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Gateway Wealth Partners’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Gateway Wealth Partners’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 		$1.92M Buy
22,223
+11,525
+108% +$1.01M 0.07% 257
2025
Q4 		$908K Sell
10,698
-270
-2% -$22.7K 0.1% 195
2025
Q3 		$921K Buy
10,968
+1,647
+18% +$135K 0.12% 167
2025
Q2 		$741K Sell
9,321
-500
-5% -$37.9K 0.14% 161
2025
Q1 		$756K Buy
9,821
+64
+0.7% +$4.97K 0.17% 134
2024
Q4 		$740K Buy
9,757
+448
+5% +$34.9K 0.19% 117
2024
Q3 		$714K Buy
9,309
+649
+7% +$47.8K 0.2% 110
2024
Q2 		$613K Buy
8,660
+308
+4% +$21.4K 0.19% 131
2024
Q1 		$591K Buy
8,352
+390
+5% +$26.2K 0.21% 110
2023
Q4 		$521K Buy
7,962
+50
+0.6% +$3.08K 0.21% 102
2023
Q3 		$476K Buy
7,912
+1,574
+25% +$98.3K 0.09% 128
2023
Q2 		$394K Buy
+6,338
New +$384K 0.07% 148

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
Raymond James Financial
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

Gateway Wealth Partners's DTD Position: Q1 2026 in Review

Gateway Wealth Partners increased its WisdomTree US Total Dividend Fund (DTD) stake by 108% in Q1 2026, buying an estimated $1.01M and bringing the position to 22,223 shares worth $1.92M. The position accounts for 0.07% of the portfolio, ranked #257.

Gateway Wealth Partners first reported a position in DTD in Q2 2023 and has held it in 12 quarters since. 210 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

  • Gateway Wealth Partners held 22,223 shares of WisdomTree US Total Dividend Fund worth $1.92M as of Q1 2026.
  • Gateway Wealth Partners bought 11,525 WisdomTree US Total Dividend Fund shares in Q1 2026, an estimated $1.01M.
  • WisdomTree US Total Dividend Fund made up 0.07% of Gateway Wealth Partners's portfolio in Q1 2026, its #257 holding.
  • Gateway Wealth Partners first reported a position in WisdomTree US Total Dividend Fund in Q2 2023 and has held it in 12 quarters since.
  • 210 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.