LRI Investments’s WisdomTree US Total Dividend Fund DTD Stock Holding History

LRI Investments’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	$218K	Hold	2,334	–	–	0.02%	307
2026 Q1	$202K	Sell	2,334 -73	-3%	-$6.41K	0.02%	284
2025 Q4	$204K	Hold	2,407	–	–	0.02%	278
2025 Q3	$202K	Sell	2,407 -34	-1%	-$2.79K	0.02%	292
2025 Q2	$194K	Sell	2,441 -10	-0.4%	-$757	0.02%	292
2025 Q1	$189K	Buy	2,451 +2,161	+745%	+$168K	0.02%	276
2024 Q4	$22K	Hold	290	–	–	﹤0.01%	645
2024 Q3	$22.8K	Buy	290 +1	+0.3%	+$74	﹤0.01%	635
2024 Q2	$20.5K	Sell	289 -24	-8%	-$1.67K	﹤0.01%	601
2024 Q1	$22.1K	Buy	+313	New	+$21K	0.01%	368

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

LRI Investments's DTD Position: Q2 2026 in Review

LRI Investments held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 2,334 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #307.

LRI Investments first reported a position in DTD in Q1 2024 and has held it in 10 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

LRI Investments held 2,334 shares of WisdomTree US Total Dividend Fund worth $218K as of Q2 2026.
LRI Investments left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
WisdomTree US Total Dividend Fund made up 0.02% of LRI Investments's portfolio in Q2 2026, its #307 holding.
LRI Investments first reported a position in WisdomTree US Total Dividend Fund in Q1 2024 and has held it in 10 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.