Moseley Investment Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Moseley Investment 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
2026 Q1	$237K	Sell	2,748 -100	-4%	-$8.79K	0.08%	140
2025 Q4	$242K	Hold	2,848	–	–	0.07%	142
2025 Q3	$239K	Hold	2,848	–	–	0.07%	155
2025 Q2	$226K	Hold	2,848	–	–	0.08%	149
2025 Q1	$219K	Hold	2,848	–	–	0.09%	140
2024 Q4	$216K	Hold	2,848	–	–	0.08%	140
2024 Q3	$218K	Sell	2,848 -172	-6%	-$12.7K	0.09%	145
2024 Q2	$214K	Hold	3,020	–	–	0.1%	137
2024 Q1	$214K	Sell	3,020 -4,090	-58%	-$275K	0.11%	136
2023 Q4	$465K	Hold	7,110	–	–	0.26%	89
2023 Q3	$428K	Hold	7,110	–	–	0.26%	89
2023 Q2	$441K	Hold	7,110	–	–	0.26%	88
2023 Q1	$431K	Sell	7,110 -500	-7%	-$30.5K	0.28%	86
2022 Q4	$462K	Buy	7,610 +3,290	+76%	+$197K	0.33%	77
2022 Q3	$234K	Hold	4,320	–	–	0.17%	121
2022 Q2	$250K	Hold	4,320	–	–	0.17%	129
2022 Q1	$279K	Sell	4,320 -3,790	-47%	-$241K	0.15%	139
2021 Q4	$525K	Sell	8,110 -110	-1%	-$6.85K	0.24%	104
2021 Q3	$488K	Hold	8,220	–	–	0.24%	98
2021 Q2	$487K	Hold	8,220	–	–	0.24%	100
2021 Q1	$465K	Hold	8,220	–	–	0.26%	97
2020 Q4	$431K	Hold	8,220	–	–	0.25%	97
2020 Q3	$386K	Hold	8,220	–	–	0.27%	88
2020 Q2	$370K	Hold	8,220	–	–	0.31%	82
2020 Q1	$322K	Hold	8,220	–	–	0.38%	73
2019 Q4	$434K	Hold	8,220	–	–	0.43%	71
2019 Q3	$407K	Sell	8,220 -190	-2%	-$9.26K	0.43%	69
2019 Q2	$409K	Hold	8,410	–	–	0.38%	75
2019 Q1	$398K	Buy	+8,410	New	+$385K	0.41%	67

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

Moseley Investment Management's DTD Position: Q1 2026 in Review

Moseley Investment Management reduced its WisdomTree US Total Dividend Fund (DTD) stake by 3.5% in Q1 2026, selling an estimated $8.79K and leaving 2,748 shares worth $237K. The position accounts for 0.08% of the portfolio, ranked #140.

Moseley Investment Management first reported a position in DTD in Q1 2019 and has held it in 29 quarters since. The position peaked at $525K in Q4 2021. 210 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

Moseley Investment Management held 2,748 shares of WisdomTree US Total Dividend Fund worth $237K as of Q1 2026.
Moseley Investment Management sold 100 WisdomTree US Total Dividend Fund shares in Q1 2026, an estimated $8.79K.
WisdomTree US Total Dividend Fund made up 0.08% of Moseley Investment Management's portfolio in Q1 2026, its #140 holding.
Moseley Investment Management first reported a position in WisdomTree US Total Dividend Fund in Q1 2019 and has held it in 29 quarters since.
Moseley Investment Management's WisdomTree US Total Dividend Fund position peaked at $525K in Q4 2021.
210 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.