BlackRock

BlackRock’s WisdomTree US Total Dividend Fund DTD Stock Holding History

BlackRock’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	$7.25K	Hold	84	–	–	﹤0.01%	5431
2025 Q4	$7.13K	Buy	+84	New	+$7.08K	﹤0.01%	5314
2021 Q2	–	Sell	-24	Closed	-$1K	–	5499
2021 Q1	$1K	Buy	+24	New	+$1.3K	﹤0.01%	5230
2019 Q3	–	Sell	-6	Closed	–	–	4994
2019 Q2	$0	Hold	6	–	–	﹤0.01%	5024
2019 Q1	$0	Sell	6 -1,468	-100%	-$67.2K	﹤0.01%	4942
2018 Q4	$62K	Sell	1,474 -16	-1%	-$727	﹤0.01%	4441
2018 Q3	$72K	Hold	1,490	–	–	﹤0.01%	4502
2018 Q2	$68K	Sell	1,490 -26	-2%	-$1.18K	﹤0.01%	4521
2018 Q1	$68K	Sell	1,516 -18	-1%	-$833	﹤0.01%	4399
2017 Q4	$71K	Buy	1,534 +48	+3%	+$2.17K	﹤0.01%	4388
2017 Q3	$65K	Hold	1,486	–	–	﹤0.01%	4434
2017 Q2	$63K	Sell	1,486 -8	-0.5%	-$338	﹤0.01%	4482
2017 Q1	$63K	Sell	1,494 -16	-1%	-$665	﹤0.01%	4423
2016 Q4	$61K	Hold	1,510	–	–	﹤0.01%	2835
2016 Q3	$59K	Hold	1,510	–	–	﹤0.01%	2882
2016 Q2	$58K	Hold	1,510	–	–	﹤0.01%	2859
2016 Q1	$56K	Buy	+1,510	New	+$52.7K	﹤0.01%	2305

Other funds holding DTD

Bank of America

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return