My Legacy Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

My Legacy Advisors’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	$717K	Sell	8,855 -846	-9%	-$64K	0.26%	110
2025 Q1	$747K	Sell	9,701 -52	-0.5%	-$4.04K	0.29%	102
2024 Q4	$750K	Sell	9,753 -714	-7%	-$55.6K	0.29%	96
2024 Q3	$803K	Sell	10,467 -17,204	-62%	-$1.27M	0.32%	89
2024 Q2	$1.96M	Sell	27,671 -2,827	-9%	-$197K	0.63%	41
2024 Q1	$2.16M	Sell	30,498 -3,540	-10%	-$238K	0.72%	38
2023 Q4	$2.22M	Sell	34,038 -1,504	-4%	-$92.6K	0.8%	32
2023 Q3	$2.13M	Buy	35,542 +555	+2%	+$34.7K	0.86%	27
2023 Q2	$2.2M	Buy	34,987 +2,217	+7%	+$134K	0.86%	28
2023 Q1	$2M	Buy	32,770 +3,992	+14%	+$244K	0.86%	25
2022 Q4	$1.81M	Sell	28,778 -5,018	-15%	-$301K	0.77%	28
2022 Q3	$1.88M	Buy	33,796 +6,442	+24%	+$384K	0.95%	18
2022 Q2	$1.59M	Buy	27,354 +18,298	+202%	+$1.13M	0.8%	25
2022 Q1	$585K	Buy	+9,056	New	+$576K	0.27%	122

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 $224M AUM 17.89% 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

My Legacy Advisors's DTD Position: Q2 2025 in Review

My Legacy Advisors reduced its WisdomTree US Total Dividend Fund (DTD) stake by 8.7% in Q2 2025, selling an estimated $64K and leaving 8,855 shares worth $717K. The position accounts for 0.26% of the portfolio, ranked #110.

My Legacy Advisors first reported a position in DTD in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.22M in Q4 2023. 198 funds tracked by Wall St. Rank hold DTD as of Q2 2025.

My Legacy Advisors held 8,855 shares of WisdomTree US Total Dividend Fund worth $717K as of Q2 2025.
My Legacy Advisors sold 846 WisdomTree US Total Dividend Fund shares in Q2 2025, an estimated $64K.
WisdomTree US Total Dividend Fund made up 0.26% of My Legacy Advisors's portfolio in Q2 2025, its #110 holding.
My Legacy Advisors first reported a position in WisdomTree US Total Dividend Fund in Q1 2022 and has held it in 14 quarters since.
My Legacy Advisors's WisdomTree US Total Dividend Fund position peaked at $2.22M in Q4 2023.
198 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.