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CoreCap Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

CoreCap Advisors’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 		$295K Sell
3,166
-75
-2% -$6.85K 0.01% 713
2026
Q1 		$280K Hold
3,241
– – 0.01% 682
2025
Q4 		$275K Hold
3,241
– – 0.01% 679
2025
Q3 		$272K Hold
3,241
– – 0.01% 702
2025
Q2 		$258K Buy
3,241
+399
+14% +$30.2K 0.01% 676
2025
Q1 		$219K Buy
2,842
+277
+11% +$21.5K 0.01% 656
2024
Q4 		$195K Sell
2,565
-516
-17% -$40.2K 0.01% 714
2024
Q3 		$236K Sell
3,081
-91
-3% -$6.7K 0.01% 631
2024
Q2 		$225K Sell
3,172
-168
-5% -$11.7K 0.02% 347
2024
Q1 		$236K Sell
3,340
-433
-11% -$29.1K 0.01% 581
2023
Q4 		$247K Sell
3,773
-268
-7% -$16.5K 0.02% 509
2023
Q3 		$243K Sell
4,041
-1,277
-24% -$79.8K 0.02% 461
2023
Q2 		$330K Buy
+5,318
New +$322K 0.02% 440
2022
Q4 		$359K Sell
5,914
-2,039
-26% -$122K 0.03% 420
2022
Q3 		$432K Sell
7,953
-630
-7% -$37.5K 0.04% 340
2022
Q2 		$497K Sell
8,583
-788
-8% -$48.6K 0.04% 321
2022
Q1 		$605K Sell
9,371
-1,438
-13% -$91.5K 0.04% 306
2021
Q4 		$700K Buy
+10,809
New +$673K 0.05% 296

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

CoreCap Advisors's DTD Position: Q2 2026 in Review

CoreCap Advisors reduced its WisdomTree US Total Dividend Fund (DTD) stake by 2.3% in Q2 2026, selling an estimated $6.85K and leaving 3,166 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #713.

CoreCap Advisors first reported a position in DTD in Q4 2021 and has held it in 18 quarters since. The position peaked at $700K in Q4 2021. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • CoreCap Advisors held 3,166 shares of WisdomTree US Total Dividend Fund worth $295K as of Q2 2026.
  • CoreCap Advisors sold 75 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $6.85K.
  • WisdomTree US Total Dividend Fund made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #713 holding.
  • CoreCap Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's WisdomTree US Total Dividend Fund position peaked at $700K in Q4 2021.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.