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EPIQ Partners’s WisdomTree US Total Dividend Fund DTD Stock Holding History

EPIQ Partners’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
Q4 		– Sell
-2,800
Closed -$235K – 77
2025
Q3 		$235K Sell
2,800
-200
-7% -$16.4K 0.11% 68
2025
Q2 		$239K Sell
3,000
-600
-17% -$45.4K 0.12% 67
2025
Q1 		$277K Buy
3,600
+600
+20% +$46.6K 0.15% 65
2024
Q4 		$228K Sell
3,000
-1,600
-35% -$125K 0.12% 69
2024
Q3 		$353K Hold
4,600
– – 0.2% 60
2024
Q2 		$326K Hold
4,600
– – 0.22% 53
2024
Q1 		$325K Hold
4,600
– – 0.22% 56
2023
Q4 		$301K Hold
4,600
– – 0.22% 55
2023
Q3 		$277K Hold
4,600
– – 0.21% 58
2023
Q2 		$286K Hold
4,600
– – 0.19% 60
2023
Q1 		$279K Sell
4,600
-700
-13% -$42.8K 0.19% 61
2022
Q4 		$321K Sell
5,300
-1,200
-18% -$72K 0.21% 59
2022
Q3 		$353K Hold
6,500
– – 0.22% 60
2022
Q2 		$376K Sell
6,500
-100
-2% -$6.17K 0.23% 60
2022
Q1 		$426K Hold
6,600
– – 0.23% 62
2021
Q4 		$427K Buy
6,600
+1,200
+22% +$74.7K 0.23% 66
2021
Q3 		$317K Sell
5,400
-2,200
-29% -$133K 0.15% 77
2021
Q2 		$450K Sell
7,600
-300
-4% -$17.6K 0.23% 61
2021
Q1 		$447K Hold
7,900
– – 0.26% 57
2020
Q4 		$414K Hold
7,900
– – 0.29% 56
2020
Q3 		$378K Sell
7,900
-1,200
-13% -$56.4K 0.28% 54
2020
Q2 		$410K Sell
9,100
-2,400
-21% -$104K 0.37% 48
2020
Q1 		$450K Sell
11,500
-4,000
-26% -$194K 0.5% 47
2019
Q4 		$818K Buy
+15,500
New +$789K 0.83% 42

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
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

EPIQ Partners's DTD Position: Q4 2025 in Review

EPIQ Partners sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2025, closing a stake of 2,800 shares — an estimated $235K sold.

EPIQ Partners first reported a position in DTD in Q4 2019 and held it in 24 quarters. The position peaked at $818K in Q4 2019. 207 funds tracked by Wall St. Rank hold DTD as of Q4 2025.

  • EPIQ Partners reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • EPIQ Partners sold 2,800 WisdomTree US Total Dividend Fund shares in Q4 2025, an estimated $235K.
  • EPIQ Partners first reported a position in WisdomTree US Total Dividend Fund in Q4 2019 and held it in 24 quarters.
  • EPIQ Partners's WisdomTree US Total Dividend Fund position peaked at $818K in Q4 2019.
  • 207 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2025.

Based on EPIQ Partners's 13F filing for Q4 2025, filed 7 Jan 2026.