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Cary Street Partners’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Cary Street Partners’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 		$218K Hold
2,337
– – ﹤0.01% 895
2026
Q1 		$202K Sell
2,337
-107
-4% -$9.4K 0.01% 828
2025
Q4 		$207K Hold
2,444
– – 0.01% 827
2025
Q3 		$205K Buy
+2,444
New +$200K 0.01% 787

Other funds holding DTD

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
CWM
Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Cary Street Partners's DTD Position: Q2 2026 in Review

Cary Street Partners held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 2,337 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Cary Street Partners first reported a position in DTD in Q3 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Cary Street Partners held 2,337 shares of WisdomTree US Total Dividend Fund worth $218K as of Q2 2026.
  • Cary Street Partners left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of Cary Street Partners's portfolio in Q2 2026, its #895 holding.
  • Cary Street Partners first reported a position in WisdomTree US Total Dividend Fund in Q3 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.