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

MGO 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
Q1 		– Sell
-12,056
Closed -$1.02M – 32
2025
Q4 		$1.02M Sell
12,056
-81
-0.7% -$6.82K 0.63% 32
2025
Q3 		$1.02M Sell
12,137
-1,933
-14% -$158K 0.61% 35
2025
Q2 		$1.12M Sell
14,070
-1,498
-10% -$113K 0.72% 31
2025
Q1 		$1.2M Sell
15,568
-2,559
-14% -$199K 0.84% 26
2024
Q4 		$1.38M Sell
18,127
-1,651
-8% -$129K 0.98% 22
2024
Q3 		$1.52M Sell
19,778
-312
-2% -$23K 1.08% 21
2024
Q2 		$1.42M Sell
20,090
-202
-1% -$14.1K 0.89% 25
2024
Q1 		$1.44M Sell
20,292
-1,733
-8% -$116K 0.9% 25
2023
Q4 		$1.44M Buy
22,025
+194
+0.9% +$11.9K 0.99% 22
2023
Q3 		$1.31M Sell
21,831
-1,475
-6% -$92.1K 0.98% 22
2023
Q2 		$1.45M Sell
23,306
-3,517
-13% -$213K 1.09% 23
2023
Q1 		$1.63M Sell
26,823
-51,735
-66% -$3.16M 1.27% 23
2022
Q4 		$4.76M Sell
78,558
-49,985
-39% -$3M 2.17% 12
2022
Q3 		$6.97M Buy
+128,543
New +$7.66M 3.32% 6

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MGO Private Wealth's DTD Position: Q1 2026 in Review

MGO Private Wealth sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2026, closing a stake of 12,056 shares — an estimated $1.02M sold.

MGO Private Wealth first reported a position in DTD in Q3 2022 and held it in 14 quarters. The position peaked at $6.97M in Q3 2022. 211 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

  • MGO Private Wealth reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • MGO Private Wealth sold 12,056 WisdomTree US Total Dividend Fund shares in Q1 2026, an estimated $1.02M.
  • MGO Private Wealth first reported a position in WisdomTree US Total Dividend Fund in Q3 2022 and held it in 14 quarters.
  • MGO Private Wealth's WisdomTree US Total Dividend Fund position peaked at $6.97M in Q3 2022.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.