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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

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

Jackson Square Capital's DTD Position: Q1 2026 in Review

Jackson Square Capital held its WisdomTree US Total Dividend Fund (DTD) position steady in Q1 2026 at 2,385 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #126.

Jackson Square Capital first reported a position in DTD in Q1 2024 and has held it in 9 quarters since. The position peaked at $229K in Q3 2024. 210 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

Jackson Square Capital held 2,385 shares of WisdomTree US Total Dividend Fund worth $206K as of Q1 2026.
Jackson Square Capital left its WisdomTree US Total Dividend Fund share count unchanged in Q1 2026.
WisdomTree US Total Dividend Fund made up 0.04% of Jackson Square Capital's portfolio in Q1 2026, its #126 holding.
Jackson Square Capital first reported a position in WisdomTree US Total Dividend Fund in Q1 2024 and has held it in 9 quarters since.
Jackson Square Capital's WisdomTree US Total Dividend Fund position peaked at $229K in Q3 2024.
210 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Jackson Square Capital's 13F filing for Q1 2026, filed 13 Apr 2026.