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

DSG Capital 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	$951K	Hold	10,076	–	–	0.14%	80
2026 Q1	$870K	Hold	10,076	–	–	0.14%	79
2025 Q4	$879K	Buy	+10,076	New	+$849K	0.13%	76
2025 Q3	–	Sell	-10,076	Closed	-$801K	–	126
2025 Q2	$801K	Hold	10,076	–	–	0.14%	80
2025 Q1	$775K	Hold	10,076	–	–	0.16%	76
2024 Q4	$764K	Buy	+10,076	New	+$785K	0.14%	79

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

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

DSG Capital Advisors's DTD Position: Q2 2026 in Review

DSG Capital Advisors held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 10,076 shares worth $951K. The position accounts for 0.14% of the portfolio, ranked #80.

DSG Capital Advisors first reported a position in DTD in Q4 2024 and has held it in 6 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

DSG Capital Advisors held 10,076 shares of WisdomTree US Total Dividend Fund worth $951K as of Q2 2026.
DSG Capital Advisors left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
WisdomTree US Total Dividend Fund made up 0.14% of DSG Capital Advisors's portfolio in Q2 2026, its #80 holding.
DSG Capital Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2024 and has held it in 6 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on DSG Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.