Consolidated Portfolio Review Corp’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Consolidated Portfolio Review Corp’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	–	Sell	-13,720	Closed	-$1.15M	–	134
2025 Q3	$1.15M	Buy	13,720 +18	+0.1%	+$1.48K	0.14%	153
2025 Q2	$1.09M	Buy	13,702 +21	+0.2%	+$1.59K	0.15%	148
2025 Q1	$1.05M	Buy	13,681 +16	+0.1%	+$1.24K	0.17%	139
2024 Q4	$1.04M	Buy	13,665 +19	+0.1%	+$1.48K	0.16%	141
2024 Q3	$1.05M	Buy	13,646 +19	+0.1%	+$1.4K	0.23%	110
2024 Q2	$965K	Buy	+13,627	New	+$948K	0.23%	111
2024 Q1	–	Sell	-8,123	Closed	-$531K	–	290
2023 Q4	$531K	Sell	8,123 -13,559	-63%	-$834K	0.12%	166
2023 Q3	$1.3M	Buy	21,682 +27	+0.1%	+$1.69K	0.32%	86
2023 Q2	$1.34M	Buy	21,655 +26	+0.1%	+$1.57K	0.32%	87
2023 Q1	$1.31M	Buy	+21,629	New	+$1.32M	0.35%	76

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

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

Consolidated Portfolio Review Corp's DTD Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2025, closing a stake of 13,720 shares — an estimated $1.15M sold.

Consolidated Portfolio Review Corp first reported a position in DTD in Q1 2023 and held it in 10 quarters. The position peaked at $1.34M in Q2 2023. 207 funds tracked by Wall St. Rank hold DTD as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 13,720 WisdomTree US Total Dividend Fund shares in Q4 2025, an estimated $1.15M.
Consolidated Portfolio Review Corp first reported a position in WisdomTree US Total Dividend Fund in Q1 2023 and held it in 10 quarters.
Consolidated Portfolio Review Corp's WisdomTree US Total Dividend Fund position peaked at $1.34M in Q2 2023.
207 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.