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Integrated Wealth Concepts’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Integrated Wealth Concepts’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 		$7.42M Buy
79,596
+74,774
+1,551% +$6.83M 0.04% 453
2026
Q1 		$416K Buy
+4,822
New +$424K ﹤0.01% 1651
2025
Q4 		– Sell
-4,554
Closed -$383K – 1739
2025
Q3 		$383K Sell
4,554
-848
-16% -$69.5K ﹤0.01% 1490
2025
Q2 		$430K Sell
5,402
-130
-2% -$9.84K ﹤0.01% 1360
2025
Q1 		$426K Sell
5,532
-182
-3% -$14.1K 0.01% 1218
2024
Q4 		$433K Sell
5,714
-42
-0.7% -$3.27K 0.01% 1190
2024
Q3 		$441K Buy
5,756
+365
+7% +$26.9K 0.01% 1141
2024
Q2 		$382K Sell
5,391
-95
-2% -$6.61K 0.01% 1176
2024
Q1 		$388K Sell
5,486
-92
-2% -$6.18K 0.01% 1174
2023
Q4 		$365K Sell
5,578
-681
-11% -$41.9K 0.01% 1157
2023
Q3 		$377K Sell
6,259
-81
-1% -$5.06K 0.01% 1114
2023
Q2 		$394K Buy
6,340
+746
+13% +$45.2K 0.01% 1103
2023
Q1 		$339K Buy
+5,594
New +$342K 0.01% 999

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Raymond James Financial
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

Integrated Wealth Concepts's DTD Position: Q2 2026 in Review

Integrated Wealth Concepts increased its WisdomTree US Total Dividend Fund (DTD) stake by 1,551% in Q2 2026, buying an estimated $6.83M and bringing the position to 79,596 shares worth $7.42M. The position accounts for 0.04% of the portfolio, ranked #453.

Integrated Wealth Concepts first reported a position in DTD in Q1 2023 and has held it in 13 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Integrated Wealth Concepts held 79,596 shares of WisdomTree US Total Dividend Fund worth $7.42M as of Q2 2026.
  • Integrated Wealth Concepts bought 74,774 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $6.83M.
  • WisdomTree US Total Dividend Fund made up 0.04% of Integrated Wealth Concepts's portfolio in Q2 2026, its #453 holding.
  • Integrated Wealth Concepts first reported a position in WisdomTree US Total Dividend Fund in Q1 2023 and has held it in 13 quarters since.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.