Fidelity Investments
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Fidelity Investments’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Fidelity Investments’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 		$1.94M Buy
20,757
+2,145
+12% +$196K ﹤0.01% 2764
2026
Q1 		$1.61M Buy
18,612
+1,227
+7% +$108K ﹤0.01% 2705
2025
Q4 		$1.48M Sell
17,385
-790
-4% -$66.5K ﹤0.01% 2704
2025
Q3 		$1.53M Sell
18,175
-224
-1% -$18.4K ﹤0.01% 2644
2025
Q2 		$1.46M Buy
18,399
+5,884
+47% +$445K ﹤0.01% 2597
2025
Q1 		$963K Sell
12,515
-2,065
-14% -$160K ﹤0.01% 2689
2024
Q4 		$1.11M Buy
14,580
+699
+5% +$54.5K ﹤0.01% 2637
2024
Q3 		$1.06M Sell
13,881
-581
-4% -$42.8K ﹤0.01% 2579
2024
Q2 		$1.02M Buy
14,462
+4,282
+42% +$298K ﹤0.01% 2515
2024
Q1 		$720K Buy
10,180
+1,712
+20% +$115K ﹤0.01% 2597
2023
Q4 		$554K Buy
8,468
+455
+6% +$28K ﹤0.01% 2656
2023
Q3 		$482K Buy
8,013
+145
+2% +$9.06K ﹤0.01% 2638
2023
Q2 		$489K Sell
7,868
-844
-10% -$51.1K ﹤0.01% 2667
2023
Q1 		$528K Buy
8,712
+638
+8% +$39K ﹤0.01% 2676
2022
Q4 		$490K Sell
8,074
-332
-4% -$19.9K ﹤0.01% 2724
2022
Q3 		$456K Buy
8,406
+3,119
+59% +$186K ﹤0.01% 2806
2022
Q2 		$306K Buy
5,287
+1,290
+32% +$79.6K ﹤0.01% 3004
2022
Q1 		$258K Buy
3,997
+164
+4% +$10.4K ﹤0.01% 3191
2021
Q4 		$248K Sell
3,833
-2,279
-37% -$142K ﹤0.01% 2916
2021
Q3 		$359K Buy
6,112
+78
+1% +$4.72K ﹤0.01% 2863
2021
Q2 		$357K Sell
6,034
-268
-4% -$15.8K ﹤0.01% 2833
2021
Q1 		$356K Sell
6,302
-2
-0% -$108 ﹤0.01% 2737
2020
Q4 		$330K Sell
6,304
-58
-0.9% -$2.89K ﹤0.01% 2718
2020
Q3 		$299K Buy
6,362
+1,438
+29% +$67.6K ﹤0.01% 2633
2020
Q2 		$222K Buy
4,924
+3,808
+341% +$166K ﹤0.01% 2614
2020
Q1 		$44K Sell
1,116
-492
-31% -$23.8K ﹤0.01% 2792
2019
Q4 		$85K Sell
1,608
-2
-0.1% -$102 ﹤0.01% 2790
2019
Q3 		$80K Buy
1,610
+644
+67% +$31.4K ﹤0.01% 2785
2019
Q2 		$47K Sell
966
-4
-0.4% -$192 ﹤0.01% 2876
2019
Q1 		$46K Buy
970
+958
+7,983% +$43.9K ﹤0.01% 2796
2018
Q4 		$1K Buy
+12
New +$545 ﹤0.01% 3388

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

Fidelity Investments's DTD Position: Q2 2026 in Review

Fidelity Investments increased its WisdomTree US Total Dividend Fund (DTD) stake by 12% in Q2 2026, buying an estimated $196K and bringing the position to 20,757 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #2764.

Fidelity Investments first reported a position in DTD in Q4 2018 and has held it in 31 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Fidelity Investments held 20,757 shares of WisdomTree US Total Dividend Fund worth $1.94M as of Q2 2026.
  • Fidelity Investments bought 2,145 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $196K.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #2764 holding.
  • Fidelity Investments first reported a position in WisdomTree US Total Dividend Fund in Q4 2018 and has held it in 31 quarters since.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.