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 Q2	$256K	Hold	2,742	–	–	﹤0.01%	1324
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 $1.55T 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

KAS

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

RPGK

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

Brown Advisory's DTD Position: Q2 2026 in Review

Brown Advisory held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 2,742 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Brown Advisory first reported a position in DTD in Q3 2023 and has held it in 11 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Brown Advisory held 2,742 shares of WisdomTree US Total Dividend Fund worth $256K as of Q2 2026.
Brown Advisory left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
WisdomTree US Total Dividend Fund made up ﹤0.01% of Brown Advisory's portfolio in Q2 2026, its #1324 holding.
Brown Advisory first reported a position in WisdomTree US Total Dividend Fund in Q3 2023 and has held it in 11 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.