IFWM
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Institute for Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Institute for Wealth Management’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 		$958K Sell
11,090
-388
-3% -$34.1K 0.1% 206
2025
Q4 		$974K Buy
11,478
+236
+2% +$19.9K 0.1% 195
2025
Q3 		$944K Hold
11,242
– – 0.1% 208
2025
Q2 		$894K Hold
11,242
– – 0.1% 210
2025
Q1 		$865K Hold
11,242
– – 0.11% 206
2024
Q4 		$853K Hold
11,242
– – 0.11% 201
2024
Q3 		$862K Sell
11,242
-451
-4% -$33.2K 0.11% 201
2024
Q2 		$828K Hold
11,693
– – 0.11% 195
2024
Q1 		$827K Sell
11,693
-100
-0.8% -$6.72K 0.11% 195
2023
Q4 		$771K Sell
11,793
-244
-2% -$15K 0.13% 191
2023
Q3 		$724K Sell
12,037
-319
-3% -$19.9K 0.13% 192
2023
Q2 		$767K Hold
12,356
– – 0.13% 191
2023
Q1 		$749K Hold
12,356
– – 0.14% 185
2022
Q4 		$749K Buy
12,356
+252
+2% +$15.1K 0.16% 182
2022
Q3 		$657K Buy
12,104
+74
+0.6% +$4.41K 0.15% 186
2022
Q2 		$697K Sell
12,030
-75
-0.6% -$4.63K 0.14% 190
2022
Q1 		$781K Buy
12,105
+401
+3% +$25.5K 0.13% 199
2021
Q4 		$758K Sell
11,704
-30
-0.3% -$1.87K 0.12% 202
2021
Q3 		$689K Buy
11,734
+1,070
+10% +$64.7K 0.12% 209
2021
Q2 		$632K Hold
10,664
– – 0.11% 223
2021
Q1 		$603K Hold
10,664
– – 0.11% 223
2020
Q4 		$559K Hold
10,664
– – 0.11% 227
2020
Q3 		$501K Hold
10,664
– – 0.11% 226
2020
Q2 		$480K Sell
10,664
-400
-4% -$17.4K 0.12% 241
2020
Q1 		$433K Sell
11,064
-1,398
-11% -$67.8K 0.13% 207
2019
Q4 		$658K Hold
12,462
– – 0.15% 207
2019
Q3 		$618K Hold
12,462
– – 0.16% 195
2019
Q2 		$605K Buy
12,462
+240
+2% +$11.5K 0.13% 226
2019
Q1 		$578K Buy
12,222
+940
+8% +$43.1K 0.13% 215
2018
Q4 		$477K Buy
+11,282
New +$513K 0.2% 154
2018
Q1 		– Sell
-13,462
Closed -$629K – 292
2017
Q4 		$629K Buy
+13,462
New +$609K 0.15% 191
2017
Q3 		– Sell
-11,348
Closed -$480K – 281
2017
Q2 		$480K Buy
+11,348
New +$480K 0.13% 234

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
Raymond James Financial
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

Institute for Wealth Management's DTD Position: Q1 2026 in Review

Institute for Wealth Management reduced its WisdomTree US Total Dividend Fund (DTD) stake by 3.4% in Q1 2026, selling an estimated $34.1K and leaving 11,090 shares worth $958K. The position accounts for 0.1% of the portfolio, ranked #206.

Institute for Wealth Management first reported a position in DTD in Q2 2017 and has held it in 32 quarters since. The position peaked at $974K in Q4 2025. 210 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

  • Institute for Wealth Management held 11,090 shares of WisdomTree US Total Dividend Fund worth $958K as of Q1 2026.
  • Institute for Wealth Management sold 388 WisdomTree US Total Dividend Fund shares in Q1 2026, an estimated $34.1K.
  • WisdomTree US Total Dividend Fund made up 0.1% of Institute for Wealth Management's portfolio in Q1 2026, its #206 holding.
  • Institute for Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q2 2017 and has held it in 32 quarters since.
  • Institute for Wealth Management's WisdomTree US Total Dividend Fund position peaked at $974K in Q4 2025.
  • 210 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.