Harbour Investments’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Harbour Investments’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	$458K	Buy	4,917 +2,250	+84%	+$205K	0.01%	1157
2026 Q1	$230K	Buy	+2,667	New	+$234K	﹤0.01%	1459
2021 Q4	–	Sell	-1,988	Closed	-$117K	–	2893
2021 Q3	$117K	Buy	1,988 +10	+0.5%	+$605	﹤0.01%	1291
2021 Q2	$117K	Sell	1,978 -122	-6%	-$7.18K	﹤0.01%	1322
2021 Q1	$119K	Buy	+2,100	New	+$114K	﹤0.01%	1219

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

Harbour Investments's DTD Position: Q2 2026 in Review

Harbour Investments increased its WisdomTree US Total Dividend Fund (DTD) stake by 84% in Q2 2026, buying an estimated $205K and bringing the position to 4,917 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #1157.

Harbour Investments first reported a position in DTD in Q1 2021 and has held it in 5 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Harbour Investments held 4,917 shares of WisdomTree US Total Dividend Fund worth $458K as of Q2 2026.
Harbour Investments bought 2,250 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $205K.
WisdomTree US Total Dividend Fund made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1157 holding.
Harbour Investments first reported a position in WisdomTree US Total Dividend Fund in Q1 2021 and has held it in 5 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.