MASECO Private Wealth’s WisdomTree US Total Dividend Fund DTD Stock Holding History

MASECO Private Wealth’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	$41.1K	Hold	441	–	–	﹤0.01%	178
2026 Q1	$38K	Sell	441 -56	-11%	-$4.92K	﹤0.01%	154
2025 Q4	$42.2K	Buy	497 +3	+0.6%	+$253	﹤0.01%	189
2025 Q3	$41.5K	Sell	494 -58	-11%	-$4.75K	﹤0.01%	99
2025 Q2	$43.9K	Buy	+552	New	+$41.8K	﹤0.01%	179

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

MASECO Private Wealth's DTD Position: Q2 2026 in Review

MASECO Private Wealth held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 441 shares worth $41.1K. The position accounts for ﹤0.01% of the portfolio, ranked #178.

MASECO Private Wealth first reported a position in DTD in Q2 2025 and has held it in 5 quarters since. The position peaked at $43.9K in Q2 2025. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

MASECO Private Wealth held 441 shares of WisdomTree US Total Dividend Fund worth $41.1K as of Q2 2026.
MASECO Private Wealth left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
WisdomTree US Total Dividend Fund made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #178 holding.
MASECO Private Wealth first reported a position in WisdomTree US Total Dividend Fund in Q2 2025 and has held it in 5 quarters since.
MASECO Private Wealth's WisdomTree US Total Dividend Fund position peaked at $43.9K in Q2 2025.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.