Bristlecone Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Bristlecone Advisors’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 Q3	–	Sell	-436	Closed	-$34.7K	–	241
2025 Q2	$34.7K	Hold	436	–	–	﹤0.01%	262
2025 Q1	$33.6K	Buy	436 +6	+1%	+$466	﹤0.01%	326
2024 Q4	$32.6K	Hold	430	–	–	﹤0.01%	320
2024 Q3	$33K	Buy	+430	New	+$31.6K	﹤0.01%	325
2023 Q2	–	Sell	-430	Closed	-$26.1K	–	282
2023 Q1	$26.1K	Buy	+430	New	+$26.3K	﹤0.01%	312

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

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

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

RPGK

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bristlecone Advisors's DTD Position: Q3 2025 in Review

Bristlecone Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2025, closing a stake of 436 shares — an estimated $34.7K sold.

Bristlecone Advisors first reported a position in DTD in Q1 2023 and held it in 5 quarters. The position peaked at $34.7K in Q2 2025. 195 funds tracked by Wall St. Rank hold DTD as of Q3 2025.

Bristlecone Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2025 after selling out during the quarter.
Bristlecone Advisors sold 436 WisdomTree US Total Dividend Fund shares in Q3 2025, an estimated $34.7K.
Bristlecone Advisors first reported a position in WisdomTree US Total Dividend Fund in Q1 2023 and held it in 5 quarters.
Bristlecone Advisors's WisdomTree US Total Dividend Fund position peaked at $34.7K in Q2 2025.
195 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.