Lindbrook Capital’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Lindbrook 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
2025 Q1	$24.9K	Hold	324	–	–	﹤0.01%	1265
2024 Q4	$24.6K	Hold	324	–	–	﹤0.01%	1162
2024 Q3	$24.8K	Hold	324	–	–	﹤0.01%	1172
2024 Q2	$22.9K	Hold	324	–	–	﹤0.01%	1162
2024 Q1	$22.9K	Hold	324	–	–	﹤0.01%	1141
2023 Q4	$21.2K	Hold	324	–	–	﹤0.01%	1148
2023 Q3	$19.5K	Hold	324	–	–	﹤0.01%	1071
2023 Q2	$20.1K	Hold	324	–	–	﹤0.01%	1086
2023 Q1	$19.6K	Hold	324	–	–	﹤0.01%	1079
2022 Q4	$19.7K	Hold	324	–	–	﹤0.01%	1072
2022 Q3	$18K	Hold	324	–	–	﹤0.01%	1024
2022 Q2	$19K	Hold	324	–	–	﹤0.01%	984
2022 Q1	$21K	Hold	324	–	–	﹤0.01%	979
2021 Q4	$21K	Buy	+324	New	+$20.2K	﹤0.01%	994

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 $445B AUM 25.58% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Lindbrook Capital's DTD Position: Q1 2025 in Review

Lindbrook Capital held its WisdomTree US Total Dividend Fund (DTD) position steady in Q1 2025 at 324 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Lindbrook Capital first reported a position in DTD in Q4 2021 and has held it in 14 quarters since. 194 funds tracked by Wall St. Rank hold DTD as of Q1 2025.

Lindbrook Capital held 324 shares of WisdomTree US Total Dividend Fund worth $24.9K as of Q1 2025.
Lindbrook Capital left its WisdomTree US Total Dividend Fund share count unchanged in Q1 2025.
WisdomTree US Total Dividend Fund made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1265 holding.
Lindbrook Capital first reported a position in WisdomTree US Total Dividend Fund in Q4 2021 and has held it in 14 quarters since.
194 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.