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Clearstead Trust’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Clearstead Trust’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 		$127K Hold
1,367
– – 0.02% 228
2026
Q1 		$118K Hold
1,367
– – 0.02% 227
2025
Q4 		$116K Sell
1,367
-2
-0.1% -$168 0.02% 232
2025
Q3 		$115K Hold
1,369
– – 0.02% 231
2025
Q2 		$109K Buy
+1,369
New +$104K 0.02% 229

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

Clearstead Trust's DTD Position: Q2 2026 in Review

Clearstead Trust held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 1,367 shares worth $127K. The position accounts for 0.02% of the portfolio, ranked #228.

Clearstead Trust first reported a position in DTD in Q2 2025 and has held it in 5 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Clearstead Trust held 1,367 shares of WisdomTree US Total Dividend Fund worth $127K as of Q2 2026.
  • Clearstead Trust left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US Total Dividend Fund made up 0.02% of Clearstead Trust's portfolio in Q2 2026, its #228 holding.
  • Clearstead Trust first reported a position in WisdomTree US Total Dividend Fund in Q2 2025 and has held it in 5 quarters since.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.