Connecticut Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Connecticut Wealth Management’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	$24.9M	Sell	266,740 -2,170	-0.8%	-$198K	0.92%	23
2026 Q1	$23.2M	Hold	268,910	–	–	0.97%	23
2025 Q4	$22.8M	Sell	268,910 -2,311	-0.9%	-$195K	0.99%	24
2025 Q3	$22.8M	Hold	271,221	–	–	1.01%	25
2025 Q2	$21.6M	Sell	271,221 -5,068	-2%	-$384K	1.03%	24
2025 Q1	$21.3M	Sell	276,289 -51,455	-16%	-$4M	1.11%	22
2024 Q4	$23.1M	Buy	327,744 +49,621	+18%	+$3.87M	1.14%	18
2024 Q3	$21.3M	Buy	278,123 +22	+0%	+$1.62K	1.03%	23
2024 Q2	$19.7M	Sell	278,101 -65	-0%	-$4.52K	1.02%	24
2024 Q1	$19.7M	Sell	278,166 -431	-0.2%	-$29K	1.05%	23
2023 Q4	$18.2M	Sell	278,597 -4,078	-1%	-$251K	1.05%	23
2023 Q3	$17M	Sell	282,675 -910	-0.3%	-$56.9K	1.16%	20
2023 Q2	$17.6M	Sell	283,585 -194,666	-41%	-$11.8M	1.22%	20
2023 Q1	$29M	Sell	478,251 -52,641	-10%	-$3.22M	2.19%	13
2022 Q4	$32.2M	Buy	530,892 +77	+0%	+$4.62K	2.73%	11
2022 Q3	$28.8M	Sell	530,815 -8,757	-2%	-$522K	2.68%	11
2022 Q2	$31.2M	Sell	539,572 -2,970	-0.5%	-$183K	2.73%	12
2022 Q1	$35M	Sell	542,542 -313	-0.1%	-$19.9K	2.68%	13
2021 Q4	$35.1M	Sell	542,855 -3,117	-0.6%	-$194K	2.73%	13
2021 Q3	$32.1M	Sell	545,972 -336	-0.1%	-$20.3K	2.79%	12
2021 Q2	$32.4M	Buy	+546,308	New	+$32.1M	2.85%	12
2021 Q1	–	Sell	-579,074	Closed	-$30.4M	–	179
2020 Q4	$30.4M	Sell	579,074 -25,306	-4%	-$1.26M	3.22%	11
2020 Q3	$28.4M	Sell	604,380 -38,852	-6%	-$1.83M	3.13%	11
2020 Q2	$29M	Sell	643,232 -134,608	-17%	-$5.86M	3.6%	11
2020 Q1	$30.5M	Sell	777,840 -33,928	-4%	-$1.64M	4.55%	3
2019 Q4	$42.8M	Sell	811,768 -7,656	-0.9%	-$390K	4.72%	4
2019 Q3	$40.6M	Buy	819,424 +5,282	+0.6%	+$257K	5.01%	4
2019 Q2	$39.6M	Buy	+814,142	New	+$39M	4.88%	5

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Connecticut Wealth Management's DTD Position: Q2 2026 in Review

Connecticut Wealth Management reduced its WisdomTree US Total Dividend Fund (DTD) stake by 0.81% in Q2 2026, selling an estimated $198K and leaving 266,740 shares worth $24.9M. The position accounts for 0.92% of the portfolio, ranked #23.

Connecticut Wealth Management first reported a position in DTD in Q2 2019 and has held it in 28 quarters since. The position peaked at $42.8M in Q4 2019. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Connecticut Wealth Management held 266,740 shares of WisdomTree US Total Dividend Fund worth $24.9M as of Q2 2026.
Connecticut Wealth Management sold 2,170 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $198K.
WisdomTree US Total Dividend Fund made up 0.92% of Connecticut Wealth Management's portfolio in Q2 2026, its #23 holding.
Connecticut Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q2 2019 and has held it in 28 quarters since.
Connecticut Wealth Management's WisdomTree US Total Dividend Fund position peaked at $42.8M in Q4 2019.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.