Envestnet Portfolio Solutions’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Envestnet Portfolio Solutions’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 Q2	–	Sell	-2,783	Closed	-$214K	–	1552
2025 Q1	$214K	Buy	+2,783	New	+$216K	﹤0.01%	1471
2024 Q1	–	Sell	-5,943	Closed	-$389K	–	1617
2023 Q4	$389K	Sell	5,943 -511	-8%	-$31.4K	﹤0.01%	1160
2023 Q3	$388K	Buy	+6,454	New	+$403K	﹤0.01%	1097

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

PFG

Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Portfolio Solutions's DTD Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2025, closing a stake of 2,783 shares — an estimated $214K sold.

Envestnet Portfolio Solutions first reported a position in DTD in Q3 2023 and held it in 3 quarters. The position peaked at $389K in Q4 2023. 198 funds tracked by Wall St. Rank hold DTD as of Q2 2025.

Envestnet Portfolio Solutions reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 2,783 WisdomTree US Total Dividend Fund shares in Q2 2025, an estimated $214K.
Envestnet Portfolio Solutions first reported a position in WisdomTree US Total Dividend Fund in Q3 2023 and held it in 3 quarters.
Envestnet Portfolio Solutions's WisdomTree US Total Dividend Fund position peaked at $389K in Q4 2023.
198 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.