Corient Private Wealth
DTD icon

Corient Private Wealth’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Corient Private Wealth’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 		$3.28M Sell
38,003
-37,860
-50% -$3.33M ﹤0.01% 1007
2025
Q4 		$6.44M Buy
75,863
+38,296
+102% +$3.23M ﹤0.01% 946
2025
Q3 		$3.16M Hold
37,567
– – 0.01% 877
2025
Q2 		$2.99M Hold
37,567
– – ﹤0.01% 875
2025
Q1 		$2.89M Hold
37,567
– – ﹤0.01% 850
2024
Q4 		$2.85M Sell
37,567
-6,559
-15% -$511K ﹤0.01% 873
2024
Q3 		$3.38M Sell
44,126
-2,245
-5% -$165K 0.01% 879
2024
Q2 		$3.29M Hold
46,371
– – 0.01% 833
2024
Q1 		$3.28M Buy
46,371
+1,202
+3% +$80.8K 0.01% 826
2023
Q4 		$2.95M Buy
45,169
+6,694
+17% +$412K 0.01% 851
2023
Q3 		$2.32M Buy
38,475
+143
+0.4% +$8.93K 0.01% 854
2023
Q2 		$2.38M Hold
38,332
– – 0.01% 847
2023
Q1 		$2.32M Hold
38,332
– – 0.01% 792
2022
Q4 		$2.32M Buy
+38,332
New +$2.3M 0.01% 667

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
Raymond James Financial
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