LPL Financial’s WisdomTree US Total Dividend Fund DTD Stock Holding History

LPL Financial’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	$77.8M	Buy	901,077 +62,545	+7%	+$5.49M	0.02%	705
2025 Q4	$71.2M	Buy	838,532 +39,238	+5%	+$3.31M	0.02%	706
2025 Q3	$67.1M	Buy	799,294 +34,362	+4%	+$2.82M	0.02%	702
2025 Q2	$60.8M	Buy	764,932 +17,099	+2%	+$1.29M	0.02%	672
2025 Q1	$57.5M	Buy	747,833 +44,618	+6%	+$3.46M	0.02%	632
2024 Q4	$53.3M	Buy	703,215 +45,555	+7%	+$3.55M	0.02%	626
2024 Q3	$50.4M	Buy	657,660 +14,336	+2%	+$1.06M	0.02%	608
2024 Q2	$45.6M	Buy	643,324 +33,663	+6%	+$2.34M	0.02%	597
2024 Q1	$43.1M	Buy	609,661 +41,037	+7%	+$2.76M	0.02%	591
2023 Q4	$37.2M	Buy	568,624 +30,338	+6%	+$1.87M	0.02%	604
2023 Q3	$32.4M	Buy	538,286 +58,551	+12%	+$3.66M	0.02%	604
2023 Q2	$29.8M	Sell	479,735 -34,159	-7%	-$2.07M	0.02%	625
2023 Q1	$31.1M	Buy	513,894 +44,067	+9%	+$2.69M	0.02%	569
2022 Q4	$28.5M	Buy	469,827 +22,300	+5%	+$1.34M	0.02%	567
2022 Q3	$24.3M	Sell	447,527 -39,528	-8%	-$2.35M	0.02%	563
2022 Q2	$28.2M	Buy	487,055 +72,331	+17%	+$4.46M	0.03%	506
2022 Q1	$26.8M	Sell	414,724 -120,493	-23%	-$7.67M	0.02%	552
2021 Q4	$34.6M	Sell	535,217 -15,267	-3%	-$950K	0.03%	466
2021 Q3	$32.3M	Sell	550,484 -39,832	-7%	-$2.41M	0.03%	446
2021 Q2	$35M	Sell	590,316 -258,866	-30%	-$15.2M	0.04%	410
2021 Q1	$48M	Buy	849,182 +43,316	+5%	+$2.34M	0.06%	308
2020 Q4	$42.2M	Buy	805,866 +18,554	+2%	+$925K	0.05%	289
2020 Q3	$37M	Buy	787,312 +58,952	+8%	+$2.77M	0.06%	284
2020 Q2	$32.8M	Buy	728,360 +141,836	+24%	+$6.18M	0.06%	274
2020 Q1	$23M	Buy	586,524 +237,278	+68%	+$11.5M	0.05%	288
2019 Q4	$18.4M	Buy	349,246 +46,908	+16%	+$2.39M	0.03%	382
2019 Q3	$15M	Buy	302,338 +75,636	+33%	+$3.69M	0.03%	403
2019 Q2	$11M	Sell	226,702 -758,484	-77%	-$36.3M	0.02%	478
2019 Q1	$46.6M	Buy	985,186 +28,672	+3%	+$1.31M	0.11%	175
2018 Q4	$40.5M	Buy	956,514 +13,436	+1%	+$611K	0.11%	169
2018 Q3	$45.3M	Buy	943,078 +5,346	+0.6%	+$253K	0.11%	163
2018 Q2	$42.7M	Buy	937,732 +28,668	+3%	+$1.3M	0.11%	158
2018 Q1	$40.5M	Buy	909,064 +13,326	+1%	+$617K	0.11%	166
2017 Q4	$41.6M	Buy	895,738 +67,456	+8%	+$3.05M	0.13%	147
2017 Q3	$36.3M	Buy	828,282 +42,850	+5%	+$1.84M	0.13%	148
2017 Q2	$33.4M	Buy	785,432 +163,510	+26%	+$6.92M	0.13%	152
2017 Q1	$26.1M	Sell	621,922 -12,190	-2%	-$507K	0.18%	95
2016 Q4	$25.9M	Buy	634,112 +41,474	+7%	+$1.63M	0.2%	80
2016 Q3	$22.9M	Buy	592,638 +42,168	+8%	+$1.65M	0.22%	84
2016 Q2	$21.1M	Sell	550,470 -535,808	-49%	-$20.1M	0.18%	87
2016 Q1	$40M	Sell	1,086,278 -244,944	-18%	-$8.55M	0.11%	170
2015 Q4	$47.3M	Buy	1,331,222 +715,848	+116%	+$25.8M	0.13%	142
2015 Q3	$21.6M	Sell	615,374 -14,388	-2%	-$513K	0.12%	160
2015 Q2	$23.1M	Sell	629,762 -9,400	-1%	-$352K	0.12%	168
2015 Q1	$23.7M	Buy	639,162 +77,550	+14%	+$2.89M	0.12%	154
2014 Q4	$21M	Buy	561,612 +28,194	+5%	+$1.03M	0.11%	170
2014 Q3	$18.8M	Buy	533,418 +8,130	+2%	+$292K	0.11%	177
2014 Q2	$18.8M	Buy	525,288 +13,348	+3%	+$465K	0.11%	174
2014 Q1	$17.5M	Buy	511,940 +20,494	+4%	+$680K	0.11%	183
2013 Q4	$16.5M	Buy	491,446 +8,056	+2%	+$261K	0.1%	184
2013 Q3	$15.2M	Buy	483,390 +17,876	+4%	+$556K	0.1%	184
2013 Q2	$14M	Buy	+465,514	New	+$14.1M	0.1%	181