JP Morgan Chase’s WisdomTree US Total Dividend Fund DTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.09M | Buy |
75,908
+3,588
| +5% | +$328K | ﹤0.01% | 3124 |
|
|
2026
Q1 | $6.13M | Buy |
72,320
+1,829
| +3% | +$161K | ﹤0.01% | 3127 |
|
|
2025
Q4 | $5.98M | Sell |
70,491
-5,653
| -7% | -$476K | ﹤0.01% | 3146 |
|
|
2025
Q3 | $6.4M | Sell |
76,144
-663
| -0.9% | -$54.3K | ﹤0.01% | 3136 |
|
|
2025
Q2 | $6.11M | Buy |
76,807
+2,042
| +3% | +$155K | ﹤0.01% | 2973 |
|
|
2025
Q1 | $5.75M | Buy |
74,765
+2,243
| +3% | +$174K | ﹤0.01% | 3030 |
|
|
2024
Q4 | $5.5M | Buy |
72,522
+3,590
| +5% | +$280K | ﹤0.01% | 3256 |
|
|
2024
Q3 | $5.29M | Buy |
68,932
+7,528
| +12% | +$554K | ﹤0.01% | 3178 |
|
|
2024
Q2 | $4.35M | Sell |
61,404
-15,351
| -20% | -$1.07M | ﹤0.01% | 3143 |
|
|
2024
Q1 | $5.43M | Sell |
76,755
-4,445
| -5% | -$299K | ﹤0.01% | 3032 |
|
|
2023
Q4 | $5.31M | Buy |
81,200
+23,936
| +42% | +$1.47M | ﹤0.01% | 3031 |
|
|
2023
Q3 | $3.45M | Sell |
57,264
-1,121
| -2% | -$70K | ﹤0.01% | 3119 |
|
|
2023
Q2 | $3.63M | Buy |
58,385
+9,027
| +18% | +$547K | ﹤0.01% | 3114 |
|
|
2023
Q1 | $2.99M | Sell |
49,358
-330
| -0.7% | -$20.2K | ﹤0.01% | 3237 |
|
|
2022
Q4 | $3.01M | Buy |
49,688
+42,712
| +612% | +$2.56M | ﹤0.01% | 3243 |
|
|
2022
Q3 | $379K | Hold |
6,976
| – | – | ﹤0.01% | 4624 |
|
|
2022
Q2 | $404K | Hold |
6,976
| – | – | ﹤0.01% | 4697 |
|
|
2022
Q1 | $450K | Hold |
6,976
| – | – | ﹤0.01% | 4767 |
|
|
2021
Q4 | $452K | Sell |
6,976
-200
| -3% | -$12.4K | ﹤0.01% | 4899 |
|
|
2021
Q3 | $421K | Sell |
7,176
-400
| -5% | -$24.2K | ﹤0.01% | 4828 |
|
|
2021
Q2 | $449K | Hold |
7,576
| – | – | ﹤0.01% | 4761 |
|
|
2021
Q1 | $428K | Hold |
7,576
| – | – | ﹤0.01% | 4772 |
|
|
2020
Q4 | $397K | Hold |
7,576
| – | – | ﹤0.01% | 4505 |
|
|
2020
Q3 | $352K | Hold |
7,576
| – | – | ﹤0.01% | 4131 |
|
|
2020
Q2 | $341K | Hold |
7,576
| – | – | ﹤0.01% | 4022 |
|
|
2020
Q1 | $297K | Sell |
7,576
-2,096
| -22% | -$102K | ﹤0.01% | 4094 |
|
|
2019
Q4 | $511K | Hold |
9,672
| – | – | ﹤0.01% | 4225 |
|
|
2019
Q3 | $479K | Buy |
9,672
+2,096
| +28% | +$102K | ﹤0.01% | 4194 |
|
|
2019
Q2 | $365K | Hold |
7,576
| – | – | ﹤0.01% | 4377 |
|
|
2019
Q1 | $358K | Hold |
7,576
| – | – | ﹤0.01% | 4366 |
|
|
2018
Q4 | $321K | Hold |
7,576
| – | – | ﹤0.01% | 4358 |
|
|
2018
Q3 | $364K | Hold |
7,576
| – | – | ﹤0.01% | 4434 |
|
|
2018
Q2 | $345K | Buy |
+7,576
| New | +$344K | ﹤0.01% | 4335 |
|
|
2017
Q2 | – | Sell |
-1,000
| Closed | -$42K | – | 5009 |
|
|
2017
Q1 | $42K | Buy |
+1,000
| New | +$41.6K | ﹤0.01% | 4569 |
|
Other funds holding DTD
6F
CWM
PFG
KAS
RPGK
JP Morgan Chase's DTD Position: Q2 2026 in Review
JP Morgan Chase increased its WisdomTree US Total Dividend Fund (DTD) stake by 5% in Q2 2026, buying an estimated $328K and bringing the position to 75,908 shares worth $7.09M. The position accounts for ﹤0.01% of the portfolio, ranked #3124.
JP Morgan Chase first reported a position in DTD in Q1 2017 and has held it in 34 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.
- JP Morgan Chase held 75,908 shares of WisdomTree US Total Dividend Fund worth $7.09M as of Q2 2026.
- JP Morgan Chase bought 3,588 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $328K.
- WisdomTree US Total Dividend Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3124 holding.
- JP Morgan Chase first reported a position in WisdomTree US Total Dividend Fund in Q1 2017 and has held it in 34 quarters since.
- 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.
Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.