Belpointe Asset Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Belpointe Asset 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	$845K	Buy	9,786 +277	+3%	+$24.3K	0.03%	517
2025 Q4	$807K	Buy	9,509 +629	+7%	+$53K	0.03%	510
2025 Q3	$746K	Buy	8,880 +225	+3%	+$18.4K	0.03%	501
2025 Q2	$688K	Sell	8,655 -41,712	-83%	-$3.16M	0.03%	470
2025 Q1	$3.88M	Buy	50,367 +44,869	+816%	+$3.48M	0.2%	93
2024 Q4	$416K	Hold	5,498	–	–	0.03%	555
2024 Q3	$422K	Hold	5,498	–	–	0.03%	547
2024 Q2	$389K	Hold	5,498	–	–	0.03%	515
2024 Q1	$389K	Hold	5,498	–	–	0.03%	506
2023 Q4	$359K	Hold	5,498	–	–	0.03%	467
2023 Q3	$331K	Sell	5,498 -50	-0.9%	-$3.12K	0.03%	446
2023 Q2	$344K	Sell	5,548 -1,232	-18%	-$74.6K	0.04%	403
2023 Q1	$411K	Sell	6,780 -3,348	-33%	-$205K	0.02%	627
2022 Q4	$614K	Hold	10,128	–	–	0.04%	455
2022 Q3	$550K	Hold	10,128	–	–	0.04%	463
2022 Q2	$586K	Buy	10,128 +2,364	+30%	+$146K	0.04%	426
2022 Q1	$502K	Sell	7,764 -78	-1%	-$4.96K	0.03%	537
2021 Q4	$508K	Sell	7,842 -160	-2%	-$9.96K	0.03%	513
2021 Q3	$470K	Hold	8,002	–	–	0.03%	527
2021 Q2	$474K	Hold	8,002	–	–	0.03%	514
2021 Q1	$452K	Sell	8,002 -236	-3%	-$12.8K	0.04%	466
2020 Q4	$432K	Sell	8,238 -200	-2%	-$9.97K	0.04%	445
2020 Q3	$396K	Hold	8,438	–	–	0.04%	372
2020 Q2	$380K	Hold	8,438	–	–	0.05%	353
2020 Q1	$330K	Hold	8,438	–	–	0.06%	320
2019 Q4	$445K	Sell	8,438 -20	-0.2%	-$1.02K	0.06%	345
2019 Q3	$419K	Sell	8,458 -124	-1%	-$6.04K	0.07%	325
2019 Q2	$417K	Buy	+8,582	New	+$411K	0.08%	270
2019 Q1	–	Sell	-8,582	Closed	-$363K	–	467
2018 Q4	$363K	Hold	8,582	–	–	0.09%	240
2018 Q3	$412K	Buy	8,582 +1,508	+21%	+$71.5K	0.07%	298
2018 Q2	$322K	Buy	7,074 +90	+1%	+$4.08K	0.09%	244
2018 Q1	$311K	Sell	6,984 -1,590	-19%	-$73.6K	0.09%	248
2017 Q4	$399K	Buy	8,574 +1,526	+22%	+$69K	0.09%	278
2017 Q3	$309K	Buy	+7,048	New	+$303K	0.07%	309

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

Belpointe Asset Management's DTD Position: Q1 2026 in Review

Belpointe Asset Management increased its WisdomTree US Total Dividend Fund (DTD) stake by 2.9% in Q1 2026, buying an estimated $24.3K and bringing the position to 9,786 shares worth $845K. The position accounts for 0.03% of the portfolio, ranked #517.

Belpointe Asset Management first reported a position in DTD in Q3 2017 and has held it in 34 quarters since. The position peaked at $3.88M in Q1 2025. 210 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

Belpointe Asset Management held 9,786 shares of WisdomTree US Total Dividend Fund worth $845K as of Q1 2026.
Belpointe Asset Management bought 277 WisdomTree US Total Dividend Fund shares in Q1 2026, an estimated $24.3K.
WisdomTree US Total Dividend Fund made up 0.03% of Belpointe Asset Management's portfolio in Q1 2026, its #517 holding.
Belpointe Asset Management first reported a position in WisdomTree US Total Dividend Fund in Q3 2017 and has held it in 34 quarters since.
Belpointe Asset Management's WisdomTree US Total Dividend Fund position peaked at $3.88M in Q1 2025.
210 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.