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

Element 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 Q2	$543K	Buy	5,824 +210	+4%	+$19.2K	0.2%	110
2026 Q1	$485K	Buy	5,614 +442	+9%	+$38.8K	0.2%	111
2025 Q4	$439K	Buy	5,172 +1,273	+33%	+$107K	0.18%	116
2025 Q3	$328K	Buy	3,899 +838	+27%	+$68.7K	0.14%	136
2025 Q2	$243K	Buy	3,061 +128	+4%	+$9.69K	0.11%	154
2025 Q1	$226K	Buy	2,933 +186	+7%	+$14.4K	0.12%	140
2024 Q4	$208K	Buy	2,747 +593	+28%	+$46.2K	0.11%	144
2024 Q3	$165K	Hold	2,154	–	–	0.09%	158
2024 Q2	$153K	Buy	2,154 +762	+55%	+$53K	0.09%	151
2024 Q1	$98.4K	Buy	1,392 +935	+205%	+$62.9K	0.06%	163
2023 Q4	$29.9K	Buy	+457	New	+$28.1K	0.02%	191

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

Element Wealth's DTD Position: Q2 2026 in Review

Element Wealth increased its WisdomTree US Total Dividend Fund (DTD) stake by 3.7% in Q2 2026, buying an estimated $19.2K and bringing the position to 5,824 shares worth $543K. The position accounts for 0.2% of the portfolio, ranked #110.

Element Wealth first reported a position in DTD in Q4 2023 and has held it in 11 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Element Wealth held 5,824 shares of WisdomTree US Total Dividend Fund worth $543K as of Q2 2026.
Element Wealth bought 210 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $19.2K.
WisdomTree US Total Dividend Fund made up 0.2% of Element Wealth's portfolio in Q2 2026, its #110 holding.
Element Wealth first reported a position in WisdomTree US Total Dividend Fund in Q4 2023 and has held it in 11 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.