Insigneo Advisory Services’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Insigneo Advisory Services’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	$302K	Hold	3,238	–	–	0.01%	640
2026 Q1	$280K	Sell	3,238 -1,836	-36%	-$161K	0.02%	528
2025 Q4	$431K	Buy	+5,074	New	+$427K	0.03%	402
2025 Q1	–	Sell	-9,474	Closed	-$719K	–	654
2024 Q4	$719K	Buy	9,474 +2,500	+36%	+$195K	0.07%	212
2024 Q3	$535K	Buy	6,974 +1,140	+20%	+$83.9K	0.05%	301
2024 Q2	$408K	Buy	5,834 +438	+8%	+$30.5K	0.05%	332
2024 Q1	$382K	Hold	5,396	–	–	0.05%	320
2023 Q4	$353K	Hold	5,396	–	–	0.05%	303
2023 Q3	$325K	Hold	5,396	–	–	0.07%	272
2023 Q2	$335K	Hold	5,396	–	–	0.06%	262
2023 Q1	$327K	Hold	5,396	–	–	0.1%	193
2022 Q4	$327K	Buy	+5,396	New	+$324K	0.12%	178

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

Insigneo Advisory Services's DTD Position: Q2 2026 in Review

Insigneo Advisory Services held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 3,238 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #640.

Insigneo Advisory Services first reported a position in DTD in Q4 2022 and has held it in 12 quarters since. The position peaked at $719K in Q4 2024. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Insigneo Advisory Services held 3,238 shares of WisdomTree US Total Dividend Fund worth $302K as of Q2 2026.
Insigneo Advisory Services left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
WisdomTree US Total Dividend Fund made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #640 holding.
Insigneo Advisory Services first reported a position in WisdomTree US Total Dividend Fund in Q4 2022 and has held it in 12 quarters since.
Insigneo Advisory Services's WisdomTree US Total Dividend Fund position peaked at $719K in Q4 2024.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.