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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

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

Centaurus Financial's DTD Position: Q1 2026 in Review

Centaurus Financial increased its WisdomTree US Total Dividend Fund (DTD) stake by 0.04% in Q1 2026, buying an estimated $88 and bringing the position to 2,770 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #764.

Centaurus Financial first reported a position in DTD in Q1 2023 and has held it in 7 quarters since. 210 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

Centaurus Financial held 2,770 shares of WisdomTree US Total Dividend Fund worth $239K as of Q1 2026.
Centaurus Financial bought 1 WisdomTree US Total Dividend Fund share in Q1 2026, an estimated $88.
WisdomTree US Total Dividend Fund made up 0.01% of Centaurus Financial's portfolio in Q1 2026, its #764 holding.
Centaurus Financial first reported a position in WisdomTree US Total Dividend Fund in Q1 2023 and has held it in 7 quarters since.
210 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.