Greatmark Investment Partners’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Greatmark Investment 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	$280K	Hold	3,000	–	–	0.03%	134
2026 Q1	$259K	Hold	3,000	–	–	0.03%	132
2025 Q4	$255K	Hold	3,000	–	–	0.03%	130
2025 Q3	$252K	Hold	3,000	–	–	0.03%	131
2025 Q2	$239K	Hold	3,000	–	–	0.03%	133
2025 Q1	$231K	Hold	3,000	–	–	0.03%	126
2024 Q4	$228K	Hold	3,000	–	–	0.03%	133
2024 Q3	$230K	Hold	3,000	–	–	0.03%	125
2024 Q2	$212K	Hold	3,000	–	–	0.03%	123
2024 Q1	$212K	Buy	+3,000	New	+$202K	0.03%	124

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

Greatmark Investment Partners's DTD Position: Q2 2026 in Review

Greatmark Investment Partners held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 3,000 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #134.

Greatmark Investment Partners 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.

Greatmark Investment Partners held 3,000 shares of WisdomTree US Total Dividend Fund worth $280K as of Q2 2026.
Greatmark Investment Partners left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
WisdomTree US Total Dividend Fund made up 0.03% of Greatmark Investment Partners's portfolio in Q2 2026, its #134 holding.
Greatmark Investment Partners 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 Greatmark Investment Partners's 13F filing for Q2 2026, filed 24 Jul 2026.