IAG Wealth Partners’s WisdomTree US Total Dividend Fund DTD Stock Holding History

IAG Wealth 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	$32.6K	Hold	350	–	–	﹤0.01%	255
2026 Q1	$30.2K	Hold	350	–	–	﹤0.01%	256
2025 Q4	$29.7K	Hold	350	–	–	﹤0.01%	255
2025 Q3	$29.4K	Hold	350	–	–	﹤0.01%	267
2025 Q2	$27.8K	Hold	350	–	–	﹤0.01%	252
2025 Q1	$26.9K	Hold	350	–	–	﹤0.01%	251
2024 Q4	$26.6K	Hold	350	–	–	﹤0.01%	255
2024 Q3	$26.8K	Hold	350	–	–	0.01%	246
2024 Q2	$24.8K	Hold	350	–	–	0.01%	251
2024 Q1	$24.8K	Hold	350	–	–	0.01%	222
2023 Q4	$22.9K	Hold	350	–	–	0.01%	225
2023 Q3	$21.1K	Sell	350 -26	-7%	-$1.62K	0.01%	222
2023 Q2	$23.3K	Hold	376	–	–	0.01%	221
2023 Q1	$22.8K	Sell	376 -220	-37%	-$13.4K	0.01%	213
2022 Q4	$36.1K	Hold	596	–	–	0.01%	165
2022 Q3	$32K	Hold	596	–	–	0.01%	162
2022 Q2	$35K	Hold	596	–	–	0.01%	157
2022 Q1	$38K	Hold	596	–	–	0.01%	163
2021 Q4	$39K	Hold	596	–	–	0.01%	158
2021 Q3	$35K	Hold	596	–	–	0.01%	152
2021 Q2	$36K	Sell	596 -304	-34%	-$17.9K	0.01%	149
2021 Q1	$51K	Hold	900	–	–	0.02%	109
2020 Q4	$48K	Buy	900 +156	+21%	+$7.78K	0.02%	110
2020 Q3	$35K	Hold	744	–	–	0.02%	123
2020 Q2	$34K	Hold	744	–	–	0.02%	123
2020 Q1	$30K	Buy	+744	New	+$36.1K	0.02%	122

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

IAG Wealth Partners's DTD Position: Q2 2026 in Review

IAG Wealth Partners held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 350 shares worth $32.6K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

IAG Wealth Partners first reported a position in DTD in Q1 2020 and has held it in 26 quarters since. The position peaked at $51K in Q1 2021. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

IAG Wealth Partners held 350 shares of WisdomTree US Total Dividend Fund worth $32.6K as of Q2 2026.
IAG Wealth Partners left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
WisdomTree US Total Dividend Fund made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #255 holding.
IAG Wealth Partners first reported a position in WisdomTree US Total Dividend Fund in Q1 2020 and has held it in 26 quarters since.
IAG Wealth Partners's WisdomTree US Total Dividend Fund position peaked at $51K in Q1 2021.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.