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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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
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