Centaurus Financial’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Centaurus Financial’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	–	Sell	-2,770	Closed	-$239K	–	1120
2026 Q1	$239K	Buy	2,770 +1	+0%	+$88	0.01%	764
2025 Q4	$235K	Sell	2,769 -34	-1%	-$2.86K	0.01%	749
2025 Q3	$235K	Buy	2,803 +1	+0%	+$82	0.01%	754
2025 Q2	$223K	Buy	2,802 +2	+0.1%	+$151	0.01%	690
2025 Q1	$215K	Buy	+2,800	New	+$217K	0.01%	660
2023 Q4	–	Sell	-3,119	Closed	-$188K	–	790
2023 Q3	$188K	Buy	+3,119	New	+$195K	0.02%	582
2023 Q2	–	Sell	-1,711	Closed	-$104K	–	796
2023 Q1	$104K	Buy	+1,711	New	+$105K	0.01%	850

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

Centaurus Financial's DTD Position: Q2 2026 in Review

Centaurus Financial sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2026, closing a stake of 2,770 shares — an estimated $239K sold.

Centaurus Financial first reported a position in DTD in Q1 2023 and held it in 7 quarters. The position peaked at $239K in Q1 2026. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Centaurus Financial reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2026 after selling out during the quarter.
Centaurus Financial sold 2,770 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $239K.
Centaurus Financial first reported a position in WisdomTree US Total Dividend Fund in Q1 2023 and held it in 7 quarters.
Centaurus Financial's WisdomTree US Total Dividend Fund position peaked at $239K in Q1 2026.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.