JWCA
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J.W. Cole Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

J.W. Cole 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 		$307K Buy
3,289
+232
+8% +$21.2K 0.01% 1261
2026
Q1 		$264K Buy
3,057
+11
+0.4% +$966 0.01% 660
2025
Q4 		$259K Sell
3,046
-14
-0.5% -$1.18K 0.01% 1175
2025
Q3 		$257K Buy
3,060
+116
+4% +$9.5K ﹤0.01% 1303
2025
Q2 		$234K Buy
2,944
+15
+0.5% +$1.14K 0.01% 1279
2025
Q1 		$225K Buy
2,929
+197
+7% +$15.3K 0.01% 1095
2024
Q4 		$207K Buy
2,732
+13
+0.5% +$1.01K 0.01% 895
2024
Q3 		$208K Buy
+2,719
New +$200K 0.01% 893
2023
Q3 		– Sell
-3,448
Closed -$214K – 751
2023
Q2 		$214K Sell
3,448
-24,598
-88% -$1.49M 0.02% 683
2023
Q1 		$1.7M Sell
28,046
-3,445
-11% -$210K 0.12% 194
2022
Q4 		$1.91M Buy
31,491
+6,436
+26% +$386K 0.15% 163
2022
Q3 		$1.36M Sell
25,055
-293
-1% -$17.4K 0.11% 207
2022
Q2 		$1.47M Buy
25,348
+8,337
+49% +$514K 0.12% 202
2022
Q1 		$1.1M Buy
17,011
+1,373
+9% +$87.4K 0.07% 274
2021
Q4 		$1.01M Buy
+15,638
New +$973K 0.07% 298
2021
Q3 		– Sell
-11,078
Closed -$656K – 515
2021
Q2 		$656K Buy
11,078
+1,754
+19% +$103K 0.05% 356
2021
Q1 		$527K Buy
9,324
+1,560
+20% +$84.4K 0.05% 374
2020
Q4 		$407K Buy
7,764
+1,468
+23% +$73.2K 0.04% 392
2020
Q3 		$296K Buy
+6,296
New +$296K 0.02% 551

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

J.W. Cole Advisors's DTD Position: Q2 2026 in Review

J.W. Cole Advisors increased its WisdomTree US Total Dividend Fund (DTD) stake by 7.6% in Q2 2026, buying an estimated $21.2K and bringing the position to 3,289 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #1261.

J.W. Cole Advisors first reported a position in DTD in Q3 2020 and has held it in 19 quarters since. The position peaked at $1.91M in Q4 2022. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • J.W. Cole Advisors held 3,289 shares of WisdomTree US Total Dividend Fund worth $307K as of Q2 2026.
  • J.W. Cole Advisors bought 232 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $21.2K.
  • WisdomTree US Total Dividend Fund made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1261 holding.
  • J.W. Cole Advisors first reported a position in WisdomTree US Total Dividend Fund in Q3 2020 and has held it in 19 quarters since.
  • J.W. Cole Advisors's WisdomTree US Total Dividend Fund position peaked at $1.91M in Q4 2022.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.