Jackson Square Capital’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Jackson Square Capital’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	–	Sell	-2,385	Closed	-$206K	–	144
2026 Q1	$206K	Hold	2,385	–	–	0.04%	126
2025 Q4	$202K	Hold	2,385	–	–	0.04%	150
2025 Q3	$200K	Sell	2,385 -386	-14%	-$31.6K	0.04%	141
2025 Q2	$220K	Hold	2,771	–	–	0.05%	141
2025 Q1	$213K	Sell	2,771 -219	-7%	-$17K	0.07%	128
2024 Q4	$227K	Hold	2,990	–	–	0.05%	138
2024 Q3	$229K	Hold	2,990	–	–	0.06%	130
2024 Q2	$212K	Hold	2,990	–	–	0.05%	124
2024 Q1	$211K	Buy	+2,990	New	+$201K	0.05%	132

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

Jackson Square Capital's DTD Position: Q2 2026 in Review

Jackson Square Capital sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2026, closing a stake of 2,385 shares — an estimated $206K sold.

Jackson Square Capital first reported a position in DTD in Q1 2024 and held it in 9 quarters. The position peaked at $229K in Q3 2024. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Jackson Square Capital reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2026 after selling out during the quarter.
Jackson Square Capital sold 2,385 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $206K.
Jackson Square Capital first reported a position in WisdomTree US Total Dividend Fund in Q1 2024 and held it in 9 quarters.
Jackson Square Capital's WisdomTree US Total Dividend Fund position peaked at $229K in Q3 2024.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Jackson Square Capital's 13F filing for Q2 2026, filed 21 Jul 2026.