Cetera Investment Advisers
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Cetera Investment Advisers’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Cetera Investment Advisers’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 		$13.6M Buy
145,767
+2,300
+2% +$210K 0.01% 964
2026
Q1 		$12.4M Buy
143,467
+927
+0.7% +$81.4K 0.01% 948
2025
Q4 		$12.1M Sell
142,540
-15,891
-10% -$1.34M 0.01% 915
2025
Q3 		$13.3M Sell
158,431
-194,626
-55% -$15.9M 0.02% 836
2025
Q2 		$28.1M Sell
353,057
-212
-0.1% -$16K 0.05% 398
2025
Q1 		$27.2M Buy
353,269
+8,291
+2% +$644K 0.05% 367
2024
Q4 		$26.2M Buy
344,978
+15,796
+5% +$1.23M 0.05% 359
2024
Q3 		$25.2M Buy
329,182
+7,080
+2% +$521K 0.06% 354
2024
Q2 		$22.8M Buy
322,102
+11,746
+4% +$817K 0.05% 363
2024
Q1 		$21.9M Buy
310,356
+295,669
+2,013% +$19.9M 0.05% 362
2023
Q4 		$960K Buy
14,687
+3,306
+29% +$203K 0.01% 1123
2023
Q3 		$685K Sell
11,381
-65
-0.6% -$4.06K 0.01% 1263
2023
Q2 		$711K Buy
11,446
+1,709
+18% +$103K 0.01% 1245
2023
Q1 		$590K Buy
9,737
+3,845
+65% +$235K 0.01% 1332
2022
Q4 		$357K Buy
5,892
+1,074
+22% +$64.4K ﹤0.01% 1554
2022
Q3 		$261K Sell
4,818
-495
-9% -$29.5K 0.01% 1362
2022
Q2 		$308K Buy
5,313
+549
+12% +$33.9K ﹤0.01% 1401
2022
Q1 		$308K Sell
4,764
-250
-5% -$15.9K ﹤0.01% 1461
2021
Q4 		$325K Sell
5,014
-498
-9% -$31K ﹤0.01% 1451
2021
Q3 		$324K Sell
5,512
-52
-0.9% -$3.15K 0.01% 1388
2021
Q2 		$330K Sell
5,564
-604
-10% -$35.5K 0.01% 1356
2021
Q1 		$349K Sell
6,168
-9,000
-59% -$487K 0.01% 1175
2020
Q4 		$795K Buy
+15,168
New +$756K 0.02% 759

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Raymond James Financial
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

Cetera Investment Advisers's DTD Position: Q2 2026 in Review

Cetera Investment Advisers increased its WisdomTree US Total Dividend Fund (DTD) stake by 1.6% in Q2 2026, buying an estimated $210K and bringing the position to 145,767 shares worth $13.6M. The position accounts for 0.01% of the portfolio, ranked #964.

Cetera Investment Advisers first reported a position in DTD in Q4 2020 and has held it in 23 quarters since. The position peaked at $28.1M in Q2 2025. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Cetera Investment Advisers held 145,767 shares of WisdomTree US Total Dividend Fund worth $13.6M as of Q2 2026.
  • Cetera Investment Advisers bought 2,300 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $210K.
  • WisdomTree US Total Dividend Fund made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #964 holding.
  • Cetera Investment Advisers first reported a position in WisdomTree US Total Dividend Fund in Q4 2020 and has held it in 23 quarters since.
  • Cetera Investment Advisers's WisdomTree US Total Dividend Fund position peaked at $28.1M in Q2 2025.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.