EWM
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Evolution Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Evolution Wealth Management’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
Q1 		$620K Buy
7,176
+561
+8% +$49.3K 0.45% 41
2025
Q4 		$561K Sell
6,615
-133
-2% -$11.2K 0.46% 41
2025
Q3 		$567K Sell
6,748
-176
-3% -$14.4K 0.58% 40
2025
Q2 		$551K Buy
+6,924
New +$524K 0.68% 31

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
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

Evolution Wealth Management's DTD Position: Q1 2026 in Review

Evolution Wealth Management increased its WisdomTree US Total Dividend Fund (DTD) stake by 8.5% in Q1 2026, buying an estimated $49.3K and bringing the position to 7,176 shares worth $620K. The position accounts for 0.45% of the portfolio, ranked #41.

Evolution Wealth Management first reported a position in DTD in Q2 2025 and has held it in 4 quarters since. 210 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

  • Evolution Wealth Management held 7,176 shares of WisdomTree US Total Dividend Fund worth $620K as of Q1 2026.
  • Evolution Wealth Management bought 561 WisdomTree US Total Dividend Fund shares in Q1 2026, an estimated $49.3K.
  • WisdomTree US Total Dividend Fund made up 0.45% of Evolution Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Evolution Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q2 2025 and has held it in 4 quarters since.
  • 210 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.