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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
Q2 		$1.01M Sell
10,863
-11,360
-51% -$1.04M 0.06% 299
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 $1.55T 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

Gateway Wealth Partners's DTD Position: Q2 2026 in Review

Gateway Wealth Partners reduced its WisdomTree US Total Dividend Fund (DTD) stake by 51% in Q2 2026, selling an estimated $1.04M and leaving 10,863 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #299.

Gateway Wealth Partners first reported a position in DTD in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.92M in Q1 2026. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Gateway Wealth Partners held 10,863 shares of WisdomTree US Total Dividend Fund worth $1.01M as of Q2 2026.
  • Gateway Wealth Partners sold 11,360 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $1.04M.
  • WisdomTree US Total Dividend Fund made up 0.06% of Gateway Wealth Partners's portfolio in Q2 2026, its #299 holding.
  • Gateway Wealth Partners first reported a position in WisdomTree US Total Dividend Fund in Q2 2023 and has held it in 13 quarters since.
  • Gateway Wealth Partners's WisdomTree US Total Dividend Fund position peaked at $1.92M in Q1 2026.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.