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

MAI Capital 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	–	Sell	-390	Closed	-$33.7K	–	2778
2026 Q1	$33.7K	Hold	390	–	–	﹤0.01%	2492
2025 Q4	$33.1K	Hold	390	–	–	﹤0.01%	2245
2025 Q3	$32.8K	Hold	390	–	–	﹤0.01%	2158
2025 Q2	$31K	Hold	390	–	–	﹤0.01%	2127
2025 Q1	$30K	Hold	390	–	–	﹤0.01%	1999
2024 Q4	$29.6K	Buy	+390	New	+$30.4K	﹤0.01%	2043

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 $2.73B AUM 14.39% 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

MAI Capital Management's DTD Position: Q2 2026 in Review

MAI Capital Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2026, closing a stake of 390 shares — an estimated $33.7K sold.

MAI Capital Management first reported a position in DTD in Q4 2024 and held it in 6 quarters. The position peaked at $33.7K in Q1 2026. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

MAI Capital Management reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 390 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $33.7K.
MAI Capital Management first reported a position in WisdomTree US Total Dividend Fund in Q4 2024 and held it in 6 quarters.
MAI Capital Management's WisdomTree US Total Dividend Fund position peaked at $33.7K in Q1 2026.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

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