Brooklyn Investment Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Brooklyn Investment Group’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	$237K	Buy	+2,748	New	+$241K	0.01%	1598

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Brooklyn Investment Group's DTD Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in WisdomTree US Total Dividend Fund (DTD) in Q1 2026: 2,748 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #1598 among its holdings.

211 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

Brooklyn Investment Group held 2,748 shares of WisdomTree US Total Dividend Fund worth $237K as of Q1 2026.
WisdomTree US Total Dividend Fund was a new Brooklyn Investment Group position in Q1 2026.
WisdomTree US Total Dividend Fund made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1598 holding.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.