Foundations Investment Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Foundations Investment Advisors’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	$11.8M	Buy	126,855 +7,785	+7%	+$711K	0.12%	162
2026 Q1	$10.3M	Buy	119,070 +18,026	+18%	+$1.58M	0.13%	158
2025 Q4	$8.58M	Buy	101,044 +12,958	+15%	+$1.09M	0.11%	162
2025 Q3	$7.4M	Buy	88,086 +5,468	+7%	+$448K	0.11%	163
2025 Q2	$6.57M	Buy	82,618 +7,433	+10%	+$563K	0.1%	171
2025 Q1	$5.79M	Buy	75,185 +3,078	+4%	+$239K	0.11%	181
2024 Q4	$5.47M	Buy	72,107 +9,447	+15%	+$736K	0.11%	176
2024 Q3	$4.8M	Buy	62,660 +28,800	+85%	+$2.12M	0.1%	173
2024 Q2	$2.4M	Buy	33,860 +11,450	+51%	+$797K	0.06%	219
2024 Q1	$1.58M	Buy	+22,410	New	+$1.51M	0.04%	256

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

Foundations Investment Advisors's DTD Position: Q2 2026 in Review

Foundations Investment Advisors increased its WisdomTree US Total Dividend Fund (DTD) stake by 6.5% in Q2 2026, buying an estimated $711K and bringing the position to 126,855 shares worth $11.8M. The position accounts for 0.12% of the portfolio, ranked #162.

Foundations Investment Advisors first reported a position in DTD in Q1 2024 and has held it in 10 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Foundations Investment Advisors held 126,855 shares of WisdomTree US Total Dividend Fund worth $11.8M as of Q2 2026.
Foundations Investment Advisors bought 7,785 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $711K.
WisdomTree US Total Dividend Fund made up 0.12% of Foundations Investment Advisors's portfolio in Q2 2026, its #162 holding.
Foundations Investment Advisors first reported a position in WisdomTree US Total Dividend Fund in Q1 2024 and has held it in 10 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.