MML Investors Services
DTD icon

MML Investors Services’s WisdomTree US Total Dividend Fund DTD Stock Holding History

MML Investors Services’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 		$397K Buy
4,257
+282
+7% +$25.7K ﹤0.01% 2625
2026
Q1 		$343K Sell
3,975
-1,520
-28% -$134K ﹤0.01% 2473
2025
Q4 		$466K Buy
5,495
+907
+20% +$76.4K ﹤0.01% 2308
2025
Q3 		$385K Sell
4,588
-4
-0.1% -$328 ﹤0.01% 2345
2025
Q2 		$365K Sell
4,592
-126
-3% -$9.54K ﹤0.01% 2299
2025
Q1 		$363K Sell
4,718
-120
-2% -$9.32K ﹤0.01% 2201
2024
Q4 		$367K Sell
4,838
-1,221
-20% -$95.1K ﹤0.01% 2132
2024
Q3 		$465K Sell
6,059
-1,425
-19% -$105K ﹤0.01% 1903
2024
Q2 		$530K Buy
7,484
+249
+3% +$17.3K ﹤0.01% 1750
2024
Q1 		$512K Sell
7,235
-487
-6% -$32.7K ﹤0.01% 1773
2023
Q4 		$505K Sell
7,722
-30
-0.4% -$1.85K ﹤0.01% 1747
2023
Q3 		$466K Buy
7,752
+1,838
+31% +$115K ﹤0.01% 1677
2023
Q2 		$367K Sell
5,914
-2,593
-30% -$157K ﹤0.01% 1821
2023
Q1 		$515K Buy
8,507
+230
+3% +$14.1K ﹤0.01% 1392
2022
Q4 		$502K Buy
8,277
+3,573
+76% +$214K ﹤0.01% 1507
2022
Q3 		$255K Buy
4,704
+1,187
+34% +$70.7K ﹤0.01% 1780
2022
Q2 		$204K Buy
3,517
+201
+6% +$12.4K ﹤0.01% 1901
2022
Q1 		$214K Buy
3,316
+12
+0.4% +$764 ﹤0.01% 1921
2021
Q4 		$214K Buy
+3,304
New +$206K ﹤0.01% 1888
2021
Q1 		– Sell
-26,628
Closed -$1.4M – 1803
2020
Q4 		$1.4M Buy
26,628
+4,444
+20% +$222K 0.01% 707
2020
Q3 		$1.04M Buy
22,184
+3,148
+17% +$148K 0.01% 749
2020
Q2 		$858K Buy
19,036
+6,498
+52% +$283K 0.01% 762
2020
Q1 		$491K Buy
+12,538
New +$608K 0.01% 879
2019
Q3 		– Sell
-7,396
Closed -$359K – 1495
2019
Q2 		$359K Buy
7,396
+2,088
+39% +$100K 0.01% 1186
2019
Q1 		$251K Sell
5,308
-184
-3% -$8.43K ﹤0.01% 1356
2018
Q4 		$232K Sell
5,492
-612
-10% -$27.8K ﹤0.01% 1292
2018
Q3 		$293K Buy
+6,104
New +$289K ﹤0.01% 1282
2017
Q2 		– Sell
-1,099,512
Closed -$31.6M – 1291
2017
Q1 		$31.6M Buy
+1,099,512
New +$45.7M 0.63% 22

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
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

MML Investors Services's DTD Position: Q2 2026 in Review

MML Investors Services increased its WisdomTree US Total Dividend Fund (DTD) stake by 7.1% in Q2 2026, buying an estimated $25.7K and bringing the position to 4,257 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #2625.

MML Investors Services first reported a position in DTD in Q1 2017 and has held it in 28 quarters since. The position peaked at $31.6M in Q1 2017. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • MML Investors Services held 4,257 shares of WisdomTree US Total Dividend Fund worth $397K as of Q2 2026.
  • MML Investors Services bought 282 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $25.7K.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2625 holding.
  • MML Investors Services first reported a position in WisdomTree US Total Dividend Fund in Q1 2017 and has held it in 28 quarters since.
  • MML Investors Services's WisdomTree US Total Dividend Fund position peaked at $31.6M in Q1 2017.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.