Brown Advisory’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Brown Advisory’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	Hold	2,742	–	–	﹤0.01%	1280
2025 Q4	$233K	Hold	2,742	–	–	﹤0.01%	1293
2025 Q3	$230K	Sell	2,742 -200	-7%	-$16.4K	﹤0.01%	1294
2025 Q2	$234K	Buy	2,942 +200	+7%	+$15.1K	﹤0.01%	1249
2025 Q1	$211K	Hold	2,742	–	–	﹤0.01%	1250
2024 Q4	$208K	Hold	2,742	–	–	﹤0.01%	1277
2024 Q3	$210K	Buy	+2,742	New	+$202K	﹤0.01%	1198
2024 Q2	–	Sell	-3,408	Closed	-$241K	–	1240
2024 Q1	$241K	Hold	3,408	–	–	﹤0.01%	1132
2023 Q4	$223K	Hold	3,408	–	–	﹤0.01%	1135
2023 Q3	$205K	Buy	+3,408	New	+$213K	﹤0.01%	1114

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

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

Brown Advisory's DTD Position: Q1 2026 in Review

Brown Advisory held its WisdomTree US Total Dividend Fund (DTD) position steady in Q1 2026 at 2,742 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

Brown Advisory first reported a position in DTD in Q3 2023 and has held it in 10 quarters since. The position peaked at $241K in Q1 2024. 210 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

Brown Advisory held 2,742 shares of WisdomTree US Total Dividend Fund worth $237K as of Q1 2026.
Brown Advisory left its WisdomTree US Total Dividend Fund share count unchanged in Q1 2026.
WisdomTree US Total Dividend Fund made up ﹤0.01% of Brown Advisory's portfolio in Q1 2026, its #1280 holding.
Brown Advisory first reported a position in WisdomTree US Total Dividend Fund in Q3 2023 and has held it in 10 quarters since.
Brown Advisory's WisdomTree US Total Dividend Fund position peaked at $241K in Q1 2024.
210 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.