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Glen Eagle Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Glen Eagle 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 		$51.3K Sell
551
-132
-19% -$12.1K 0.01% 464
2026
Q1 		$59K Buy
683
+1
+0.1% +$88 0.01% 419
2025
Q4 		$57.9K Buy
682
+401
+143% +$33.8K 0.01% 419
2025
Q3 		$23.6K Buy
281
+1
+0.4% +$82 ﹤0.01% 554
2025
Q2 		$22.3K Buy
280
+1
+0.4% +$76 ﹤0.01% 536
2025
Q1 		$21.5K Buy
279
+1
+0.4% +$78 ﹤0.01% 535
2024
Q4 		$21.1K Buy
278
+182
+190% +$14.2K ﹤0.01% 546
2024
Q3 		$7.36K Hold
96
– – ﹤0.01% 712
2024
Q2 		$6.8K Sell
96
-180
-65% -$12.5K ﹤0.01% 712
2024
Q1 		$19.5K Hold
276
– – ﹤0.01% 553
2023
Q4 		$18K Hold
276
– – ﹤0.01% 546
2023
Q3 		$16.6K Hold
276
– – ﹤0.01% 550
2023
Q2 		$17.1K Buy
276
+180
+188% +$10.9K ﹤0.01% 552
2023
Q1 		$5.82K Hold
96
– – ﹤0.01% 697
2022
Q4 		$5.82K Hold
96
– – ﹤0.01% 689
2022
Q3 		$5.21K Sell
96
-180
-65% -$10.7K ﹤0.01% 698
2022
Q2 		$16K Buy
276
+180
+188% +$11.1K ﹤0.01% 548
2022
Q1 		$6.2K Hold
96
– – ﹤0.01% 689
2021
Q4 		$6.21K Hold
96
– – ﹤0.01% 689
2021
Q3 		$5.64K Hold
96
– – ﹤0.01% 804
2021
Q2 		$5.69K Hold
96
– – ﹤0.01% 795
2021
Q1 		$5.43K Hold
96
– – ﹤0.01% 755
2020
Q4 		$5.03K Hold
96
– – ﹤0.01% 740
2020
Q3 		$4.51K Sell
96
-68
-41% -$3.2K ﹤0.01% 707
2020
Q2 		$7.39K Buy
164
+68
+71% +$2.96K ﹤0.01% 609
2020
Q1 		$3.76K Buy
+96
New +$4.65K ﹤0.01% 661

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

Glen Eagle Advisors's DTD Position: Q2 2026 in Review

Glen Eagle Advisors reduced its WisdomTree US Total Dividend Fund (DTD) stake by 19% in Q2 2026, selling an estimated $12.1K and leaving 551 shares worth $51.3K. The position accounts for 0.01% of the portfolio, ranked #464.

Glen Eagle Advisors first reported a position in DTD in Q1 2020 and has held it in 26 quarters since. The position peaked at $59K in Q1 2026. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Glen Eagle Advisors held 551 shares of WisdomTree US Total Dividend Fund worth $51.3K as of Q2 2026.
  • Glen Eagle Advisors sold 132 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $12.1K.
  • WisdomTree US Total Dividend Fund made up 0.01% of Glen Eagle Advisors's portfolio in Q2 2026, its #464 holding.
  • Glen Eagle Advisors first reported a position in WisdomTree US Total Dividend Fund in Q1 2020 and has held it in 26 quarters since.
  • Glen Eagle Advisors's WisdomTree US Total Dividend Fund position peaked at $59K in Q1 2026.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

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