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 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 $1.37T 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 $224M AUM 17.89% 1-Year Est. Return

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B 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

Foundations Investment Advisors's DTD Position: Q1 2026 in Review

Foundations Investment Advisors increased its WisdomTree US Total Dividend Fund (DTD) stake by 18% in Q1 2026, buying an estimated $1.58M and bringing the position to 119,070 shares worth $10.3M. The position accounts for 0.13% of the portfolio, ranked #158.

Foundations Investment Advisors first reported a position in DTD in Q1 2024 and has held it in 9 quarters since. 210 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

Foundations Investment Advisors held 119,070 shares of WisdomTree US Total Dividend Fund worth $10.3M as of Q1 2026.
Foundations Investment Advisors bought 18,026 WisdomTree US Total Dividend Fund shares in Q1 2026, an estimated $1.58M.
WisdomTree US Total Dividend Fund made up 0.13% of Foundations Investment Advisors's portfolio in Q1 2026, its #158 holding.
Foundations Investment Advisors first reported a position in WisdomTree US Total Dividend Fund in Q1 2024 and has held it in 9 quarters since.
210 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.