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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

MML Investors Services's DTD Position: Q1 2026 in Review

MML Investors Services reduced its WisdomTree US Total Dividend Fund (DTD) stake by 28% in Q1 2026, selling an estimated $134K and leaving 3,975 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #2473.

MML Investors Services first reported a position in DTD in Q1 2017 and has held it in 27 quarters since. The position peaked at $31.6M in Q1 2017. 210 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

MML Investors Services held 3,975 shares of WisdomTree US Total Dividend Fund worth $343K as of Q1 2026.
MML Investors Services sold 1,520 WisdomTree US Total Dividend Fund shares in Q1 2026, an estimated $134K.
WisdomTree US Total Dividend Fund made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2473 holding.
MML Investors Services first reported a position in WisdomTree US Total Dividend Fund in Q1 2017 and has held it in 27 quarters since.
MML Investors Services's WisdomTree US Total Dividend Fund position peaked at $31.6M in Q1 2017.
210 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.