JWA
DTD icon

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

JFS 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 		$1.09M Buy
11,651
+8
+0.1% +$730 0.05% 159
2026
Q1 		$1.01M Sell
11,643
-485
-4% -$42.6K 0.06% 163
2025
Q4 		$1.03M Sell
12,128
-243
-2% -$20.5K 0.06% 161
2025
Q3 		$1.04M Buy
12,371
+8
+0.1% +$655 0.06% 161
2025
Q2 		$983K Sell
12,363
-2,045
-14% -$155K 0.06% 152
2025
Q1 		$1.11M Buy
14,408
+7
+0% +$544 0.08% 142
2024
Q4 		$1.09M Sell
14,401
-1,790
-11% -$139K 0.07% 135
2024
Q3 		$1.24M Sell
16,191
-124
-0.8% -$9.13K 0.08% 132
2024
Q2 		$1.16M Buy
16,315
+9
+0.1% +$626 0.09% 102
2024
Q1 		$1.15M Buy
16,306
+8
+0% +$538 0.09% 105
2023
Q4 		$1.07M Sell
16,298
-96
-0.6% -$5.91K 0.09% 103
2023
Q3 		$986K Sell
16,394
-772
-4% -$48.2K 0.09% 107
2023
Q2 		$1.07M Sell
17,166
-40
-0.2% -$2.42K 0.1% 107
2023
Q1 		$1.04M Sell
17,206
-41
-0.2% -$2.5K 0.1% 109
2022
Q4 		$1.05M Sell
17,247
-665
-4% -$39.9K 0.1% 110
2022
Q3 		$972K Sell
17,912
-894
-5% -$53.2K 0.11% 105
2022
Q2 		$1.09M Sell
18,806
-685
-4% -$42.3K 0.12% 99
2022
Q1 		$1.26M Sell
19,491
-544
-3% -$34.6K 0.12% 102
2021
Q4 		$1.3M Sell
20,035
-639
-3% -$39.8K 0.12% 105
2021
Q3 		$1.21M Sell
20,674
-462
-2% -$27.9K 0.12% 105
2021
Q2 		$1.25M Sell
21,136
-618
-3% -$36.4K 0.19% 78
2021
Q1 		$1.23M Sell
21,754
-1,456
-6% -$78.8K 0.25% 69
2020
Q4 		$1.22M Buy
23,210
+618
+3% +$30.8K 0.26% 71
2020
Q3 		$1.06M Buy
22,592
+24
+0.1% +$1.13K 0.25% 71
2020
Q2 		$1.02M Buy
22,568
+28
+0.1% +$1.22K 0.26% 67
2020
Q1 		$883K Sell
22,540
-120
-0.5% -$5.82K 0.26% 69
2019
Q4 		$1.2M Sell
22,660
-64
-0.3% -$3.26K 0.29% 62
2019
Q3 		$1.13M Sell
22,724
-106
-0.5% -$5.17K 0.29% 67
2019
Q2 		$1.11M Sell
22,830
-152
-0.7% -$7.28K 0.28% 68
2019
Q1 		$1.09M Buy
22,982
+14
+0.1% +$641 0.28% 66
2018
Q4 		$972K Sell
22,968
-38
-0.2% -$1.73K 0.26% 68
2018
Q3 		$1.1M Sell
23,006
-292
-1% -$13.8K 0.28% 62
2018
Q2 		$1.06M Sell
23,298
-634
-3% -$28.7K 0.28% 62
2018
Q1 		$1.07M Sell
23,932
-3,828
-14% -$177K 0.28% 61
2017
Q4 		$1.29M Sell
27,760
-5,714
-17% -$258K 0.32% 57
2017
Q3 		$1.47M Sell
33,474
-11,942
-26% -$514K 0.38% 55
2017
Q2 		$1.93M Sell
45,416
-84,098
-65% -$3.56M 0.53% 44
2017
Q1 		$5.26M Hold
129,514
– – 1.43% 15
2016
Q4 		$5.26M Sell
129,514
-64,740
-33% -$2.55M 1.43% 15
2016
Q3 		$7.59M Sell
194,254
-70,230
-27% -$2.75M 2.17% 10
2016
Q2 		$10.1M Sell
264,484
-33,914
-11% -$1.27M 2.8% 9
2016
Q1 		$11.1M Sell
298,398
-2,218
-0.7% -$77.4K 3.26% 9
2015
Q4 		$10.8M Buy
300,616
+4,678
+2% +$169K 3.1% 9
2015
Q3 		$10M Sell
295,938
-6,964
-2% -$248K 4.42% 5
2015
Q2 		$11.1M Sell
302,902
-14,016
-4% -$526K 5.69% 4
2015
Q1 		$11.8M Sell
316,918
-576
-0.2% -$21.5K 5.52% 5
2014
Q4 		$11.9M Sell
317,494
-7,896
-2% -$288K 1.89% 6
2014
Q3 		$11.6M Sell
325,390
-17,620
-5% -$632K 2.03% 5
2014
Q2 		$12.3M Sell
343,010
-76,996
-18% -$2.68M 2.25% 5
2014
Q1 		$14.3M Sell
420,006
-80,516
-16% -$2.67M 7.94% 2
2013
Q4 		$16.8M Sell
500,522
-17,674
-3% -$573K 7.32% 2
2013
Q3 		$16M Sell
518,196
-3,292
-0.6% -$102K 7.48% 2
2013
Q2 		$15.7M Buy
+521,488
New +$15.8M 7.9% 2

Other funds holding DTD

MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
EF
Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
CWM
Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

JFS Wealth Advisors's DTD Position: Q2 2026 in Review

JFS Wealth Advisors increased its WisdomTree US Total Dividend Fund (DTD) stake by 0.07% in Q2 2026, buying an estimated $730 and bringing the position to 11,651 shares worth $1.09M. The position accounts for 0.05% of the portfolio, ranked #159.

JFS Wealth Advisors first reported a position in DTD in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.8M in Q4 2013. 29 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • JFS Wealth Advisors held 11,651 shares of WisdomTree US Total Dividend Fund worth $1.09M as of Q2 2026.
  • JFS Wealth Advisors bought 8 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $730.
  • WisdomTree US Total Dividend Fund made up 0.05% of JFS Wealth Advisors's portfolio in Q2 2026, its #159 holding.
  • JFS Wealth Advisors first reported a position in WisdomTree US Total Dividend Fund in Q2 2013 and has held it in 53 quarters since.
  • JFS Wealth Advisors's WisdomTree US Total Dividend Fund position peaked at $16.8M in Q4 2013.
  • 29 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.