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 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 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

Clearstead Trust's DTD Position: Q1 2026 in Review

Clearstead Trust held its WisdomTree US Total Dividend Fund (DTD) position steady in Q1 2026 at 1,367 shares worth $118K. The position accounts for 0.02% of the portfolio, ranked #227.

Clearstead Trust first reported a position in DTD in Q2 2025 and has held it in 4 quarters since. 210 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

Clearstead Trust held 1,367 shares of WisdomTree US Total Dividend Fund worth $118K as of Q1 2026.
Clearstead Trust left its WisdomTree US Total Dividend Fund share count unchanged in Q1 2026.
WisdomTree US Total Dividend Fund made up 0.02% of Clearstead Trust's portfolio in Q1 2026, its #227 holding.
Clearstead Trust first reported a position in WisdomTree US Total Dividend Fund in Q2 2025 and has held it in 4 quarters since.
210 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.