Cambridge Investment Research Advisors
DTD icon

Cambridge Investment Research Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Cambridge Investment Research Advisors’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 		$9.97M Buy
106,942
+4,306
+4% +$393K 0.02% 650
2026
Q1 		$8.86M Buy
102,636
+1,702
+2% +$150K 0.02% 660
2025
Q4 		$8.57M Buy
100,934
+41,802
+71% +$3.52M 0.02% 647
2025
Q3 		$4.97M Buy
59,132
+3,051
+5% +$250K 0.01% 921
2025
Q2 		$4.46M Buy
56,081
+656
+1% +$49.7K 0.01% 915
2025
Q1 		$4.26M Sell
55,425
-1,211
-2% -$94K 0.01% 888
2024
Q4 		$4.3M Buy
56,636
+1,579
+3% +$123K 0.01% 888
2024
Q3 		$4.22M Sell
55,057
-559
-1% -$41.1K 0.01% 896
2024
Q2 		$3.94M Buy
55,616
+937
+2% +$65.2K 0.01% 885
2024
Q1 		$3.87M Buy
54,679
+238
+0.4% +$16K 0.01% 891
2023
Q4 		$3.56M Sell
54,441
-511
-0.9% -$31.4K 0.02% 874
2023
Q3 		$3.31M Sell
54,952
-213
-0.4% -$13.3K 0.02% 877
2023
Q2 		$3.42M Buy
55,165
+3,305
+6% +$200K 0.02% 852
2023
Q1 		$3.14M Buy
51,860
+675
+1% +$41.2K 0.02% 872
2022
Q4 		$3.1M Buy
51,185
+7,688
+18% +$461K 0.02% 843
2022
Q3 		$2.36M Sell
43,497
-22,568
-34% -$1.34M 0.01% 947
2022
Q2 		$3.83M Sell
66,065
-1,338
-2% -$82.5K 0.02% 716
2022
Q1 		$4.35M Buy
67,403
+6,998
+12% +$445K 0.02% 698
2021
Q4 		$3.91M Buy
60,405
+495
+0.8% +$30.8K 0.02% 771
2021
Q3 		$3.52M Buy
59,910
+5,662
+10% +$342K 0.02% 781
2021
Q2 		$3.21M Buy
54,248
+3,958
+8% +$233K 0.02% 858
2021
Q1 		$2.84M Buy
50,290
+7,776
+18% +$421K 0.02% 828
2020
Q4 		$2.23M Sell
42,514
-9,412
-18% -$469K 0.01% 873
2020
Q3 		$2.44M Sell
51,926
-2,688
-5% -$126K 0.02% 708
2020
Q2 		$2.46M Sell
54,614
-2,434
-4% -$106K 0.02% 684
2020
Q1 		$2.23M Sell
57,048
-3,552
-6% -$172K 0.02% 625
2019
Q4 		$3.2M Sell
60,600
-1,434
-2% -$73K 0.02% 613
2019
Q3 		$3.07M Buy
62,034
+884
+1% +$43.1K 0.03% 592
2019
Q2 		$2.97M Sell
61,150
-2,672
-4% -$128K 0.03% 574
2019
Q1 		$3.02M Sell
63,822
-254
-0.4% -$11.6K 0.03% 562
2018
Q4 		$2.71M Sell
64,076
-1,936
-3% -$88K 0.03% 537
2018
Q3 		$3.17M Buy
66,012
+436
+0.7% +$20.7K 0.03% 510
2018
Q2 		$2.99M Sell
65,576
-508
-0.8% -$23K 0.03% 502
2018
Q1 		$2.94M Buy
66,084
+1,122
+2% +$51.9K 0.03% 499
2017
Q4 		$3.02M Buy
64,962
+4,702
+8% +$213K 0.04% 447
2017
Q3 		$2.64M Buy
60,260
+710
+1% +$30.6K 0.04% 448
2017
Q2 		$2.53M Sell
59,550
-50
-0.1% -$2.12K 0.04% 429
2017
Q1 		$2.5M Sell
59,600
-4,384
-7% -$182K 0.04% 389
2016
Q4 		$2.6M Sell
63,984
-7,574
-11% -$298K 0.05% 359
2016
Q3 		$2.79M Buy
71,558
+932
+1% +$36.5K 0.05% 332
2016
Q2 		$2.71M Buy
70,626
+372
+0.5% +$13.9K 0.06% 306
2016
Q1 		$2.61M Sell
70,254
-7,988
-10% -$279K 0.06% 297
2015
Q4 		$2.8M Buy
78,242
+198
+0.3% +$7.14K 0.07% 273
2015
Q3 		$2.65M Sell
78,044
-5,170
-6% -$184K 0.08% 250
2015
Q2 		$3.04M Sell
83,214
-54
-0.1% -$2.02K 0.08% 237
2015
Q1 		$3.09M Buy
83,268
+5,302
+7% +$198K 0.09% 230
2014
Q4 		$2.91M Buy
77,966
+1,920
+3% +$70.1K 0.09% 216
2014
Q3 		$2.71M Buy
76,046
+10,412
+16% +$374K 0.08% 246
2014
Q2 		$2.35M Buy
65,634
+3,274
+5% +$114K 0.08% 244
2014
Q1 		$2.13M Buy
62,360
+2,688
+5% +$89.2K 0.08% 240
2013
Q4 		$2M Buy
59,672
+2,346
+4% +$76.1K 0.08% 232
2013
Q3 		$1.77M Buy
57,326
+11,582
+25% +$360K 0.08% 243
2013
Q2 		$1.38M Buy
+45,744
New +$1.39M 0.07% 254

Other funds holding DTD

6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
EF
Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
SCG
Sonata Capital Group Seattle, Washington $310M AUM 18.96% 1-Year Est. Return
CWM
Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors's DTD Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its WisdomTree US Total Dividend Fund (DTD) stake by 4.2% in Q2 2026, buying an estimated $393K and bringing the position to 106,942 shares worth $9.97M. The position accounts for 0.02% of the portfolio, ranked #650.

Cambridge Investment Research Advisors first reported a position in DTD in Q2 2013 and has held it in 53 quarters since. 59 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Cambridge Investment Research Advisors held 106,942 shares of WisdomTree US Total Dividend Fund worth $9.97M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 4,306 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $393K.
  • WisdomTree US Total Dividend Fund made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #650 holding.
  • Cambridge Investment Research Advisors first reported a position in WisdomTree US Total Dividend Fund in Q2 2013 and has held it in 53 quarters since.
  • 59 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.