	Hold	5,033	–	–	0.01%	834
2022 Q1	$325K	Buy	+5,033	New	+$320K	﹤0.01%	954

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

Beacon Pointe Advisors's DTD Position: Q2 2026 in Review

Beacon Pointe Advisors held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 3,000 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

Beacon Pointe Advisors first reported a position in DTD in Q1 2022 and has held it in 15 quarters since. The position peaked at $395K in Q4 2022. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Beacon Pointe Advisors held 3,000 shares of WisdomTree US Total Dividend Fund worth $280K as of Q2 2026.
Beacon Pointe Advisors left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
WisdomTree US Total Dividend Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1642 holding.
Beacon Pointe Advisors first reported a position in WisdomTree US Total Dividend Fund in Q1 2022 and has held it in 15 quarters since.
Beacon Pointe Advisors's WisdomTree US Total Dividend Fund position peaked at $395K in Q4 2022.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.