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Breachway Investments’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Breachway Investments’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 		– Sell
-6,122
Closed -$529K – 79
2026
Q1 		$529K Buy
6,122
+26
+0.4% +$2.28K 0.51% 45
2025
Q4 		$517K Buy
+6,096
New +$513K 0.55% 46

Other funds holding DTD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Breachway Investments's DTD Position: Q2 2026 in Review

Breachway Investments sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2026, closing a stake of 6,122 shares — an estimated $529K sold.

Breachway Investments first reported a position in DTD in Q4 2025 and held it in 2 quarters. The position peaked at $529K in Q1 2026. 122 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Breachway Investments reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • Breachway Investments sold 6,122 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $529K.
  • Breachway Investments first reported a position in WisdomTree US Total Dividend Fund in Q4 2025 and held it in 2 quarters.
  • Breachway Investments's WisdomTree US Total Dividend Fund position peaked at $529K in Q1 2026.
  • 122 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Breachway Investments's 13F filing for Q2 2026, filed 13 Jul 2026.