Ken Griffin’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Ken Griffin’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
2016 Q3	–	Sell	-771,000	Closed	-$14.4M	–	7324
2016 Q2	$14.4M	Buy	771,000 +165,400	+27%	+$6.2M	0.02%	989
2016 Q1	$12.1M	Buy	605,600 +172,200	+40%	+$6.01M	0.02%	1050
2015 Q4	$9.67M	Sell	433,400 -462,000	-52%	-$16.7M	0.01%	1305
2015 Q3	$19.4M	Sell	895,400 -199,200	-18%	-$7.1M	0.02%	925
2015 Q2	$28.1M	Buy	1,094,600 +259,800	+31%	+$9.74M	0.02%	800
2015 Q1	$20M	Sell	834,800 -82,800	-9%	-$3.09M	0.02%	981
2014 Q4	$19.1M	Buy	917,600 +123,200	+16%	+$4.5M	0.02%	976
2014 Q3	$19.2M	Buy	794,400 +51,800	+7%	+$1.86M	0.02%	929
2014 Q2	$14.1M	Sell	742,600 -565,200	-43%	-$19.7M	0.02%	1027
2014 Q1	$28.7M	Buy	+1,307,800	New	+$43.4M	0.03%	624

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $530B AUM 22.01% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Ken Griffin's DTD Position: Q1 2026 in Review

Ken Griffin opened a new position in WisdomTree US Total Dividend Fund (DTD) in Q1 2026: 11,246 shares worth $971K. The stake represents ﹤0.01% of the portfolio and ranks #7722 among its holdings. This is a return to the name: Ken Griffin previously reported a position in DTD as recently as Q3 2025.

Ken Griffin first reported a position in DTD in Q4 2014 and has held it in 29 quarters since. The position peaked at $6.07M in Q2 2024. 211 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

Ken Griffin held 11,246 shares of WisdomTree US Total Dividend Fund worth $971K as of Q1 2026.
WisdomTree US Total Dividend Fund was a new Ken Griffin position in Q1 2026.
WisdomTree US Total Dividend Fund made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #7722 holding.
Ken Griffin first reported a position in WisdomTree US Total Dividend Fund in Q4 2014 and has held it in 29 quarters since.
Ken Griffin's WisdomTree US Total Dividend Fund position peaked at $6.07M in Q2 2024.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.