CAGAS
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Capital Advisory Group Advisory Services’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Capital Advisory Group Advisory Services’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
-32,971
Closed -$2.8M – 46
2025
Q4 		$2.8M Buy
32,971
+42
+0.1% +$3.54K 0.82% 36
2025
Q3 		$2.77M Buy
32,929
+1,339
+4% +$110K 0.86% 35
2025
Q2 		$2.51M Sell
31,590
-1,423
-4% -$108K 0.9% 36
2025
Q1 		$2.54M Sell
33,013
-209
-0.6% -$16.2K 0.97% 34
2024
Q4 		$2.52M Buy
33,222
+191
+0.6% +$14.9K 0.9% 35
2024
Q3 		$2.53M Sell
33,031
-156
-0.5% -$11.5K 1.01% 30
2024
Q2 		$2.35M Sell
33,187
-1,044
-3% -$72.6K 1% 30
2024
Q1 		$2.42M Buy
34,231
+652
+2% +$43.8K 1.15% 25
2023
Q4 		$2.2M Sell
33,579
-703
-2% -$43.3K 1.18% 24
2023
Q3 		$2.06M Sell
34,282
-770
-2% -$48.1K 1.17% 25
2023
Q2 		$2.18M Buy
35,052
+1,380
+4% +$83.6K 1.56% 21
2023
Q1 		$2.04M Buy
33,672
+252
+0.8% +$15.4K 1.23% 25
2022
Q4 		$2.03M Sell
33,420
-235
-0.7% -$14.1K 1.38% 20
2022
Q3 		$1.83M Buy
33,655
+783
+2% +$46.6K 1.27% 24
2022
Q2 		$1.99M Sell
32,872
-630
-2% -$38.9K 1.19% 24
2022
Q1 		$2.16M Buy
33,502
+2,858
+9% +$182K 1% 29
2021
Q4 		$1.98M Buy
30,644
+1,528
+5% +$95.1K 0.86% 35
2021
Q3 		$1.71M Buy
29,116
+7,516
+35% +$455K 0.62% 45
2021
Q2 		$1.28M Buy
21,600
+1,160
+6% +$68.2K 0.46% 53
2021
Q1 		$1.16M Buy
20,440
+10
+0% +$541 0.45% 60
2020
Q4 		$1.07M Buy
20,430
+5,522
+37% +$275K 0.45% 57
2020
Q3 		$700K Buy
14,908
+120
+0.8% +$5.64K 0.36% 69
2020
Q2 		$666K Buy
+14,788
New +$644K 0.37% 61

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

Capital Advisory Group Advisory Services's DTD Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2026, closing a stake of 32,971 shares — an estimated $2.8M sold.

Capital Advisory Group Advisory Services first reported a position in DTD in Q2 2020 and held it in 23 quarters. The position peaked at $2.8M in Q4 2025. 210 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

  • Capital Advisory Group Advisory Services reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 32,971 WisdomTree US Total Dividend Fund shares in Q1 2026, an estimated $2.8M.
  • Capital Advisory Group Advisory Services first reported a position in WisdomTree US Total Dividend Fund in Q2 2020 and held it in 23 quarters.
  • Capital Advisory Group Advisory Services's WisdomTree US Total Dividend Fund position peaked at $2.8M in Q4 2025.
  • 210 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.