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 Q2	$694K	Buy	7,446 +270	+4%	+$24.7K	0.41%	47
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 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

Evolution Wealth Management's DTD Position: Q2 2026 in Review

Evolution Wealth Management increased its WisdomTree US Total Dividend Fund (DTD) stake by 3.8% in Q2 2026, buying an estimated $24.7K and bringing the position to 7,446 shares worth $694K. The position accounts for 0.41% of the portfolio, ranked #47.

Evolution Wealth Management first reported a position in DTD in Q2 2025 and has held it in 5 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Evolution Wealth Management held 7,446 shares of WisdomTree US Total Dividend Fund worth $694K as of Q2 2026.
Evolution Wealth Management bought 270 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $24.7K.
WisdomTree US Total Dividend Fund made up 0.41% of Evolution Wealth Management's portfolio in Q2 2026, its #47 holding.
Evolution Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q2 2025 and has held it in 5 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.