Human Investing’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Human Investing’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
2025 Q1	–	Sell	-57	Closed	-$4.33K	–	104
2024 Q4	$4.33K	Buy	+57	New	+$4.44K	﹤0.01%	234

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Human Investing's DTD Position: Q1 2025 in Review

Human Investing sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2025, closing a stake of 57 shares — an estimated $4.33K sold.

Human Investing first reported a position in DTD in Q4 2024 and held it in 1 quarter. The position peaked at $4.33K in Q4 2024. 194 funds tracked by Wall St. Rank hold DTD as of Q1 2025.

Human Investing reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2025 after selling out during the quarter.
Human Investing sold 57 WisdomTree US Total Dividend Fund shares in Q1 2025, an estimated $4.33K.
Human Investing first reported a position in WisdomTree US Total Dividend Fund in Q4 2024 and held it in 1 quarter.
Human Investing's WisdomTree US Total Dividend Fund position peaked at $4.33K in Q4 2024.
194 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2025.

Based on Human Investing's 13F filing for Q1 2025, filed 15 May 2025.