EH
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Equitable Holdings’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Equitable Holdings’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 		$214K Buy
+2,290
New +$209K ﹤0.01% 1680
2026
Q1 		– Sell
-3,073
Closed -$261K – 1709
2025
Q4 		$261K Buy
3,073
+1
+0% +$84 ﹤0.01% 1385
2025
Q3 		$258K Buy
3,072
+1
+0% +$82 ﹤0.01% 1340
2025
Q2 		$244K Buy
3,071
+268
+10% +$20.3K ﹤0.01% 1283
2025
Q1 		$216K Sell
2,803
-856
-23% -$66.5K ﹤0.01% 1222
2024
Q4 		$278K Buy
3,659
+238
+7% +$18.5K ﹤0.01% 1069
2024
Q3 		$262K Sell
3,421
-57
-2% -$4.2K ﹤0.01% 1087
2024
Q2 		$246K Buy
3,478
+605
+21% +$42.1K ﹤0.01% 1058
2024
Q1 		$203K Buy
+2,873
New +$193K ﹤0.01% 1090
2023
Q2 		– Sell
-3,331
Closed -$202K – 1043
2023
Q1 		$202K Hold
3,331
– – ﹤0.01% 924
2022
Q4 		$202K Sell
3,331
-678
-17% -$40.7K ﹤0.01% 859
2022
Q3 		$218K Buy
4,009
+5
+0.1% +$298 ﹤0.01% 787
2022
Q2 		$232K Sell
4,004
-95
-2% -$5.86K ﹤0.01% 774
2022
Q1 		$265K Sell
4,099
-61
-1% -$3.88K ﹤0.01% 756
2021
Q4 		$269K Buy
4,160
+4
+0.1% +$249 ﹤0.01% 743
2021
Q3 		$244K Sell
4,156
-46
-1% -$2.78K ﹤0.01% 738
2021
Q2 		$249K Sell
4,202
-26
-0.6% -$1.53K ﹤0.01% 721
2021
Q1 		$239K Buy
4,228
+2
+0% +$108 0.01% 679
2020
Q4 		$222K Sell
4,226
-46
-1% -$2.29K 0.01% 632
2020
Q3 		$201K Sell
4,272
-232
-5% -$10.9K 0.01% 594
2020
Q2 		$203K Buy
+4,504
New +$196K 0.01% 588

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Raymond James Financial
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

Equitable Holdings's DTD Position: Q2 2026 in Review

Equitable Holdings opened a new position in WisdomTree US Total Dividend Fund (DTD) in Q2 2026: 2,290 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #1680 among its holdings. This is a return to the name: Equitable Holdings previously reported a position in DTD as recently as Q4 2025.

Equitable Holdings first reported a position in DTD in Q2 2020 and has held it in 21 quarters since. The position peaked at $278K in Q4 2024. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Equitable Holdings held 2,290 shares of WisdomTree US Total Dividend Fund worth $214K as of Q2 2026.
  • WisdomTree US Total Dividend Fund was a new Equitable Holdings position in Q2 2026.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1680 holding.
  • Equitable Holdings first reported a position in WisdomTree US Total Dividend Fund in Q2 2020 and has held it in 21 quarters since.
  • Equitable Holdings's WisdomTree US Total Dividend Fund position peaked at $278K in Q4 2024.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.