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Blue Barn Wealth’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Blue Barn Wealth’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
2025
Q4 		– Sell
-2,851
Closed -$240K – 79
2025
Q3 		$240K Buy
2,851
+12
+0.4% +$983 0.11% 138
2025
Q2 		$226K Sell
2,839
-387
-12% -$29.3K 0.11% 135
2025
Q1 		$248K Buy
3,226
+13
+0.4% +$1.01K 0.13% 123
2024
Q4 		$244K Buy
3,213
+15
+0.5% +$1.17K 0.13% 117
2024
Q3 		$245K Buy
3,198
+15
+0.5% +$1.1K 0.13% 124
2024
Q2 		$225K Buy
3,183
+16
+0.5% +$1.11K 0.13% 117
2024
Q1 		$224K Buy
3,167
+13
+0.4% +$874 0.12% 116
2023
Q4 		$206K Buy
+3,154
New +$194K 0.12% 120
2022
Q1 		– Sell
-4,025
Closed -$261K – 125
2021
Q4 		$261K Buy
4,025
+21
+0.5% +$1.31K 0.18% 91
2021
Q3 		$235K Buy
4,004
+18
+0.5% +$1.09K 0.21% 89
2021
Q2 		$236K Buy
+3,986
New +$235K 0.24% 65

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Blue Barn Wealth's DTD Position: Q4 2025 in Review

Blue Barn Wealth sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2025, closing a stake of 2,851 shares — an estimated $240K sold.

Blue Barn Wealth first reported a position in DTD in Q2 2021 and held it in 11 quarters. The position peaked at $261K in Q4 2021. 207 funds tracked by Wall St. Rank hold DTD as of Q4 2025.

  • Blue Barn Wealth reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 2,851 WisdomTree US Total Dividend Fund shares in Q4 2025, an estimated $240K.
  • Blue Barn Wealth first reported a position in WisdomTree US Total Dividend Fund in Q2 2021 and held it in 11 quarters.
  • Blue Barn Wealth's WisdomTree US Total Dividend Fund position peaked at $261K in Q4 2021.
  • 207 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.