F.L. Putnam Investment Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

F.L. Putnam Investment 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	$413K	Hold	4,787	–	–	0.01%	453
2025 Q4	$406K	Hold	4,787	–	–	0.01%	464
2025 Q3	$402K	Hold	4,787	–	–	0.01%	452
2025 Q2	$381K	Hold	4,787	–	–	0.01%	465
2025 Q1	$368K	Sell	4,787 -62	-1%	-$4.82K	0.01%	461
2024 Q4	$368K	Hold	4,849	–	–	0.01%	465
2024 Q3	$372K	Hold	4,849	–	–	0.01%	474
2024 Q2	$343K	Sell	4,849 -400	-8%	-$27.8K	0.01%	472
2024 Q1	$371K	Sell	5,249 -870	-14%	-$58.5K	0.01%	378
2023 Q4	$400K	Hold	6,119	–	–	0.01%	377
2023 Q3	$368K	Hold	6,119	–	–	0.01%	380
2023 Q2	$380K	Sell	6,119 -62	-1%	-$3.75K	0.01%	387
2023 Q1	$375K	Hold	6,181	–	–	0.01%	340
2022 Q4	$375K	Hold	6,181	–	–	0.01%	332
2022 Q3	$335K	Hold	6,181	–	–	0.01%	321
2022 Q2	$358K	Sell	6,181 -525	-8%	-$32.4K	0.01%	319
2022 Q1	$433K	Hold	6,706	–	–	0.01%	297
2021 Q4	$434K	Hold	6,706	–	–	0.01%	298
2021 Q3	$394K	Sell	6,706 -158	-2%	-$9.56K	0.01%	304
2021 Q2	$407K	Hold	6,864	–	–	0.01%	302
2021 Q1	$388K	Hold	6,864	–	–	0.02%	277
2020 Q4	$360K	Hold	6,864	–	–	0.02%	257
2020 Q3	$322K	Hold	6,864	–	–	0.02%	241
2020 Q2	$309K	Hold	6,864	–	–	0.02%	247
2020 Q1	$269K	Sell	6,864 -236	-3%	-$11.4K	0.02%	247
2019 Q4	$375K	Hold	7,100	–	–	0.02%	242
2019 Q3	$352K	Buy	7,100 +6,730	+1,819%	+$328K	0.02%	230
2019 Q2	$18K	Buy	+370	New	+$17.7K	﹤0.01%	257

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

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $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 $31B AUM 28.39% 1-Year Est. Return

F.L. Putnam Investment Management's DTD Position: Q1 2026 in Review

F.L. Putnam Investment Management held its WisdomTree US Total Dividend Fund (DTD) position steady in Q1 2026 at 4,787 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #453.

F.L. Putnam Investment Management first reported a position in DTD in Q2 2019 and has held it in 28 quarters since. The position peaked at $434K in Q4 2021. 211 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

F.L. Putnam Investment Management held 4,787 shares of WisdomTree US Total Dividend Fund worth $413K as of Q1 2026.
F.L. Putnam Investment Management left its WisdomTree US Total Dividend Fund share count unchanged in Q1 2026.
WisdomTree US Total Dividend Fund made up 0.01% of F.L. Putnam Investment Management's portfolio in Q1 2026, its #453 holding.
F.L. Putnam Investment Management first reported a position in WisdomTree US Total Dividend Fund in Q2 2019 and has held it in 28 quarters since.
F.L. Putnam Investment Management's WisdomTree US Total Dividend Fund position peaked at $434K in Q4 2021.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2026, filed 5 May 2026.