CIBC Private Wealth Group
DTD icon

CIBC Private Wealth Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$303K Hold
3,568
– – ﹤0.01% 1021
2025
Q3 		$300K Buy
3,568
+2,606
+271% +$214K ﹤0.01% 1015
2025
Q2 		$76.5K Hold
962
– – ﹤0.01% 1506
2025
Q1 		$65.8K Hold
962
– – ﹤0.01% 1533
2024
Q4 		$73.2K Buy
962
+62
+7% +$4.83K ﹤0.01% 1532
2024
Q3 		$69K Hold
900
– – ﹤0.01% 1652
2024
Q2 		$64.1K Hold
900
– – ﹤0.01% 1578
2024
Q1 		$63.4K Buy
+900
New +$60.5K ﹤0.01% 1572

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
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

CIBC Private Wealth Group's DTD Position: Q4 2025 in Review

CIBC Private Wealth Group held its WisdomTree US Total Dividend Fund (DTD) position steady in Q4 2025 at 3,568 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

CIBC Private Wealth Group first reported a position in DTD in Q1 2024 and has held it in 8 quarters since. 207 funds tracked by Wall St. Rank hold DTD as of Q4 2025.

  • CIBC Private Wealth Group held 3,568 shares of WisdomTree US Total Dividend Fund worth $303K as of Q4 2025.
  • CIBC Private Wealth Group left its WisdomTree US Total Dividend Fund share count unchanged in Q4 2025.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1021 holding.
  • CIBC Private Wealth Group first reported a position in WisdomTree US Total Dividend Fund in Q1 2024 and has held it in 8 quarters since.
  • 207 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.