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 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 $1.37T 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

Greatmark Investment Partners's DTD Position: Q1 2026 in Review

Greatmark Investment Partners held its WisdomTree US Total Dividend Fund (DTD) position steady in Q1 2026 at 3,000 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #132.

Greatmark Investment Partners 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.

Greatmark Investment Partners held 3,000 shares of WisdomTree US Total Dividend Fund worth $259K as of Q1 2026.
Greatmark Investment Partners left its WisdomTree US Total Dividend Fund share count unchanged in Q1 2026.
WisdomTree US Total Dividend Fund made up 0.03% of Greatmark Investment Partners's portfolio in Q1 2026, its #132 holding.
Greatmark Investment Partners 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 Greatmark Investment Partners's 13F filing for Q1 2026, filed 28 Apr 2026.