Moloney Securities Asset Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Moloney Securities Asset 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
2025 Q2	–	Sell	-2,724	Closed	-$210K	–	503
2025 Q1	$210K	Buy	2,724 +82	+3%	+$6.37K	0.03%	424
2024 Q4	$200K	Buy	+2,642	New	+$206K	0.03%	418
2022 Q2	–	Sell	-4,480	Closed	-$289K	–	388
2022 Q1	$289K	Buy	4,480 +35	+0.8%	+$2.23K	0.06%	307
2021 Q4	$288K	Buy	4,445 +311	+8%	+$19.4K	0.05%	332
2021 Q3	$243K	Buy	+4,134	New	+$250K	0.04%	362

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Moloney Securities Asset Management's DTD Position: Q2 2025 in Review

Moloney Securities Asset Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2025, closing a stake of 2,724 shares — an estimated $210K sold.

Moloney Securities Asset Management first reported a position in DTD in Q3 2021 and held it in 5 quarters. The position peaked at $289K in Q1 2022. 198 funds tracked by Wall St. Rank hold DTD as of Q2 2025.

Moloney Securities Asset Management reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2025 after selling out during the quarter.
Moloney Securities Asset Management sold 2,724 WisdomTree US Total Dividend Fund shares in Q2 2025, an estimated $210K.
Moloney Securities Asset Management first reported a position in WisdomTree US Total Dividend Fund in Q3 2021 and held it in 5 quarters.
Moloney Securities Asset Management's WisdomTree US Total Dividend Fund position peaked at $289K in Q1 2022.
198 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2025.

Based on Moloney Securities Asset Management's 13F filing for Q2 2025, filed 31 Jul 2025.