Brookstone Capital Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Brookstone Capital Management’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	–	Sell	-2,671	Closed	-$227K	–	1223
2025 Q4	$227K	Sell	2,671 -2,351	-47%	-$198K	﹤0.01%	1079
2025 Q3	$422K	Sell	5,022 -565	-10%	-$46.3K	0.01%	857
2025 Q2	$444K	Sell	5,587 -2,153	-28%	-$163K	0.01%	770
2025 Q1	$596K	Sell	7,740 -875	-10%	-$67.9K	0.01%	673
2024 Q4	$654K	Sell	8,615 -4,842	-36%	-$377K	0.01%	627
2024 Q3	$1.03M	Sell	13,457 -8,807	-40%	-$648K	0.02%	512
2024 Q2	$1.65M	Sell	22,264 -14,965	-40%	-$1.04M	0.03%	405
2024 Q1	$2.63M	Sell	37,229 -10,665	-22%	-$717K	0.05%	315
2023 Q4	$3.13M	Buy	47,894 +43,497	+989%	+$2.68M	0.06%	261
2023 Q3	$263K	Buy	+4,397	New	+$275K	0.01%	713

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 $2.7B AUM 21.91% 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

KAS

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

Brookstone Capital Management's DTD Position: Q1 2026 in Review

Brookstone Capital Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2026, closing a stake of 2,671 shares — an estimated $227K sold.

Brookstone Capital Management first reported a position in DTD in Q3 2023 and held it in 10 quarters. The position peaked at $3.13M in Q4 2023. 211 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

Brookstone Capital Management reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2026 after selling out during the quarter.
Brookstone Capital Management sold 2,671 WisdomTree US Total Dividend Fund shares in Q1 2026, an estimated $227K.
Brookstone Capital Management first reported a position in WisdomTree US Total Dividend Fund in Q3 2023 and held it in 10 quarters.
Brookstone Capital Management's WisdomTree US Total Dividend Fund position peaked at $3.13M in Q4 2023.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Brookstone Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.