Belpointe Asset Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $922K | Buy |
9,869
+151
| +2% | +$14.5K | 0.03% | 556 |
|
|
2026
Q2 | $906K | Sell |
9,718
-68
| -0.7% | -$6.21K | 0.03% | 523 |
|
|
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% | -$10K | 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% | -$10K | 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
RPGK
Belpointe Asset Management's DTD Position: Q3 2026 in Review
Belpointe Asset Management increased its WisdomTree US Total Dividend Fund (DTD) stake by 1.6% in Q3 2026, buying an estimated $14.5K and bringing the position to 9,869 shares worth $922K. The position accounts for 0.03% of the portfolio, ranked #556.
Belpointe Asset Management first reported a position in DTD in Q3 2017 and has held it in 36 quarters since. The position peaked at $3.88M in Q1 2025. 125 funds tracked by Wall St. Rank hold DTD as of Q3 2026.
- Belpointe Asset Management held 9,869 shares of WisdomTree US Total Dividend Fund worth $922K as of Q3 2026.
- Belpointe Asset Management bought 151 WisdomTree US Total Dividend Fund shares in Q3 2026, an estimated $14.5K.
- WisdomTree US Total Dividend Fund made up 0.03% of Belpointe Asset Management's portfolio in Q3 2026, its #556 holding.
- Belpointe Asset Management first reported a position in WisdomTree US Total Dividend Fund in Q3 2017 and has held it in 36 quarters since.
- Belpointe Asset Management's WisdomTree US Total Dividend Fund position peaked at $3.88M in Q1 2025.
- 125 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2026.
Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.