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London & Capital Asset Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

London & Capital 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
Q1 		$230K Hold
2,670
– – ﹤0.01% 214
2025
Q4 		$227K Buy
+2,670
New +$225K ﹤0.01% 229

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

London & Capital Asset Management's DTD Position: Q1 2026 in Review

London & Capital Asset Management held its WisdomTree US Total Dividend Fund (DTD) position steady in Q1 2026 at 2,670 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

London & Capital Asset Management first reported a position in DTD in Q4 2025 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

  • London & Capital Asset Management held 2,670 shares of WisdomTree US Total Dividend Fund worth $230K as of Q1 2026.
  • London & Capital Asset Management left its WisdomTree US Total Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of London & Capital Asset Management's portfolio in Q1 2026, its #214 holding.
  • London & Capital Asset Management first reported a position in WisdomTree US Total Dividend Fund in Q4 2025 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on London & Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.