International Private Wealth Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

International Private Wealth Advisors’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	$404K	Sell	4,333 -174	-4%	-$15.9K	0.21%	91
2026 Q1	$389K	Buy	4,507 +1	+0%	+$88	0.24%	99
2025 Q4	$382K	Sell	4,506 -649	-13%	-$54.7K	0.24%	90
2025 Q3	$433K	Buy	5,155 +1	+0%	+$82	0.27%	79
2025 Q2	$410K	Buy	5,154 +15	+0.3%	+$1.14K	0.35%	79
2025 Q1	$395K	Buy	5,139 +2	+0%	+$155	0.38%	71
2024 Q4	$390K	Buy	+5,137	New	+$400K	0.39%	69
2024 Q1	–	Sell	-6,589	Closed	-$431K	–	114
2023 Q4	$431K	Buy	+6,589	New	+$405K	0.43%	41

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

International Private Wealth Advisors's DTD Position: Q2 2026 in Review

International Private Wealth Advisors reduced its WisdomTree US Total Dividend Fund (DTD) stake by 3.9% in Q2 2026, selling an estimated $15.9K and leaving 4,333 shares worth $404K. The position accounts for 0.21% of the portfolio, ranked #91.

International Private Wealth Advisors first reported a position in DTD in Q4 2023 and has held it in 8 quarters since. The position peaked at $433K in Q3 2025. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

International Private Wealth Advisors held 4,333 shares of WisdomTree US Total Dividend Fund worth $404K as of Q2 2026.
International Private Wealth Advisors sold 174 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $15.9K.
WisdomTree US Total Dividend Fund made up 0.21% of International Private Wealth Advisors's portfolio in Q2 2026, its #91 holding.
International Private Wealth Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2023 and has held it in 8 quarters since.
International Private Wealth Advisors's WisdomTree US Total Dividend Fund position peaked at $433K in Q3 2025.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.