Lazard Asset Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Lazard Asset Management’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	$224K	Hold	2,401	–	–	﹤0.01%	1638
2026 Q1	$207K	Hold	2,401	–	–	﹤0.01%	1621
2025 Q4	$204K	Hold	2,401	–	–	﹤0.01%	1650
2025 Q3	$202K	Buy	+2,401	New	+$197K	﹤0.01%	1598

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

Lazard Asset Management's DTD Position: Q2 2026 in Review

Lazard Asset Management held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 2,401 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

Lazard Asset Management first reported a position in DTD in Q3 2025 and has held it in 4 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Lazard Asset Management held 2,401 shares of WisdomTree US Total Dividend Fund worth $224K as of Q2 2026.
Lazard Asset Management left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
WisdomTree US Total Dividend Fund made up ﹤0.01% of Lazard Asset Management's portfolio in Q2 2026, its #1638 holding.
Lazard Asset Management first reported a position in WisdomTree US Total Dividend Fund in Q3 2025 and has held it in 4 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.